Heat pump grant eligibility checker form template
This five-step heat pump grant form asks about ownership, the property type, the current heating and the postcode, then the contact details. You can clone this template into your Growform account and add your service area.
What the form asks, step by step
The questions describe the property well enough for an installer to judge whether a survey is worthwhile. The form does not confirm a grant, and that decision stays with your team and the scheme.
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Step 1: “Do you own the property?”
Owners, tenants and landlords are separated before anyone spends time on a survey.
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Step 2: “What type of property is it?”
Houses, bungalows, flats and park homes present different installation conditions.
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Step 3: “How do you heat your home now?”
The existing system shows what the heat pump would replace.
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Step 4: “What is your postcode?”
The postcode confirms that the property is inside your installation area.
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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 thank-you message says an installer will review the answers, and it gives no decision on the grant.
Who it’s for
Heat pump installers, renewable heating companies and the agencies that generate leads for them can use this template on a grant landing page. It is written for UK installers who help customers with grant funding. Each submission shows who owns the property, what type of property it is, how it is heated today and where it is. The form collects those answers and decides nothing. Your team checks each inquiry against the current scheme rules and then contacts the customer. Some installers label the page a boiler grant eligibility checker, and others present it as the first stage of a heat pump grant application form.
For replacement boilers, see the boiler fitting quote template.
Why this structure converts
- Ownership is asked first, because it is the simplest question on the form.
- Three of the four questions are single taps, and the postcode is the only typed answer before the contact step.
- Nothing in the form requires an energy certificate or a bill, so the customer can finish in one sitting.
- The property has been described in full before the customer is asked for a name.
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Make it yours
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Add an insulation question
Add a step asking about loft and wall insulation so your surveyor knows what to expect.
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Rewrite the contact heading
The contact step asks where to send results. Change the heading if your team prefers to phone every customer.
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Confirm consent to contact
A consent checkbox on the contact step confirms that the customer agreed to hear from an installer.
Frequently asked questions
Does the heat pump grant eligibility checker approve applications?
No. It collects the answers and your team decides who is likely to qualify. The template contains no scoring and no conditional logic.
Is this a heat pump grant application form?
It is the stage before one. The form gathers the property details, and the application itself follows later through the scheme’s own process.
Can I adapt it for boiler grants?
Yes. Rename the form and edit the heating options, and it becomes a boiler grant eligibility checker with the same four questions.
Where do inquiries arrive?
Inquiries arrive in your inbox by default. You can also send them to HubSpot, Pipedrive, LeadConnector or a Google Sheet.
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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