# Drafts, templates and archive # Drafts # Setting up your Heatpunk Pro account heatpunk.co.uk*This guide applies to Heatpunk UK.* ## How do I upgrade to Pro? Click **Upgrade to Pro** in the top right corner, while logged into the account you would like to be the [Owner](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-team-management#bkmrk-add-and-remove-users) of the Pro team. This Owner account cannot be changed or removed from the team. 1. Click Upgrade to Pro in the top right corner 2. Add team members and set their [role type](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-team-management#bkmrk-add-and-remove-users) 3. [Connect to Midsummer](https://help.heatpunk.co.uk/books/getting-started/page/connecting-to-midsummer "Connecting to Midsummer") so your pricing correctly applies for all team members 4. Fill in billing details 5. Pay via GoCardless instant bank payment

[Some banks do not support instant payments](https://help.heatpunk.co.uk/books/faqs/page/my-bank-is-not-showing-up-when-trying-to-upgrade-to-pro-what-should-i-do "My bank is not showing up when trying to upgrade to Pro, what should I do?") so if you're having trouble setting up the payment, please [get in touch](mailto:help@heatpunk.co.uk) so we can do this manually.

--- ## Configure team settings Correctly setting up your **team preferences** can help you make the most of Heatpunk Pro. Navigate to **Pro account settings** and click through each tab to set this up. Find further information in each section below. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-11/scaled-1680-/g5BUtk8Ev5rxr7jy-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-11/g5BUtk8Ev5rxr7jy-image.png) #### 1. General If you have multiple users in your team, you can edit team members and what role they have here. Read more about [Pro team management and user roles](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-team-management "Pro: Team Management"). [![image.png](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/scaled-1680-/uDjFCEzWDvaLZHts-image.png)](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/uDjFCEzWDvaLZHts-image.png) The details you set under **Company Details** will be used throughout Heatpunk tasks, forms, and reports. [![image.png](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/scaled-1680-/FQdzrGxi5GVolasj-image.png)](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/FQdzrGxi5GVolasj-image.png) At the bottom of this section you can view and change your **subscription status**. #### 2. Configure email credentials With Heatpunk Pro you can [send emails to your customer within projects](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-sending-emails-from-heatpunk "Pro: Emailing"). By setting up your email credentials, it means these emails will send from your domain, rather than from no-reply@heatpunk.co.uk. Read more on [how to set up email credentials](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-email-credentials "Pro: Email Credentials"). 3. Upload team documents Any files uploaded to the documents tab will be accessible to any user in the team when sending emails through Heatpunk. Upload your terms and conditions, MCS certificate or anything else you would like available for all projects. [![TeamUploads.gif](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/qnm0dmFpZifh90W7-teamuploads.gif)](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/qnm0dmFpZifh90W7-teamuploads.gif) #### 4. Set up proposal customisation With Heatpunk Pro you have the option to customise the customer proposal to align more with your branding. Read more about [setting up your customised proposal](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-customer-proposal-customisation "Pro: Customer Proposal Customisation"). #### 5. Automatic pricing With Heatpunk Pro you have the option to set up automatic pricing options to make things quicker. Find out more about [automatic pricing](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-automatic-pricing "Pro: Automatic pricing"). #### 6. Shrunk punk Shrunk punk is a lead generation tool to help you grow your business. Learn more about [Shrunk Punk](https://help.heatpunk.co.uk/books/shrunk-punk-tSH/page/setting-up-shrunk-punk "Setting up Shrunk Punk"). #### 7. CRM connections In this tab you can access your API key to connect with CRMs and job management platforms. Take a look at our [developer guidelines](https://help.easy-pv.co.uk/books/developer-guidelines "Developer guidelines") if you would like to set up your own integration. #### 8. Design In the Design tab you can configure temperature settings. Team-level default design settings trump user-level default design settings. Find out more about [the outdoor design temperature (ODT) settings](https://help.heatpunk.co.uk/books/faqs/page/how-do-i-change-the-outdoor-design-temperature-odt-for-my-project "How do I change the Outdoor Design Temperature (ODT) for my project?"). --- ## Getting started with Pro features in a project Once you've configured your Pro account settings, you can get started using Pro features within a project. #### Project statuses From the project overview, you'll now be able to set the status on your project. Use filters on the right-hand side to view jobs in each stage. [![ProjectStatuses.gif](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/STCfYp9HYv4GgEqI-projectstatuses.gif)](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/STCfYp9HYv4GgEqI-projectstatuses.gif) #### Project and component sharing Old projects and components will not be shared with your team by default. Any old projects you'd like shared with your Pro team, you can share manually. If you'd like all old projects or components to be bulk shared [get in touch](mailto:help@heatpunk.co.uk) and we can do this for you. [![Sharing.gif](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/VESDBeXNrIvKOq3q-sharing.gif)](https://help.easy-pv.co.uk/uploads/images/gallery/2026-02/VESDBeXNrIvKOq3q-sharing.gif) If you'd like new projects or components shared by default, navigate to **My account** > **Preferences** > **General** and then **Default sharing**. Select the permissions you'd like to be given by default on new projects. These settings are account (not team) specific so will only apply to the account you are logged into. [![Autosharing.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-03/5hlNWGjrGoWdTW8G-autosharing.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-03/5hlNWGjrGoWdTW8G-autosharing.gif) Read more about [sharing](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-share-projects-and-components "Pro: Share projects and components"). #### Using project features Read more about the Pro features you can now use in projects: - [E-signing ](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-e-signing-RqK "Pro: E-signing") - [Document storage ](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-document-management "Pro: Document Management") - [Sending emails ](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-sending-emails-from-heatpunk "Pro: Sending Emails From Heatpunk") - [Survey and install records](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-survey-task-and-installation-record "Pro: Survey Task and Installation record") - [DNO applications via Connect Direct](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-dno-application-via-connect-direct "Pro: DNO Application via Connect Direct") --- ## Still Need Help? / Want to know more? - **Related FAQs:** Check out our [Pro and Enterprise FAQs](https://help.heatpunk.co.uk/books/faqs/chapter/pro-and-enterprise) for answers to common questions - **Further guides**: Take a look at our [Getting started with Pro guides](https://help.heatpunk.co.uk/books/getting-started-with-pro) - **Live training: [Book a free online training session](https://cal.com/midsummer-energy) to see this feature in action **Contact Support:** If you've got further questions, get in touch with our support team at **help@heatpunk.co.uk** (UK) or **help@heatpunk.ie** (IE). *If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.* # Shrunk Punk Give an introduction and link to main guides --- ## Main guide content [Make sure you're following the style guide as in Easy PV](https://help.easy-pv.co.uk/books/drafts-templates-and-archive/page/style-guide) --- ## \[Task name\]: FAQs (optional)

