---
type: Document Schema
title: Heat pump service record
description: "Record the hydronic circuit, filters, external unit, controls and operating readings. Published here as field structure: 3 steps, 6 sections, 22 fields."
resource: https://tradehand.com/certificates/heat-pump-service
tags: [heating_engineer, air_conditioning, uk, certificate]
status: stable
generated:
  by: tradehand-cert-forms/1
---

# Heat pump service record

Record the hydronic circuit, filters, external unit, controls and operating readings. Refrigerant-circuit, gas and electrical work keep their separate qualified-person records.

Scope: England, Wales, Scotland, Northern Ireland. Issuer: The named person recording the work; any regulated activities retain their own competence requirements.
Source: [Tradehand record definition](/okf/certificates/heat-pump-service.md). Checked 2026-10-02.

The structure below is the form as Tradehand implements it — the fields a trader fills in and the certificate renderer prints — not a reproduction of any published model form.

# Schema

| Measure | Count |
| --- | --- |
| Steps | 3 |
| Sections | 6 |
| Form fields | 22 |
| Table columns | 0 |
| Inspection items | 0 |
| Notice sections | 0 |
| Total recorded fields | 22 |

A field is a form field, a table column or an inspection-schedule item. Conditional requirements are published as `conditional`; the predicate behind one is code, not knowledge.

## Work

### Visit

Fields section, 9 fields.

| Key | Label | Type | Required | Unit |
| --- | --- | --- | --- | --- |
| `certificate_number` | Record number | text | yes | — |
| `service_date` | Work date | date | yes | — |
| `equipment_identity` | Equipment or installation identity | textarea | yes | — |
| `procedure_reference` | Manufacturer instructions and procedure used | textarea | yes | — |
| `hydronic_checks` | Hydronic circuit, filters and external unit checks | textarea | yes | — |
| `control_and_performance_readings` | Controls and measured temperatures, flow and operating readings | textarea | yes | — |
| `separate_specialist_records` | Separate electrical, gas or refrigerant work record references | textarea | no | — |
| `defects_and_actions` | Defects, action taken and condition left | textarea | yes | — |
| `handover` | Operating instructions and follow-up given | textarea | yes | — |

### Work location

Fields section, 1 field.

| Key | Label | Type | Required | Unit |
| --- | --- | --- | --- | --- |
| `jurisdiction` | Work jurisdiction | select | yes | — |

## Parties

### Registered business

Fields section, 4 fields.

| Key | Label | Type | Required | Unit |
| --- | --- | --- | --- | --- |
| `contractor_name` | Company name | text | yes | — |
| `contractor_address` | Company address | textarea | no | — |
| `contractor_postcode` | Company postcode | text | no | — |
| `contractor_phone` | Company telephone number | text | no | — |

### Customer or duty-holder

Fields section, 3 fields.

| Key | Label | Type | Required | Unit |
| --- | --- | --- | --- | --- |
| `client_name` | Customer or duty-holder name | text | yes | — |
| `client_address` | Customer address | textarea | no | — |
| `client_postcode` | Customer postcode | text | no | — |

### Site

Fields section, 2 fields.

| Key | Label | Type | Required | Unit |
| --- | --- | --- | --- | --- |
| `site_address` | Installation or site address | textarea | yes | — |
| `site_postcode` | Site postcode | text | no | — |

## Sign-off

### Named person

Fields section, 3 fields.

| Key | Label | Type | Required | Unit |
| --- | --- | --- | --- | --- |
| `engineer_name` | Named person | text | yes | — |
| `engineer_signature` | Signature | signature | yes | — |
| `engineer_signed_date` | Date signed | date | yes | — |

# Related

- [Blank Heat pump service record (PDF)](https://tradehand.com/templates/heat-pump-service-certificate-template.pdf) - the free printable form, every section and field present, nothing filled in.
- [Minor Electrical Installation Works Certificate](./minor-works.md)
- [Electrical Installation Certificate](./eic.md)
- [EV Charge-Point Installation Certificate](./ev-charge-point.md)
- [Electrical Installation Condition Report](./eicr.md)
- [Earthing & Bonding Certificate](./earth-bonding.md)
- [Domestic fire alarm commissioning record](./fire-alarm-domestic.md)
- [Emergency Lighting Completion Certificate](./emergency-lighting.md)
- [Gas work record](./gas-work-record.md)
- [Gas boiler service record](./boiler-service.md)
- [Gas appliance service record](./gas-appliance-service.md)
- [Landlord Gas Safety Record](./gas-safety.md)
- [Homeowner gas safety check](./gas-safety-homeowner.md)
- [Copy of lodged EPC data](./epc.md)
- [Portable & fixed appliance test](./pat.md)
- [Fire Door Inspection Report](./fire-door-inspection.md)
- [Damp and Timber Survey Report](./damp-timber-survey.md)
- [CCTV Drainage Survey Report](./drain-survey-report.md)
- [Pest Control Treatment Report / Visit Record](./pest-treatment-report.md)
- [Water Fittings Regulations Contractor's Certificate](./water-regulations-certificate.md)
- [Heat Pump Commissioning Checklist](./heat-pump-commissioning.md)
- [Gas boiler commissioning checklist](./boiler-commissioning.md)
- [Unsafe Situation Warning Notice](./gas-warning-notice.md)
- [Waste Transfer Note (Duty of Care)](./waste-transfer-note.md)
- [Unvented hot-water commissioning record](./unvented-hot-water.md)
- [F-Gas Leak Check Record](./f-gas-leak-check.md)
- [CO alarm activation response record](./gas-co-alarm-response.md)
- [Hazardous Waste Consignment Note](./hazardous-waste-consignment-note.md)
- [Legionella Risk Assessment Record](./legionella-risk-assessment.md)
- [Written Confirmation of Remedial Electrical Work](./electrical-remedial-confirmation.md)
- [Smoke and Carbon Monoxide Alarm Check](./smoke-co-alarm-check.md)
- [Replacement-Window Background Ventilation Record](./background-ventilator-record.md)
- [Safety Glazing Record](./safety-glazing-record.md)
- [Plant Protection Product Application Record](./ppp-application-record.md)
- [Septic Tank Service Record](./septic-tank-service-record.md)
- [F-gas Equipment Record](./f-gas-equipment-record.md)
- [Power flush record](./power-flush.md)
- [Appliance repair record](./appliance-repair.md)
- [Plumbing pressure test record](./plumbing-pressure-test.md)
- [TMV service record](./tmv-service.md)
- [Solar thermal service record](./solar-thermal-service.md)
- [Powered gate service record](./powered-gate-service.md)
- [Solar and battery handover record](./solar-battery-handover.md)
- [Certificate schemas](./index.md) - every certificate field structure in this bundle.