Template

Heat Pump and Heating System Inspection

by Lewis Pattison, from the Community

This comprehensive checklist supports facilities and property teams in inspecting heat pumps and related building systems. Review accessibility, airflow, insulation integrity, and signs of refrigerant or electrical issues. Check glycol levels, condensate routing, primary and secondary pumps, Y strainer cleanliness, and ground loop pressure/PRV. Assess DHW cylinder and heating components: expansion vessels, zone valves, relief valves, magnetic filter, sensors, thermostats, and programmer. Record system pressure, hot water temperature, heat curve, flow meter readings, and schedules for heating and hot water. Include legionella controls and verify smoke/heat alarms, control switches, intercoms, and alarm data badges. Capture tenant and engineer names and signatures.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Service and Commissioning Report
This Service and Commissioning Report template helps teams in renewable energy and heating verify safe installation and startup. Capture project details, site, and contact info, then record heat pump make, model, serial, and ID plate. Validate ground loop pressure tests, glycol fill and freeze protection, and manifold integrity. Document primary and secondary heating systems, underfloor heating controls, and heat curves. Log domestic hot water cylinder model, capacity, and legionella protection. Enter key temperatures for outdoor, room, supply, return, hot water, and brine in/out, plus heating and hot water run times and stop temperatures. Confirm compliance with building regulations, electrical supply and isolation, sensor connections, valves and filters, DHW safety devices, and internet connectivity. Track job status, required parts or quotes, corrective actions, and collect on-site representative and auditor signatures.
by Andrew Wildey, from the Community
Downloads: 30+
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Template
Ground Source Heat Pump Service Checklist
Use this ground source heat pump service checklist to perform a thorough maintenance visit. Record model and serial numbers, assess the unvented cylinder, expansion vessel, relief and temperature and pressure valves, and clean inline strainers. Inspect electrical and pipe connections, look for oil that may indicate a refrigerant leak, verify antifreeze levels and system pressure, release air from the heating circuit, confirm room thermostat and zone valve operation, test carbon monoxide and smoke alarms, capture meter readings, photos, and signatures.
by Kevin O'Donovan, from the Community
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Template
Air Source Heat Pump Completion Document
This air source heat pump completion document helps installers commission and hand over a new system. Record site details, equipment make and model, serial numbers, and required photos. Verify electrical tests including resistance to earth and short circuit checks, confirm sensor readings, and set control parameters such as heat curve, flow temperatures, domestic hot water start and stop, auxiliary power, and legionella cycle. Check unit installation and clearances, base or brackets, vibration isolation, condensate drainage, and insulation. Assess the central heating system including emitter types and count, system pressure, expansion vessel charge, flushing and cleaning, water treatment, pump settings, and inhibitor. Confirm controls setup and customer handover in line with MIS 3005 requirements. Capture radiator and controls images and collect engineer and customer signatures with date and time.
by Steve Reynolds, from the Community
Downloads: 10+
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Template
NIBE Heat Pump Annual Service Checklist
Use this NIBE service checklist to complete a thorough annual inspection of heat pump and hot water systems. Tasks include checking the casing, fan, air vents, and heat exchanger, inspecting for refrigerant leaks and damaged insulation, clearing drains, and examining water piping and pressure. Verify DHW tank condition, pump noise and vibration, and the operation of pressure relief valves. Review electrical isolators and cable terminations, immersion heater connections, PCB connectors, and thermal protectors. Confirm heating and hot water set points, controller time and day settings, external thermostat operation, and replace the air filter. Record any repairs required and comments.
by s b, from the Community
Downloads: 20+
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Heat Pump and Heating System Inspection

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Service and Commissioning Report

Ground Source Heat Pump Service Checklist

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NIBE Heat Pump Annual Service Checklist

You might also like

Service and Commissioning Report

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