Heat Pump Quote Checklist – What to Check Before You Commit

1. Equipment

• Exact heat-pump manufacturer and model.
• Cylinder specification, where required.
• Controls included.
• Proposed equipment locations.

2. Design evidence

• Room-by-room heat-loss calculation.
• Indoor and outdoor design temperatures.
• Proposed heating flow temperature.
• Radiator or underfloor-heating assessment.
• Explanation of how the equipment meets the design requirements.

3. Installation work

• Radiator changes listed by room.
• Pipework changes described.
• Electrical work and responsibility confirmed.
• Old equipment removal included or excluded.
• Access, base and drainage arrangements addressed.
• Making good described.
• Work you must arrange listed clearly.

4. Price

• Total price and your contribution after any stated funding.
• Funding assumptions explained.
• Provisional sums and optional extras identified.
• Exclusions listed.
• Process for agreeing additional costs.

5. Contract and payment

• Installer business details and quote expiry date.
• Deposit amount and purpose.
• Payment milestones.
• Cancellation terms.
• Proposed timetable and dependencies.

6. Handover and support

• Commissioning and controls demonstration.
• Handover documents.
• Equipment and installation warranties.
• Servicing requirements.
• Contact for faults and installation concerns.

What to do with an unanswered item

Send a specific request: “Please confirm whether electrical work is included in the quoted total. If it is provisional or excluded, please explain the likely additional work and how its cost will be agreed.” Keep the answer with your quote so you can compare the same information across proposals.

Frequently asked questions

Does every item need to appear in the quotation itself?

No. Some may be in supporting documents. What matters is that you can find and understand the relevant information before committing.

Should I stop if something is missing?

Ask for clarification. The significance depends on the item and the stage of the proposal.

Can I use this checklist after a survey?

Yes. It helps you check whether the final proposal reflects the survey findings.

Is the free check an installer inspection?

No. It reviews your documents; it does not inspect the property or installation.