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--- ## Still Need Help? / Want to know more? - **Related FAQs:** Check out our **\[\[Topic\] FAQs\]** for answers to common questions - **Further guides**: Take a look at **\[guide link\]** or **\[guide link\]** - **Live training:** **\[Book onto a live demo session (link)\]** to see this feature in action **Contact Support:** If you've got further questions, get in touch with our support team at **help@heatpunk.co.uk** (UK) or **help@heatpunk.ie** (IE). *If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.* # Archive Old guides that aren't needed anymore # Creating a Floor Plan - update The first step in a project is to create a floor plan. The floor plan you build in Heatpunk is used to model the existing state of the property for **heat loss calculations**, model any **emitter upgrades**, and specify the **location of the heat pump and hot water** storage on the plan. This guide focuses on creating the initial plan, called the ***Surveyed plan***. [Emitter upgrades](https://help.heatpunk.co.uk/books/plans-task/page/emitters "Emitters"), [heat pumps](https://help.heatpunk.co.uk/books/plans-task/page/sources "Heat sources") and [hot water storage](https://help.heatpunk.co.uk/books/plans-task/page/hot-water-storage "Hot Water Storage") also use the floor plan but are modelled in [design options](https://help.heatpunk.co.uk/books/plans-task/page/surveyed-plan-and-design-options "Design Options"), rather than the *surveyed plan*. ### Starting a floor plan When you create a project, you will be prompted to [select a material palette](https://help.heatpunk.co.uk/books/plans-task/page/choosing-a-material-palette "Choosing a Material Palette"). This sets the default material used in the heat loss calculation. You are then prompted to enter the default height for the rooms in the property. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/5iIkReriIjUDNf7s-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/5iIkReriIjUDNf7s-image.png) All of these details can be adjusted as you construct your floor plan.

**Heatpunk Pro**: Speed up creating your floor plan by [uploading architectural plans](https://help.heatpunk.co.uk/books/plans-task/page/pro-importing-floor-plans "Pro: Importing Floor Plans") to take measurements from.

#### Examples - need new examples \[demo video - recreate general demo and uploading floor plan videos - this is not urgent as this functionality is the same\] Join our [weekly training session](https://cal.com/midsummer-energy/heat-punk-training) for a live example. ### Creating rooms [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/pBYeEZIZz3c58XSu-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/pBYeEZIZz3c58XSu-image.png) Drag and drop a room from the left-hand menu into position and [size to the correct shape](https://help.heatpunk.co.uk/books/plans-task/page/creating-rooms "Creating Rooms"). If not using an uploaded floor plan, click the corners of the room to view the dimensions. If using an uploaded floor plan, you can rely on aligning the rooms with the plan below. #### Adjusting room properties Click each room to view the following options:

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/nt3KYZVoKB71sU15-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/nt3KYZVoKB71sU15-image.png)	Change height Adjust the height of the room. Input the height and click the tick to save or the cross to cancel.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/zTpxgDZEuI0pCQ9P-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/zTpxgDZEuI0pCQ9P-image.png)	Flue Select whether there is a flue. Choose from: no flue, throat restrictor fitted to flue, no throat restrictor fitted to flue.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/x1PgLh6onYZNvV7I-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/x1PgLh6onYZNvV7I-image.png)	Edit name Change the name of the room.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/RU5qpk7DzqO6I59N-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/RU5qpk7DzqO6I59N-image.png)	Select room type Each room needs a type as this determines the ACH, temperature and default name for the room. Select from pre-set options or create a custom room.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/StKzyJAmIjYjUfkp-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/StKzyJAmIjYjUfkp-image.png)	Delete Remove the room from the floor plan

Note if [ceiling regions](https://help.heatpunk.co.uk/books/plans-task/page/floor-and-ceiling-regions "Floors and Ceilings") are added later, they will override height for the room.

