A.O. Smith Vortex HPTU-50 Product information sheet

November 2015
100269085
Hybrid Electric
Heat Pump Water Heater
Installaon Instrucons and
Use & Care Guide
Keep this manual in the pocket on heater for future reference whenever maintenance, adjustment or service is required.
Retain your original receipt as proof of purchase.
LOW LEAD
C
O
NTENT
DO NOT RETURN THIS UNIT TO THE STORE
Read this manual and the labels on the water heater before you install,
operate, or service it. If you have difficulty following the direcons, or
aren’t sure you can safely and properly do any of this work yourself:
• Call our Technical Assistance Hotline at 1-888-479-8324. We can help you with
installation, operations, troubleshooting, or maintenance. Before you call, write
down the model and serial number from the water heater’s data plate.
Incorrect installaon, operaon, or service can damage the water heater, your house
and other property, and present risks including fire, scalding, electric shock, and
explosion, causing serious injury or death.
Table of Contents Page
IMPORTANT SAFETY INFORMATION.................................3
GETTING STARTED ............................................................6
INSTALLATION...................................................................7
DIAGNOSTIC CODES........................................................20
TROUBLESHOOTING CHART ...........................................22
MAINTENANCE...............................................................28
REPAIR PARTS ILLUSTRATION..........................................33

COMPLETED INSTALLATION TYPICAL
xxxxx
xxxxx
xxxxx
xxxxx
Thermal Expansion Tank
Shut-off Valve
(Cold)
Primary Condensate
Drain (3/4” PVC)
Drain LineSuitable Drain Pan
Discharge Pipe
(Do Not Cap or Plug)
Temperature and
Pressure Relief Valve
Drain
Cold
(Inlet)
Hot
(Outlet)
Shut-off Valve
(Hot)
Air Filter
User Interface
Module (UIM)
Upper Element
and ECO
Condensate Drain
Access Cover
(See Figure 15, p.12)
Connectivity Port
Drain Valve
Lower Element
2 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide

SAFETY
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide • 3
IMPORTANT SAFETY INFORMATION
Important informaon to keep
Fill out this secon and keep this
manual in the pocket of the water
heater for reference.
Date Purchased:
Model number:
Serial number:
Maintenance performed:* Date:
This is the safety alert symbol. It is used to alert you to
potenal physical injury hazards. Obey all safety mes-
sages that follow this symbol to avoid possible property
damage, serious injury or death. Do not remove any
permanent instrucons, labels, or the data plate from either the outside of
the water heater or on the inside of the access panels. Keep this manual
near the water heater.
DANGER
Read and follow all safety messages and instrucons in
this manual.
DANGER indicates hazardous
situaon that, if not avoided, will
result in death or serious injury.
WARNING WARNING indicates a hazardous
situaon that, if not avoided, could
result in death or serious injury.
CAUTION CAUTION indicates a hazardous
situaon that, if not avoided, could
result in minor or moderate injury.
NOTICE NOTICE indicates pracces not
related to physical injury.
*Drain and flush tank, clean air filter,
clean condensate pan, and remove and
inspect anode rod aer first six months
of operaon and at least annually
thereaer. Operate the Temperature
and Pressure Relief Valve (T&P) annu-
ally and inspect T&P valve every 2-4
years (see the label on the T&P valve for
maintenance schedule). See the Main-
tenance secon for more informaon
about maintaining this water heater.

4 • Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
IMPORTANT SAFETY INFORMATION
To reduce the risk of property damage, serious injury or death,
read and follow the precauons below,
all labels on the water heater, and
the safety messages and instrucons
throughout this manual.
RISKS DURING INSTALLATION
AND MAINTENANCE
Electric Shock Risk
Contact with the electrical
parts in the junction box,
behind the access doors
and inside the top shroud can result in
severe injury or death from electrical
shock:
• Disconnect power by opening the
circuit breaker or removing the
fuses before installing or servicing.
• Use a non-contact circuit tester to
confirm that power is off before
working on or near any electrical
parts.
• Replace the junction box cover and
access doors after servicing.
Lifting Risk
The water heater is
heavy. Follow these
precauons to
reduce the risk of property damage,
injuries from liing or impact injuries
from dropping the water heater.
• Use at least two people to lift the
water heater.
• Be sure you both have a good grip
before lifting.
• Unit is top heavy, use an appli-
ance dolly (with strap) to move the
water heater.
RISKS DURING OPERATION
Scalding Risk
This water heater
can make water hot
enough to cause
severe burns instantly, resulting in
severe injury or death.
• Feel water before bathing or show-
ering
• To reduce the risk of scalding,
install Thermostatic Mixing Valves
(temperature limiting valves) at
each point-of-use. These valves
automatically mix hot and cold
water to limit the temperature at
the tap. Mixing valves are available
from your local plumbing supplier.
Follow manufacturer’s instructions
for installation and adjustment of
the valves.
• The User Interface Module (UIM)
on this water heater have been
factory set to approximately
140°F/60°C. Higher temperatures
increase the risk of scalding. Refer
to the National Plumbing Code for
requirements limiting the allow-
able temperatures at fixtures in the
home. Thermostatic Mixing Valves
are particularly important to help
avoid scalding.
Temperature Time to Produce a
Serious Burn
120°F (49°C) More than 5 minutes
125°F (52°C) 1½ to 2 minutes
130°F (54°C) About 30 seconds
135°F (57°C) About 10 seconds
140°F (60°C) Less than 5 seconds
145°F (63°C) Less than 3 seconds
150°F (66°C) About 1½ seconds
155°F (68°C) About 1 second
For informaon about changing the
factory thermostat seng(s), refer to
the “Adjusting the
Temperature” secon in this manual
(“Step 12:”).
Regardless of the water heater
thermostat(s) seng, higher tempera-
tures may occur in certain circum-
stances:
• In some cases, repeated small
draws of water can cause the
hot and cold water in the tank
to “stack” in layers. If this hap-
pens, the water can be as much
as 30F°/15C° hotter than the ther-
mostat setting. This temperature
variation is the result of your usage
pattern and is not a malfunction.
• Water temperature will be hot-
ter if someone adjusted the
thermostat(s) to a higher setting.
• Problems with the thermostat(s),
or other malfunctions may result in
higher than expected water tem-
peratures.
• If the water heater is in a hot envi-
ronment, the water in the tank can
become as hot as the surrounding
air, regardless of the thermostat
setting.
• If the water supplied to the water
heater is pre-heated (for example,
by a solar system) the temperature
in the tank may be higher than the
water heater’s thermostat setting.
To reduce the risk of unusually hot
water reaching the fixtures in the
house, install Thermostac Mixing
Valves.
If anyone in your home is at parcular
risk of scalding (for example, the el-
derly, children, or people with disabili-
es) or if there is a local code or state
law requiring a certain water tempera-
ture at the hot water tap, then these
precauons are parcularly important.
SAFETY

Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide • 5
According to a naonal standard
American Society of Sanitary Engineer-
ing (ASSE 1070) and most local plumbing
codes, the water heater’s thermostat
should not be used as the sole means to
regulate water temperature and avoid
scalds.
Properly adjusted Thermostac Mix-
ing Valves allow you to set the tank
temperature to a higher seng without
increasing risk of scalds. A higher
temperature seng allows the tank to
provide much more hot water and can
help provide proper water tempera-
tures for appliances such as dishwash-
ers and washing machines. Higher tank
temperatures (140°F/60°C) also kill
bacteria that cause a condion known
as “smelly water” and can reduce the
levels of bacteria that cause water-
borne diseases.
Water Contamination Risk
Do not use chemicals that could con-
taminate the potable water supply. Do
not use piping that has been treated
with chromates, boiler seal, or other
chemicals.
Fire Risk
To reduce the risk of a
fire that could destroy
your home and serious-
ly injure or kill people:
• Do not store things that can burn
easily such as paper or clothes next
to the water heater.
• Be sure the junction box cover and
the access door covers are in place.
These covers keep debris from
entering and potentially being ignit-
ed, and help keep any internal fires
from spreading.
• Keep the water heater from becom-
ing wet. Immediately shut the water
heater off and have it inspected by a
qualified person if you find that the
wiring, thermostat(s) or surround-
ing insulation have been exposed to
water in any way (e.g., leaks from
plumbing, leaks from the water
heater itself can damage property
and could cause a fire risk). If the
water heater is subjected to flood
conditions or the thermostat(s) have
been submerged in water, the entire
water heater must be replaced.
• Make electrical connections prop-
erly, according to the instructions
on page 15. Use 10 gauge solid
copper wire. Use a UL listed or CSA
approved strain relief. Connect
ground wire to green ground screw.
Explosion Risk
High temperatures and
pressures in the water
heater tank can cause an
explosion resulting in property
damage, serious injury or death. A
new Temperature and Pressure (T&P)
Relief Valve is included with your water
heater to reduce risk of explosion by
discharging hot water. Additional
temperature and pressure protective
equipment may be required by local
codes.
A nationally recognized testing labora-
tory maintains periodic inspection of
the valve production process and certi-
fies that it meets the requirements
for Relief Valves for Hot Water Supply
Systems, ANSI Z21.22. The T&P Relief
Valve’s relief pressure must not exceed
the working pressure rating of the wa-
ter heater as stated on the rating plate.
Maintain the T&P Relief Valve properly.
Follow the maintenance instructions
provided by the manufacturer of the
T&P Relief Valve (label attached to T&P
Relief Valve) and the procedure on
page 31.
An explosion could occur if the T&P
Relief Valve or discharge pipe is
blocked. Do not cap or plug the T&P
Relief Valve or discharge pipe.
Fire and Explosion Risk if Hot Water is
Not Used for Two Weeks or More
CAUTION! Hydrogen gas builds up in
a hot water system when it is not used
for a long period (two weeks or more).
Hydrogen gas is extremely flammable.
If the hot water system has not been
used for two weeks or more, open a
hot water faucet for several minutes at
the kitchen sink before using any elec-
trical appliances connected to the hot
water system. Do not smoke or have
an open flame or other ignion source
near the faucet while it is open.
SAFETY
IMPORTANT SAFETY INFORMATION

6 • Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
GETTING STARTED
Figure 1 - Flexible connectors use compres-
sion fittings and do not require soldering.
Figure 2 - Use a non-contact circuit tester
to insure that the power is off before you
work on a circuit.
Figure 3 - Install a Pressure Reducing Valve
if required.
Figure 4 - Condensate overflow flexible
tubing.
3/4” OD
3/4” ID
3/4” NPT
Elbow
Pipe
To Main
Drain Connection
Figure 5 - Main Drain Connection piping.
1Review all of the instrucons
before you begin work.
Improper installaon can
damage the water heater, your home
and other property, and can present
risks of serious injury or death.
2Check with your local and
provincial authories for any
local or provincial codes that
apply to your area. In the absence of
local and provincial codes, follow the
current edions of the Canadian
Electric Code (CEC) and the Naonal
Plumbing Code (NPC). The instrucons
in this manual comply with naonal
codes, but the installer is responsible
for complying with local codes.
3Before you start, be sure you
have, and know how to use, the
following tools and supplies:
• Plumbing tools and supplies appro-
priate for the type of water pipes in
your home
• Threaded connectors (Figure 1) for
the cold and hot water pipes
• For homes plumbed with plastic
pipe, use threaded connectors suit-
able for the specific type of plastic
pipe used: CPVC and PEX (cross-
linked polyethylene). Do not use
PVC pipe.
• For homes with copper pipes, you
may purchase connector kits with
compression fittings that don’t
require soldering (Figure 1). Com-
pression fittings are easier to install
than soldering copper pipes.
• Teflon® tape or pipe joint com-
pound approved for potable water
• Tools to make the electrical connec-
tions (for example, screwdrivers,
wire strippers)
• Non-Contact circuit tester to check
for power (Figure 2)
• Water Pressure Gauge (Figure 6)
Recommended Accessories:
• Suitable drain pan (Figure 8)
• Automatic leak detection and shut-
off device
• Pressure Reducing Valve (Figure 3)
• Thermal Expansion Tank (Figure 7)
• Thermostatic Mixing Valves (Figure
9)
• 1/2” Flexible tubing for Condensate
Overflow (Figure 4)
• 90°Elbow with 3/4” Female
Unthreaded Socket End X 3/4” Male
NPT Threaded End (Figure 5)
• 3/4” OD Plastic Pipe for Condensate
Drain (Figure 5)
GETTING STARTED

