## Hometree

**HEAT PUMP SERVICING PLAN**  
**TERMS & CONDITIONS**

---

# Welcome to the Hometree Family

**Thank you for choosing Hometree to be your**  
**heat pump servicing plan provider.**

We believe that customers should get better, more affordable service  
plans with no hidden surprises and the best customer service possible.

As part of this, we have designed our terms and conditions to be as easy to  
read and as transparent as possible. This is the legal part of your agreement  
with us, but we have tried to remove any confusing jargon and language  
from it so that it is easy to understand.

We want you to know exactly what you are paying for so please spend a bit  
of time reading this as it will help you understand exactly what is included in  
the plan.

We have created our products by listening to customers and  
understanding their needs. This is an ongoing process and therefore we  
value hearing from as many of you as possible so we can shape our future  
products. If there is anything you don’t understand or have any other  
thoughts, please reach out as we love hearing from our customers!

This contract forms a maintenance service agreement between you and  
Hometree Marketplace Limited. Repairs are not included in this contract  
and any that are provided will be subject to a separate charge.

---

## Contents

## 1. Definitions

A list of important definitions we use in these terms  
and conditions.

## 2. What is included in your plan

Here we outline the details of your servicing plan as  
well as important payment information.

## 3. How to

Here we explain how you organise a service visit,  
change or cancel your plan or make a complaint.

## 4. Safety and Security

This section explains the procedures we take to look  
after the safety and security of our customers and  
engineers.

## 5. Legal Information

Details around our fraud policies, how we use personal  
data, applicable law and other legal information.

---

## 1

## DEFINITIONS

A list of important definitions we use in  
these terms and conditions.

---

Some phrases that we use in these terms and conditions have specific meanings. When you see  
these words appear in the document, look at this list for the specific meaning.

| agreement                            | All the documents that give you information about your plan. This includes the welcome letter and these terms and conditions. |
|--------------------------------------|-------------------------------------------------------------------------------------------------------------------------------|
| authorised contact                   | Any person listed as on your account that we may take instruction in the administration of this service plan.                   |
| Dispute Resolution Ombudsman         | Means Dispute Resolution Ombudsman Limited Registered in England and Wales:8945616                                             |
| effective period                     | The effective period shall be the start date of the service plan until it is concluded in line with the cancelation terms        |
| engineers                            | Any member of the Hometree engineer network, or affiliated network, we assign to conduct the annual service visit on our behalf in order to effect the terms of this agreement. |
| force majeure                        | Unforeseeable circumstances which prevent us from fulfilling all or any of the terms of this agreement as detailed in“S.5 Legal Information”. |
| heat pump                            | The heat pump unit itself. This does not include the rest of the heating system.                                                |
| heating system                       | The rest of the heating system excluding the heat pump. This includes your central heating, radiators, hot water system, and/or underfloor heating. |
| home                                 | A building designed for residential use that you own and either live in or rent out for someone else to live in, including any attached garage or conservatory. |
| payment                              | Unless otherwise stated, payment means any transfer of monies from you to Hometree.                                              |
| service plan                         | Means this agreement in its entirety.                                                                                             |
| servicing team                       | The Hometree team responsible for organising annual service visits.                                                                |
| start date                           | The day your first payment begins. This date is confirmed on your welcome letter.                                                  |
| we/us/our                            | Hometree Marketplace Limited, Company number: 09808066                                                                           |
| welcome letter                       | The email or letter which forms part of the plan containing your name, home address, selected plan, and any other details that may apply. |
| you/your                             | The person listed as the plan holder.                                                                                             |

---

## Interpretation

In these Conditions, the following rules apply:

(a) a person includes a natural person, corporate or unincorporated body (whether or not having separate legal personality) as applicable. Any reference to either gender shall be held and construed to include the other gender, for example “his,” “he,” or “him” shall also apply to “her,” “she,” or “hers” and vice versa;

(b) a reference to a Party includes its personal representatives, or permitted assigns if applicable;

(c) any reference to a statute or statutory provision is a reference to such statute or statutory provision as amended or reenacted. A reference to a statute or statutory provision includes any subordinate legislation made under that statute or statutory provision, as amended or re-enacted;

(d) a reference to writing or written excludes fax but includes e-mail unless stated otherwise. manufacturer’s warranty.

---

**2**

## WHAT IS INCLUDED IN YOUR PLAN

Here we outline the key items that  
are included in your plan as well as  
important payment information.

---

## OUR PLAN

Once you have purchased your plan, we will send you a welcome letter confirming when your plan starts. You can  
see which type of contract you have on your welcome letter. You must be the owner of the home.

## Prices and price change

All of our plans are annual contracts but you can pay for your plan by either monthly or annual Direct Debit.

Your plan is a service plan which means we will provide an annual service. Repairs are not included under this  
contract and any that are provided are subject to a separate charge and at the absolute sole discretion of Hometree.  
This is not an insurance policy.

Your agreement shows the total amount you will pay including tax and the length of your contract.

