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Water source heat pump maintenance checklist

Water source heat pump maintenance checklist

Ensure your water source heat pump operates efficiently with our maintenance checklist. Follow an organized, step-by-step approach to keeping your equipment in top shape.

Use this template
or download pdf
Water source heat pump maintenance checklist

Ensure your water source heat pump operates efficiently with our maintenance checklist. Follow an organized, step-by-step approach to keeping your equipment in top shape.

Use this template
or download pdf

About the Water source heat pump maintenance checklist

Maintaining a water source heat pump can be complex, with multiple components requiring regular checks and upkeep. Our water source heat pump maintenance checklist helps you track and manage these tasks, ensuring your equipment runs efficiently and reliably.

This template is designed for facilities managers and maintenance teams in industries like manufacturing, real estate, and hospitality. It allows you to standardize inspections and record maintenance activities, ultimately extending the lifespan of your equipment and improving operational efficiency.

Key elements of the water source heat pump maintenance checklist

A water source heat pump maintenance checklist is meant to capture important details as you conduct inspections, cleaning, and testing. Here are the major components that make this checklist effective:

  • General inspection: This section covers the overall physical condition of the unit. Items include inspecting for physical damage and checking air filters. Regularly checking these elements helps prevent minor issues from becoming major problems.
  • Water-side inspection: This focuses on the components related to the water system, such as inspecting water piping for leaks and checking water flow rates. Accurate water flow measurement is crucial for maintaining the efficiency of the heat pump.
  • Performance verification: Here, you’ll measure and record the inlet and outlet water temperatures, as well as the entering and leaving air temperatures. By monitoring these parameters, you can assess the heat pump’s performance and identify any deviations from normal operation.

How to use the water source heat pump maintenance checklist

Here’s a step-by-step guide to help you and your team get started with the template:

  1. Initial setup. Begin by accessing the checklist within the Lumiform app. Customize the template to fit your specific maintenance processes, adding or removing items as needed. You can even design the form to trigger notifications or assign corrective actions if a problem is noted.
  2. Decide on roles and responsibilities. You can delegate tasks to team members using the role assignment feature. Clearly define who is responsible for the inspection and maintenance tasks.
  3. Conduct regular inspections. Regularly schedule inspections using the checklist. For each inspection, fill out all of the items and document any issues immediately to ensure they are addressed promptly.
  4. Track and analyze data. Use the app’s data collection and analysis features to track maintenance activities over time. You can analyze data on the form such as water flow rates to identify patterns or recurring issues, which allows you to improve maintenance schedules and procedures.
  5. Review and update the checklist. Periodically review the checklist so it remains relevant and comprehensive. Update it based on feedback from your maintenance team and any changes in equipment or operational procedures.

Boost efficiency and simplify tasks with Lumiform’s template

Download the water source heat pump checklist from Lumiform and start improving your maintenance routine. Available as a digital form or as a PDF for printing, it’ll help you conduct thorough and efficient inspections every time. Empower your team to maintain equipment more effectively with this comprehensive tool.

Related categories

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Preview of the template
Page 1
General Inspection
Inspect unit for physical damage
Check air filters and clean/replace as needed
Inspect electrical connections and tighten as needed
Verify proper refrigerant charge
Water-Side Inspection
Inspect water piping for leaks
Check water flow rate
Verify water treatment levels
Clean/flush water strainers
Performance Verification
Measure inlet/outlet water temperatures
Measure entering/leaving air temperatures
Verify proper operation of reversing valve
Check for abnormal noise or vibration

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Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Equipment maintenance: A detailed guide to longevity and optimal performancePreventive maintenance: Your comprehensive guide to equipment maintenanceSump pump maintenance: A practical guide
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Frequently asked questions

What are common signs that a water source heat pump needs maintenance?

Common signs include unusual noises, reduced heating or cooling efficiency, and increased energy consumption. Regularly check for leaks in the water piping and ensure the air filters are clean. If you notice any of these issues, schedule a maintenance check quickly.

How often should water source heat pumps be inspected?

Ideally, water source heat pumps should be inspected every three to six months. Regular inspections help identify minor issues before they escalate and keep the system running efficiently. Seasonal checks are also recommended to prepare the system for changes in weather.

How do you maintain a water source heat pump?

Maintaining a water source heat pump involves several major steps: regularly inspecting the unit for physical damage, cleaning or replacing air filters, checking and tightening electrical connections, and verifying proper refrigerant levels. You’ll also need to ensure water piping is leak-free, measure water flow rates, and clean water strainers.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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