Form library · Facilities and maintenance
Heat pump commissioning checklist
A commissioning record for an air or ground source heat pump. Scan the data plate, record the refrigerant and whether F gas work was done on site, then the flush, inhibitor and pressure, design and measured flow and return temperatures, weather compensation and balancing. Record the cylinder set point and pasteurisation cycle, the MCS certificate, the maximum demand and DNO notification, and the handover. Every question is listed below, and you can fill the live form in on this page.
Ready to use from the form library, and every question is yours to edit. Trial from £1, cancel any time.
Try it on your phone
Try it on this phone
Fill in the heat pump commissioning on your phone now
See how the heat pump commissioning looks on your phone
Scan the code with your phone camera. It opens the real form, no sign-up needed.
Open the live example and fill it in, just as your team would on site. No sign-up needed.
See it on this phoneEvery question is editable. Add this form to your account, then change the wording, add or remove questions and options, and make it fit your own jobs.
What is checked when a heat pump is commissioned?
Heat pump commissioning checks that the system has been flushed and treated, the pressure is right, the flow temperature matches the design, the flow to return difference is as expected, weather compensation is set, emitters are balanced and hot water is stored safely. The installer then creates the MCS certificate, notifies the DNO and shows the customer how to use the controls.
Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against MCS: notifying DNOs, MCS: a compliance reminder for MCS certificates (14 days after commissioning), GOV.UK: Boiler Upgrade Scheme, how to apply, HSE: hot and cold water systems, things to consider (legionella) and GOV.UK: qualifications required to work on equipment containing F gas.
Try the heat pump commissioning form live
Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
Open the completed example to see fictional readings, notes, photos and calculations. Choose Blank form to try entering your own answers.
Want to see one filled in? See a completed heat pump commissioning report (PDF), made by SiteSurvey from a fictional site visit.
Every question in the heat pump commissioning template
A heat pump commissioning record: unit and refrigerant, system pressure and flushing, flow and return temperatures, weather compensation, hot water and pasteurisation, MCS certificate, DNO and handover. 4 sections and 59 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Client: the project's customer
- Site: the site, when the form is opened for a space or a product
- Site address: the site address, from the space or the project
Heat pump
- ProjectShort answerFills in from the project name
- ClientShort answerFills in from the project's customer
- Site*Short answerFills in from the site, when the form is opened for a space or a product
- Site addressShort answerFills in from the site address, from the space or the project
- Date commissioned*Date
- TimeTime
- Installer and MCS certification number*Short answer
- Heat pump make and model*Short answer
- Serial numberShort answer
- Scan the data plateScan a label: serial number, model number
Optional. Scan the label or tag to capture its numbers.
- Where is the outdoor unit?Short answer
Air source units. Mark it standing beside the unit. Tap Mark current location at the unit. It saves the coordinates, a grid reference and the accuracy.
- Smallest clearance around the outdoor unit (m)Number
Measure from a photo taken square on, using the unit width from the data sheet as the reference. It is an estimate; close to the minimum, use a tape.
- Minimum clearance in the installation manual (m)Number
- Clearance against the manualWorked out by the formShown when “Smallest clearance around the outdoor unit (m)” is answered and “Minimum clearance in the installation manual (m)” is answered
- Rated output (kW)Number
- Design heat loss from the heat loss calculation (kW)Number
- Rated output as a share of the heat loss (%)Worked out by the formShown only when the answers above make it relevant
- CheckThe rated output is below the design heat loss. Check the output at the design outdoor and flow temperatures in the manufacturer's data against the system design.Shown only when the answers above make it relevant
- Refrigerant type and charge (kg)Short answer
- Refrigerant circuitChoose one
- Factory sealed (monobloc)
- Split system: refrigerant work on site
- CheckGOV.UK: anyone installing a refrigeration, air conditioning or heat pump system that contains F gas must hold an F gas qualification, and the company needs F gas certification.Shown when “Refrigerant circuit” is “Split system: refrigerant work on site”
- F-gas certificate numberShort answerShown when “Refrigerant circuit” is “Split system: refrigerant work on site”
Heating system
- System flushed and cleaned before commissioning?Yes or No
- Inhibitor or antifreeze added at the right concentration?Yes or No
- System pressure, cold (bar)Number
- Design flow temperature (°C)Number
- Design flow to return difference (°C)Number
From the system design.
- Measured flow temperature (°C)Number
- Measured return temperature (°C)Number
- Flow to return difference (°C)Worked out by the formShown when “Measured flow temperature (°C)” is answered and “Measured return temperature (°C)” is answered
- Measured flow minus design flow (°C)Worked out by the formShown when “Measured flow temperature (°C)” is answered and “Design flow temperature (°C)” is answered
- Measured difference minus design difference (°C)Worked out by the formShown when “Measured flow temperature (°C)” is answered and “Measured return temperature (°C)” is answered and “Design flow to return difference (°C)” is answered
- Weather compensation set up?Yes or No
- Heat curve or compensation settingsShort answer
- Radiators or underfloor loops balanced?Yes or No
Hot water
- Is there a hot water cylinder?Yes or No
- Cylinder set point (°C)NumberShown when “Is there a hot water cylinder?” is Yes
- Is a regular pasteurisation (legionella) cycle set?Yes or NoShown when “Is there a hot water cylinder?” is Yes
- CheckHSE says hot water cylinders should store water at 60°C or higher to control legionella. The cylinder is set lower and no pasteurisation cycle is set.Shown only when the answers above make it relevant
MCS, DNO and handover
- CheckThis is the installer's commissioning record. It supports the MCS certificate and the MIS 3005 handover documents given to the customer. It does not replace them.