Our price will not change over a 12-month period unless you change your agreement, or the Government changes  
the relevant tax rate.

## Renewals

All of our contracts are up for renewal every 12 months. We will write to you at least 30 days before your plan is due  
for renewal and inform you if there are any price changes. We will keep renewing your plan automatically, until you  
ask us to stop.

---

## What is included

Hometree is the administrator of this service plan. Your  
heat pump service plan is a one year (12 month) rolling  
agreement, which includes;

A single annual service visit from a qualified engineer for  
your heat pump and heating system. During this visit, the  
assigned engineer will conduct checks which are relevant  
to the condition, and any observed issues of the relevant  
appliance. These may include, but are not limited to the  
following:

1. Inspection of your heat pump
2. A check of heating circuit return set point
3. Readings of all measured values
4. A review controls and timings configuration
5. A check of antifreeze concentration
6. A check system pressure
7. Inspection of the ground loop
8. A check of rotation, direction and condition of ground  
loop pump
9. A check and (if required) cleaning of strainer/boiler  
buddy
10. Cleaning of outdoor heat exchanger
11. A check of the Expansion vessel
12. Testing of the air bleed valves
13. A check of all joints for leaks
14. A check of the insulation condition
15. A check of the heating circuit pressure
16. A check of the rotation direction of heating pump
17. A check of and (is required) cleaning of the strainer
18. A check of the heating system expansion vessel
19. A check of the pressure reducing valve
20. A check of the domestic hot water expansion vessel
21. Testing the operation of the diverter valve or circulation pump
22. A check of the operation of immersion heater

It should be noted that not all of the above checks will be  
required on every service and we cannot guarantee that  
all of the above will be conducted on every visit. During  
our visit, we may provide additional copies of operating  
instructions and training material for the use of the appliance.

When we complete the annual service, our engineer will  
give you, or we will send you, a service visit report that  
shows you exactly what we looked at as part of the annual  
service. This service visit report can serve as evidence  
of annual servicing to fulfil the manufacturer warranty  
requirements of ongoing maintenance.

## What is not included

The annual service visit will not include the following:

• any repairs or replacements that require a separate  
visit;

• cleaning of the heat pump and heating system beyond clearing the area for the purpose of the service  
visit

If we find a problem or fault that needs to be fixed, we  
will tell you about it to help you with next steps, be it  
with Hometree or with your installer. The cost of any repairs  
are not included in this plan.

## Addressing any issues caused by the service visit

If, in the unlikely event that any issues or damages arise to  
the systems as a result of the service visit, please contact  
Hometree immediately so that we may assess this and  
provide next steps to resolve the issue.

---

**3**

## HOW TO

Here we explain how and when we will  
organise your service visit, make any  
changes to your plan, cancel your plan  
or make a complaint.

---

## How to organise an annual service visit

## Arranging the annual service visit

We will try and arrange a service visit at a time that  
is convenient to you, unless something beyond our  
control makes that impossible – in which case our  
dedicated servicing team will let you know as soon  
as possible and arrange another time when our  
engineer can visit.

Whilst we will make every effort to contact you or  
your authorised contact to book your annual service,  
it remains your sole responsibility to arrange for the  
annual service to be completed. Hometree accepts  
no responsibility or liability for loss or damage  
to any appliance referenced in this document or  
loss of warranty to those same appliances as a  
result of failure to comply with annual servicing  
requirements. Hometree will not refund you if you  
do not arrange the service visit.

## If you miss any payments

Before we book your annual service or repair,  
Hometree will require you to pay for any unpaid /  
overdue payments and our engineer may not visit  
the home before these are paid.

## How to make a change to your contract

## Changes to your home or heat pump

If you make any changes to your heat pump during  
the contract period, you will need to inform us. You  
can call Hometree at 0330 912 4843 or email us  
at support@hometree.co.uk to speak to our team  
about these changes.

## Changes to your contact information

You need to let us know if there are any changes to  
your contact details including telephone number,  
address, or email.

## Cancelling your contract

You can cancel your service plan at any point  
without a cancellation fee. We will refund any  
payments you have made so long as we have not  
conducted any work during the effective period.

If we have already carried out the annual service visit  
and then you cancel your contract, you will still have  
to pay £300 (incl. tax) to cover the cost of work  
done.

## When we have to cancel

We can cancel your contract straight away if:

• You give us false information

• You put our people’s health and safety at risk,  
for example, through physical or verbal abuse

• Your home is unfit or unsafe to work in

• You do not let us in to your home to work,  
despite several attempts

• You do not make your payments

We will try writing to you to collect the money you  
are due to pay. If we do not hear from you and you  
don’t pay, we’ll cancel your contract no less than 30  
days after the date we first found out your payment  
had failed.

---

## How to make a complaint

Our mission is to provide customers with the  
highest level of service. If we have fallen short of  
your expectations, we will make every effort to  
resolve the issue quickly for you. To give you even  
more protection in case something goes wrong,  
there are various levels of escalation that you can  
turn to.

