How the Octopus Smart Tech referral works
The Smart Tech referral applies when a new recipient installs qualifying solar or heat-pump technology with Octopus. The recipient and the person who referred them each receive a £100 digital gift voucher after the installation is complete [1]. The offer is designed for personal referrals, so a referrer should share their own unique link with people they know and follow the published terms.
The process is simple, but the order is important. The recipient must register through the referral link first and use the same email when requesting their solar or heat-pump quote. Octopus says it cannot retrospectively apply a referral after a quote or online purchase has already been made [1].
How to keep the £100 referral on track
For a solar or heat-pump installation, the recipient and referrer each receive a £100 digital gift voucher after the installation has completed. The sequence matters: the recipient needs to use the referral link, sign up, and then obtain their quote using the same email address. Octopus states that it cannot add a referral retrospectively if the quote or purchase happened first [1].
- Register first: open the official referral page and submit the recipient's details.
- Keep one email address: use that same address for the Octopus quote and all follow-up.
- Review the design: the quote and survey determine whether the home and proposed system qualify.
- Wait for completion: vouchers are processed once the qualifying installation is finished [1].
Register before requesting a quote
That is the single rule most likely to protect eligibility. A referral link alone does not guarantee an installation, but quoting before registering can prevent the reward being applied [1].
What happens after registration
Registration records interest in the referral offer; it is not a guarantee that Octopus will accept, design or install a system. The next stages are product-specific. Solar customers receive a roof and consumption-led proposal. Heat-pump customers receive a suitability assessment and design process that may address heat loss, cylinders, radiators, insulation and unit location.
The recipient can receive a quote even if their electricity supply is not with Octopus. However, technical eligibility, the final design and installation completion still determine whether the referral becomes a qualifying installation [1].
| Stage | What to do | Common mistake |
|---|---|---|
| Referral | Register through the link | Requesting a quote first |
| Quote | Use the registered email | Using a second email address |
| Design | Review scope and exclusions | Assuming an estimate is final |
| Completion | Wait for the installed system to be finalised | Expecting a voucher before completion |
Useful records to keep
Save the referral confirmation, quote email and final installation documentation. If there is a mismatch in email or address details, resolve it before you approve the installation. The referral reward is a useful extra, but a suitable system design, clear price and written scope should remain the reasons for choosing a project.
Keep the final decision evidence-led
The referral process should be completed first, but it does not change Octopus's normal technical or affordability checks. The quote and survey remain the right places to clarify scope, price and suitability. Keeping the referral, quote and final documents together makes the customer journey easier to follow.
If the recipient already obtained a quote, do not assume the link can repair the tracking. Contact Octopus for guidance instead of proceeding on the basis of an unrecorded referral.