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Business templates and forms for UK Air Source Heat Pump businesses

LaunchKit for Air Source Heat Pump brings together the customer and job-admin templates Air Source Heat Pump businesses actually use: intake, terms, records, privacy notes and the paperwork that sits around the work. Every template is built for UK sole traders and small firms who need one consistent paper trail without starting from a blank page.

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Who this is for

Built for small businesses

UK sole-trader and small-firm Air Source Heat Pump businesses who want one consistent customer and job paper trail.

Overview

A clearer way to manage your air source heat pump paperwork

A heat pump job is won at the survey and kept at the handover. Heat-loss figures and room data end up in photos, MCS and BUS checklist items get chased after install day, and the controls are explained at the door and then forgotten. These templates give an installer one paper trail from the property suitability survey to the commissioning record and handover notes, so when a quote or a setting is questioned later, the answer is already written down.

If you're running an Air Source Heat Pump business in the UK, the work itself is rarely the slow bit — it's the admin around each customer and job. LaunchKit gives UK Air Source Heat Pump businesses a consistent paper trail for the records that sit around the work, including Client Registration Property Details, Site Access Property Information, Consent Liability Waiver, Service Agreement Terms, Service Record Card, Aftercare Instructions and the rest of the delivered pack. Essential is a starter PDF pack with a fillable business-name header, so you can add your trading name then print or save a flat copy. Premium supplies fillable PDFs plus editable DOCX files, with one fill-online HTML bundle that carries your business details and brand colour through every template in the browser. These are editable working records and business-admin templates. They are not legal advice, not proof of competence, and not a substitute for any official certificate, licence, scheme record or regulated report your work requires. Complete official paperwork on the current form or software from the relevant scheme, trade body or regulator, and keep LaunchKit as the surrounding admin that makes each job easier to reconstruct.

What we solve

Common UK admin problems we solve

  • New client and property details in a text, no registration when the survey starts.
  • Work starts without a signed service agreement, then a dispute about what was included.
  • Job notes in a van book, with no service record when the customer asks what was done.
  • Heat-loss notes and room data sitting in photos, with no survey record when the quote is queried.
  • MCS and BUS checklist items chased after install day, with gaps on paper.
  • Handover and operating notes left verbal, then a callback about controls the customer never received in writing.

FAQ

Frequently asked questions

Are these air source heat pump templates UK-specific?
Yes. They're built around UK trade conventions such as A4, GBP and UK terminology. They are customer and business-admin resources, not legal advice, proof of competence, or a replacement for any official certificate, licence or scheme documentation.
Do these forms replace official certificates or licences?
No. The pack covers surrounding business admin such as intake, terms, records, privacy notes and customer paperwork. Complete any regulated report, certificate or licence using the current official forms or software from the appropriate scheme, trade body or regulator.
What format are the documents in?
Essential Business Documents are starter PDFs with a fillable business-name header. Premium arrives in two downloads: interactive fillable PDFs plus editable DOCX files, and a separate fill-online HTML bundle. Premium ships blank; it is not automatically pre-filled from a website.
Can I edit the wording or add my own logo?
Premium is the tier for adding a logo or editing the body wording — Premium includes an editable Word (.docx) file you can open in Microsoft Word to drop in a logo and adjust any text. Essential is a PDF with a fillable business-name header.
Which templates cover the heat-loss survey and the handover?
The Premium pack includes a Site Survey Heat Loss Assessment and a Property Suitability Survey for the survey visit. Handover Operating Instructions cover the day the system is passed to the customer, and the Commissioning Record & MCS Certificate Reference Log keeps certificate references beside each job.
Do the MCS and BUS checklists replace the scheme paperwork?
No. The MCS Compliance Checklist and BUS Grant Checklist are working lists for tracking what you have gathered on each job. Use the official MCS and Ofgem processes for certificates and grant applications, and check GOV.UK for the current Boiler Upgrade Scheme guidance.

Why LaunchKit

Built for small businesses, not generic.

Every pack is checked so its page says exactly what format you get and what each tier includes. Templates are practical resources for UK small businesses, not legal or tax advice — review against your own circumstances and check suitability for your business.

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