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Heat Pump Installer · Quote template

Free heat pump installer quote template

A professional quote template for heat pump installers. Itemise the heat loss survey, MCS certification, and radiator changes — download a branded PDF in under a minute.

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A proper heat loss survey, room by room and not an estimate from the boiler size alone, is what a correctly sized heat pump depends on. It deserves its own priced line, not treatment as a free add-on to the quote. Undersizing a heat pump based on guesswork is one of the most common causes of a cold-house complaint months after installation, and a documented survey protects you from that blame.

MCS accreditation is what makes a customer eligible for the Boiler Upgrade Scheme grant. Stating this clearly on the quote is a real financial detail for the customer, not merely a credential. Be explicit about whether the price shown is before or after the grant is applied, since grant approval timing doesn't always line up neatly with when you'd like to start the job.

Heat pumps run at lower flow temperatures than a gas boiler, which often means existing radiators are undersized for the new system and need upsizing to heat the room properly. This is a genuinely easy detail to leave out of an early conversation, and a hard one to explain after the event. Flag it as a likely additional cost during the survey stage, not as a surprise on the final invoice.

State the system type, air source or ground source, and expected running temperature on the quote. These affect both the customer's day-to-day experience and how the system compares to the boiler they're replacing. A customer who expects their heat pump to behave identically to a gas boiler is more likely to call you back with a complaint that isn't actually a fault.

What this template includes

  • ✓Heat loss survey priced as its own line, not assumed
  • ✓MCS certification referenced (required for grant eligibility)
  • ✓Radiator upsizing flagged where needed
  • ✓System type and running-temperature notes included
  • ✓PDF download or shareable tracked link

Full guide

How to Start a Heat Pump Installation Business as a Sole Trader

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Frequently asked questions

A room-by-room survey is what correctly sizes the heat pump. Skipping it and estimating from the old boiler size is a common cause of a heat pump that never quite heats the house properly.

Possibly — heat pumps run at lower flow temperatures, so some existing radiators may need upsizing to heat rooms effectively. This should be flagged at survey stage, not discovered after installation.

It is required for Boiler Upgrade Scheme grant eligibility. The quote should state clearly whether the price shown is before or after that grant is applied.

Live preview

Your Business Name
+44 20 1234 5678
12 Example Street London EC1A 1AA
Quote
Q-1042
Jul 8, 2026
Valid until Aug 7, 2026
Bill to
The Marchetti Family
[email protected]
Job
Air source heat pump install, 3-bed detached
Description
Qty
Unit
Total
Survey
Room-by-room heat loss survey
1
£150.00
£150.00
Equipment
Air source heat pump, supplied and fitted
1
£8,500.00
£8,500.00
Radiators
Radiator upsizing (4 units)
4
£220.00
£880.00
Survey£150.00
Equipment£8,500.00
Radiators£880.00
Subtotal£9,530.00
Tax (20%)£1,906.00
Total£11,436.00
Notes

Room-by-room heat loss survey completed. MCS certified install — eligible for Boiler Upgrade Scheme grant (price shown before grant deduction). 4 radiators identified for upsizing. Quote valid 30 days.

Payment instructions

Bank: Example Bank Sort code: 00-00-00 Account: 12345678

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