On the right-hand side bar, under emitters you can also see each room listed. Click **🡥 See room details**. Here you can view the emitter, annual demand, volume, area, heat loss, heat loss by area for the room. You can also adjust the room temperature and ACH, as well as add underfloor heating or other emitters. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/saEx0HqAOb7kEpNS-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/saEx0HqAOb7kEpNS-image.png) #### Adjusting wall properties Click the walls to view the following options:

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/bw3FU9ooyEycUfWX-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/bw3FU9ooyEycUfWX-image.png)	Change material Click to view and select from the material options for this palette. Click Add Materials to adjust the palette.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/45syHacmLX3lw1o8-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/45syHacmLX3lw1o8-image.png)	External temperature Set the temperature of the region on the other side of this wall. This will default to the [ODT](https://help.heatpunk.co.uk/books/faqs/page/how-is-the-outdoor-design-temperature-odt-set "How is the Outdoor Design Temperature (ODT) set?") and can be adjusted for walls adjoining unheated spaces or neighbouring properties.

##### External and internal walls Each wall is either an external or internal wall. This is detected automatically based on whether there is an adjoining room. As you drag rooms into your plan, it's important that they lock together with existing walls correctly so external/internal walls are correctly identified. Only external walls will have the external temperature setting, external walls are also a darker grey colour. Walls should not overlap and there typically should not be external walls within the interior of a property. Below are some common errors that will lead to errors in the heat loss calculation.

Don't [overlap walls](https://help.heatpunk.co.uk/books/faqs/page/how-do-i-model-rooms-with-open-doorways "How do I model rooms with open doorways?")	[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/dcNcEPyHOpx5jm0E-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/dcNcEPyHOpx5jm0E-image.png)
Don't leave large gaps between internal walls	[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/wPg4nba2yGUhIUSY-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/wPg4nba2yGUhIUSY-image.png)

### Adding floors You can add different floors by clicking the transparent box next to *Add Level.* Move between floors using the expanded view in the bottom-right. [![simplescreenrecorder-2026-01-14_17.01.04-ezgif.com-video-to-gif-converter.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/td7sLyJTFMyMCbo4-simplescreenrecorder-2026-01-14-17-01-04-ezgif-com-video-to-gif-converter.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/td7sLyJTFMyMCbo4-simplescreenrecorder-2026-01-14-17-01-04-ezgif-com-video-to-gif-converter.gif) You can change the ceiling height on the whole floor by clicking on the three dots to the right of the relevant floor and selecting E*dit*. You can also change the name of the floor here. To delete an entire floor, select *Delete*. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-01/scaled-1680-/nl9u1SZ5PlE6f3Qu-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-01/nl9u1SZ5PlE6f3Qu-image.png) Where the floor and ceiling materials are the **default** on the selected palette, there is **no need to add a region**. If the floor and ceiling region has a different material or height to the rest of the space, you can use regions to model this. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/hgwOIjD9plRRFkgL-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/hgwOIjD9plRRFkgL-image.png) Read more on [configuring floor and ceiling regions](https://help.heatpunk.co.uk/books/plans-task/page/floor-and-ceiling-regions "Floors and Ceilings"), including **adding vaulted ceilings and dormers**. A light grey footprint of the floor below will be displayed, ensure the above rooms are **correctly aligned** with the floor below. Misalignment will lead to errors in the heat loss. [![simplescreenrecorder-2026-01-19_10.16.44-ezgif.com-video-to-gif-converter.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/QH7WGxSKJWnV5mxO-simplescreenrecorder-2026-01-19-10-16-44-ezgif-com-video-to-gif-converter.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/QH7WGxSKJWnV5mxO-simplescreenrecorder-2026-01-19-10-16-44-ezgif-com-video-to-gif-converter.gif) ### Adding room components [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/Qu2x7PqfaxwGD0o0-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/Qu2x7PqfaxwGD0o0-image.png) On the left-hand sidebar you will have the above options. Drag and drop an icon to place the component on your floor plan. #### Adding emitters, doors and windows Drag and drop a radiator, door or window from the left-hand menu into the room and snap it into position on a wall. Click the component to view and adjust the following options:

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/iDZV7z34GMVcX89r-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/iDZV7z34GMVcX89r-image.png)	Change material or type Click to view and select from the material options for the selected palette. Click Add Materials to edit the palette.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/UaxpsdPxtasCajvQ-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/UaxpsdPxtasCajvQ-image.png)	Adjust dimensions Input the width and height, then tick to save or cross to cancel. This option will not be available for custom radiators which require a [different P50](https://help.heatpunk.co.uk/books/faqs/page/how-are-radiator-outputs-calculated "How are radiator outputs calculated?") for each radiator size.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/StKzyJAmIjYjUfkp-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/StKzyJAmIjYjUfkp-image.png)	Delete Remove the component from the floor plan

**Internal doors do not need to be included** in the floor plan. Rooms with open doorways should typically be [modelled as one room](https://help.heatpunk.co.uk/books/faqs/page/how-do-i-model-rooms-with-open-doorways).

To add other emitters or underfloor heating, on the room where you want underfloor heating click **🡥 See room details**. Then click *Add underfloor heating* and specify the output per m². You can also see further details on the heat loss calculations in that menu. For information on **emitter upgrades**, see [Emitters](https://help.heatpunk.co.uk/books/plans-task/page/emitters "Emitters") and [Design options](https://help.heatpunk.co.uk/books/plans-task/page/surveyed-plan-and-design-options "Design Options"). #### Adding heat pump and hot water

Heat pumps and hot water storage **cannot** be added to the surveyed plan. Create a [design option](https://help.heatpunk.co.uk/books/plans-task/page/surveyed-plan-and-design-options "Design Options") to add these to the plan.

