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Water source heat pump maintenance checklist

Water source heat pump maintenance checklist

Inspect, clean, and document all essential maintenance tasks for water source heat pumps with this checklist.

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

Inspect, clean, and document all essential maintenance tasks for water source heat pumps with this checklist.

Use this template
or download pdf

Our water source heat pump maintenance checklist provide you with a reliable, organized approach to routine servicing. This template helps you document inspections, monitor system performance, and ensure regulatory compliance in complex commercial or multi-residential buildings. Unlike general pump checklists, it focuses on heat exchanger cleaning, water quality monitoring, and system efficiency, all of which are critical for water source units.

Neglecting regular maintenance can reduce system efficiency by up to 25%, according to the U.S. Department of Energy, leading to higher energy costs and unexpected downtime. For more specific needs, we also have chilled water pump or centrifugal pump checklists to cover your full HVAC maintenance program.

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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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4 types of predictive maintenance for your business6 benefits of maintenance6 main types of maintenanceMaintenance: best practices and benefits

Frequently asked questions

What are the main components that require regular maintenance in a water source heat pump?

The main components needing routine attention include heat exchangers, water pumps, filters, coils, and refrigerant lines. Regular inspection and cleaning of these parts help prevent scale buildup, maintain efficient heat transfer, and avoid system failures, ensuring long-term reliability and performance of your water source heat pump.

What are common signs of a failing water source heat pump?

Watch for reduced heating or cooling output, unusual noises, increased energy consumption, inconsistent temperatures, or visible leaks. These symptoms often indicate underlying issues like clogged filters, failing pumps, or refrigerant problems that require immediate attention to prevent system downtime.

Why is it important to check refrigerant levels in a water source heat pump?

Low or imbalanced refrigerant levels can cause poor heating or cooling, higher energy consumption, and potential compressor damage. Regularly checking and adjusting refrigerant ensures optimal system efficiency and prevents costly repairs or unscheduled downtime in your operations.

What are the most common maintenance mistakes with water source heat pumps?

Common mistakes include neglecting water quality checks, skipping filter replacements, overlooking heat exchanger cleaning, and failing to document completed tasks. These oversights can lead to reduced efficiency, increased wear and tear, and unplanned outages, disrupting business operations and increasing costs.


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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