Heat Pump Integration Agreement

Heat Pump Integration Agreement

For Combined Solar + Heat Pump Installations & Retrofits

This professional, easy-to-edit contract template is designed for trades working on integrated systems — where solar installations are combined with heat pumps, smart energy controls, or system upgrades.

Whether it’s a new project or a retrofit to existing solar or heating equipment, this agreement sets out clear boundaries, defines compatibility expectations, and protects your business when working across multiple technologies and standards.

Written by experienced installers and reviewed for legal clarity, it helps ensure you're covered when system limitations, usage patterns, or site-specific risks affect the final result.

What This Contract Helps With:

✔️ Covers Both New Installs and Retrofits
Whether you're adding a heat pump to an existing solar system or integrating everything from scratch, this agreement includes clauses to define each scope clearly.

✔️ Manages Compatibility Expectations
Outlines the limitations when pairing different brands, inverter logic, communication protocols, or heating control systems — so performance mismatches don’t come back to you.

✔️ Clarifies Performance vs. Seasonal Conditions
Advises the client that solar-only heating may not meet full demand year-round, especially in colder months — helping prevent overpromising and underdelivering.

✔️ Protects Against Warranty Confusion
Separates warranty coverage between solar and heat pump systems, making it clear which system you're responsible for — and avoiding cross-claim issues down the line.

✔️ Covers Smart Monitoring & Load Flow Setup
Includes terms for systems using CT clamps, portals, or other monitoring setups — with clear boundaries for internet access, client-side hardware, and usage tracking.

✔️ Outlines Client Obligations for Disclosure & Access
Clients must confirm existing systems, boiler types, thermostats, and site access in advance — to avoid failed integrations or delays.

✔️ Includes Site Prep and Risk Clauses
Protects you when working with pad foundations, frost-prone areas, drain-down requirements, and other key heat pump site conditions.

Example Terms & Conditions Highlights

Built from Trade Experience

✔️ Scope options for full installs vs. solar/heat pump retrofits
✔️ Load balancing + comms protocol compatibility
✔️ No liability for seasonal energy shortfall
✔️ Part L, Part P, and MCS compliance references
✔️ Separate warranty terms by system
✔️ Clauses for external location prep and cold-weather planning
✔️ Internet and data sharing responsibilities for smart monitoring setups

…and more clauses written to reduce risk and clearly define expectations on multi-technology installations.

When to Use This Template:

Any time you’re integrating a heat pump with a solar PV system — whether retrofitting to an existing setup or delivering a new combined install.

Why Use It?

This isn’t a generic contract.
It’s designed for real-world integration work — where you're dealing with multi-system setups, mixed warranties, and client expectations that need to be carefully managed.

✅ Instant download
✅ Easy to edit
✅ One-time payment of £25.99 — includes unlimited use and free updates for 18 months

This agreement follows the same trusted standard as all Construction Companion templates — clear, informative terms that are easy to read, with firm but fair conditions around payment, responsibilities, and protection.
It maintains a strong balance between being approachable for clients and professional enough to protect your business.