Can I model the Home Energy Scotland Grant funding in Heatpunk?

Yes, you can. The financial task features an updated option for additional grants that fully supports the Home Energy Scotland (HES) scheme.

Below is a step by step guide on how to set this up in your Heatpunk project:

1. Navigate to the Financial task. Click the 'Financial inputs' button in the top right and select Grant.
   
   
   
2. Set the grant description to 'Home Energy Scotland Grant'. This is how it will appear on the quote.
   
   
3. Enter the grant value. This is £7,500 for standard homeowners and can be uplifted to £9,000 for rural locations.
   
   

   
   

   
   
4. Set the 'Type' dropdown to 'Claimed afterwards'

 

Set to claimed afterwards: This is the most critical step. In the 'Type' dropdown select 'Claimed afterwards'.

Unlike England's Boiler Upgrade Scheme (where the installer receives the voucher directly), the Scottish Government requires the customer to claim the funding back after the work is complete. Selecting "Claimed afterwards" ensures that: The correct effective cost is shown to the customer in their proposal. The gross amount due to the installer remains completely accurate so you get paid correctly.

 

 

Brief: Ok, I actually don't have a lot of time to get the content drafted. Now Phoenix is back (I appreciate there might be some bits to catch up on) I'm hoping I can provide a short brief here and you can include links to relevant sites etc and you can add a few lines into the FAQs about the HES scheme, how to include it, and link other relevant help portal pages with more information?

For 'Can I model the Home Energy Scotland Grant funding in Heatpunk':
My context: Yes, the recent update to the Heatpunk financial task to enable additional Grants now enables the Home Energy Scotland grants. This is £7,500 for standard homeowners and can be uplifted to £9,000 for rural locations. If people click on the 'Grant' tab in the financial task they can edit or add different grants.

The crucial part here is we have also added when the grant is claimed. For Scotland, this would be 'Claimed afterwards' so the correct effective cost to th customer is displayed but the amount to pay the installer is also correct.

I have added some images of the grant.

For 'Can I include the Home Energy Scotland Loan and does it display payment term clearly / correctly':
My context: Yes, with the addition of payment options Heatpunk now lets users apply the Home Energy Scotland Loan scheme to their Heatpunk account or Pro account settings for use within projects.

The user/team can create a 0% finance option for the HES loan scheme with the correct parameters, lengths, and url links for the homeowner to learn more / apply.
Again, I have included an images but please ask me to capture some others if needed.