Water heater installation checklist

Install a water heater and prove it: connections, safety valve, venting or wiring, start-up and the final.

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Water heater installation checklist

koira.ai/checklists/water-heater-install-checklist
Connections
Safety
Fuel
Start-up and close

What this checklist covers

A water heater install is a permit job in many places, and the inspector looks hardest at the relief valve discharge, the venting on gas units and the expansion tank where required. Follow the heater maker's installation instructions and your local code.

How to use it

Tick each item as you go. The sheet saves in this browser, so you can close the page and come back. Print a blank copy for the truck, or fill it in on your phone and print or save it as a PDF for the customer at the end.

With Koira: Maintenance plans

Sell a yearly flush as a plan on your site and on every invoice. On Koira's Front Office plan, Koira bills the plan, books each visit when it comes due and puts it on your day.

Last checked October 9, 2026. This page is general information, not legal or tax advice. Rules change and differ by state and city, so confirm with the agency named before you act.

FAQ

What should be checked after a water heater install?

Connections, the relief valve and discharge, venting or wiring, the expansion tank and leaks.

Does a water heater need a permit?

In many places, yes. Check with your city or county.

Why fill the tank before turning it on?

Heating an empty tank can damage it, and an electric element can burn out.

What should the owner be told?

The temperature setting, where the shut-off is and when to flush.

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Water Heater Installation Checklist: Connections, Venting, Start-Up | Koira