An installer's guide to heat pumps

Air source heat pumps have been taking the home heating world by storm over the past few years, and they'll continue to do so as the government pushes towards Net Zero. As an installer, it's crucial to be swotted up on all-things heat pumps as more and more UK households make the switch. You’ll be primed to give your customers the best advice and ensure their transition from boiler to heat pump goes as smoothly as possible. 

Our guide is designed to provide you with the information and confidence you need to handle the world of heat pump installations, ensuring you can offer your customers the best, most reliable solutions.

How to advise customers: Heat pump or gas boiler?

The most common question you’ll face is whether a heat pump or gas boiler is the right choice for a customer's home. Your role is to be a reassuring, knowledgeable expert.

Consider the upfront air source heat pump cost

The initial installation cost for a heat pump is higher than for a gas boiler. Advise your customers to consider this as a long-term investment in an efficient, future-proof system. Mention government grants, which can significantly reduce the cost and make the switch more financially viable.

Our blog on heat pump costs can be a valuable resource for these conversations. 

Heat pump efficiency and running costs

This is where the air source heat pump truly shines. While a modern gas boiler is around 90-95% efficient, a heat pump can be 300-400% efficient. For every 1kW of electricity the heat pump uses, it generates 3-4kW of heat. 

The difference in comfort between a boiler and a heat pump

Explain the fundamental difference in how the two systems deliver heat. A gas boiler provides quick, high-temperature heat (70-80°C). A heat pump, however, provides a steady supply of lower-temperature heat (35-55°C). This is a more consistent warmth that works best in well-insulated homes with larger radiators or underfloor heating.

Why a heat pump is a forward-thinking choice

Heat pumps are one of the clearest choices for a sustainable future. As the UK moves towards a greener grid powered by renewable energy, heat pumps become a vital part of a low-carbon lifestyle.

If you’re keen to champion green living as an installer, our installer’s guide to energy efficiency can help. 

Surveying a home for ideal heat pump placement

A meticulous site survey is the foundation of a successful installation. Here’s how to approach it with confidence and precision.

1. Assessing a property's suitability for a heat pump

A heat pump system is only as good as the home it's installed in. Look for good insulation in the walls, loft, and windows. If the property is poorly insulated, discuss potential upgrades with the homeowner first. This ensures the system will perform at its peak efficiency.

Our guide to creating a more energy-efficient home can aid your client in this task. 

1. Choosing the location of the heat pump’s outdoor unit

The outdoor unit requires a firm, level base and must have adequate clearance for optimal airflow.

Noise: While modern heat pumps are remarkably quiet, it's responsible practice to place the unit away from bedroom windows and property boundaries - this complies with permitted development rules and avoids any potential noise nuisance. The 2025 regulations have simplified things, but a considerate approach is always best.

Airflow: The unit needs free air space around it to work efficiently. Check the manufacturer's installation manual for specific clearance requirements, but as a rule, ensure there is at least 30cm of space on all sides and at least 1 metre in front of the fan. Avoid enclosed spaces like tight alleyways.

Aesthetics: Discuss placement options with the homeowner, ensuring the location is not only functional but also visually acceptable.

1. Finding space for the heat pump’s indoor cylinder

A heat pump system requires a hot water cylinder, which will need to be installed in a suitable indoor space, such as a utility room or airing cupboard. This is a critical consideration to discuss with your customer from the outset.

Requirements for heat pump installation & training

As a trusted installer, your expertise is your greatest asset.

Required qualifications and certification for heat pump installation

To install and commission a heat pump, you must be a qualified and competent professional. We strongly recommend completing a recognised heat pump training course, such as those that lead to MCS (Microgeneration Certification Scheme) certification. This demonstrates your commitment to quality and is essential for customers to be eligible for government grants.

The installation process of a heat pump

While a boiler can often be fitted in a day, a heat pump installation is a more comprehensive process, typically taking several days. This is an opportunity to showcase your professional project management skills and keep the customer informed every step of the way. You may need to replace existing radiators or pipework to ensure the system is sized correctly for the lower operating temperatures.

Heat pump maintenance

An effective system is one that is well-maintained. A heat pump requires less intensive maintenance than a gas boiler, but an annual service is still vital for long-term reliability and efficiency. This includes cleaning the coils, checking the refrigerant levels, and ensuring proper airflow and system pressure. It’s all part of a valuable service you can offer your customers, creating a long-term partnership built on trust. Read more: The benefits of heat pumps for installers.

End with reassurance

You are the vital link in the chain, providing homeowners with the peace of mind that their heating system is in expert hands. By following these guidelines, you can confidently advise on, install, and service heat pumps, securing your role at the forefront of the heating industry for years to come. Simply see our guide on turning common heat pump woes into wows to conquer customer concerns with ease. 

Interested in qualifying as a heat pump installer? Train with our Expert Academy to gain confidence in installing and maintaining a range of Ideal heat pump products.