The Domestic Handover Pack
Four documents. One professional pack. What every UK installer should hand to their customer after a domestic split or multi-split installation.
The Four Core Documents
For a typical domestic split or multi-split installation, these are the minimum we recommend in every customer handover pack.
Commissioning Report
EssentialRecords
- Pressure tested
- Vacuum tested
- Correctly charged
- Electrically tested
- Commissioned
- Operating correctly on handover
This protects both the installer and the customer.
F-Gas Installation Record
EssentialRecords
- Equipment installed
- Refrigerant type
- Refrigerant charge
- Any additional refrigerant added
- Installer certification details
- Engineer details
- Installation date
Provides the compliance record for the installation and supports future maintenance.
Equipment Schedule
RecommendedRecords
- Indoor Unit
- Outdoor Unit
- Serial Number
- Refrigerant
Customers lose manuals and forget model numbers. This single sheet makes future maintenance much easier.
Customer Handover Certificate
RecommendedRecords
- Installation completed
- System demonstrated
- Manuals supplied
- Maintenance explained
- Customer accepted the installation
Signed by both parties.
Supporting Information
Rather than making these separate certificates, we include them in the pack.
The Complete Pack
The full handover pack structure, around 10 to 20 pages in total depending on the manufacturer's manuals.
Not Included for Domestic
These are valuable internally but do not need to be handed to every customer.
Domestic vs Commercial
Our installer portal asks one question at the start: what type of job is this? Then generates the appropriate documents automatically.
Domestic Installation
- Commissioning Report
- F-Gas Installation Record
- Equipment Schedule
- Customer Handover Certificate
Commercial Installation
All of the above plus:
- Additional commissioning records
- Asset register
- Client-specific documentation
Ready to generate your handover pack?
Complete one Job Information Form and we prepare the full compliance documentation pack for your installation.
Start a Project