Heat pump service record: free blank PDF
Print this voluntary heat pump service record. Record the actual equipment, procedure, findings and handover for the visit.
Download the blank printable PDF for free.
Free blank Heat pump service record form
Print the blank record and keep the completed copy with the job. The preview shows the actual blank download.
Blank Heat pump service record form
Record scope and contents
England, Wales, Scotland, Northern Ireland. The named person recording the work; any regulated activities retain their own competence requirements.
- Visit: Record number, Work date, Equipment or installation identity, Manufacturer instructions and procedure used, Hydronic circuit, filters and external unit checks, Controls and measured temperatures, flow and operating readings, Separate electrical, gas or refrigerant work record references, Defects, action taken and condition left, Operating instructions and follow-up given
- Work location: Work jurisdiction
- Registered business: Company name, Company address, Company postcode, Phone
- Customer or duty-holder: Customer or duty-holder name, Customer address, Customer postcode
- Site: Installation or site address, Site postcode
- Named person: Named person, Signature, Date signed
Tradehand record definition · checked 2 October 2026
What the Heat pump service record covers
Record the hydronic circuit, filters, external unit, controls and operating readings. Refrigerant-circuit, gas and electrical work keep their separate qualified-person records.
Who needs one
- The named person recording work actually performed.
- The customer retaining the findings, procedures and handover documents.
Related templates
Questions sole traders ask
More free certificates
Electrical Installation Condition Report
Full BS 7671 condition report: circuits, test results, C1–C3 & FI codes, Satisfactory/Unsatisfactory outcome.
Electrical Installation Certificate
Certify new circuits, installations and consumer unit changes: BS 7671 design, construction and test declarations.
Minor Electrical Installation Works Certificate
Certify additions and alterations to existing circuits: the lightweight BS 7671 counterpart to an EIC.
EV Charge-Point Installation Certificate
Certify EV charger installs: charger detail, open-PEN and RCD protection, commissioning tests, BS 7671.
Earthing & Bonding Certificate
Confirm main protective bonding to water, gas and services is present and adequate: BS 7671.
Domestic fire alarm commissioning record
Certify domestic fire detection: grade, category, device and audibility tests to BS 5839-6.
Free certificates. Admin that does itself.
Keep the job, quotes and customer records together in Tradehand.