Heat Pump Quote Comparison Sheet
Each installer's heat loss figure and how it was worked out.
Energy and Utilities · EU-1056 · Form
Heat pump readiness questionnaire: your house, current heating, rooms and comfort, and questions for installers, filled in before a survey. PDF and browser.
2 pages. The A4 and US Letter files are laid out identically, so neither is shrunk to fit.
Print it and write on it
Fillable PDF type and save
Or no download needed
Fill it in onlineThe fillable versions have real form fields — open them in any PDF reader, type into them and save. Printing help.
The same sheet, on screen. Tick, type, add or remove rows, then print it or download the completed version as a PDF. Everything stays in your browser — your entries are kept in this browser's own storage on this device, nothing is uploaded, and there is no account.
Everything an installer will ask about the house, answered before they arrive. The first page covers the building and the heating it has now, the second records how each room is used and heated and the temperature you want in it, and the last table holds your questions for each installer with their answers.
Homeowners thinking about a heat pump who want surveys and quotes to start from accurate information, and who want every installer to be given the same facts.
The printable is laid out inside a box that fits both A4 and US Letter, so the two files are identical and neither one is scaled. The fillable PDF has real form fields. The online version keeps what you enter in your own browser and builds the completed PDF on your device.
Download the A4 or US Letter file to match the paper in your printer, open it in a PDF reader and print at 100% — not "fit to page", which shrinks the writing space. Both files leave a 14 mm margin, which clears the unprintable edge on home printers. To print the online version with your entries in it, use the Print this sheet button, which prints only the sheet and none of the page around it. More on printing.
Tick Not sure and say what you do know. An installer will check on the survey; the point is to flag the gaps, not to fill them with guesses that might be repeated in a quote.
Because the design is worked out for the comfort you expect. Writing your own figure for each room, and when the room is used, gives the installer something to design for. The sheet suggests no temperatures.
On your annual statement or by adding up a year of bills, in kWh or litres. For oil or LPG, the delivery records over a year give a rough figure. Write the unit next to the number.
No. It collects facts; suitability is for an installer or assessor who has seen the house. The quote comparison sheet then helps you compare what each one proposes.
Each installer's heat loss figure and how it was worked out.
Every room checked at windows, doors, floors, pipes, sockets and ceilings.
The on and off periods for each room on weekdays and at weekends.
Every measure from the assessment, grouped in stages.
Printable sheets, workbooks and tools on the same subject.
Keep the proof of annual servicing that boiler warranties commonly ask for, and an index of which engineer did what.
Every sheet, binder, game and puzzle on Upkeep Papers is free to download, with no email and no account. Making them is not free: each one takes days of research, design and checking, and the site costs money to run. If something here saved you time, you can buy us a coffee. It is entirely optional: nothing is locked, and nothing changes if you don’t.
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