Installer check sheet
Ten checks, up to three firms
Name each firm you are considering (or just call them A, B and C), then tick each check once you have confirmed it yourself. The sheet shows what is still outstanding for each firm. It keeps no score and sends nothing anywhere.
| Check | |||
|---|---|---|---|
| 1 MCS certification number found on the MCS register where | |||
| 2 Certified for heat pumps (the technology you want), not only for something else where | |||
| 3 Register shows "Registered for the Boiler Upgrade Scheme: Yes" where | |||
| 4 Certification body noted from the register entry where | |||
| 5 Consumer code membership (HIES, RECC or MCS) confirmed on the code's own site where | |||
| 6 TrustMark checked on TrustMark's site, if the firm claims it (tick if not claimed) where | |||
| 7 Quote shows the grant taken off, as a separate line where | |||
| 8 Room-by-room heat-loss figures and the unit size supplied in writing where | |||
| 9 MCS 020 a) sound calculation for the outdoor unit position supplied where | |||
| 10 Workmanship warranty, deposit protection and payment stages set out in writing where |
Checks 1 to 4: the register
The first four checks all come from one search: the firm's entry on MCS "Find an installer". Search by the firm's name or its certification number.
- The MCS certification number is there. If the firm is not on the register, it cannot apply for the Boiler Upgrade Scheme, and the installation will not get an MCS certificate. Note the number: it should match the one on the quote.
- Heat pumps are listed. Certification is for each technology. An entry that lists only solar panels or batteries does not cover a heat pump.
- "Registered for the Boiler Upgrade Scheme" says Yes. The register shows this as Yes or No, and you can filter by it. A firm must be registered to apply for the grant for you.
- The certification body is noted. This is the organisation that certified the firm. It matters if you ever need to raise a concern about the firm's certification.
The page on using the MCS register shows the search step by step.
Checks 5 and 6: consumer code and TrustMark
5. Consumer code. Installers taking part in the grant scheme must belong to a consumer code; Ofgem lists HIES, RECC and MCS. Check the firm's membership on the code's own website, not just a logo on the firm's site. The codes differ in what they promise: RECC, for example, requires a workmanship warranty of at least 2 years with financial protection. See consumer codes.
6. TrustMark, only if claimed. TrustMark is not required for the grant, but some firms advertise it. If they do, look the firm up on TrustMark's Find a Business. TrustMark warns that some tradespeople show its logo without being registered. If the firm does not claim TrustMark, tick the box and move on. More in checking a TrustMark claim.
Checks 7 to 10: the paperwork
The last four checks are about what the installer gives you. They take longer, because they depend on the survey and the quote.
- The quote shows the grant deducted. Ofgem's guidance says the installer should give a clear, itemised quote showing the grant deduction, and the rules stop installers asking you for the grant amount unless the application is refused or the voucher revoked. For most homes that qualify, the grant is £7,500.
- The heat-loss figures and unit size are in writing. MCS certified installers design to MIS 3005-D, the heat pump design standard. Ask for the room-by-room figures, the size in kW and the design flow temperature.
- The MCS 020 a) sound calculation is supplied. In England, an air source heat pump installed without a planning application must comply with MCS 020 a); since 29 May 2026 it is the only sound standard that counts. Ask for the calculation for the position on your quote.
- The terms are in writing. The workmanship warranty, how any deposit is protected, the payment stages and your cancellation rights.
The survey visit questions page covers how to ask for each of these, and deposits and payments covers the terms.
Using the result
A firm with every box ticked has passed the checks that can be confirmed from outside. That is the point at which comparing quotes becomes worthwhile: see comparing quotes. A firm with gaps in checks 1 to 6 is the one to question first, because those gaps cannot be filled by paperwork later. A firm with gaps only in checks 7 to 10 may simply not have sent everything yet; ask, and give them the chance.
Keep the printed sheet with the quotes. If anything goes wrong later, it records what you checked and when.