INSTALLATION
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide •7
Follow these steps for proper
installaon:
Step 1:
✓Verify that your
home is equipped
and up-to-date for
proper operaon
Installing a new water heater is the
perfect me to examine your home’s
plumbing system and make sure the
system is up to current code standards.
There have likely been plumbing code
changes since the old water heater
was installed. We suggest installing the
following accessories and any other
needed changes to bring your home up
to the latest code requirements.
Use this checklist and inspect your
home. Install any devices you need to
comply with codes and assure that your
new water heater performs at its best.
Check with your local plumbing official
for more informaon.
✓Water pressure
We recommend checking your
home’s water pressure with a pressure
gauge (Figure 6). Most codes allow a
maximum incoming water pressure of
80 psi/550kPa.
HOW: Purchase an inexpensive water
pressure gauge available at your local
plumbing supplier. Connect the Water
Pressure Gauge to an outside faucet
and measure the maximum water
pressure experienced throughout the
day (highest water pressures oen oc-
cur at night).
Figure 6 - Use a Water Pressure Gauge to
make sure your home’s water pressure is
not too high.
Pressure Reducing Valves are available
at your local plumbing supplier.
✓Water pressure
increase caused by
thermal expansion
Verify that you have a properly sized
Thermal Expansion Tank (Figure 7). We
recommend installing an expansion
tank if your home does not have one.
Codes require a properly pressurized,
properly sized Thermal Expansion Tank
in homes that have backflow, check, or
pressure-reducing valves. (See illustra-
on on inside front cover.)
Figure 7 - A Thermal Expansion Tank helps
protect the home’s plumbing system from
pressure spikes.
HOW: Connect the Thermal Expansion
Tank (available at your local plumbing
supplier) to the cold water supply line
near the water heater. The expansion
tank contains a bladder and an air
charge. To work properly, the Thermal
Expansion Tank must be sized accord-
ing to the water heater’s tank capacity
and pressurized to match the home’s
incoming water pressure. Refer to the
installaon instrucons provided with
the Thermal Expansion Tank for instal-
laon details.
INSTALLATION

INSTALLATION
8 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
BACKGROUND: Water expands when
heated, and the increased volume
of water must have a place to go, or
thermal expansion will cause large
increases in water pressure (despite
the use of a Pressure Reducing Valve
on the home’s main water supply
line). Backflow preventers are oen
installed in water meters and may not
be readily visible. As a result, most
all plumbing systems today are now
“closed,” and many homes now need
a Thermal Expansion Tank.
A Thermal Expansion Tank is a prac-
cal and inexpensive way to help avoid
damage to the water heater, washing
machine, dishwasher, ice maker and
even toilet valves. If your toilet oc-
casionally runs for no apparent reason
(usually briefly at night), that may be
due to thermal expansion increasing
the water pressure temporarily.
✓Water pipe and
tank leaks
Leaks from plumbing pipes or from
the water heater itself can damage
property and could cause a fire risk.
• Install an automatic leak detec-
tion and shutoff device (available
at your local plumbing supplier).
These devices can detect water
leaks and can shut off the water
heater’s water supply if a leak
occurs.
Figure 8 - A suitable drain pan piped to an
adequate drain can help protect flooring
from leaks and drips.
• If damage could occur as a result
of a leak from the water heater or
plumbing, install the water heater
in a drain pan (available at your
local plumbing supplier) (Figure 8)
that is piped to an adequate drain.
The drain pan must be at least
2”/50mm wider than the diameter
of the water heater. Install the
drain pan so the water level would
be limited to a maximum depth of
1-3/4” (45mm).
✓Water tempera-
ture regulaon
Figure 9 - Thermostatic Mixing Valves can
help prevent scalds.
Install Thermostac Mixing Valves if it
is necessary (Figure 9) to regulate the
temperature of the water. Consult the
valve manufacturer’s instrucons or a
qualified person.
.WARNING! Even if the water
heater thermostat is set to a relavely
low temperature, hot water can scald.
Install Thermostac Mixing Valves
to reduce the risk of scalding (page
4).
BACKGROUND: A Thermostac Mix-
ing Valve mixes hot water from the
water heater with cold water to more
precisely regulate the temperature of
hot water supplied to fixtures. If you
aren’t sure if your plumbing system is
equipped with properly installed and
adjusted Thermostac Mixing Valves,
contact a qualified person for more
informaon.
Step 2:
Verify that the locaon
is appropriate
Before installing your water heater,
ensure that:
1The water heater will be:
• Installed indoors close to
the center of the plumbing
system.
• In a suitable drain pan (if required)
piped to an adequate drain (Figure
8).
• In an area that will not freeze
• In an area that is suitable for install-
ing the water heater vertically and
on a level surface.
• Installed where a typical home
appliance sound would not cause a
disturbance
• Not used for space heating.
NOTICE: Water heater must be level!
NOTICE: Water heater must be level!
INSTALLATION

