Job 18 of 19 · Outline

Explain each line of a heat pump quote in plain English, using only your own figures, with the grant shown as an upfront discount

The problem

Customers often ask why a heat pump quote looks the way it does, and a bare list of lines invites doubt. AI can turn the lines you have already priced into short plain-English explanations for the customer, and add a clear note on how the Boiler Upgrade Scheme grant works: the installer applies for it and Ofgem says its value should be shown to the customer as an upfront discount on the quote. It cannot price anything, say what a heat pump should cost, or promise the grant. Every figure on the explanation comes from you.

What AI does

AI explains each line of your finished heat pump quote in plain English, using only your own descriptions and figures, with the grant shown as a discount. It plays no part in pricing, tax or claims about savings (England and Wales).

Time

Time: About 20 minutes a quoteTools: ChatGPT, Claude

The steps, in short

  1. Complete your quote and check it in your usual way.
  2. Describe each line in your own words, with the amount and no customer details.
  3. Have AI explain the lines in plain English.
  4. Check every figure, delete anything beyond your descriptions, and confirm the grant figure on the official page before sending.

A short sample prompt

I'm a heating installer in [England / Wales]. Explain each line of my quote below in plain English for a homeowner, using only my descriptions and figures. Say nothing about savings or running costs. Lines: [paste]

In the full playbook

  • 6 steps in full
  • The exact prompt to copy
  • A check-before-you-send list (5 points)
  • UK notes with official sources
The full playbook

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