Heat Pump Quote Comparison Sheet

Who this is for

Four heat pump quotes, compared on their design as well as their price. Each installer's heat loss figure sits beside the unit they propose, with the flow temperature, efficiency and radiator changes they quote, the price after any grant and the checks you made on them.

Homeowners replacing a boiler or other heating with a heat pump who have, or are collecting, quotes from several installers and want to see where the designs differ.

What this helps you track

• Each installer's heat loss figure and how it was worked out
• The unit offered and its output set against that heat loss
• Design flow temperature, quoted efficiency and radiators to replace
• Cylinder, outdoor unit, electrical work and controls in each quote
• Price after grant, certification, references and warranty

How to use it

1. Write the address, your current heating and your yearly heating fuel use from your bills at the top.
2. Copy each quote's heat loss figure, unit output, price and any grant into the size and price table.
3. Fill the design table from the quote documents: how heat loss was worked out, the unit, the flow temperature and efficiency quoted, and the radiators to replace.
4. On the second page, record the electrical and controls work, then look up each certification number and contact the references before ticking them.
5. The unit-to-loss figure, net price and price per kW are worked out in the browser and the workbook; on paper, divide and subtract across each row.
6. Write the installer you chose and why at the end, and keep the sheet with the contract.

Formats

• Printable PDF (A4 and US Letter)
• Fillable PDF with form fields
• Fill in online, saved in your browser
• Excel / Google Sheets workbook

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 workbook uses plain formulas only — SUM, IF, COUNTIF and the like — so it opens in Excel, LibreOffice and Google Sheets without anything breaking, and every calculated cell is grey so you can see which figures it worked out.

How to print

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.

Questions

What does the unit-to-loss figure show?

It divides the unit's output by the installer's own heat loss figure for the house. Quotes where the two are far apart are worth asking about. The sheet sets no right figure; the installer should be able to explain the sizing.

Why record the design flow temperature?

Because it shapes the rest of the design, including which radiators need changing and how the system will run. Quotes built on different flow temperatures are not like for like, so it is worth seeing them side by side.

Where do the efficiency figures come from?

From each quote. Installers usually give a seasonal efficiency for the design they propose. Copy it exactly as written and note how it was stated; the sheet supplies no typical figures.

How is this different from the readiness questionnaire?

The questionnaire gathers facts about your house before installers visit. This sheet compares what they proposed afterwards. Filling the questionnaire first means every installer starts from the same information.