INSTALLATION
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide •9
INSTALLATION
2The locaon has adequate
space (clearances) for period-
ic servicing. For opmal water
heater efficiency, the unit must have
unrestricted airflow and requires a
minimum installaon space of 700³
(19.8m³). As an example, a room that
has an 8 foot tall ceiling and is 10
(3m) long by 8.75(2.6m) wide would
contain 700³(19.8m³).
NOTICE: This Heat Pump Water Heater
may be located within a required mini-
mum of 6in. (150mm) clearance from
a wall on the outlet side, however for
future service consideraons, a mini-
mum of 3(900mm) from any
obstrucon on the back, leand right
side is recommended.
3The floor can support the
weight of a full water heater.
Table 1
Capacity Filled Weight
50 Gal./189L 573lb (260kg)
66 Gal./250L 796lb (361kg)
80 Gal./303L 921lb (418kg)
4Your area is not prone to
earthquakes. If it is, use
special straps as required by
local building codes.
5The locaon is not prone to
physical damage by vehicles,
flooding, or other risks.
6Avoid locaons such as upper
floors, or where a leak might
damage the structure or
furnishings. Due to the normal
corrosive acon of water, the tank will
eventually leak. To minimize property
damage from leaks, inspect and
maintain your water heater in accor-
dance with this manual’s instrucons.
Inspect the drain pan, pipes, and
surrounding area regularly and fix any
leaks found. Drain pans are available at
your local plumbing supplier. Leaks are
frequently in the plumbing system
itself and not the water heater.
7The unit cannot be placed into
any type of closet or small
enclosure, unless adequate
provisions are made for air exchange
(vented or louvered doors, etc.).
8To ensure opmal perfor-
mance and serviceability, a
minimum clearance of 6
inches must be maintained from all
sides and 6in (150mm) from the top
for access to the air filter.
9The air filter, condensaon
drain and controls must be
easily accessible for operaon
and service.
10 The site locaon must be
free from any corrosive
elements in the atmosphere
such as sulphur, fluorine, sodium and
chlorine. These elements are found in
aerosol sprays, detergents, bleaches,
air fresheners, paint and varnish
removers, refrigerants and many other
household products. In addion,
excessive dust and lint may effect the
operaon of the unit, see the Air Filter
Maintenance secon in this manual.
11 The ambient air temperature
must also be considered when
installing this unit. In Efficiency
Mode the air temperature needs to be
above 45°F/7°C and below 120°F/49°C
for heat pump operaon. If the air
temperature falls outside these upper
and lower limits, the electrical elements
will acvate to meet the hot water
demand and the heat pump does not
operate in either Efficiency or Hybrid
Mode.

INSTALLATION
10 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
Step 3:
Removing the old water
heater
1Read each installaon step
and decide if you have the
necessary skills to install the
water heater. Only proceed if you can
safely perform the work. If you are
not comfortable, have a qualified
person perform the installaon.
2Locate the water heater’s
circuit breaker and turn it
OFF (or remove the circuit’s
fuses).
3On the old water heater,
remove the electrical
junction box access panel.
Using a non-contact circuit tester,
check the wiring to make certain the
power is OFF.
WARNING! Working on an ener-
gized circuit can result in severe injury
or death from electrical shock.
4Disconnect the electrical
wires.
5Open a hot water faucet and
let the hot water run unl it
is cool (This may take 10
minutes or longer).
Figure 10 - Let the hot water run until it is
cool.
WARNING! Be sure the water runs
cool before draining the tank to re-
duce the risk of scalding.
6Connect a garden hose to
the drain valve and place the
other end of the hose in a
drain, outside, or a bucket. (Note
that sediment in the boom of the
tank may clog the valve and prevent
it from draining. If you can’t get the
tank to drain, contact a qualified
person.)
7Turn the cold water supply
valve OFF.
8Open the drain valve on the
water heater.
Figure 11 - Draining the old water heater.
9Also open a hot water faucet
to help the water in the tank
drain faster.
10 When the tank is empty,
disconnect the Temperature &
Pressure (T&P) Relief Valve
discharge pipe. You may be able to
reuse the discharge pipe, but do not
reuse the old T&P Relief Valve. A new
T&P Relief Valve comes installed on
your water heater (or on some models,
is in the carton with the water heater).
Figure 12 - Removing the T&P Relief Valve
discharge pipe.
11 Disconnect the water pipes.
Many water pipes are
connected by a threaded
union which can be disconnected with
wrenches. If you must cut the water
pipes, cut the pipes close to the water
heater’s inlet and outlet connecons,
leaving the water pipes as long as
possible. If necessary, you can make
them shorter later when you install
the new water heater.
12 Remove the old water heater.
WARNING! Use two or more people
to remove or install water heater.
Failure to do so can result in back or
other injury.
INSTALLATION

INSTALLATION
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide •11
Step 4:
Installing the new
water heater
1Completely read all instruc-
ons before beginning. If you
are not sure you can complete
the installaon, DO NOT RETURN THIS
UNIT TO THE STORE. Seek assistance
from any of the following sources:
• Schedule an appointment with
a qualified person to install your
water heater.
• Call our Technical Assistance Hotline
at 1-888-479-8324
2Install a suitable drain pan (if
required) that is piped to an
adequate drain.
3Set the water heater in place
taking care not to damage the
drain pan.
NOTICE: The drain pan helps avoid
property damage which may occur
from condensaon or leaks in the pip-
ing connecons or tank. The drain pan
must be at least two inches wider than
the diameter of the water heater. In-
stall the drain pan so the water level is
limited to a maximum depth of 1-3/4in
(45mm).
4Verify that the water heater is
set in place properly. Check
that:
• The T&P Relief Valve will not be in
contact with any electrical parts.
• There is adequate space to install
the T&P Relief Valve discharge pipe
and that it can be piped to a sepa-
rate drain (and not into the drain
pan).
• There is adequate space to install
proper condensate drain piping.
• There is adequate access and space
around the water heater for future
maintenance. A minimum clearance
of 6in (150mm) must be maintained
from all sides and 6in (150mm) from
the top for access to the air filter.
• Unit is level to allow proper con-
densate drainage. An unlevel unit
may lead to condensate draining
improperly and resulting in property
damage.
DO NOT CONNECT ELECTRICAL
WIRING UNTIL YOU ARE
INSTRUCTED TO DO SO.
NOTICE: Connecng electrical power
to the tank before it is completely
full of water (water must run FULL
STREAM from a hot water tap for a full
three minutes) will cause the upper
heang element to burn out.
Step 5:
Connecng the Conden-
sate Pump When Re-
quired
NOTE: If no floor drain is available or
the drain is above the level of the con-
densate line, a condensate pump must
be installed.
1Follow condensate drain
pump manufacturers instruc-
tions for installation.
Connecng the Con-
densate Pump Oponal
Overflow Shut Off
Switch
1Locate the white 22 AWG wire
loop inside the condensate
drain access compartment by
removing the 4 screws attaching the
condensate drain access cover to the
unit. Cut the loop and strip insulation
off the 2 ends (Figure 13 & Figure 14).
2Measure the distance from
the condensate drain access
cover to the condensate
pump, and cut two 22 AWG wires to
correct length and strip the insulaon
at both ends. Thread both ends
through the grommet on the drain pan
cover.
3Connect these 2 wires to the
2 wires on the water heater
using wire nuts or other con-
nectors. Reinstall the condensate drain
access cover and keep the connecon
joints inside of the cover.
4Connect the free ends of the
2 wires to the shut offswitch
on the condensate pump in
accordance with the condensate pump
manufacturers recommendaons.
Condensate Pump Wiring Loop
22 AWG - White
(Loop Located Close to the Drain Connections)
White Wires
From Water Heater
Wires to Condensate
Pump Overflow
Shut Off Switch
(22 AWG or Larger)
Figure 13 - Wiring Loop for connecon of
Condensate Pump.
INSTALLATION

