Installer handover checklist

A companion to the sheet, for installers and owners to complete together at handover.

Installer handover checklist

A companion to the sheet, for installers and owners to complete together at handover.

The checklist

Print it or save it as a PDF and complete it together at handover. This is a proposal for feedback, not an industry standard. General guidance only.

Summary

The short version

Shown in person

Tick each item once you have shown it, not just told the owner.

Done and recorded

Settings, who to call, the next service and who books it, and documents given.

Questions asked

Note what the owner asked in their own words, and anything still unsure.

Owner sign-off

The owner confirms they were shown where everything is and know what is normal and when to call.

Sheet left in the home

Leave the Living with your heat pump sheet in the property.

Just Ask: Heatpump

Just Ask: Heatpump is an independent companion to Visit a Heat Pump and Get a Heat Pump. Built from real installation experience to give honest, practical guidance before you commit. Everything here is about air-to-water air source heat pumps.

© 2026 Michael Pope