Heat Pump Heating Season Checklist

Heating-mode checks: reversing valve, defrost, auxiliary heat, outdoor coil clearance and heating performance.

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Job

CompanyTechnicianDateCustomerAddress

Equipment

Indoor model / serialOutdoor model / serialRefrigerant / gas type

Controls

Thermostat configured for heat pump (O or B reversing valve)
Reversing valve shifts cleanly between cool and heat
Auxiliary/emergency heat stages on call
Aux heat amps per stage	A
Outdoor thermostat / balance point setting confirmed

Defrost

Defrost initiated (test mode or jumper per manufacturer)
Defrost terminates; outdoor fan restarts
Defrost sensor attached and insulated
Unit raised above snow line; drains freely

Outdoor unit electrical

Supply voltage at the disconnect	V
Disconnect, whip and conduit in good shape
Contactor contacts not pitted or burnedReplace if pitted
Run capacitor: HERM (rated / measured)	µF
Run capacitor: FAN (rated / measured)	µF
Compressor amps (RLA on plate / measured)	A
Condenser fan amps (FLA / measured)	A
Wiring tight; no rubbed or overheated insulation

Heating performance

Outdoor air temperature	°F
Return air temperature	°F
Supply air temperature (heat pump only, no aux)	°F
Temperature rise	°F
Discharge/vapor line pressure	psig
Suction pressure	psig
No frost buildup on outdoor coil outside defrost

Notes and recommendations

Technician signatureCustomer signature

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General good practice for field reference. The equipment manufacturer's instructions and local code always come first. Suggest an improvement: hello@hvaccheatsheet.com.

HVAC Cheat Sheet · Free PT charts, code lookups and calculators for techs at hvaccheatsheet.com