INSTALLATION
12 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
Overflow Slot
Primary Drain
Connection
Condensate Drain
Access Cover
Condensate Pump Wiring
Loop 22 AWG-White
(Loop Located Close to the Drain Connections)
Secondary Drain
Connection
Figure 14 - Condensate Pump Wiring
Step 6:
Install Condensate
Drain Lines:
NOTE: When making condensaon
connecons to the primary connec-
on DO NOT overghten! These con-
necons should be HAND TIGHTENED
ONLY. Overghtening could crack or
damage the condensate drain pan.
• Plasc pipe or tubing must be
used to connect the condensate
drain to a suitable drain or con-
densate pump.
• Do not connect condensate
drain lines with other drain or
discharge lines into a single (com-
mon) pipe or line. Each line (con-
densate drain line, temperature
and relief valve discharge pipe,
etc.) should be independently
run to an adequate drain.
• Slope the condensate drain lines
toward the inside floor drain or
condensate pump.
• The condensate drain lines and
connecons to the drain piping
must comply with all local codes.
• Use appropriate fings and
primer to cement the condensate
drains to the heat pump drain
pan.
• If a condensate pump is installed,
it should be wired to shut offthe
heat pump in the event the con-
densate pump fails or the float
switch in the pump acvates (see
“Step 5:”).
1Using 3/4 in PVC piping, a
90°elbow that is 3/4 in slip
& 3/4 in NPT and an
approved sealant (none supplied with
unit), aach the elbow to the primary
drain connecon and insert the PVC
pipe into the female end allowing
enough length to access an adequate
drain.
2Using 1/2” ID rubber or flexi-
ble plasc tubing, slip one
end over the secondary drain
connecon allowing enough length to
access an adequate drain.
Step 7:
Connect the Tempera-
ture and Pressure (T&P)
Relief Valve/Pipe
Most T&P Relief Valves are pre-
installed at the factory. In some cases,
they are shipped in the carton and
must be installed in the opening
marked and provided for this purpose
and according to local codes.
WARNING! To avoid serious injury
or death from explosion, install a T&P
Relief Valve according to the following
instrucons:
If your water heater does not have
a factory installed T&P Relief Valve,
install the new T&P Relief Valve that
came with your water heater. Do not
reuse an old T&P Relief Valve. Install
a T&P Relief Valve discharge pipe
according to local codes and the fol-
lowing guidelines:
1The discharge pipe should be
at least 3/4in inside diameter
and sloped for proper
drainage. Install it to allow complete
drainage of both the T&P Relief Valve
and the discharge pipe.
2The discharge pipe must
withstand 250°F (121°C)
without distoron. Use only
copper or CPVC pipe. Most homes
use copper water pipes, or cross-
linked polyethylene (PEX) but some
use CPVC. Use fings appropriate for
the type of pipe in your home. Do not
use any other type of pipe, such as
PVC, iron, flexible plasc pipe, or any
type of hose.
Figure 15 - The T&P Relief Valve discharge
pipe must be installed properly and piped
to an adequate drain.
INSTALLATION

INSTALLATION
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide •13
INSTALLATION
3Terminate the discharge pipe
a maximum of 12” (300mm)
above a floor drain, sump or
other safe locaon. Do not drain the
discharge pipe into the drain pan;
instead pipe it separately to an
adequate drain.
DISCHARGE
PIPE
DRAIN
PIPE
Figure 16 - The end of the T&P Relief Valve
discharge pipe must stop no more than 12”
(300mm) above a drain.
4Do not place any valve or
other restricon between the
tank and T&P Relief Valve. Do
not cap, block, plug, or insert any valve
between the T&P Relief Valve and the
end of the discharge pipe. Do not
insert or install any reducer in the
discharge pipe.
Step 8:
Install shutoffand
mixing valves
1If one is not already installed,
install a manual shutoffvalve
in the cold water line that
supplies the water heater. Install the
shutoffvalve near the water heater so
that it is readily accessible. Only use
valves that are compable with
potable water. Use only full-flow ball
or gate valves. Other types of valves
may cause excessive restricon to the
water flow.
2Install a Thermostac Mixing
Valve. Consult the valve
manufacturer’s instrucons or
a qualified person.
Figure 17 - Install Thermostatic Mixing
Valves where required.
WARNING! Even if the water
heater’s thermostat(s) are set to a
relavely low temperature, hot water
can scald. Install Thermostac Mixing
Valves to reduce the risk of scalding.
3For water heaters that are fed
by a solar water heang
system (or any other pre-heat-
ing system), always install a Thermo-
stac Mixing Valve or other tempera-
ture liming device in the inlet water
supply line to limit water supply inlet
temperature to 140°F (60°C). Solar
water heang systems can supply water
with temperatures exceeding 170°F
(77°C) and may result in water heater
malfuncon. Such a malfuncon is not
covered under the water heater
warranty.
WARNING! Hot water provided by
solar heang systems can cause severe
burns instantly, resulng in severe
injury or death (page 4).
Step 9:
Connect the water
supply
1Determine the type of water
pipes in your home. Most
homes use copper water
pipes or cross-linked polyethylene
(PEX) but some use CPVC. Use fings
appropriate for the type of pipe in
your home. Do not use iron or PVC
pipe – they are not suitable for potable
water.
2Connect the cold water supply
using 3/4in Naonal Pipe
Thread “NPT” to the blue cold
water connecon near the boom of
the heater.
For ease of removing the water heater
for service or replacement, connect
the water pipes with a union. We
recommend using a dielectric-type
union (available at your local plumbing
supplier). Dielectric unions can help
prevent corrosion caused by tiny elec-
tric currents common in copper water
pipes and can help extend the life of
the water heater.
Recirculang Loop
In order to optimize efficiency of this
unit, it is not recommended for use
with a recirculation loop. Using this in
a recirculation loop may cause the unit
to run excessively.

