📋 Eligibility Rules

Octopus Smart Tech Referral Eligibility

A comprehensive 2026 examination of the mandatory requirements and procedural rules for securing the £100 Octopus Smart Tech referral reward for solar and heat pumps.

Who is eligible for the £100 Smart Tech referral?

The current Octopus Smart Tech referral offer provides a £100 digital gift voucher to both the referrer and recipient when a qualifying solar or heat-pump installation is completed [1]. Eligibility is not based on switching electricity supply: Octopus states that neither party needs to be an Octopus energy customer to participate [1].

Eligibility has two layers. First, the referral journey must be tracked correctly. Second, the property and proposed project must be accepted for installation. Registering through a link does not itself guarantee that a system can be designed or installed.

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].

  1. Register first: open the official referral page and submit the recipient's details.
  2. Keep one email address: use that same address for the Octopus quote and all follow-up.
  3. Review the design: the quote and survey determine whether the home and proposed system qualify.
  4. 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].

Eligibility checklist

  • New recipient: the person seeking the installation must start with the referral invitation, not a prior quote or completed purchase.
  • One email address: the registration and quote must use the same address so Octopus can track the journey [1].
  • Qualifying technology: the project must be a completed Octopus solar or heat-pump installation [1].
  • Separate households: the terms describe referrals to a friend or family member at a separate address, rather than a self-referral for a second installation [1].
  • Personal referral use: Octopus's terms limit links to personal use and known contacts; do not present yourself as an Octopus representative [1].

What can affect the installation decision

For solar, a survey considers available roof space, shading, electricity use and the proposed equipment. For heat pumps, the design considers heat loss, practical space, heating emitters, insulation and installation requirements. These are technical and property-specific questions, so a referral cannot override the installer’s judgement.

Fastest way to avoid an eligibility issue

Register before the quote, use exactly the same email throughout, and confirm that the project is for a separate eligible household. Then save the confirmation email until the installation is complete.

If the proposal changes materially, ask Octopus to confirm the correct next step before accepting it. That is safer than assuming the reward will follow an earlier enquiry automatically.

Keep the final decision evidence-led

Eligibility for the referral and suitability for the installation are different tests. The referral rules govern tracking and vouchers; the survey confirms whether a particular home and design can proceed. Answer both before treating the £100 reward as part of the project decision.

Where a household has already started an Octopus order, confirm its status directly with Octopus rather than creating a second registration or assuming the referral will attach later.

£100

Ready to start the referral?

Register before the quote, then use the same email address throughout the Octopus process.

Register for the £100 referral →

Sources

  1. Octopus Energy: Smart Tech referral terms.
  2. Octopus Energy: solar installation range and pricing.
  3. GOV.UK: Boiler Upgrade Scheme grant values.
  4. Ofgem: Boiler Upgrade Scheme guidance for property owners.
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