Plumbing Commissioning Checklist: Free PDF Download

To help guide commissioning teams assess newly installed plumbing systems, we’re offering a free plumbing commissioning checklist template.

To get your free template, simply fill out the form above (on mobile devices) or to the right (on desktop), and we’ll email it to you immediately.

What’s Included in the Plumbing Commissioning Checklist Template

Our fillable PDF template covers all the essential commissioning activities, organized into clear, easy-to-navigate sections:

1. Building Commissioning Details

• Project name, address, and system type

• Commissioning authority (CxA), contractor, and inspector

• Key dates and contact details

2. General Information

• Building design criteria references

• Project specification references

• Tested systems

3. Pre-Commissioning Checklist

• Design and construction documents reviewed

• System submittals approved

• All equipment installed as per design intent

• Utility connections inspected and verified

• Inspections completed for code compliance

• Pressure and leakage tests conducted

4. System Start-Up Checklist

• Water supply systems: Piping system layout, pressure tests, system flush, backflow prevention, flow rates and pressures verified 

• Sanitary and drainage systems: Drainage layout, pipe slopes, trans and vents, smoke/dye tests, fixtures and connections

• Gas distribution systems: Gas piping, pressure testing, valves and regulators, leak detection test procedures, gas appliances

• Hot water systems: Water heaters, temperature settings, circulation pumps, insulation on hot water pipes, Legionella risk control measures

5. Functional Performance Testing

• Potable water system

• Sanitary sewer system

• Stormwater drainage system

• Gas distribution system

• Hot water system

• Fire protection system

• Backflow prevention devices

• Fixture functionality

5. Verification of Operational Requirements

• Systems meet flow rates and pressure specs

• No leaks detected in pressurized systems

• Hot water delivery within design limits

• Drainage systems flow without blockages

• Gas systems safe and operational

• All plumbing fixtures function as intended

6. Final Documentation and Handover

• As-built drawings and O&M manuals 

• Maintenance staff training

• Commissioning plan reports prepared and signed 

• Notes and comments 

The Hidden Costs of Using PDF Checklists

Consider this familiar scenario: A technician is conducting final commissioning tests on a commercial plumbing system. While inspecting the hot water supply lines, they discover that the water temperature at multiple fixtures isn’t reaching the specified setpoint. It could be an issue with the circulation pump, a faulty mixing valve, or poor insulation—but their PDF checklist offers no way to document temperature readings, attach photos, or immediately flag the issue for review.

Instead, they:

• Jot down temperature discrepancies in the PDF (which might get overlooked later)

• Take separate photos of the temperature readings on their phone (stored separately from the report)

• Send an email or text about the issue (which could get buried in a long thread)

By the time this problem is noticed and escalated, the facility owner is already expecting project handoff. If unresolved, this could lead to scalding risks, Legionella growth, or costly post-handover corrections.

This is the reality of relying on PDFs for plumbing commissioning. While they provide structure, their limitations create inefficiencies, miscommunication, and costly delays.

Why PDFs Fall Short in Plumbing Commissioning

No Multimedia Support → Incomplete Documentation & Missed Issues PDFs are text-based only, meaning technicians can’t attach pressure test results, thermal images, or videos of fixture malfunctions. This forces them to store critical evidence separately, increasing the risk of missing or incomplete reports.

Lack of Integration → Time-Consuming & Error-Prone Workflows PDFs don’t sync with CRM, project management, maintenance software, or the other apps you use to run your business. Every pressure reading, leak test, and backflow verification must be manually transferred, increasing the chances of data entry mistakes and wasted time.

Disorganized Communication → Project Delays & Compliance Risks When plumbing commissioning data is scattered across PDFs, emails, and text messages, critical issues can fall through the cracks. What happens if a gas leak is detected during pressure testing, but the technician’s note gets lost in an email chain? If not properly escalated, this could lead to failed inspections, warranty claims, or hazardous conditions.

Static & Inflexible → No Real-Time Updates or Accountability A PDF checklist doesn’t track required approvals, alert teams to missing test data, or ensure follow-ups are scheduled. If a technician forgets to verify the backflow preventer operation, there’s no automated workflow to flag the omission before final commissioning.

Why Settle for Outdated PDFs? ServiceTitan Eliminates These Pain Points.

Using PDFs for plumbing commissioning is like inspecting a drainage system without a camera scope—it technically works, but it’s inefficient, outdated, and prone to costly mistakes.

In the next section, we’ll show you how ServiceTitan’s plumbing contractor software streamlines commissioning, eliminates inefficiencies and ensures your team works smarter—not harder.