INSTALLATION
14 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
IF YOU HAVE COPPER PIPES:
If your home has copper water pipes,
you can solder the water pipe connec-
ons or use compression fings which
don’t require soldering. Compression
fings are easier to install than solder-
ing pipe. Check with local plumbing of-
ficials to determine what types of pipe
materials are suitable for your locaon.
Do not use lead-based solder.
NOTICE: Do not solder pipes while they
are aached to the water heater. The
water heater’s inlet and outlet connec-
ons contain non-metallic parts which
could be damaged. The proper way to
connect the water heater to copper
water pipes is as follows:
• Solder a short length of pipe (about
a foot or so) to a threaded adapter
using only lead-free solder. Aach
the threaded adapters to the water
heater’s connecons (using Tef-
lon® tape or pipe joint compound).
Connect the home’s water pipes by
soldering, keeping the connecons at
the water heater cool with wet rags.
NOTE: Do not over apply joint com-
pound.
NOTICE: This water heater model con-
tains an outlet connecon (J-tube) that
has an orientaon mark that must line
up with arrow (in a 12 o’clock posion).
3Connect the hot water supply
using 3/4in NPT to the hot
water outlet. Follow the same
connecon guidelines as for the cold
water supply.
4Install insulaon on the water
pipes. Insulang the hot water
pipes can increase energy
efficiency.
5Double check to make sure
the hot and cold water pipes
are connected to the correct
hot and cold water fings on the
water heater.
6If needed, install Pressure
Reducing Valve and install a
Thermal Expansion Tank.
Figure 18 - A Pressure Reducing Valve is
required if your home’s water pressure is
above 80 psi/550kPa.
Figure 19 - The Thermal Expansion Tank
should be pressurized with air, to match the
home’s incoming water pressure.
Step 10:
Verify connecons and
completely fill tank
To remove air from the tank and allow
the tank to fill completely with water,
follow these steps:
1Remove the aerator at the
nearest hot water faucet. This
allows any debris in the tank
or plumbing system to be washed out.
2Turn the cold water supply
back on.
Full-flow ball valve
Figure 20 - Fully open the cold water supply
valve.
INSTALLATION

INSTALLATION
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide •15
INSTALLATION
3Open a hot water faucet and
allow the water to run unl it
flows with a full stream.
4Let the water run full stream
for three full minutes.
5Close the hot water faucet and
replace the aerator.
6Check inlet and outlet connec-
ons and water pipes for leaks.
Dry all pipes so that any drips
or leaks will be apparent. Repair any
leaks. Almost all leaks occur at connec-
ons and are not a tank leak.
Step 11:
Make electrical
connecons
WARNING! Working on an ener-
gized circuit can result in severe injury
or death from electrical shock.
NOTICE: Do not turn electrical power
on unless you are sure all of the air is
out of the tank and the tank is com-
pletely full of water. Although this water
heater is equipped with “Dry Fire” pro-
tecon, be certain all air is purged from
the tank before making any electrical
connecons.
1Be sure the electrical power to
the water heater is turned OFF
at the circuit breaker panel (or
remove the circuit’s fuses).
2Using a non-contact circuit
tester, check the wiring to make
certain the power is OFF.
3This water heater requires a
240/208 VAC single phase 30
amp power supply, at 60Hz.
Check the water heater’s data plate
(see Figure 22) and ensure that the
home’s voltage, wiring size (ampacity)
and circuit breaker rang and type are
correct for this water heater. Refer to
the wiring diagram located on the
water heater for the correct electrical
connecons. Ensure that wire sizes,
type, and connecons comply with all
applicable local codes. In the absence of
local codes, the current edion of the
Canadian Electric Code (CEC).
Power Supply
Connector
Black Wire
Red Wire
Green
Ground
Wire
1/2” Conduit
Opening
Green Ground Screw
Figure 21 - Connecting the electrical wires.
Figure 22 - The water heater’s electrical
requirements can be determined from the
data plate.
4Remove the cover on the
electrical juncon box on the
side of the water heater.
5Install wiring in an approved
conduit (if required by local
codes). Use a UL listed or CSA
approved strain relief to secure the
electrical wiring to the water heater.
6Connect the ground wire to
the green ground screw.
Connect the home’s two
power wires to the water heater’s two
power wires. Use suitable wire nuts or
other approved means to make the
power connecons.
7Replace the juncon box cover
and secure with the screw
provided.
WARNING! Be sure cover is secured
to reduce the risk of fire and electric
shock.

