Who applies for the Boiler Upgrade Scheme grant - the installer or the homeowner?

The BUS is installer-led. The MCS-certified installer applies to Ofgem on behalf of the property owner, deducts the full grant value from the customer quote as an upfront discount, completes the installation, and then claims the grant directly from Ofgem after commissioning. The homeowner confirms consent but does not manage the application themselves.

What happens if the installation is delayed beyond the voucher validity period?

The voucher expires and the installer must submit a new application. The property may still qualify, but eligibility rules or grant amounts may have changed. Build the installation date into the job plan immediately on voucher approval - treat the three-month window as a hard deadline from day one, not a target.

Does the BUS grant affect what the customer pays on the invoice?

Yes. The installer is legally required to pass the full grant value to the property owner as an upfront discount. The customer invoice shows the net price after the grant is deducted. The installer then claims the grant amount from Ofgem separately. The customer should never be asked to pay the full pre-grant price and later claim a refund.

Operations

Renewables - grant application and funding process

Grant confirmed. Installation tracked. Claim submitted.

Imogen MarshOperations Editor

Published 3 July 2026

Imogen Marsh is an editorial byline rather than a member of staff. Zigaflow's step-by-step guides and workflow walkthroughs are published under this name; they are written by Zigaflow's AI content agent, and Zigaflow is responsible for what they say.

Step by step

Eligibility Check at InquiryLeads
Confirm basic property eligibility at first contact: existing fossil fuel heating, valid EPC, no previous BUS grant at the address. Record results on the lead before committing to a survey.
Site Survey and System SizingeForms App
Complete the site survey. Record heat loss calculation, design flow temperature, and existing pipework condition in a digital survey form linked to the job record.
Quote with Grant DeductedQuotes
Issue the customer quote with the BUS grant (£7,500 for ASHP/GSHP, or £9,000 for off-gas-grid properties from July 2026) deducted from the total. Confirm eligibility is subject to Ofgem approval.
BUS Voucher ApplicationJobs
Submit the voucher application to Ofgem via the installer portal. Ofgem typically processes in 2-4 weeks. Record the application date and track status in the job record.
Installation SchedulingJobs
On voucher approval, schedule the installation immediately. The voucher is valid for 3 months (6 months for ground source heat pumps). Treat approval as a hard deadline trigger.
Installation and MCS CommissioningeForms App
Complete the installation. Record all commissioning data on-site using the eForms App. Generate the MCS certificate and link it to the job record.
Grant Claim and Final InvoiceInvoices
Issue the final invoice to the customer for the net amount. Submit the grant claim to Ofgem for the full grant value. Reconcile all receipts against the job cost record and close the job.

What this workflow solves

Eligibility checks are skipped or done inconsistently at the inquiry stage, leading to survey costs being absorbed on properties that don't qualify, and quotes being issued that must later be withdrawn.
Voucher expiry creates hidden timeline pressure: installers who allow scheduling to drift beyond the three-month window must reapply from scratch, with no guarantee the grant level or eligibility rules will be the same.
Tracking grant claim status across multiple live jobs simultaneously is difficult without a central system, resulting in missed claim submissions and delayed cash flow that can run to weeks.

Frequently asked questions

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Renewables - grant application and funding process

Step by step

What this workflow solves

Frequently asked questions

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