Form library · Facilities and maintenance
Heat pump survey
A site survey for air source and ground source heat pumps. Record the property, current heating fuel and insulation, then measure every heated room with its design temperature, external walls, glazing and radiator, ready for the MCS room-by-room heat loss calculation. The form works out each room's floor area and volume, and records the outdoor unit position, cylinder space and electrics. Every question is listed below, and you can fill the live form in on this page.
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What does a heat pump survey involve?
A heat pump survey records the property and its current heating, the insulation and fabric, and every heated room's dimensions, design temperature, external walls, glazing area and heat emitters, which are the inputs to a room-by-room heat loss calculation. It also checks where the outdoor unit can go, the pipe route and condensate drainage, space for a hot water cylinder and the electrical supply.
Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against GOV.UK: Boiler Upgrade Scheme, what you can get, GOV.UK: Boiler Upgrade Scheme, check if you're eligible and MCS standards library: MIS 3005-D, the heat pump design standard.
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Every question in the heat pump survey template
A heat pump site survey: property, current heating and insulation, room-by-room measurements and emitters for the heat loss calculation, outdoor unit position, hot water cylinder space and electrics. 5 sections and 71 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Client: the project's customer
- Site: the site, when the form is opened for a space or a product
- Site address: the site address, from the space or the project
Property
- ProjectShort answerFills in from the project name
- ClientShort answerFills in from the project's customer
- Site*Short answerFills in from the site, when the form is opened for a space or a product
- Site addressShort answerFills in from the site address, from the space or the project
- Survey date*Date
- TimeTime
- Surveyor*Short answer
- Property typeChoose one
- Detached house
- Semi-detached house
- Terraced house
- Bungalow
- Flat
- Other
- Age of the propertyChoose one
- Before 1919
- 1919 to 1944
- 1945 to 1979
- 1980 to 1999
- 2000 or later
- Not known
- BedroomsNumber
- People living thereNumber
- Current heating*Choose one
- Mains gas
- Oil
- LPG
- Electric
- Solid fuel
- Other
- GuidanceBoiler Upgrade Scheme (England and Wales). £7,500 towards an air source or ground source heat pump replacing fossil fuel heating, for the owner of the property, with an MCS certified installer applying on their behalf. Until March 2027 there is an extra £1,500 if the property is heated by oil or LPG and has no mains gas connection. Hybrid systems are not covered.
- EPC rating, if knownShort answer
Insulation and fabric
- Main wall typeChoose one
- Cavity, filled
- Cavity, unfilled
- Solid
- Timber frame
- System built
- Not known
- Loft insulation depth (mm)Number
- GlazingChoose one
- Single
- Double
- Triple
- Mixed
- Ground floorChoose one
- Solid
- Suspended timber
- Not known
- Draughts, damp or other things that affect heat lossNotes
Rooms
- GuidanceMCS installers design heat pumps to MIS 3005-D, the MCS heat pump design standard. It calls for a heat load calculation to BS EN 12831-1 using internal design temperatures no lower than its table (for example living room 21°C, bedroom and kitchen 18°C, bathroom 22°C), and the installer is given the heat loss of each room. Measure every heated room here. This form records the inputs; it does not calculate the heat loss.
- RoomsRepeat for each room. Each one asks:
- Room*Short answer
- Length (m)*Number
Measuring from a photo gives an estimate. Use a tape for the final figure.
- Width (m)*Number
Measuring from a photo gives an estimate. Use a tape for the final figure.
- Ceiling height (m)*Number
Tape or laser, or measure from a photo of a wall taken square on, with a door as the reference.
- Floor area (m²)Worked out by the formShown only when the answers above make it relevant
- Volume (m³)Worked out by the formShown only when the answers above make it relevant
- Design temperature (°C)Number
- Number of external wallsNumber
- Window and door glazing area (m²)Number
- Heat emitterChoose one
- Radiator
- Underfloor heating
- Fan coil
- None
- Radiator size and type (for example 1200 x 600 double)Short answerShown when “Heat emitter” is “Radiator”
- Emitters in this roomRepeat for each emitter. Each one asks:Shown only when the answers above make it relevant
- TypeChoose one
- Single panel radiator
- Double panel radiator
- Triple panel radiator
- Column radiator
- Underfloor loop
- Fan coil
- Other
- Width (mm)Number
Measuring from a photo gives an estimate.
- Height (mm)Number
- Rated output (W at the stated delta T)Number
- Delta T for that rating (°C)Number
- Room heat loss from your calculation (W)Number
Optional. Fill in once the room-by-room calculation is done in your design software. The form adds the rooms up; it does not calculate heat loss.
