Designers and installers carry the risk of every heat pump design. The survey has to be right first time, the paperwork has to be complete, and the customer has to trust the answer. At the same time, skilled surveyors are scarce, the same data is re-entered across several forms, and much of each job is spent chasing information between the customer, suppliers, the DNO, Ofgem and MCS.
HeatLens brings the design and the delivery of a job into one place. The assessment workflow takes you from the evidence you already have to a defensible, room-by-room design. Delivery mode then runs the job from the first enquiry to aftercare, with the design carried through to every document and message.
Features for designers and installers
There are two parts to HeatLens for designers and installers. The first video covers the assessment workflow, tab by tab. The second covers delivery, from lead to aftercare.
Design and assessment
- Start from the evidence. Upload an EPC, floor plan or photos. AI extracts the fabric, U-values and floor areas, each confidence-scored and reviewed by you before it is used.
- Evidence levels and provenance. Every input is tagged as measured, from a plan, from a construction table or estimated. Each result carries an evidence level, from blocked to fully evidenced, so you know when a design needs a survey check before it is relied on.
- Live room-by-room heat loss. Calculated following the CIBSE Domestic Heating Design Guide method, based on BS EN 12831-1, with the heat pump sized to the whole-dwelling generator load as MIS 3005-D:2025 Issue 2.0 and MIS 3005-D Issue 3.0 require. Results recalculate as you edit, and every element lists its area, U-value and temperature difference, so any figure can be checked by hand.
- Emitters and Autosize. Every radiator is checked at the target flow temperature, room by room. Autosize tops up rooms the existing radiators cannot cover and adds radiators where a room has none.
- Heat pump and cylinder sizing. Manufacturer performance curves and SCOP figures are used to select a heat pump for the design load, flagging units that are too small at the design temperature or oversized. The hot water profile sizes the cylinder.
- Retrofit scenarios. Baseline, fabric upgrades and full retrofit are compared on heat loss, heat pump size and running cost, with EPC recommendations modelled one by one.
- Running costs and tariffs. Running costs are compared across flat and time-of-use tariffs, and against the customer's current heating system.
- Reports for every audience. Heat loss and design reports for your MCS paperwork, plus an AI property report for your customer, written for their home. It covers the heat pump design, grants and loans, tariffs and the next steps in plain English.
- Advice for the property. You and your customer can ask the HeatLens AI about the project, or book a free callback from our AI phone assistant. Answers draw on the actual property, design and quotation.
- Performance monitoring (beta). After installation, measured energy use can be compared with the design, adjusted for the weather, with seasonal performance, findings and tuning advice. HeatLens recommends changes; it never changes heat pump settings.
Delivery, from lead to aftercare
- Enquiries from your website. An enquiry form for your own website sends new enquiries to your dashboard, ready to make into a job.
- Every job, one screen. Today and Pipeline views show every job across nine stages (lead, survey, design, quote, won, install, handover, invoice and aftercare), with its health and its next action. A daily digest by email or WhatsApp tells you what needs you.
- Survey and design on the job. The assessment, design and reports live on the job, with survey booking confirmations and reminders ready to send.
- Quotes that move. Send quotes with a cover note, follow up with a ready draft, and record acceptance and the deposit.
- Stage checklists that tick themselves. Each stage has a short checklist. Items tick automatically where HeatLens already knows the answer, and the dashboard shows the next action for every job.
- Pre-filled emails from your own mailbox. More than 20 message templates are filled from the job, approved in one click, sent from your own Gmail or Microsoft 365 address and logged on the job timeline.
- DNO, BUS, MCS and warranty packs. Each pack is prepared from the design. Copy it into the relevant portal, then record the reference and outcome against the job.
- Install readiness and handover. Track equipment, access, scaffolding and electrical works, then hand over a complete pack with the commissioning record, certificates and service schedule.
- Invoices tracked to paid. Deposit, stage and final invoices are created from the quote, with VAT and numbering, and tracked until paid.
- Aftercare and performance. Service visits are scheduled from the commissioning date, with annual reminders. Performance monitoring (beta) can flag faults and raise call-outs.
Why this matters
Installers want to grow, but the job is harder than it needs to be. In a 2024 survey of heating engineers by Nesta, BetaTeach and IMS Heat Pumps, 56% said they spend too long on MCS, BUS and DNO paperwork, and only around one in four used digital tools for BUS applications (source). Installers also reported that around half of enquiries drop off at the quote, and around half again before installation.
Design accuracy matters too. In one UK study of 56 homes, calculated heat loss matched measurement within its uncertainty for only around 30% of homes, with a strong tendency to overestimate (source). Oversizing adds cost and reduces efficiency; undersizing leaves rooms cold.
Measure what matters
Most survey time goes on measuring rooms, but room dimensions rarely drive the answer. In a HeatLens modelling study of a 1960s semi-detached house, room dimensions explained about 3% of the uncertainty in heat pump size, while unverified cavity wall insulation explained about 66% and roof room insulation about 15%. Evidencing the fabric narrowed the likely size range from about 4.8 to 7.2 kW down to about 4.5 to 5.3 kW.
HeatLens is built around that finding. Evidence levels and provenance show which inputs are still estimated, so site time goes on the checks that change the size.
Standards and method
MIS 3005-D:2025 Issue 2.0 and MIS 3005-D Issue 3.0 require design heat loads to be calculated to BS EN 12831-1. HeatLens follows the CIBSE Domestic Heating Design Guide, a reduced method based on it, and applies no hidden safety margin. Heat generator sizing and emitter and pipework sizing are reported as separate totals. The full method, its sources and its current validation status are set out on the research page.
Plans and access
Your first project is free. Some delivery features, including customer invoicing, need a paid plan, and sending from your own mailbox needs a Gmail or Microsoft 365 account connected. Features marked beta are working but still being refined.
We're working closely with a small group of installers, designers, manufacturers, researchers and charities before full launch. Partners get early access to new features, 90 days of HeatLens Pro, and a direct line to our developers. After the 90 days you choose whether to carry on, and we will confirm the price and terms before anything is charged.
Work with HeatLens
Quote sooner. Survey smarter. Hand over with confidence.
Start a free project, or join the partner programme to help shape what we build next.