Code of Conduct

Heat Pump Installations

Heat Geek Code of Conduct

As a valued member of our community, we expect all installers to adhere to the following Code of Conduct. These guidelines are designed to ensure a positive, professional and collaborative environment for all members of our community.

As a member of our Heat Geek community, we emphasise the importance of using our digital platforms ethically and responsibly. The digital tools and materials provided by Heat Geek are intended to enhance your learning experience and professional development.

General Rules

To maintain a fair and inclusive environment for all participants, community members must adhere to the following rules:
  • The digital platforms, including course materials and resources, are for your personal use only. Do not share access credentials or allow others to use your account.
  • Do not share, reproduce, or distribute Heat Geek course content or resources. This includes but is not limited to video lectures, documents and assessments.
  • Use our community groups to engage in constructive conversations with fellow community members. Respect diverse opinions and maintain a positive and inclusive tone.
  • If you become aware of any violations or inappropriate use of our digital platforms, promptly report them to the Heat Geek support team. Your assistance in maintaining the integrity of our community is highly valued.
  • When completing the Heat Geek courses, you should ensure that you complete all tests and quizzes using your own knowledge. Learners are encouraged to seek the support of the Heat Geek community but this should always be to aid your own understanding, not to receive direct answers to any tests

Community Groups

When using Heat Geek Community Groups, members should adhere to the following guidelines:
  • Be Kind and Polite: We want the community to be a welcoming environment for all newcomers. Treat everyone with respect. Healthy debates are natural, but kindness is required. Detach someone’s opinion from the person themselves, there’s no need for discussions to become personal. 
  • No Hate Speech or Bullying: Bullying of any kind isn't allowed, and degrading comments about things like race, religion, culture, sexual orientation, gender or identity will not be tolerated.
  • No Promotions or Spam: This is a community for Heat Geeks. It should remain a place where people can discuss ideas and questions openly. Self-promotion, spam and irrelevant links aren't allowed.
  • Respect Everyone's Privacy: Being part of this community requires mutual trust. Authentic, expressive discussions make communities great, but may also be sensitive and private. What's shared in the community should stay in the community.

Verified Heat Geeks

If you pass the required checks to become a verified Heat Geek (or you subsequently join the Heat Geek Upgrades Platform), you must also abide by the following conditions:

Communication and Professionalism

  • Conduct yourself with professionalism and integrity at all times. Uphold the highest ethical standards in your interactions with customers, fellow installers and the Heat Geek team.

  • Communicate transparently and promptly with customers. Set clear expectations regarding project timelines, costs and any potential challenges. If you are unable to do work for a customer, communicate this with them. 

  • Always be polite to customers and never show anger or aggression towards customers. Simply walk away if things get severe and seek legal advice if they owe you money. 

  • In the event of disputes, work collaboratively with customers to find amicable resolutions.

  • If you use social media as part of your business, please remember that this is a professional account and should reflect the values of your business and by extension, Heat Geek

High Quality Work

  • You must hold all relevant qualifications as well as any legal measures such as insurance for all the work you undertake.

  • Strive for excellence in your workmanship, delivering high-quality services to customers. Address any concerns or issues promptly and professionally.

  • Never make compromises on safety. Adhere strictly to safety protocols and regulations, taking proactive measures to identify and mitigate any potential hazards. Prioritise the well-being of customers, yourself and team members by ensuring that all equipment is used correctly and that proper safety procedures are followed at all times.

  • Always respect your customer’s property and possessions. Take appropriate measures to safeguard against damage and disruption during installations, including using protective coverings and implementing careful handling procedures. Prioritise cleanliness and organisation throughout the job, ensuring that tools and materials are stored safely and work areas are kept clear of debris.

  • You should provide adequate guarantees for your installations (where the job is not covered by our Heat Geek Upgrades Platform).


Heat Geek Best Practices

Below are some of the aspects of an install that we believe can have a large positive impact on a heat pump installation. This isn’t an exhaustive list but it should be followed, where appropriate.

Design, Installation and Commissioning Practices

Heat Loss

Before any design work for an installation can begin, an accurate heat loss survey must be conducted using appropriate methods. Equipment specification must not be based on assumptions, existing equipment or EPCs.

