Heat Pumps Design Software

Residential heat pumps design and quoting made easy.

The complete solution for utilities and installers to size, price and quote heat pump systems with fast, accurate heat-loss calculations and auditable outputs.

Fast and detailed assessment

Two complementary modules work together to match your process: quick assessment for fast yet accurate preliminary heat loss calculation, and detailed design for comprehensive property analysis and final calculations.

  • Fast module with pre-built yet configurable archetypes
  • Detailed module for accurate final sizing
  • Industry-standard heat loss calculations

Detailed heat loss calculation

Perform comprehensive property analysis to ensure confident analysis of customer needs and accurate sizing, with task automation simplifying intensive work and shortening the time to get maximum accuracy.

  • Room-by-room heat loss calculation, multi-floor
  • Detailed characterization of e.g. walls, windows, ceilings
  • Automation of tasks, e.g. floor plan, replicate characteristics

Heat pumps planner with guided selection

Heat loss calculation accurately enables that heat pumps are correctly sized and tailored to customer needs, avoiding under- or over-sizing and avoiding other issues during the installation and after commissioned.

  • Filtered catalogue to meet comfort needs
  • Alerts if emitters do not meet needs
  • Radiators, fan coils, underfloor heating

Custom branded documents

Generate winning proposals, handovers, contracts and supporting documentation automatically with flexible template management and tailored to brand guidelines and content.

  • Professional technical documentation
  • Performance and savings estimations
  • Complete installation specifications
FAQ

Frequently asked questions about our heat pumps software

Heat pump sizing software calculates the exact heating capacity a property needs and matches it to the correct heat pump model — preventing the under-sizing or over-sizing that leads to uncomfortable homes, high running costs, and costly remedial visits. Effizency's heat pump sizing software uses industry-standard heat loss calculation methodology to produce an accurate, auditable sizing result for every property. The output directly feeds into equipment selection and proposal generation, so installers can move from site assessment to signed quote without switching tools.
Effizency offers two complementary heat loss calculation approaches depending on where you are in the sales process. The quick assessment module uses pre-built, configurable property archetypes to produce a reliable preliminary sizing in minutes — ideal for early-stage customer conversations or volume quoting. The detailed design module performs a full room-by-room heat loss calculation, capturing wall constructions, window types, ceiling insulation, floor characteristics, and orientation for every space across multiple floors. Both modules follow the EN 12831 standard methodology, making the outputs defensible and MCS-compatible for UK installers.
 
Yes. Effizency's detailed heat loss calculation is aligned with EN 12831, the European standard that underpins MCS heat loss assessments in the UK. This means the sizing outputs produced by the platform are consistent with what MCS-certified installers need to demonstrate compliance and access subsidy schemes such as the Boiler Upgrade Scheme. For installers operating in the UK market, this removes the need for a separate heat loss calculation tool to meet certification requirements.
 
Effizency's heat pump guided selection module accounts for the full range of standard heat emitter types: radiators, fan coils, and underfloor heating. When selecting a heat pump from your product catalogue, the platform alerts you if the existing or planned emitter system cannot meet the required output at low-flow temperatures — helping installers avoid recommending a heat pump that will underperform in the actual property conditions. This emitter compatibility check is built into the selection workflow, not a separate step.
 
The quick assessment module is designed for speed: it uses pre-configured property archetypes that your team calibrates once, letting sales staff produce an accurate preliminary heat loss calculation in a few minutes without needing to gather detailed property data upfront. It is ideal for lead qualification, phone-based assessments, and volume quoting scenarios. The detailed design module is the full engineering-grade tool: it captures every room, every element of the building fabric, and every heat emitter for a comprehensive, room-by-room calculation. Most teams use quick assessment to qualify and progress leads, then switch to detailed design for the final sizing before generating the proposal.
Yes — document generation is built into the same workflow as the sizing calculation. Once a heat pump is selected and the system is priced, Effizency automatically produces branded proposals, technical specifications, performance and savings estimates, and installation documentation. All templates are managed by the product owner in a self-care back-office, meaning branding, pricing, and content can be updated centrally without IT involvement. Sales teams receive a complete, professional heat pump proposal without any manual document assembly.
 
Effizency is designed to scale across both business types. Independent heat pump installers use the platform to speed up their quoting process, reduce design errors, and generate professional proposals without administrative overhead. Utilities and large energy service companies use it as a white-label heat pump sales platform — deploying branded customer-facing calculators to generate qualified leads, then processing those leads through the full sizing and proposal workflow managed by their field teams. The platform's back-office architecture supports multi-user, multi-team deployments with role-based access and centralised product and pricing management.
Yes — this is one of Effizency's key differentiators. Both the solar PV design module and the heat pump sizing module operate within the same platform, so businesses that sell combined renewable energy packages can manage both products under one workflow without switching tools or re-entering customer data. This is particularly valuable for utilities and energy service companies that offer solar PV, battery storage, and heat pumps as a bundled proposition, since Effizency is one of very few platforms that covers all three in a single sales and design environment.

Other modules available:

Solar PV + Batteries