- MCS certificate numberShort answer
- Date the MCS certificate was createdDate
- GuidanceMCS sets a short deadline for the MCS certificate after commissioning. MCS certificate guidance says within 14 days (30 days for installers on the redeveloped installer scheme), and MIS 3005 asks for registration within 10 working days. Check the current scheme documents for your certification.
- WarningMore than 14 days after commissioning.Shown only when the answers above make it relevant
- Boiler Upgrade Scheme voucher reference, if anyShort answer
- GuidanceBoiler Upgrade Scheme grants go through MCS certified installers, who apply to Ofgem on the customer's behalf.
- Maximum demand of the property after installation (A)Number
Including the new equipment and the effect of any load management.
- Network operator (DNO) routeChoose one
- Connect and notify after installation
- Applied and approved before installation
- Not known
- CheckMCS: every heat pump installation must be notified to the DNO. Where the property's new maximum demand is 60 A or less, connect and notify the DNO within 28 days of the installation. Between 60 A and 100 A, apply before installing.
- WarningMaximum demand is over 60 A. MCS says to apply to the DNO before installing, not connect and notify.Shown only when the answers above make it relevant
- Date the DNO was notified or approvedDateShown only when the answers above make it relevant
- Days from commissioning to notificationWorked out by the formShown only when the answers above make it relevant
- WarningMore than 28 days after commissioning.Shown only when the answers above make it relevant
- WarningThe approval date is after the commissioning date. Approval is needed before installation.Shown only when the answers above make it relevant
- DNO referenceShort answerShown only when the answers above make it relevant
- Electrical Installation Certificate (BS 7671) reference for the new circuitShort answer
- Issued byShort answer
- Photos of the outdoor unit, cylinder and controlsPhotos
- Handed overTick all that apply
- MCS certificate
- Manuals and warranty
- How to use the controls
- Maintenance schedule
- Heat loss calculation and system design
- Next service dueDate
Set by the heat pump maker's instructions and warranty terms.
- Days to next dueWorked out by the formShown when “Date commissioned” is answered and “Next service due” is answered
- CheckThe next service due date is before the inspection date. Check the date.Shown only when the answers above make it relevant
- ActionsRepeat for each action. Each one asks:
- Action needed*Notes
- PriorityChoose one
- Urgent
- High
- Medium
- Low
- OwnerShort answer
- DueDate
- StatusChoose one
- Open
- In progress
- Completed
- Customer nameShort answer
- Customer signatureSignature
- Installer name*Short answer
- Installer signatureSignature
See it filled in
A completed heat pump commissioning report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Heat pump commissioning FAQs
When is the MCS certificate due?
MCS requires the certificate to be created no later than 14 days after the commissioning date. Boiler Upgrade Scheme grants go through MCS certified installers, who apply on the customer's behalf. The form records the certificate number, its date and the voucher reference, and warns when the certificate is more than 14 days late.
Does the DNO need to know about a heat pump?
Yes. MCS says every heat pump installation must be notified. Where the property's new maximum demand is 60 A or less, you can connect and notify the DNO within 28 days of the installation; between 60 A and 100 A, apply before installing. The form records the maximum demand and route and warns when notification is late.
What hot water temperature is safe?
HSE says hot water should be stored at 60°C or higher to kill legionella bacteria. The form records the cylinder set point and warns when it is below 60°C without a regular pasteurisation cycle.
What is the flow to return difference?
The form works out the difference between the measured flow and return temperatures. Compare it with the system design to check the flow rate and the emitters.
What about split systems?
GOV.UK says anyone installing a heat pump system that contains F gas needs an F gas qualification, and the company needs F gas certification. The form asks for the certificate number when refrigerant work was done on site.
Who uses this?
MCS heat pump installers, heating engineers and housing providers commissioning heat pumps across their stock.
Related
Related templates
Templates that go with the heat pump commissioning form
An air conditioning installation and commissioning record: F-gas certification, units with label scan, refrigerant type and charge, CO2 equivalent and leak check frequency, strength test, vacuum, leak test, temperatures, drains and controls, and handover.
A heat pump site survey: property, current heating and insulation, room-by-room measurements and emitters for the heat loss calculation, outdoor unit position, hot water cylinder space and electrics.
A customer handover pack record: completion and handover dates, certificates in the pack and to follow, manuals, warranties and keys, each system demonstrated, where the controls and shut-offs are, outstanding items, aftercare and the customer's signature.
A legionella monthly temperature log: hot and cold sentinel outlet readings, cylinder flow and return temperatures and TMV inlets, with warnings when a reading misses the HSE target.
Use this heat pump commissioning form with your team
Add it from the form library in one click, change any question, and every completed form becomes a branded PDF report.
Start your trial →