Drag and drop a heat pump or hot water storage option onto the plan. Once you place the heat pump or hot water storage, a menu will appear to select a specific model. Read more about this in [Heat Sources](https://help.heatpunk.co.uk/books/plans-task/page/sources "Heat sources") and [Hot Water Storage](https://help.heatpunk.co.uk/books/drafts-templates-and-archive/page/hot-water-storage-updated "Hot Water Storage - update"). # Floor Plan Update (removed content) ### Cascading heat pumps to be completed... --- ### Surveyed floor plan \[shiny gif or image showing stuff below - dragging radiator and heat loss changing, copy/paste window\] - Surveyed floor plan now comes with heat loss calculations fully integrated. - Add existing emitters, including underfloor heating, and adjust the flow temperature to view how sufficient the emitters are. - View and edit the room temperature and ACH from within the floor plan. - Copy and paste rooms, radiators, windows and doors. --- ### Design options \[shiny gif or image showing stuff below - placing heat pump and cylinder, removing existing radiator, adding new one\] - Each design option will now have an associated floor plan. In this floor plan you can: - Remove existing emitters and specify the location for new ones. - Place heat pump and hot water storage directly onto the floor plan. --- ### Heat loss and room details View all heat loss and room details from the emitters section on each floor plan - Click **⋯ three dots icon** > **🡥 See room details** to: - View the annual demand, volume, area and heat loss for that room. - View the measurements for that floor of the floor plan. - Add underfloor heating or other heat emitters. - Edit room temperature and ACH. - Reset the room to the surveyed plan. - Hover over the **🛈 info icon** next to emitters to view: - Total expected heat loss. - Total building floor area. - Total heat loss per floor area. - Total emitter output. - Total annual demand. --- \[links to guides, training, FAQs, etc when they exist\] # Hot Water Storage - updated Heatpunk helps you specify a hot water storage solution that's compatible with selected heat pump and sized based on property details. Once selected, you can view specs, domestic hot water (DHW) calculations and *Legionella* calculations. You can fine tune these calculations for the specific requirements of the installation and share these details with customer in the technical report and customer proposal. --- ### Adding hot water storage [![CylinderPlacement.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/GZuj0C235ygScsya-cylinderplacement.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/GZuj0C235ygScsya-cylinderplacement.gif) Hot water storage is selected in the [***Plan task***](https://help.heatpunk.co.uk/books/plans-task/page/introduction-to-the-plans-task "Introduction to the Plan Task"). While on a [design option](https://help.heatpunk.co.uk/books/plans-task/page/surveyed-plan-and-design-options "Plans and Design Options"), drag and drop hot water storage from the left-hand sidebar to place the hot water storage in the plan. After placing it, you can **select a hot water storage** option from the **recommendations** or scroll through the sections on the left sorted by **brand and type** (pre-plumbed, standard, pre-plumbed slimline, slimline and horizontal). When you have an option selected, on the right you will see specs, and Midsummer stock levels and pricing. If your account is [connected to Midsummer](https://help.heatpunk.co.uk/books/getting-started/page/connecting-to-midsummer "Connecting to Midsummer"), you will also see your specific pricing. ### Hot water On the *Hot water* tab on the right-hand sidebar, you will see the following: [![Edit (2).png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/oFkXtlefNrGIpdWq-edit-2.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/oFkXtlefNrGIpdWq-edit-2.png)

[![cog.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/WLSobjebKEv8Tayi-untitled-design-5.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/WLSobjebKEv8Tayi-untitled-design-5.png)	Hot water preferences Edit DHW and Legionella calculations. Read more about this below.
[![Edit.jpg](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/ZXEkzMpqNIMrgUR3-edit.jpg)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/ZXEkzMpqNIMrgUR3-edit.jpg)	Pencil Edit hot water selection for this design option
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/eCyT19q8ARDdtQEa-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/eCyT19q8ARDdtQEa-image.png)	Show/hide all details Show/hide DHW energy and Legionella purge demand, weight, standing heat loss, coil size and immersion heater power. Read more about these details below.
[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/yXEEcfO2NaTOkGHU-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/yXEEcfO2NaTOkGHU-image.png)	Delete cylinder Remove hot water storage from this design option

#### Hot water storage details and DHW calculations You can view details for the chosen hot water storage in the *Hot water* tab: - Model - Nominal capacity (ℓ) - Cylinder re-heat time (min) - Vdraw/Mix down volume (ℓ) On the cylinder, click **⋯ three dots** > **Show all details** to view the following additional details: - DHW energy demand (kWh/year) - *Legionella* Purge Demand (kWh/year) - Weight (empty | full) (kg) - Standing heat loss (kWh / Hrs) - Coil size (m²) - Immersion heater power (kW) This information is then given in the *Hot Water Calculations* page of the **Technical report** and **Customer proposal** for you to share with the customer.

How is DHW energy demand calculated?

