Heat loss survey booking
Books the only proper route to a system design and quote.
The AI receptionist that grew into the whole job.
A receptionist built for a heat pump installer's phone.
A heat pump installer loses the homeowner asking whether they'd qualify for a grant who deserves a straight answer instead of a guess, the caller confused about air versus ground source who hangs up rather than ask a silly question, and the survey booking that never happens because the office line was busy.
What it sounds like on the phone.
Would I qualify for the grant, and how much would I actually save?
Those are both things the survey properly works out rather than something I can promise on the phone. I can get a heat loss survey booked and your installer will go through eligibility and figures with you in writing.
What's the difference between air source and ground source, I've no idea?
Air source takes heat from the outside air and is the more common option, ground source uses pipes buried in the garden and needs more space; the survey would tell you which actually suits your property.
What we book.
The steps a heat pump installer actually books calls for, from a heat loss survey to a radiator upgrade check.
- Heat loss survey (90 min)
- System design consultation call (30 min)
- Radiator upgrade assessment (45 min)
- Post-installation check-up (45 min), usually every 12 months
What it actually does for this trade.
System type explanation
Explains air versus ground source in plain terms without guessing which suits a property.
Radiator concern capture
Notes radiator worries for the survey to assess properly, not the call.
Grant enquiry routing
Routes grant questions to a proper eligibility check rather than a phone guess.
The receptionist never confirms grant eligibility or gives a savings figure over the phone. Every such answer comes only after a proper heat loss survey and written quote, in line with MCS obligations.
Frequently asked questions.
Will it tell me if I qualify for the grant?
No, grant eligibility is only ever confirmed after a proper heat loss survey. The receptionist books that survey rather than guessing eligibility on the call.
Can it explain the difference between system types?
Yes, in general terms; but which one actually suits your property is a survey question, not a phone one, so it will always offer to book that in.
Will radiators need replacing?
It notes any concern you raise, but whether your radiators need upgrading is properly assessed at the survey, not guessed at on the call.
Other lead qualification businesses on team.help.
Book the survey that gives you real answers.
Call our receptionist, 020 4538 8898, and hear it for yourself, or see what's in every plan.
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