Checklists by Category
Water-source heat pump maintenance checklists
Water-source heat pump maintenance checklists for the quarterly and annual rounds: 2 free lists, 28 items and 25 photo requirements, each item naming what to look for and the photo evidence it needs. Work is commonly verified against IMC (mechanical code); the edition in force is the AHJ's call on each project.
The water-source heat pump rounds
Where each walk sits in the schedule
01quarterly
Water-source heat pump quarterly maintenance checklist
Every quarter, walked unit by unit so a loaded filter or a weeping hose kit is caught before it shows up as a hot or cold zone complaint.
Run by: The mechanical or maintenance tech on the quarterly round, reaching each unit through the ceiling access panel or the closet door.
02annual
Water-source heat pump annual maintenance checklist
Once a year, the pass that isolates the water side to clean the strainer and verify flow and pressure drop, and opens the cabinet to reach the coil, pan and blower the quarterly never touches.
Run by: The mechanical service tech on the annual, with the unit off, the water side isolated and the space protected below the access panel.
What most often fails on a water-source heat pump
- Filter skipped because the unit sits above a hard ceiling and the access panel is behind a light fixture, so airflow falls off and the coil starts to load.
- Condensate pan over an occupied space clogs and the ceiling tile stains before the float switch is ever proven to interrupt the unit.
- A hose kit or isolation valve weeping a slow drip onto the ceiling grid, mistaken for a roof leak until the water side is finally traced.
- Strainer never pulled, so the basket loads with loop debris and the throttled flow gets misread as a low-charge problem instead of a starved exchanger.
- Reversing valve hanging up between modes only under real load, so the unit heats when it should cool, and the annual signs off after a single bench-style mode test that never loads it.
- Water-side balancing left as-found because the autoflow or balancing valve looks fine, while the coax pressure drop says the unit is running well off its design flow.
Verified against
Families only, never clause numbers. Adoption varies by jurisdiction; confirm the edition your authority having jurisdiction enforces before you run a walk against it.
Common questions
5 answers
- Which water-source heat pump maintenance rounds do these checklists cover?
- Water-source heat pump quarterly maintenance checklist (quarterly): Every quarter, walked unit by unit so a loaded filter or a weeping hose kit is caught before it shows up as a hot or cold zone complaint. Water-source heat pump annual maintenance checklist (annual): Once a year, the pass that isolates the water side to clean the strainer and verify flow and pressure drop, and opens the cabinet to reach the coil, pan and blower the quarterly never touches.
- Who runs the water-source heat pump maintenance round?
- The mechanical or maintenance tech on the quarterly round, reaching each unit through the ceiling access panel or the closet door. The mechanical service tech on the annual, with the unit off, the water side isolated and the space protected below the access panel.
- What most often fails on a water-source heat pump?
- Filter skipped because the unit sits above a hard ceiling and the access panel is behind a light fixture, so airflow falls off and the coil starts to load. Condensate pan over an occupied space clogs and the ceiling tile stains before the float switch is ever proven to interrupt the unit. A hose kit or isolation valve weeping a slow drip onto the ceiling grid, mistaken for a roof leak until the water side is finally traced. Strainer never pulled, so the basket loads with loop debris and the throttled flow gets misread as a low-charge problem instead of a starved exchanger.
- Which standards is water-source heat pump work verified against?
- IMC (mechanical code), published by the International Code Council. Adoption varies by jurisdiction. Confirm the edition your authority having jurisdiction enforces before you run a walk against it.
- Can I run these checklists in RTI?
- Yes. Start a free RTI workspace and load any of the 2 lists (28 items in total). The Photo Gate holds the submit button until every mandatory item is answered and its photos are attached, and approved inspections roll into a branded turnover package with a tamper evident audit trail.
Run these lists with the Photo Gate.
Tag one area, scan it, and the submit stays locked until the photos exist.
30-day trial · No card required