Low Flow Temperature Systems

Always inform customers about the advantages of low-temperature heating and strive to design systems to work at the lowest possible temperatures within their budget. Additionally, where possible, ensure installations are ‘heat pump ready’, even if not immediately planned.

Pipe Sizing

Ensure new and existing pipework is suitably sized to accommodate the required flow rates at design conditions, taking into account pressure losses and velocity limits. Where possible, pipework should be specified to work with a potential future heat pump system.

Heat Pump Installation

Standards: Always ensure that the manufacturer's instructions are followed and work is carried out in line with the appropriate regulations and standard industry practices.  

Pipework: All new pipework, regardless of where it is installed, should be properly supported, use good jointing methods, make efficient use of materials and have a well thought through layout by optimising space and ensuring provisions are in place to allow servicing/venting. Where wall penetrations are made, pipework must be sleeved and lagged.

Where pipework passes through unheated spaces or areas that are outside of the property’s thermal envelope, it must be suitably insulated to retain heat. Considerations for insulating pipework within the thermal envelope should also be made to prevent unwanted/uncontrollable heat distribution too. 

Pipe insulation must be installed to a high standard and be aesthetic.

Adequate means to protect the heating system from freezing must be provided. Where the heat source is external, mechanical freeze protection is required.

Electrical Works: All electrical works should be carried by a suitably competent and qualified person, with a testing certificate provided. Electrical components and cabling should be neat, tidy and suitably contained/protected.

Appropriate Material Use

Pipework: Avoid the use of plastic (polybutylene) pipework on heating pipework. Where the benefits of plastic pipework are required, multi-layered composite (MLC) pipework should be used. If plastic pipework is absolutely necessary, you should advise customers of the inherent associated issues (e.g. increased risk of bacteria, air ingress, life span, vulnerability, increased resistance to flow etc). 

Pipe Insulation: Insulation type and thickness should be specified according to the specific application to mitigate heat loss. Insulation used for external pipework must be weather resistant, properly sealed to prevent water ingress and be UV resistant.   

Electrical: All electrical components must be specified to work within their operating limits and be suitable for their application. Wiring must be correctly sized and be of an appropriate type for the application.  

Heating System Water Quality

Water treatment using VDI 2035 is preferred, if not, the full practice of annual inhibitor testing should be followed and recorded. We have an in-depth video to guide you on VDI 2035 here.

Set up Appropriate Controls

Weather Compensation: No matter what heat source is being used, always implement weather compensating controls. In exceptional cases, where the heat source does not feature weather compensation or upon customer insistence that it is not used, ensure to provide clear verbal and written communication about the benefits of upgrading to/using these controls. 

Weather compensation settings should initially be set in accordance with the system design, then fine tuned and optimised on-site, once the system is running. This may require a follow-up visit or educating the customer on how to do this.  

Setback: Have a discussion with your customers about their needs and educate them on the pros and cons of different operating strategies. In general, try to promote steady state heating, especially with UFH and heat pump systems. However, where intermittent heating is required, make use of setback temperatures instead of switching the system off. Note - where systems are used very infrequently, lower setback temperatures or switching off may be appropriate.  

Zoning: Avoid micro-zoning and regulate internal temperatures using good hydronic design and controls. ‘Open loop’ systems are typically more efficient and have other associated benefits like more available volume, which reduces the chance of short cycling. However, zoning may be appropriate in larger properties, where specific, isolated areas are unoccupied.

Hot Water

PDHW: Where applicable, try to always implement priority domestic hot water (PDHW). Conventional layouts, such as S and Y plan setups are inefficient and out of date. 

Coil size: When installing new hot water cylinders with helical heat exchangers, consider the surface area and try to maximise this, especially with heat pumps. The larger the surface area, the lower the required flow temperature and the more efficient the system will be.  

DHW Temperature: Hot water set temperatures should be optimised for the specific situation. In terms of efficiency, the lower, the better. However, it may sometimes be appropriate to target higher temperatures, such as when storage capacity is low or for legionella protection.

Failure to comply with this Code may result in removal from our digital platforms, communities and the Heat Geek Map.

C/O Dragon Argent Limited, 63 Bermondsey Street, London, SE1 3XF
Vat number: 364541984
Company number: 11887015