INSTALLATION
16 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
Operaon
The water heater is now ready for
normal operation. To keep your water
heater working safely and efficiently
and extend its life, perform mainte-
nance as described in maintenance
section beginning on page 28.
Start-up and Operaon
NOTE: The default operang mode is
Hybrid, to select a different mode see
“Operating Mode Descriptions” Sec-
tion on page 17.
PRIOR TO BEGINNING OPERATION:
Air filter is factory installed with tabs
oriented down for shipping. Please see
maintenance secon for instrucons
on removal, cleaning and replacing.
1Turn on electrical power to
the water heater.
2Press the Mode/Enter buon
to set the operang mode.
NOTICE: The water heater will
conduct a system diagnosc (approxi-
mately 8 minutes) prior to returning to
operaon.
3Once the diagnosc sequence
has finished, the fan should
turn on. This typically takes 8
minutes, (the User Interface Module
will display “-”, “--”, “---” repevely
during this period).
NOTICE: The heat pump’s fan will not
turn on if the incoming water tempera-
ture is less than 59°F/15°C and/or the
ambient air temperature is above
120°F/49°C, or below 45°F/7°C. Should
the internal diagnoscs detect a
problem with the heat pump, an error
code will be displayed.
4Set the desired operaonal
mode. For typical installaons,
the factory default mode,
Hybrid Mode offers the best combina-
on of efficiency and hot water
delivery. For detailed descripons of all
operaonal modes see “Adjusng the
User Interface Module/Operaonal
Modes” secon.
Step 12:
Adjusng the
Temperature
With the installaon steps completed,
you may adjust the water heater’s
temperature seng if desired.
1The water heater’s tempera-
ture seng has been factory
set to approximately
140°F/60°C. Higher tank temperatures
(140° F/60°C) kill bacteria that cause a
condion known as “smelly water” and
can reduce the levels of bacteria that
cause water-borne diseases.
WARNING! Higher temperatures
increase the risk of scalding.
A mixing valve must be installed where
required.
Figure 23 - Adjust Thermostat Mixing
Valves to 120°F/49°C or lower.
To adjust the water heater’s tempera-
ture seng:
• The water temperature setting can
be adjusted by using the Up and
Down buttons on the
UIM (User Interface Module). Using
the up or down buttons, cycle
through the available temperature
set points until the desired temper-
ature is displayed. The temperature
setting will blink on the display;
press the Mode/Enter button to
confirm the selection (see Figure
25).
• The available temperature set
points can be cycled through quick-
ly by pressing and holding the Up
button.
2Please allow adequate me
for the heater to provide hot
water.
WARNING! If the Thermostac
Mixing Valves are not set properly (or
not installed) you could scald yourself
while checking the temperature.
3Check water temperature at
several points of use in your
home (for example, bathtub
faucet, shower, or lavatory sink) and
adjust the temperature as needed. If
you aren’t sure how to adjust the
Thermostac Mixing Valve sengs, or
aren’t sure if you have Thermostac
Mixing Valves, contact a qualified
person.
INSTALLATION

INSTALLATION
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide •17
INSTALLATION
Post Installaon Review
1Understand how to use the
User Interface Module to set
the various modes and
funcons.
2Hybrid Mode is the recom-
mended Operang Mode.
Understand the various
Operang Modes and which mode
may be best, based on ambient
temperature and hot water demands.
3Understand the importance of
roune inspecon/ mainte-
nance of the condensate drain
pan and lines. This is to prevent any
possible drain line blockage resulng in
the condensate drain pan overflowing.
NOTE: If water is coming from the
overflow slot of the condensate drain
access cover, this indicated that both
condensate drain lines may be blocked
and immediate acon is required.
Overflow Slot
Drain Access Cover
Primary Drain
Secondary Drain
Figure 24 - Condensate Drain Access
Cover
4To maintain opmal opera-
on, check, remove and clean
the air filter as needed.
5The Installaon Instrucons
and Use and Care Guide
should be kept with the water
heater for reference.
Water Temperature Ad-
justment
The water temperature can be
adjusted from 95°F / 35°C to 140°F /
60°C. Use the Up and Down Buons
on the front panel
to set the desired temperature (see
Figure 25). The seng temperature
will blink on the display, press Mode/
Enter buon to confirm.
The water temperature can be
adjusted quickly by pressing the
“Temperature Up” buon and holding
for three seconds.
NOTE: Before aempng to adjust
the thermostat, read the “Water
Temperature Regulaon” secon. If
the instrucons are not clear, contact
a qualified person.
NOTE: For increased water demand,
switching (temporarily) to Hybrid
Mode or Electric Mode will decrease
the recovery/re-heat me. Be sure to
switch back to the desired operaonal
mode when finished.
Operang Mode De-
scripons
The operang modes can be changed
sequenally by pressing the Mode/
Enter buon (Figure 25). The
Operaon Mode Indicaon Light will
turn on when the relevant mode is
selected.
This unit is equipped with technology
that senses the hot water demand
from the unit. While in Efficiency or
Hybrid mode, during normal usage,
the unit will operate the heat pump
for maximum efficiency. In mes that
the water usage is above normal, this
unit has the ability to use one element
(upper or lower) and the heat pump
simultaneously to help improve
recovery. This transion is seamless
and will go unnoced.
Efficiency Mode -
Provides the highest efficiency and
lowest cost operation by using only
the heat pump for heating. Recovery
time and efficiency will vary with
ambient temperature and relative
humidity. Efficiency will be greatest,
and recovery quickest, when both
are high. At lower temperatures and
relative humidity levels, efficiency will
be lower and recovery will take longer.
Heat pump operation is allowed
between 45°F / 7°C to 120°F / 49°C
ambient temperature. At ambient
temperatures lower than 45°F / 7°C
and greater than 120°F / 49°C, the
heat pump will not operate. Similarly,
if the water temperature in the tank is
less than 59°F / 15°C, the heat pump
will not operate. The unit will operate
in electric mode until ambient and
water temperatures return to the safe
operating range of the heat pump.