DHW energy demand is calculated using the storage temperature, supply temperature, number of occupants and the water needed per person. First the volume of water needed per year is calculated with the following calculation: ***Volume per year* = *number of occupants* \* *the water needed per person* \* 365** Noting that for water, *volume* (L) = *mass* (kg). Then using the specific heat capacity of water (kJ/kg°C), this is converted to kWh/year: ***DHW energy demand* = 4.2 \* (1/3600) \* *mass per year* \* (*storage temperature* - *supply temperature*)**

#### Adjusting DHW and *Legionella* calculations These calculations can be fine tuned by editing the *Hot water preferences* on the *Hot water* tab: [![Hot water settings (920 x 450 px).png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/PMz1bRxeNJMRSf6d-hot-water-settings-920-x-450-px.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/PMz1bRxeNJMRSf6d-hot-water-settings-920-x-450-px.png) This will give you the following options to edit under *Hot water storage settings*: - DHW Storage Temperature (°C) - Difference between flow temperature while providing hot water and storage temperature (°C) - Flow Temperature while providing hot water (°C) *(This is calculated based on the two previous inputs)* - Draw Water Temperature (°C) - Supply Water Temperature (°C) - Pipework Efficiency (%) - Water used per person per day (ℓ) Under *Legionella settings*, you then have these options: - *Legionella* purge required (Yes/No) - *Legionella* purge frequency (Weekly/Daily) - *Legionella* heat source (Immersion/Heat pump) - *Legionella* purge temperature (°C)

Changes to these settings will only affect the selected [design option](https://help.heatpunk.co.uk/books/plans-task/page/surveyed-plan-and-design-options "Plans and Design Options").

--- Take a look at our Plan task [guides](https://help.heatpunk.co.uk/books/plans-task "Plan task") for more info. If you have further questions, please get in touch on or . # Leads Dashboard #### **Where to find your leads?** Leads that have been submitted through the Shrunk Punk tool can be located in the Leads tab on the Heat Punk homepage. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-08/scaled-1680-/EzOzNJikYO9bKEyz-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-08/EzOzNJikYO9bKEyz-image.png)

To see the full details of the lead, click on the arrow button on the right hand side. #### **Following up leads** You can email your new leads directly through Heat Punk by clicking the contact button. This will bring up an email template which is fully customizable and can be set up to come from your company email. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/DP3Xzv6aucOF44bb-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/DP3Xzv6aucOF44bb-image.png) You can also send a customer a 'quick quote' using the quick quotation tool. [![Screenshot from 2024-11-11 10-11-32.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/RXGZFKEP7OrJIRiA-screenshot-from-2024-11-11-10-11-32.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/RXGZFKEP7OrJIRiA-screenshot-from-2024-11-11-10-11-32.png)[![Screenshot from 2024-11-11 10-11-35.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/Jvo8PhKI0EFF69s7-screenshot-from-2024-11-11-10-11-35.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/Jvo8PhKI0EFF69s7-screenshot-from-2024-11-11-10-11-35.png) #### **Converting leads to projects on Heat Punk** It is quick and easy to convert a lead into a project on Heat Punk by clicking the 'Convert To Project' icon. From here you can complete the remaining tasks, send formal quotes and proposals and also order your kit from Midsummer Wholesale! #### **Wondering how to generate more leads through your website?** We recommend that you sign up to our free lead generation training session for useful tips on how to generate more traffic to your website and how to maximise results from leads! [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-08/scaled-1680-/Gr2lkUKoTUeftG7f-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-08/Gr2lkUKoTUeftG7f-image.png) # Sound Check (UK) - updated

This guide covers and update coming to Heatpunk UK April 27th 2026. Read more about it [here](https://help.heatpunk.co.uk/books/news-and-updates/page/floor-plan-update-april-2026). The information provided here does not apply to [heatpunk.ie](https://help.heatpunk.co.uk/heatpunk.ie).

The sound check is part of the Heat Pump task and helps determine whether the planned installation position will generate excessive noise that could disturb neighbouring properties. The results of the sound check will be displayed in the customer proposal and technical reports. --- #### **Completing the sound assessment** The sound assessment is completed in the [*Plan task*](https://help.heatpunk.co.uk/books/plans-task/page/introduction-to-the-plans-task "Introduction to the Plan Task"). Make sure you have a [design option plan](https://help.heatpunk.co.uk/books/plans-task/page/surveyed-plan-and-design-options "Plans and Design Options") selected and a heat pump added to the project. [![SoundCheck.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/b6HkzGtANVymDUKd-soundcheck.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/b6HkzGtANVymDUKd-soundcheck.gif) Click the **⋯ three dots** and then ***Change calculation method*** to make sure the correct **assessment method** is selected on the *Sources* sidebar. See below for guidance on which method to choose. Then follow these steps: 1. Click the **⋯ three dots** and then the name of the heat pump you would like to complete the sound assessment for. 2. Input the details about the **heat pump position** and **assessment points**. 3. Once you have completed the sound check for all the heat pumps in the project the project, the **results** will display on the right-hand sidebar under *Sources*. To edit the details of the sound check click the **⋯ three dots** and the name of the heat pump again. --- #### **Choosing a method**

There are currently two sound assessment calculation methods published by MCS. England's Permitted Development Rights now require you to use the 2025 calculation method which is based on [**MCS 020 a)**](https://mcscertified.com/wp-content/uploads/2025/04/MCS-020-a-Issue-1.1-Final.pdf). Other UK nations, where they have not changed their Permitted Development Rights, may still require you to use the legacy calculation method based on [**MCS 020**](https://mcscertified.com/wp-content/uploads/2021/10/MCS-020.pdf). Please contact your local planning authority if you are unsure which method to use.

