# Record a heat pump commissioning and handover

Source: https://help.mucka.ai/gas-certs/record-a-heat-pump-commissioning
Category: Certificates
Last updated: 2026-10-12

> A new heat pump install, set up and handed over. Split or monoblock, refrigerant and charge, controls, water treatment, the outdoor unit checks, flow and return, the hot water side, and the handover with both signatures.

The **Heat Pump Commissioning & Handover Record** is the paperwork for a new install: what went in, how you set it up, what you checked, and what you showed the customer. It follows the commissioning checklist installers already fill in for an air to water heat pump, field for field.

## Where to find it

**New certificate**, then the **HVAC** tab. If the HVAC tab is not showing, turn it on in your certificate settings.

Booking the work as a **Heat Pump Install** job opens this record straight off the job.

## Be clear what it is not

**This is not an MCS certificate, and no software can give you one.** MCS issue that themselves once a certified installer registers the installation, and it is the document a homeowner needs for a Boiler Upgrade Scheme grant.

This is **your own record of the commissioning and handover**. There are boxes for your MCS installer number and the MCS product certification number, and the PDF prints them as references to certificates MCS issued, not as anything this record claims.

The cylinder has its own commissioning record: use the [**Unvented hot water**](/help/gas-certs/record-an-unvented-hot-water-cylinder) record on the Gas tab for that.

## Filling it in

**Commissioning details, client and property.** Date, engineer, client, property.

**Heat pump.** Make, model and serial (tap **Scan data plate** to fill them from a photo), **split or monoblock**, the refrigerant and its total charge, whether it is part of a cascade and where it sits in it, and the building's peak heat loss.

**Compliance and references.** Whether the system complies with Building Regulations and whether the DNO has been notified, then the Building Regulations notification number, your operative registration number, and the MCS and G3 numbers where you have them.

**Controls.** Tick the heating and hot water controls that are fitted, whether it is a hybrid system and the switching point, then each valve and sensor as **pre-existing**, **fitted** or **none**. Then the buffer vessel and its volume, the plate heat exchanger, the expansion vessel and legionella protection.

**Water treatment.** Whether the system was cleaned and treated to BS 7593, the cleaner and inhibitor you used, the anti-freeze and its concentration on a monoblock, and whether a system filter is fitted.

**Outdoor unit.** Frost protection, the base, defrost provision, the fan and the condensate drain. On a **split** heat pump it also asks whether the refrigerant circuit was evacuated and charged to the manufacturer's instructions. A monoblock comes sealed, so that question is not asked.

**Heating and hot water.** Filled and pressure tested, flow and return temperatures (Mucka works out the difference), and whether the system is balanced. Then how the heat pump connects to the hot water, the cylinder size and stored temperature, whether the outlets were checked, and the blending valves.

**Additional information.** The flow rate setting and any other heat sources.

**Handover.** Four declarations: the electrical work complies, it was installed and commissioned to the manufacturer's instructions, you demonstrated the controls and the customer understood them, and you explained and left the manufacturer's literature. The customer's signature confirms the demonstration.

## Your F-Gas numbers

On a **split** heat pump using an F-gas refrigerant, your F-Gas certificate number and your company's certification number **have to be on file before you can approve**. A split system is evacuated and charged on site, which is the work F-Gas certification exists for.

On a **monoblock**, they print if you have them and never stop you, because nobody on site opens its sealed circuit.

## Result and first service

Mucka suggests a result from your answers. Any **No** on the outdoor unit checks, the water treatment, the pressure test, the balancing, Building Regulations or the handover suggests a fail, and you make the final call. Anything answered No is listed under **Not completed** on the PDF.

The **first service due** date is suggested at twelve months. It puts the property into service reminders, so the first annual service comes back round to you.