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ABOUT THIS TEMPLATE

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 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.

Who this template is for

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

Source type (air-source, ground-source), property size and rough heat demand, the existing heating system, and extras like a hot-water cylinder, radiator upgrades, underfloor heating or a smart controller. You can extend it with insulation level, EPC or a postcode using Quotify’s supported question types.

How to customise it for your business

Plug in your own prices per source type and property size, your extras, and your grant deduction. Because a heat-loss survey confirms the final number, an estimate range works well here. See how pricing logic works to wire it up, then embed it on your website or share a direct link.

COMMON QUESTIONS

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

Last updated 8 July 2026

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