- Heat loss per m² of floor (W/m²)Worked out by the formShown only when the answers above make it relevant
- PhotosPhotos
- Total heated floor area (m²)Worked out by the form
- Heated roomsWorked out by the form
- Total heated volume (m³)Worked out by the form
- Total glazing area (m²)Worked out by the form
- Glazing as a share of the floor area (%)Worked out by the formShown only when the answers above make it relevant
- Total of the room heat losses entered (W)Worked out by the formShown only when the answers above make it relevant
Outdoor unit, hot water and electrics
- Proposed outdoor unit position*Notes
- Outdoor unit positionShort answer
Stand where the unit would go and mark it, so the installer and the noise check use the same spot.
- Distance from the nearest boundary (m)Number
- Clear space in front of the unit position (m)Number
Measuring from a photo gives an estimate. Use a tape for the final figure.
- Clear space to the side (m)Number
Measuring from a photo gives an estimate. Use a tape for the final figure.
- Manufacturer's minimum in front (m)Number
From the installation manual of the unit you plan to fit.
- Manufacturer's minimum to the side (m)Number
- Clearance checkWorked out by the formShown only when the answers above make it relevant
- Base, drainage for condensate and pipe route to the houseNotes
- Are there neighbouring windows or gardens close to the unit position?Yes or No
- Distance to the nearest neighbouring door or window of a habitable room (m)Number
For the noise check under MCS 020(a), done by the installer. The form does not calculate noise levels.
Shown when “Are there neighbouring windows or gardens close to the unit position?” is Yes - Photos of the outdoor unit positionPhotos
- Existing hot water cylinder size and location, if anyShort answer
- Space for a new cylinderNotes
- Main fuse ratingChoose one
- 60 A
- 63 A
- 80 A
- 100 A
- Not marked
- Earthing arrangementChoose one
- TN-C-S (PME)
- TN-S
- TT
- Not determined
- Photos of the meter and consumer unitPhotos
- Walk Cam: heat pump survey walk-roundWalk Cam video with voice-to-text
Optional. Film a guided walk-through on the SiteSurvey app; each clip keeps its spoken note.
- What the customer wants (comfort, running costs, timescale)Notes
Actions and sign-off
- Are further actions needed?Yes or No
- Further actionsRepeat for each action. Each one asks:Shown when “Are further actions needed?” is Yes
- What needs doing?*Notes
- PriorityChoose one
- Urgent
- High
- Medium
- Low
- Who will do it?Short answer
- Due dateDate
- StatusChoose one
- Open
- In progress
- Completed
- Inspector name*Short answer
- Position or companyShort answer
- Inspector signatureSignature
- CheckSigning records what was found on the day. It does not make unsafe equipment safe or replace a thorough examination, design check or service by a competent person.
See it filled in
A completed heat pump survey report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Heat pump survey FAQs
Is there a grant for a heat pump?
In England and Wales the Boiler Upgrade Scheme gives property owners £7,500 towards an air source or ground source heat pump that replaces fossil fuel heating. Until March 2027 there is an extra £1,500 if the property is heated by oil or LPG and has no mains gas connection. An MCS certified installer applies on the owner's behalf.
Does the form calculate the heat loss?
No. MCS installers design heat pumps to MIS 3005-D, the MCS heat pump design standard, which calls for a heat load calculation to BS EN 12831-1 with internal design temperatures no lower than its table, such as 21°C for a living room and 18°C for a bedroom. This form records the measurements and details the calculation needs, and works out each room's floor area and volume and the total heated floor area.
What is measured in each room?
Length, width and ceiling height, the design temperature, the number of external walls, the window and door glazing area, and the heat emitter, with the size and type of each radiator. Each room becomes its own space in the SiteSurvey project, with photos.
What about insulation?
The form records the main wall type, such as filled or unfilled cavity or solid, the loft insulation depth, glazing and ground floor type, with notes on draughts and damp. GOV.UK says you are still eligible for the grant if you have already had funding for insulation.
Where can the outdoor unit go?
The form records the proposed position, the distance to the nearest boundary, the base, condensate drainage and pipe route, and whether neighbouring windows or gardens are close. Planning rules for outdoor units vary, so the installer checks the position before the design is finalised.
Who uses this survey?
Heating engineers and MCS certified heat pump installers surveying homes for air source or ground source heat pumps, and retrofit assessors collecting heating details.
Related
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Templates that go with the heat pump survey form
A heat pump commissioning record: unit and refrigerant, system pressure and flushing, flow and return temperatures, weather compensation, hot water and pasteurisation, MCS certificate, DNO and handover.
A gas boiler service record with appliance identity, engineer scope, manufacturer checks, measured results, defects, remedial work and customer handover.
Service visit record for air conditioning, heat pumps, ventilation and air handling units. Unit by unit checks, refrigerant and F gas leak checks, parts used and sign-off.
A job quote site survey: the customer, what they want, measurements and photos for each item, access and working conditions, priced options with VAT, and the cancellation information for quotes agreed at home.
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