When you start the sound check for your project you can choose between the 2025 calculation method or the legacy calculation method. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-06/scaled-1680-/pc1et8OK1OiBRWHq-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-06/pc1et8OK1OiBRWHq-image.png) ##### **Using the 2025 calculation method - MCS 020 a)** To comply with MCS 020 a), the calculated noise level at each assessment position must be below 37 dB. Under MCS 020 a), it is vital to include **multiple assessment positions**, as more distant locations without a barrier may experience higher noise levels than closer positions that are shielded. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-06/scaled-1680-/dXsZRcrl0N3vvtl8-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-06/dXsZRcrl0N3vvtl8-image.png) In order to comply with MCS 020 a) standard, start by making sure the **2025 calculation method** is selected. 1. Select the number of reflective surfaces next to the heat pump. 2. Add details for the first assessment position, including the description, distance and details of any barriers. 3. Add additional assessment positions by clicking *+ Add position*. 4. Delete any positions you no longer need using the dustbin icon. 5. Click *Confirm* to view the sound check results. See [MCS guidelines](https://mcscertified.com/wp-content/uploads/2025/04/MCS-020-a-Issue-1.1-Final.pdf) for further information on the calculation. ##### **Using the legacy calculation method - MCS 020** To comply with the legacy MCS 020 standard, the noise level at a single assessment position must be below 42 dB. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-06/scaled-1680-/p8opArN7nldWRfnC-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-06/p8opArN7nldWRfnC-image.png) In order to comply with the previous MCS 020 standards, make sure the legacy calculation method is selected. 1. Add details for the assessment position, including the description, distance, number of reflective surfaces and details of any barriers. 2. Click C*onfirm* to view the sound check results. See [MCS guidelines](https://mcscertified.com/wp-content/uploads/2021/10/MCS-020.pdf) for further information on the calculation. # Introduction to the Plan Task v1 ### Overview \[video like 3D overview video and design modes video. Overview of sections (side bars, design area), sped up design. Wait til it's on staging. **Purpose of this video is to show the flow of the task**\] In the plan task, model your **surveyed** **plan**, with any existing emitters, and create **design options** based on the surveyed **plan**. In these design options, you can model **emitter upgrades**, place the **heat pump** and **cylinder** and specify any **accessories**. Heat loss calculations are fully integrated into the plan process In the plan task you can also complete **[sound assessment](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/sound-check-uk "Sound Check (UK)")** (UK only) and **[ventilation calculations](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/ventilation-calculations-in-heatpunk "Ventilation Calculations in Heatpunk")**. Once you have completed the surveyed plan and the design option you wish to continue with, click *Next* in the bottom right. ### Creating your surveyed plan

Read more about [creating a floor plan](https://help.heatpunk.co.uk/books/plans-task/page/creating-a-floor-plan "Creating a Floor Plan") and how to speed up creating your floor plan by [uploading architectural plans](https://help.heatpunk.co.uk/books/plans-task/page/pro-importing-floor-plans "Pro: Importing Floor Plans") with Heatpunk Pro.

When creating a floor plan, the first step is to select or create your [material palette](https://help.heatpunk.co.uk/books/plans-task/page/managing-your-material-palettes-and-library "Managing Your Material Palettes and Library"). You will then be prompted to input the default ceiling height and can then complete the surveyed plan. When completing the plan, elements (rooms, radiators, windows, doors) can be dragged and dropped from the left-hand sidebar. On the *Emitters* tab, you can also access key details about the plan: - Click **⋯ three dots** > **🡥 See room details** to: - View the annual demand, volume, area and heat loss for that room - View the measurements for that floor - Edit room temperature and ACH - Add **underfloor heating** or other heat emitters - Reset the room to the surveyed plan - Hover over the **🛈 info icon** next to emitters to view: - Total expected heat loss - Total building floor area - Total heat loss per floor area - Total emitter output - Total annual demand All emitters added to this the *Plan* will be listed as *Existing* in the *Emitters* tab. To specify new emitter, add these to a design option. Once you have completed your initial plan, click ***Finish Plan*** at the top. #### Ventilation calculation When you finish your plan, you will be prompted to complete the [ventilation calculation](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/ventilation-calculations-in-heatpunk "Ventilation Calculations in Heatpunk"). For Heatpunk UK/IE, choose from: - Legacy MCS method / S.R.50-2021 - Standard method / BS EN 12831-1:2017 using assumed air permeability - BS EN 12831-1:2017 using measured air permeability Once completed, to edit ventilation calculations, in the top right corner click **⋯ three dots** > **Ventilation details**.

**Ventilation settings are consistent across plans**, but the **calculation is done per plan or option** based on ACH and room temperature. To create an option with proposed MVHR, duplicate the project and input the proposed air permeability.

### Completing design option plan Once the sound check and ventilation calculations are completed, you can start speccing the heat pump, cylinders and any emitter upgrades. You can also specify the location of the new emitters, the heat pump, and the cylinder on the plan. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/scaled-1680-/y4FU941YZaIWHfVb-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/y4FU941YZaIWHfVb-image.png) On the right hand sidebar, you can **adjust the flow temperature** using the slider. From the *Sources* and *Emitters* tab, you can view how this affects the heat pump and emitter outputs.

Changes made to the **room temperature**, **ACH** and **emitters** are specific to each design option. Changes will not apply across plans. Adjust the *Plan* if you would like changes to apply to each option. Read more about **[how design options work](https://help.heatpunk.co.uk/books/drafts-templates-and-archive/page/design-options-3Kw "Design options")**.

#### Sources [![Heatpumpplacement.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/PTdus0mdBXPnJVGo-heatpumpplacement.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/PTdus0mdBXPnJVGo-heatpumpplacement.gif) To add a heat pump, drag and drop a *Pump* from the left-hand sidebar. Once you have placed these on the floor plan, a menu will pop up to specify the model. Adjust the **flow temperature** on the right-hand sidebar. ##### Sound check (UK) On the ***Sources*** tab, where it says *Sound check incomplete*, click the **⋯ three dots** and then the name of the heat pump(s) where the sound check hasn't been completed.