INSTALLATION
18 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
Hybrid Mode -
This is the default, recommended
setting, combining high energy
efficiency with reduced recovery time.
This mode uses the heat pump as the
primary heating source. The heating
element will heat water if demand
exceeds a predetermined level so
that the set point temperature can be
recovered more quickly.
Electric Mode -
The water heater functions as a
conventional electric unit, relying on
only the elements for heat. This mode
may be useful in periods of increased
hot water demands. Electric Mode will
remain for 48 hours before reverting
back to default mode setting.
Vacation Mode -
The controller will not allow the
temperature to drop below 60°F/15°C
while in Vacation setting. This mode is
recommended when the water heater
is not in use for a long period of time,
to minimize energy consumption
and prevent the water heater from
freezing during cold conditions.
CAUTION! Hydrogen gas builds up
in a hot water system when it is not
used for a long period (two weeks
or more). Hydrogen gas is extremely
flammable. If the hot water system
has not been used for two weeks or
more, open a hot water faucet for
several minutes at the kitchen sink
before using any electrical appliances
connected to the hot water system.
Do not smoke or have an open flame
or other ignion source near the fau-
cet while it is open.
NOTE: When Vacation Mode is
selected, the vacation timer will be
displayed. Press the Up and Down
button to modify the timer to desired
number of vacation days (setting
range: 1 to 99 days). The vacation
timer will blink on the display; press
the Mode/Enter button to confirm the
vacation timer. To deactivate Vacation
Mode, press the Mode/Enter button
to switch to the desired mode.
NOTE: Do not shut off power to the
unit for extended periods of time.
If power must be turned off for an
extended period of time, drain the
tank completely.
Other Controls
°F/°C Switch - Press “Temperature
Down” button and hold for 3 seconds
to switch temperature unit between
Fahrenheit and Celsius
Power Saver Enable/Disable:
• Press “Mode/Enter” button and
hold for 3 seconds. The power
saver feature will be activated
and the display will show “P.S.”
(not to be mistaken with P5), and
the setting temperature alterna-
tively. This feature allows the unit
to be managed by grid or other
utility based load management
programs.
• To deactivate the power saver,
press “Mode/Enter” button and
hold for 3 seconds.
Heat pump defrosting indication:
• There will be frost accumulat-
ing on the evaporator when the
heat pump is operated under low
ambient temperatures. The con-
troller will order the unit to enter
into defrosting cycle to optimize
the heat pump operation per-
formance. During the defrosting
period, the user interface module
will display “ICE” as an indication.
Out of heat pump operation range:
• The user interface module will
display “HPO” as an indication
that the ambient and/or water
temperature condition is out of
the heat pump operation range.
NOTE: The display will go into “Sleep
Mode” for energy saving if there is no
operation on any button for 15 min-
utes. All the display and lights will be
turned off except for the “Operational
Mode Indication Light”, which will
remain illuminated while the unit is
powered on. The unit can be awak-
ened by pressing any button.
INSTALLATION

INSTALLATION
Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide •19
INSTALLATION
Figure 25 - User Interface Module (UIM) Display
xxxxx
xxxxx
xxxxx
xxxxx
Vacuum Relief Valve
(when required by local code)
Cold Water
Inlet Valve
Cold Water
Inlet
Pressure Reducing Valve (PRV)
should be installed where the water
supply enters the residence.
When installed PRVs create a
closed water system, a thermal
expansion tank must be installed.
* If an adequate drain is not available for the condensate drain lines then a condensate pump must be used. DO NOT discharge the condensate drain
lines into the metal drain pan.
In a closed system, use a
thermal expansion tank.
See “Closed System/
Thermal Expansion”
section.
12” / 300mm Maximum
Air Gap
Shut-off Valve
(Cold)
*Primary Condensate Drain (3/4” PVC)
Tempered Water to Fixtures
Optional Mixing Valve - Follow the Mixing
Valve’s Manufacturer’s Installation
Instructions. (Set to 120°F / 49°C)
Untempered Water Outlet
Shut-off Valve (Hot)
Union
Drain Line 1”
ID Minimum
Drain Pan
2 1/2” / 64mm Depth
Maximum and
2” / 50mm wider
than the water
heater.
Discharge Pipe
(Do Not Cap or Plug)
Temperature and
Pressure Relief Valve
Union
Drain
Cold
(Inlet)
Hot
(Outlet)
Optional Heat Trap Piping
1/2” Flexible
Secondary
Condensate
Tubing
Union
Figure 26 - Completed Water System Piping

TROUBLESHOOTING
20 •Residenal Hybrid Electric Heat Pump Water Heater Use and Care Guide
NOTE: The diagnostic codes listed above are the most common. If a diagnostic code not listed above is displayed,
contact Residential Technical Assistance referencing the number on the front of this manual.
DIAGNOSTIC CODES
DISPLAY SHOWS INDICATES CORRECTIVE ACTION
“-”,”--”,”---” Unit is doing a system
diagnostic.
Normal operation--no action
ICE Heat pump is in defrosting
cycle.
HPO Ambient temperature
45°F-120°F (7.2°C-49°C), average
tank temperature of 59°F (15°C)
or less.
EUC Upper element is not
functioning 1. Turn off power at the circuit breaker/fuse box and check for a loose connection at the element. For access
directions see “Replacing the Heating Element” Section
on page 29. If error persists proceed to the next step.
2. Replace non-functioning element. See “Replacing the
Heating Element” Section on page 29.
ELC Lower element is not
functioning 1. Turn off power at the circuit breaker/fuse box and check for a loose connection at the element. For access
directions see “Replacing the Heating Element” Section
on page 29. If error persists proceed to the next step.
2. Replace non-functioning element. See “Replacing the
Heating Element” Section on page 29.
SF The air filter is dirty. 1. Turn off power at the circuit breaker/fuse box.
2. Clean the air filter. See “Air Filter Maintenance” Section
on page 32.
ECF The heat pump compressor is
starting/stopping frequently. 1. Turn off power at the circuit breaker/fuse box.
2. Clean the air filter. See “Air Filter Maintenance” Section
on page 32.
3. If error persist, please contact a qualified person to
check the fan wire connection.
E20 or E21 Upper Temperature Sensor is
not functioning.
Contact a qualified person to service the unit.
E30 or E31 Lower Temperature Sensor is not
functioning.
E50 or E51 Heat Pump Suction Temperature
Sensor is not functioning.
E10 or E11 Heat Pump Coil Temperature
Sensor is not functioning.
E40 or E41 Heat Pump Discharge
Temperature Sensor is not
functioning.
Edr Not enough water in the tank
(tank not full). This is also
referred to as “Dry Fire”.
Refer to “Verify connections and completely fill tank” Section
on page 14 Open all hot water taps in home and run until
water (uninterrupted) flows from all open hot water taps.