How ServiceTitan Transforms Plumbing Commissioning and Commercial Maintenance Processes

If you’re looking for a more streamlined and efficient solution, ServiceTitan offers tools designed specifically for plumbing contractors. Here’s how our platform can help:

1. Customizable Digital Forms and Checklists

ServiceTitan’s plumbing software empowers contractors to create fully customized forms for commissioning, startups, maintenance, and more.

Key Features of Custom Forms

• Flexible Customization: Easily build forms from scratch or use pre-built templates sourced from TitanExchange, where you can access tried-and-tested forms used by other plumbing businesses. Tailor them to suit your unique needs and preferences.

• Multi-Format Options: Add a variety of inputs to your forms, including:

  • Text fields

  • Number fields

  • Checkboxes

  • Photo/video uploads

  • Dropdown menus

  • Stoplight buttons

  • Digital signatures for sign-offs

• Job-Specific Integration: Attach forms directly to specific jobs, customers, locations, or plumbing equipment.

2. Enhanced Workflow Efficiency with Real-Time Communication Between Field and Office Staff

Job Data Is Accessible Anywhere, Anytime

All forms are available on both desktop and mobile platforms (compatible with Android and iOS), ensuring your team can access and update them wherever they are.

Eliminate Manual Data Entry & Reduce Errors

Dynamic, integrated forms replace outdated PDFs, eliminating the hassle of manual data transfers. Completed forms are automatically saved to the associated customer profile, ensuring that vital information is never lost and workflows remain streamlined.

Improve Real-Time Collaboration

Updates from the field are instantly visible to office staff, enabling faster decision-making and reducing delays for crucial tasks like warranty checks, drafting estimates, and ordering parts. Everyone on the team has immediate access to the information they need to act quickly and accurately.

Boost Efficiency & Accountability with Custom Rules

ServiceTitan allows you to set custom rules to ensure the right team members complete specific forms at the right time. This keeps workflows organized, improves compliance, and ensures nothing falls through the cracks.

3. Beyond Commissioning: Streamlined Maintenance Agreement and Service Contract Management

Managing plumbing maintenance agreements and service contracts is a complex, time-consuming process. ServiceTitan simplifies this with robust tools designed specifically for commercial plumbing contractors.

Manage Service and Maintenance Contracts From the Office 

ServiceTitan guides users through a step-by-step workflow to create tailored service agreements for their customers. Key features include:

• Customizable Templates: Start with pre-built templates or design your own agreements.

• Comprehensive Coverage Options: Select locations, equipment, and specific services covered under the agreement.

• Flexible Pricing and Billing: Set billing schedules, payment terms, and pricing structures that work for your business.

• Service Planning: Schedule routine maintenance visits and ensure all tasks are accounted for.

All service agreements are centrally managed on the Service Agreements Dashboard, providing a clear, high-level overview of scheduling, locations, billing, project financials, and more. 

Efficient Scheduling and Equipment Tracking

ServiceTitan simplifies service scheduling and asset management:

• Plan and Monitor Visits: Use guided fields to define visit details like type, cost, and equipment serviced. Get notified of overdue visits.

• Track Equipment: Document details like manufacturer, model, serial numbers, and installation dates. Attach equipment to specific locations and visits for easy reference.

These features eliminate the need for complicated spreadsheets and ensure all data is seamlessly integrated into ServiceTitan’s platform.

User-Friendly Technician Mobile App

Technicians can use the ServiceTitan Mobile App to manage service agreements and perform maintenance with greater efficiency:

• Access Complete Job Histories: View previous estimates, invoices, job notes, and equipment details without calling the office.

• Streamlined Documentation: Capture photos, videos, and notes directly in the app.

• Warranty and Parts Management: Check warranty details and order replacement parts from the field.

• On-the-Spot Estimates: Create and present estimates using ServiceTitan’s integrated pricebook, or send them to the office for faster customer approvals.

Automated Billing and Customer Self-Service

ServiceTitan takes the hassle out of billing and payment collection:

• Automatic Invoicing: Set up billing schedules during agreement creation, and automate your invoice delivery.

• Self-Serve Customer Portal: Enable your customers to view agreement details, job histories, and invoices, schedule appointments, and make payments online—reducing demands on your team.

Get a ServiceTitan Demo to See These Features in Action

While PDF checklists are a helpful starting point, they can’t solve the inefficiencies of manual workflows. ServiceTitan’s all-in-one plumbing software doesn’t just streamline your commissioning process—it transforms how you manage your entire business:

• Save Time: Automated workflows reduce paperwork and free up your team.

• Improve Accuracy: Real-time updates minimize errors and miscommunication.

• Boost Revenue: Faster estimates and efficient service delivery drive increased profitability.