HVAC Reference Library · Technical Reference
Heat Pumps: How They Work and What to Stock
A heat pump is an air conditioner that can run in reverse to heat. This sheet explains the reversing valve, defrost and auxiliary heat, and the parts that are unique to heat pumps on a counter.
Draft, open for review. Check every value against the governing standard and the manufacturer’s data before use.
What it is
An air-source heat pump moves heat from outdoor air into the building in winter and from the building to outdoors in summer. A reversing valve switches the direction of refrigerant flow, so the outdoor coil acts as the condenser in cooling and as the evaporator in heating. Because the outdoor coil runs cold in heating mode, frost forms on it, and a defrost control periodically reverses the system to clear it. Auxiliary heat, usually electric heat strips in the air handler, adds heat when the heat pump alone cannot keep up and during defrost. Ratings are set under AHRI 210/240 and the DOE test procedures in 10 CFR 430.
How to identify
A heat pump outdoor unit has a reversing valve (a four-way valve with a solenoid coil) near the compressor and usually a defrost control board. The thermostat has heat pump settings and an "emergency heat" mode. The data plate says "heat pump" and lists both cooling and heating data.
Heat pump parts and what they do
| Part | Function | Stocking notes |
|---|---|---|
| Reversing valve and solenoid coil | Switches heating and cooling | Coils are sold by voltage; valves by tonnage and connection size |
| Defrost control board | Starts and ends defrost | Often brand specific; match the OEM part number |
| Defrost sensor or thermostat | Senses outdoor coil temperature | Clip-on style; match the board |
| Bi-flow filter drier | Filters in both flow directions | Standard driers are one direction only |
| Bi-flow TXV or dual metering | Meters refrigerant in both modes | Per OEM design |
| Heat strips (electric heat kits) | Auxiliary and emergency heat | Sold by kW and air handler model |
| Sequencers or relays | Stage heat strips | Match the heat kit |
| Outdoor thermostat (on some systems) | Locks out strips above a set point | Optional accessory |
| Heat pump thermostat | Controls O or B valve terminal, aux and emergency heat | Confirm O or B before selling |
Key points
- Thermostat terminal O energizes the reversing valve in cooling. Terminal B energizes it in heating. Brands differ. Wiring the wrong one makes the system heat when it should cool.
- Auxiliary heat (W2) comes on automatically as a second stage. Emergency heat (E) runs the strips and shuts off the heat pump.
- Steam or fog from the outdoor unit during defrost is normal.
- Cold-climate heat pumps keep more capacity at low outdoor temperatures. Compare published capacity data at the temperatures that matter.
Common mistakes
- Selling a standard one-way filter drier for a heat pump line.
- Setting the thermostat for B on a system that uses O.
- Treating the emergency heat light as a fault code.
- Replacing a defrost board with a "universal" board without matching the sensor and timing settings.
Governing standards: AHRI 210/240; 10 CFR 430 (DOE energy conservation program for consumer products); manufacturer installation instructions.
Reference only. Verify against the current governing code or standard, the manufacturer's data and the project documents before use. Apps for Distributors disclaims liability arising from reliance on this reference.
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