Getting an Octopus heat pump quote and installation plan
A useful heat-pump quote follows a property assessment, not a generic product selection. Octopus describes a journey from initial cost exploration to an in-home survey, then a detailed design and installation plan [5]. The survey should test the heat demand of the home and make visible any work needed to make the installation practical.
Before beginning, register through the referral link if you want the £100 Smart Tech reward. A referral cannot be attached later if you requested your quote first, and the email used for registration must be used for the quote [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 the survey should cover
Ask the surveyor to explain the proposed unit location, hot-water cylinder location, radiator performance, pipework, condensate route, electrical requirements and how any planning or noise issue will be managed. Insulation is relevant because reducing heat loss can improve comfort and running costs, but the survey should identify what is necessary rather than rely on broad assumptions about older homes.
For BUS-eligible projects, the installer applies for the grant and the grant value should appear as an upfront discount. Ofgem says MCS certification is required for the relevant installation, and the homeowner must confirm the grant application [4].
| Before signing | Ask for confirmation |
|---|---|
| Final design | Unit size, cylinder, radiators and controls. |
| Price | Grant deduction, included work and listed exclusions. |
| Installation | Timetable, access needs and any preparatory works. |
| Aftercare | Warranty, commissioning handover and support contact. |
On installation day and after
Keep the final agreement, grant confirmation, commissioning paperwork and referral confirmation. At handover, ask how to operate the controls, what normal running looks like, and whom to contact if a fault occurs. The referral voucher is processed after the qualifying installation is complete; it is not paid when the survey or quote is issued [1].
Keep the final decision evidence-led
Do not approve a quote until you can see the final price and scope in writing. A clear agreement gives you a way to distinguish standard work from optional or site-specific work, and ensures the design discussed at survey is the design that will be installed and commissioned.
If the survey identifies extra work, request the updated quote before agreeing to dates. This is the clearest point to understand whether the scope, grant and budget still work for you.