Heat Pump Installation quote template
Air-source and ground-source heat pumps — estimated by property size and system, with grant guidance.
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Excel with the pricing built in, plus a printable PDF. No account needed.
Not a screenshot
Nothing's submitted — pricing recalculates on every answer, exactly as a customer would see it. Open full screen →
Heat pump enquiries are high-value and research-led. Someone weighing up a switch wants a credible number and to understand the grant before they commit to a survey. This template gives both on the spot, which qualifies the genuinely interested and sends you leads that already grasp the real cost.
A heat pump installation quote template that estimates air- and ground-source systems by property size, with Boiler Upgrade Scheme grant guidance so the customer sees the price after the grant. It rounds out the low-carbon set alongside solar and boilers, and it's about as topical as home-energy quoting gets.
Heat pump installers, renewable heating specialists and plumbing or heating firms moving into low-carbon work. If you're spending unpaid hours on surveys and quotes for people who were never in budget, this template does the first cut for you.
What the form asks
5 questions by default, branching where the job needs it. Extend with any of Quotify's supported question types .
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Your questions, answered
Last updated 8 July 2026-
01 How should I price a heat pump installation?
Most installers price by source type (air or ground), the size and heat demand of the property, and the existing system being replaced, with extras like a hot-water cylinder, radiator upgrades or underfloor heating. The Quotify template builds an estimate from those, then can show the figure before and after the grant.
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02 Can I quote air-source and ground-source from one form?
Yes. A source-type question sets the base, and the property-size question scales it, so a modest air-source retrofit and a larger ground-source install both get a sensible estimate from the same form.
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03 Can I factor in the Boiler Upgrade Scheme grant?
Yes, and it's worth doing. Set the form to deduct the Boiler Upgrade Scheme grant so the customer sees the realistic out-of-pocket price, not just the headline cost. Seeing the after-grant figure is often what turns curiosity into a survey booking.
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04 Every heat pump needs a survey and heat-loss calc. Is an instant price honest?
It is if you frame it as a ballpark, which is what someone researching 'heat pump cost' wants first. The form gives a realistic [estimate range](/blog/new-update-estimate-range-give-customers-a-smarter-price/) from the source type, property size and system, enough to judge budget, then you confirm with a proper heat-loss survey.
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05 Do I need a website to use this template?
No. You can share a direct link in directories, on social media or in local groups, or use a Quotify-hosted landing page. If you have a site, the form embeds in minutes.
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06 Is there a downloadable heat pump installation quote template?
Yes. As well as the free online version, you can buy the heat pump installation quote pack as a spreadsheet for £7. It opens in Excel, Google Sheets or Apple Numbers, with the pricing maths already built in and a branded quote you can export to PDF. Buy once and it's yours to keep.
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