Read more about [selecting a heat pump and completing the sound check](https://help.heatpunk.co.uk/books/plans-task/page/sources "Heat sources").

#### Hot water [![CylinderPlacement.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/GZuj0C235ygScsya-cylinderplacement.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-04/GZuj0C235ygScsya-cylinderplacement.gif) Similarly, to add a hot water storage, drag and drop from *Hot water* on the left-hand sidebar. A menu will then appear to specify the model.

Read more about specifying [hot water storage](https://help.heatpunk.co.uk/books/heat-pump-task-and-system-performance/page/hot-water-storage), including information on domestic hot water calculations.

#### Emitters \[gif showing removing existing, adding new and navigating emitters tab\] Summarise new/existing emitters functionality #### Accessories Once you have added a heat pump and hot water storage, you can add accessories to the project. When you click *+ Add Accessories* from the accessories tab, compatible components will automatically be selected. # Managing Your Material Library - old

Replaced with: [https://help.heatpunk.co.uk/books/plans-task-and-material-library/page/managing-your-material-palettes-and-library](https://help.heatpunk.co.uk/books/plans-task/page/managing-your-material-palettes-and-library)

Materials are used in all your Heatpunk projects. They define the properties of walls, windows, door, floors, ceilings and radiators. You can access your Material Library from the Heatpunk home page. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/4VVtKCm86qjkHkOl-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/4VVtKCm86qjkHkOl-image.png) #### **Palettes** Materials in Heatpunk are stored in palettes. At the start of each project you will select a palette which contains the materials available to you in that project. Heatpunk includes a palette with a range of standard materials for you to use or you can create your own. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/Uo2vhaNBvGJvrh4B-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/Uo2vhaNBvGJvrh4B-image.png) In each category you can star a material to make it that palette's default for that catergory. When adding to your floor plan, the default, starred material will automatically be used. This can be editted as necessary within a project. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/fYTiNyjOIgoToiS3-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/fYTiNyjOIgoToiS3-image.png) #### **Adding Materials** Once you have created a palette you need to add materials. You can either add existing materials or create your own. There are two options when creating your own material: - Build layers - adding materials by layers. - Enter U value - adding materials with U-value Windows, doors and roof glazing can only be added with U-value. Adding radiators differs from other materials as described below. Each method for adding materials is described below and demonstrated in the following video.

**NOTE**: You must have at least one material selected in each category (external walls, internal walls, floor, etc). An exclamation mark will show next to categories that do not have a material selected. You do not have to use all the materials in your palette within the project.

Adding materials by layers

When adding a material by layers, you need to define the Category, Material and Thickness of each layer. This will then generate a k-Factor for each layer as well as a U-value and total thickness for the wall. Adding rows will add layers. Layers can be removed using the **-** on the right. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/1sCcak998t2YCHz6-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/1sCcak998t2YCHz6-image.png)

Adding materials with U-value

When adding a material with the U-value you simply need to input the U-value and thickness. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/yXy29ejbdaOAm9uQ-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/yXy29ejbdaOAm9uQ-image.png)

Adding radiators

When adding a radiator you need to define the default width and height, as well as the n coefficient, and P50 of the radiator. You can edit the width and height as necessary within your project. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/esslecLnACzkYZLZ-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/esslecLnACzkYZLZ-image.png)

# Choosing a palette - old

Replaced with: [https://help.heatpunk.co.uk/books/plans-task-and-material-library/page/using-material-palettes](https://help.heatpunk.co.uk/books/plans-task/page/choosing-a-material-palette)

On creating a Heatpunk project you will be asked to choose a palette. This will contain all the materials you will use in your project. You can always add materials later. We recommend choosing a palette rather than starting with a blank project. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/MtC7nmVdOabTb2z8-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/MtC7nmVdOabTb2z8-image.png) Please see the guide on [Managing Your Material Library](https://help.heatpunk.co.uk/books/plans-task/page/managing-your-material-palettes-and-library) for details on creating and editting your palettes. # Walls, Windows, Doors and Radiators - old Consolidated into [https://help.heatpunk.co.uk/books/creating-a-floor-plan/page/creating-a-floor-plan](https://help.heatpunk.co.uk/books/plans-task/page/creating-a-floor-plan) To add windows, doors and radiators, drag and drop the relevant icon from the left hand menu. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-01/scaled-1680-/IfBg0OqXjXo2oSix-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-01/IfBg0OqXjXo2oSix-image.png) Click on walls, windows, doors and radiators to change their material. The materials shown will be those chosen in your palette. The default defined in your palette will be used initially. If the material you need is not in your chosen palette, you can add a custom material at this stage. Please see the guide on [Managing Your Material Library](https://help.heatpunk.co.uk/books/plans-task/page/managing-your-material-palettes-and-library) for more details on this topic. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/2kiPP0OtxEItckN7-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/2kiPP0OtxEItckN7-image.png) To change the width on windows, doors and radiators you can click and drag the pink handles at each end. Alternatively, you can also click on windows, doors, and radiators, then select the *dimensions* icon to change their dimensions, including height. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/OKO7tY1LSZ42aX1Y-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/OKO7tY1LSZ42aX1Y-image.png) #### External Walls You will need to define what is on the other side of your external walls. Heatpunk will automatically set this as *Outside*. To change this, click on walls and use the drop down menu to define what is on the otherside. This is particualrly important for parting walls. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/hNUkh5YQxJGZ7069-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/hNUkh5YQxJGZ7069-image.png) # Heat Pump Load - old In the Heat Pump task you can see the results of the heat loss calculation as well as information on the heat pump you have chosen. You can alter the flow temperature and see the impact of this on SCOP and output power. This is also given for each heat emitter as shown in the example below. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/JqLPXUXuKyRzkQsA-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/JqLPXUXuKyRzkQsA-image.png) # Pro: Importing Floor Plans - old

This feature is only available to users with a Heatpunk Pro subscription.

