Heat Pump Quote Checklist

Download-and-use checklist layout

Print this page or copy it into your project notes and mark each item as Complete, Needs evidence, or Not answered. If a quote cannot clear the core checks below, request revisions before deposit payment.

Installer and scope

• ☐Who is responsible for full design, commissioning, and handover?
• ☐Are room-by-room calculations included in writing?
• ☐Does the quote list all exclusions (electrics, scaffolding, making-good)?

Grant checks

• ☐Which grant assumptions are included and who submits the application?
• ☐What evidence is needed if grant approval is delayed or rejected?
• ☐Is the quoted net price still valid if grant rules change before installation?

Heat-loss survey checks

• ☐Was a full room-by-room heat-loss survey completed on your actual property?
• ☐What design temperatures were used for your location?
• ☐Have infiltration and ventilation assumptions been explained?

Radiator and underfloor checks

• ☐Which radiators stay, which are upgraded, and at what flow temperature target?
• ☐If underfloor heating exists, does the quote include mixing and control strategy?
• ☐Is there evidence the emitter design can meet peak winter demand?

Hot water checks

• ☐Is cylinder volume sized for household occupancy and usage pattern?
• ☐Are legionella cycles and hot-water setpoint strategy explained?
• ☐Are pipe insulation and recirculation losses addressed?

Warranty and aftercare

• ☐What parts and labor durations apply, and what voids warranty?
• ☐Who handles first-year optimization visits and control tuning?
• ☐What are expected maintenance costs and service intervals?

Methodology and source links

This checklist aligns with the same transparency approach used across HeatWise pages: explicit assumptions, source-linked grant checks, and caution around projected savings.