For heat pump installers
Heat pump quote template (free) and a quicker way to get paid
Heat pump quotes are high value, technical and slow to decide on. A clear quote that shows the grant, the VAT position and the payment stages builds trust, and steady follow-ups keep you in the running while the customer thinks it over.
Free heat pump quote template
An example laid out the way customers expect. Example prices only: use your own.
Quote
Air source heat pump installation
- From
- [Your business name]
- For
- [Customer name and address]
- Quote no.
- [Q-0001]
- Date
- [Date]
| Description | Qty | Unit price | Amount |
|---|---|---|---|
| Heat loss survey and system design | 1 | £350.00 | £350.00 |
| Supply 8kW air source heat pump | 1 | £5,200.00 | £5,200.00 |
| 200 litre unvented hot water cylinder and buffer | 1 | £1,650.00 | £1,650.00 |
| Radiator upgrades | 4 radiators | £320.00 | £1,280.00 |
| Installation, pipework and electrical connection | 1 | £3,400.00 | £3,400.00 |
| Commissioning, MCS certificate and handover | 1 | £300.00 | £300.00 |
- Subtotal
- £12,180.00
- Boiler Upgrade Scheme grant (if eligible)
- -£7,500.00
- Total before VAT
- £4,680.00
- VAT at 0%
- £0.00
- Total
- £4,680.00
Installation of a heat pump in a home is zero-rated for VAT until 31 March 2027.
Terms
- The Boiler Upgrade Scheme grant is subject to eligibility and Ofgem approval before installation.
- Valid for 30 days from the date of this quote.
- Payment in stages as set out below.
Payment schedule
- Deposit on acceptance (25%)£1,170.00
- Equipment delivered to site (35%)£1,638.00
- First fix complete (25%)£1,170.00
- Commissioning and handover (15%)£702.00
How heat pump installers usually get paid
Heat pumps suit a deposit and milestone payments, so you are never funding thousands of pounds of equipment yourself.
Try other splits for your own jobs with the free deposit and stage payment calculator.
Built for how heat pump installers work
High-value quotes with long decisions
Customers take weeks to decide on a heat pump. QuoteChase follows up on the days you choose and emails you the moment they reopen the quote.
Stage payments on big installs
Take a deposit invoice as soon as the quote is accepted, raise standalone invoices for each stage, and convert the balance at handover. Late stages are chased automatically.
Grant and VAT explained on the quote
Show the Boiler Upgrade Scheme deduction and zero-rate VAT clearly so the customer sees exactly what they pay.
Questions
Should a heat pump quote show the grant?
Yes. Show the full price, the Boiler Upgrade Scheme deduction and what the customer pays, so they can compare quotes fairly.
Is there VAT on a heat pump installation?
Installing a heat pump in a home is zero-rated for VAT until 31 March 2027. Check the rules for your own jobs with your accountant.
How should I structure heat pump payments?
A deposit on acceptance, then stages tied to milestones such as delivery, first fix and commissioning. Our deposit calculator works out each amount.
Quote, follow up and get paid as a heat pump installer
Save your items and prices once, send a branded quote from your phone in about 30 seconds, and let QuoteChase follow it up, take the deposit and chase the final payment.
Free 14-day demo. Nothing reaches a real customer.
Useful next
- Deposit and stage payment calculatorSplit a job into a deposit, stage payments and a final balance, with the amount due at each step.
- How much deposit should a tradesperson take?Typical deposits for UK trades, how to structure stage payments such as 25/25/50, what homeowners' cancellation rights mean for deposits, and how to ask without putting customers off.
- Plumbing and boiler quote template for plumbers and heating engineersFree plumbing and boiler installation quote template for UK plumbers and gas engineers. Example line items, deposit terms, and automatic quote follow-ups and payment reminders.