Renewables - Heat Pump Survey to Commissioning

Capture the customer enquiry, log property type, current heating system, and EPC status to assess BUS grant eligibility at first contact.

Conduct the site visit and complete the MCS 015 heat loss calculation using the eForms App. Store the survey report against the lead record.

Build the quote with itemized lines for the heat pump unit, cylinder, controls, pipework upgrades, commissioning labour, and MCS registration fee. Show the BUS grant deduction as a visible line item.

Submit the Boiler Upgrade Scheme application to Ofgem before installation begins. Log the voucher reference number and expiry date in the job record.

Raise purchase orders for the heat pump unit, cylinder, and ancillary materials. Track expected delivery dates against the planned installation start date.

Complete installation and capture the commissioning checklist digitally, including system pressure test, flow temperatures, controls setup, and customer handover sign-off.

Register the MCS certificate within 10 working days of commissioning. Attach the certificate to the job record and raise the final invoice with BUS grant credit applied.

BUS voucher applications are submitted after the quote is accepted but before installation starts - managing the timing window across multiple live jobs is difficult without a clear status tracker for each grant application.

MCS 015 heat loss calculations must be completed to a specific standard and stored on file - paper-based site surveys get lost or are incomplete, creating delays at MCS certificate registration.

Equipment lead times for heat pump units and cylinders can stretch to 4-6 weeks - without a purchase order linked to the job's installation date, procurement slips and voucher expiry dates are missed.