ECO4 eligibility checker form template
This five-step ECO4 eligibility checker asks about home ownership, household benefits, the heating system and the postcode, followed by the contact details. You can clone this template into your Growform account and update the criteria.
What the form asks, step by step
The questions follow the points an adviser checks first when assessing ECO4 eligibility. The form does not decide whether a household qualifies, so an adviser reviews every submission against the scheme rules.
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Step 1: “Do you own or rent your home?”
Owners, private tenants and social housing tenants are handled differently by installers.
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Step 2: “Does anyone in your household receive any of these benefits?”
Several benefits can be selected, and “None of these” is also accepted.
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Step 3: “How is your home heated?”
The current heating system shows which improvement the home might need.
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Step 4: “What is your postcode?”
The postcode confirms that the property is in an area you cover.
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Step 5: “Where should we send your results?”
Name, email and phone come last.
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After submitting
The closing message explains that an adviser will check the answers against the scheme, so the form itself never tells a household that it qualifies.
Who it’s for
Installers, energy advisers and lead generation agencies in the United Kingdom use this form on landing pages for grant-funded heating and insulation. It takes the place of a boiler grant eligibility checker that promises an instant answer. Each submission gives your adviser the tenure, the benefits received, the heating system and the postcode. The adviser then confirms eligibility under the current rules and contacts the household. Scheme criteria change, so review the benefits list before you publish.
For customers who are paying for a replacement themselves, the boiler fitting quote form is more suitable.
Why this structure converts
- Tenure is a simple first question that every household can answer.
- The benefits step accepts several answers, so a household does not have to choose only one.
- “None of these” is offered on the benefits step, which lets every household continue to the end.
- No result is shown by the form, which avoids telling a household something an adviser later has to correct.
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Make it yours
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Keep the benefits list current
Compare the six options on step two with the published scheme guidance, and add or remove benefits whenever the criteria change.
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Ask about the energy rating
Add a step asking whether the household knows its EPC band, with a button for each band and one for “I do not know”.
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Add consent wording
Households share financial details on this form. Add a consent checkbox and a link to your privacy policy on the contact step.
Send every lead where your team works
Frequently asked questions
Does the form confirm ECO4 eligibility?
No. The form gathers the answers and an adviser makes the decision. This keeps your landing page accurate when the rules change.
Is this an ECO4 application form?
No. It is a first check that collects answers for an adviser. Any application is completed later with your adviser, once eligibility has been confirmed.
Is the template written for the UK?
Yes. The template uses the word postcode and the names of UK benefits, and every label can be edited.
Where do the eligibility checks arrive?
Growform sends each submission by email and can pass it to FLG, HubSpot or a Google Sheet, where your advisers can review it.
What happens next?
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Step 1: Clone this form template
Clone this template into your Growform account (create one first if you don’t already have one). -
Step 2: Edit your form
Get creative and adjust your form's theme options, questions or layout in the Growform form builder. -
Step 3: Share or embed your form
Share a link to your form, or embed it in your existing website. Receive new submissions by email or send them to 7,000+ apps via Zapier.
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