Run Commercial Heat Pump Annual Service Report — Free

Equipment Identification and Service Details

Asset identification verified

Record equipment tag number, location, manufacturer, model, and serial number.

Service date and technician name recorded

Document the date/time of service and the technician performing the inspection.

Note (optional)

Unit operating mode and ambient conditions recorded

Note current operating mode, outdoor ambient temperature, and indoor return air conditions if available.

Service access panels secured after inspection critical (required)

Verify all access panels, guards, and fasteners are reinstalled and secured.

Yes No N/A

Safety, Electrical, and Work Controls

Lockout-tagout applied before service work critical (required)

Confirm energy isolation was performed in accordance with OSHA 1910.147 before opening electrical or mechanical compartments.

Yes No N/A

Electrical disconnect and wiring condition acceptable critical (required)

Inspect disconnect, contactor area, terminal connections, and visible wiring for overheating, loose conductors, or damage.

Yes No N/A

Photo evidence (optional)

PPE used appropriate for task

Select PPE used during service work.

Note (optional)

Work area safe and unobstructed

Verify clear access around the unit, no trip hazards, and safe footing for service work.

Yes No N/A

Safety labels and warning markings legible

Confirm equipment warning labels, electrical hazard markings, and service instructions are visible and legible.

Yes No N/A

Airflow, Filters, and Coils

Air filters clean and properly installed critical (required)

Inspect filters for loading, damage, and correct orientation; replace if required.

Yes No N/A

Photo evidence (optional)

Indoor and outdoor coils cleaned critical (required)

Verify evaporator and condenser coils are free of excessive dirt, debris, and blockage.

Yes No N/A

Photo evidence (optional)

Airflow across coil within acceptable range

Record measured airflow if available and compare to equipment specifications.

Note (optional)

Blower assembly and belts condition acceptable

Inspect blower wheel, motor mounts, and belts for wear, contamination, or abnormal condition.

Yes No N/A

Condensate drain and pan clear

Verify drain line is open, pan is clean, and no evidence of overflow or standing water is present.

Yes No N/A

Refrigeration Circuit and Heat Pump Operation

Reversing valve operates correctly critical (required)

Verify the reversing valve shifts properly between heating and cooling modes without abnormal noise, delay, or leakage.

Yes No N/A

Photo evidence (optional)

Defrost cycle initiates and terminates properly critical (required)

Confirm defrost operation is functional and terminates normally based on control logic and observed system response.

Yes No N/A

Supplemental heat lockout verified critical (required)

Confirm supplemental electric or auxiliary heat is locked out when outdoor conditions and control settings require it.

Yes No N/A

Refrigerant charge verified by subcooling critical (required)

Record measured subcooling and compare to manufacturer target for the operating condition.

Photo evidence (optional)

Note (optional)

Suction and discharge pressures recorded

Document suction pressure, discharge pressure, and any notable instability in readings.

Compressor and refrigerant piping condition acceptable critical (required)

Inspect for oil staining, vibration, abnormal noise, insulation damage, or signs of leakage.

Yes No N/A

Photo evidence (optional)

Controls, Performance, and Final Verification

Discharge air temperature measured

Record discharge air temperature at the supply outlet during stable operation.

Note (optional)

Temperature split documented

Record return air versus supply air temperature difference during steady operation.

Note (optional)

Thermostat and control sequence respond correctly critical (required)

Verify thermostat calls, staging, mode change, and control response are correct.

Yes No N/A

Deficiencies and corrective actions documented critical (required)

List all deficiencies, non-conformances, repairs completed, and follow-up work required.

Inspector signature critical (required)

Signature of the technician or inspector completing the annual service report.

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Run: Commercial Heat Pump Annual Service Report

Equipment Identification and Service Details

Safety, Electrical, and Work Controls

Airflow, Filters, and Coils

Refrigeration Circuit and Heat Pump Operation

Controls, Performance, and Final Verification

Get your results