### [![Heatpunk floor plan gif.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/92Ak3RgsEhXEY0U1-heatpunk-floor-plan-gif.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/92Ak3RgsEhXEY0U1-heatpunk-floor-plan-gif.gif) ### Importing floor plan PDF Open an existing project or create a new project and navigate to the floor level you want to upload the plan to. Click on the **plan button** on the left hand side of the page to upload a plan. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/ykjNoISU5p5QD2TS-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/ykjNoISU5p5QD2TS-image.png) #### Step 1: Upload the floor plan PDF Click *Choose file* to browse the files on your computer. If your file has multiple pages, set the specific page that contains the floor plan you want to use. Click *Upload Plan* to continue. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/DnWcbKD6cFyvuAfq-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/DnWcbKD6cFyvuAfq-image.png)

For additional levels it's important to align the floor plan with the floor below. See **[Step 4](https://help.heatpunk.co.uk/books/drafts-templates-and-archive/page/pro-importing-floor-plans#bkmrk-step-4%3A-repeat-for-a-1)** for how to do this.

#### Step 2: Set the scale Use the purple reference length bar to set the scale. 1. Drag the reference length bar over to the plans scale or an object of known length. 2. Set the size to match and then click on the dimension to enter the relevant value. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/mp5a4kJXajOakax7-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/mp5a4kJXajOakax7-image.png) #### Step 3: Add rooms to floor plan Drag and drop rooms to build up the floor plan as normal, using the PDF plan as a guide. Read more about [creating rooms](https://help.heatpunk.co.uk/books/plans-task/page/creating-rooms "Creating Rooms") and [floor plans](https://help.heatpunk.co.uk/books/plans-task/page/creating-a-floor-plan "Creating a Floor Plan") to help with this step. - **Click and hold** the middle of a room to make the rooms transparent and **show the floor plan upload below**. - **Click on the walls** of a room to **turn the transparency off** and view the wall and room properties. [![simplescreenrecorder-2026-01-19_15.25.29-ezgif.com-video-to-gif-converter.gif](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/pGD7ONkoNefoNEu7-simplescreenrecorder-2026-01-19-15-25-29-ezgif-com-video-to-gif-converter.gif)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/pGD7ONkoNefoNEu7-simplescreenrecorder-2026-01-19-15-25-29-ezgif-com-video-to-gif-converter.gif) #### Step 4: Repeat for additional levels and align plans Add level and repeat step 1-3. After uploading plans for additional floors, ensure the floor plan is correctly aligned with the floor below. **Double click and drag** the plan see the floor below and align the floors correctly.

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/YCYfzbr4RD9Pa6PZ-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/YCYfzbr4RD9Pa6PZ-image.png)

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/scaled-1680-/5KbCTiCBd0Cdg5d8-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2026-01/5KbCTiCBd0Cdg5d8-image.png)

### Watch the feature in action Importing floor plans can massively speed up design time. Watch Angus from our software team use the import feature to create a room-by-room heat loss calculation in under 10 minutes. # Editing Room Properties - old Consolidated into: [https://help.heatpunk.co.uk/books/creating-a-floor-plan/page/creating-a-floor-plan ](https://help.heatpunk.co.uk/books/plans-task/page/creating-a-floor-plan) Once you have created a floor plan you can change the properties of each room by clicking on it. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/uEnoc4tUuN3bOwxD-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/uEnoc4tUuN3bOwxD-image.png) 1. Use this tool to change the height of the ceiling. Note, this is for the selected room only. See our guide on [Floors and Ceilings](https://help.heatpunk.co.uk/books/plans-task/page/floor-and-ceiling-regions) for how to edit the ceiling height for the whole floor. 2. Use this tool to toggle whether there is a flue or not in this room. 3. Use this tool to change the name of the room. 4. Use this menu to change the room type. This will also change the air changes and design temperature for the room in line with the room type chosen. See below for custom room types. 5. Use this button to delete the room. #### Custom room types If you need custom air changes and design temperatures for a room you can do this by using a custom room type. When choosing the room type from the drop down menu, select *Custom Room* and edit the *Name*, *Room Temperature* and *Air Changes Per Hour* as necessary. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-01/scaled-1680-/RkOiEr9UmWDJFr7J-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-01/RkOiEr9UmWDJFr7J-image.png) # Design Options - old This functionality is different in new task so covered in different guide You can add multiple design options to your project allowing you to review a range of solutions. Use the drop down in the top right to choose which option you wish to produce a report for. With this tool you can easily produce several proposals for your customer to review before choosing their preferred option. [![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/scaled-1680-/4CMy8s3yEMmxNX6A-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2024-11/4CMy8s3yEMmxNX6A-image.png) # Vaulted Ceilings and Dormers - old Please see the video below to learn how to add vaulted ceilings and dormers.