Please get in touch with us as soon as possible  
if there is anything wrong with any part of your  
service plan.

Details on how to make a complaint can be found in  
our complaints policy here: https://www.hometree.co.uk/complaints-policy/

**•** Call us on 0330 912 4843

**•** Email us at support@hometree.co.uk

We take any complaint seriously and we will do our  
best to fix any issue as soon as possible. If  
we need time to investigate, we will let you know and keep  
you updated.

## If we are unable to resolve your complaint

We will write to you with our final resolution. If  
you are still unhappy you then have the right to  
refer your complaint to The Dispute Resolution  
Ombudsman, who offers a free independent  
complaint resolution service. You can refer to the  
Dispute Resolution Ombudsman free of charge -  
but you must do so within six months of the date of  
your final response letter. You can contact them via  
one of the following methods:

Website: www.disputeresolutionombudsman.org/dispute

Email: info@disputeresolutionombudsman.org

Post:

Premier House,  
First Floor, 1-5 Argyle Way,  
Stevenage, SG1 2AD  
Registered in England and Wales: 8945616

Phone: 0333 241 3209

---

## SAFETY AND SECURITY

This section explains the procedures we take  
to look after the safety and security of our  
customers and engineers.

---

Our products are unique as they involve sending  
engineers into people’s homes to fix issues  
with complicated systems such as heat pumps.  
Therefore, we place extra importance on the safety  
of our customers and engineers. We have several  
processes in place to make sure of this.

## Our engineers

The servicing team will send an approved engineer  
to carry out the work for your heat pump and  
heating system as detailed in this agreement or a  
carefully vetted plumber or electrician.

## Getting into your home

To keep our customers safe, our engineer will only  
work on your home if there is someone 18 years or  
older there the whole time. They must be able to  
give instructions to our engineer on your behalf.

It is your responsibility to arrange for the engineer  
to access your home. If the engineer is unable  
to access your home, you will need to rearrange  
the appointment. If you do not arrange a new  
appointment, your service plan will continue. After  
three failed attempts to get into your home, we  
reserve the right to cancel your plan.

## Safety risks in your home

Our engineer will not start or continue doing any  
work in your home if they believe there’s a health  
and safety hazard. Our engineer will only return to  
finish the work if that risk is gone. Asbestos needs  
to be removed before the engineer can conduct the  
service visit. You will also need to arrange and pay  
for someone else to remove the asbestos and give  
the servicing team a Certificate of Reoccupation,  
which proves that all asbestos has been removed  
in line with legislation and it is safe to return to the  
home. Only after this can our engineer start working  
again.

## If your system is unsafe or against regulations

From time to time, we may inform you that your  
system needs repairs or improvements to keep it  
working safely, but are not covered by your service  
plan.

If you decide not to follow this advice, you may not  
be covered under this agreement, and your service  
plan will keep running until you or we change or  
cancel it.

When this happens, you will still be liable for the  
agreed payments under this agreement until the  
end date or it is cancelled.

---

**5**

## LEGAL INFORMATION

Details around how we use personal data,  
applicable law and other legal information.

---

## Hometree

This plan is provided by Hometree Marketplace  
Limited. We are a company registered in England  
and Wales (company number 09808066. VAT:  
228718977) at Hamilton House, 4 Mabledon Place,  
King’s Cross, London, WC1H 9BB.

## Law and jurisdiction

This plan shall be governed by the laws of England  
and Wales and subject to the exclusive jurisdiction  
of the courts of England.

## Personal information

We use your personal information to provide you  
with the services in this agreement.

For more information about how we use your  
personal information please see our privacy policy:  
https://hometree.co.uk/privacy-policy

## Force majeure event

Hometree shall not be liable or responsible to the  
other Party, nor be deemed to have defaulted  
under or breached this Agreement, for any failure  
or delay in fulfilling or performing any term of  
this Agreement when and to the extent such  
failure or delay is caused by or results from acts  
beyond the impacted Party’s reasonable control,  
inclusive of, without limitation, the following force  
majeure events that frustrate the purpose of this  
Agreement:

(a) acts of God;

(b) flood, fire, earthquake or explosion;

(c) war, invasion, hostilities (whether war is declared  
or not), terrorist threats or acts, riot or other civil  
unrest;

(d) government order or law;

(e) actions, embargoes or blockades in effect on or  
after the date of this Agreement;

(f) action by any governmental authority;

(g) national or regional emergency;

(h) strikes, labour stoppages or slowdowns or other  
industrial disturbances;

(i) epidemic, pandemic or similar influenza or  
bacterial infection;

(j) shortage of power or transportation facilities; and

(k) other similar events beyond the reasonable  
control of the Impacted Party.

## Limitation of liability

The restrictions on liability in this clause apply  
to every liability arising under or in connection  
with the Contract including liability in contract,  
tort (including negligence), misrepresentation,  
restitution or otherwise.

Nothing in the Contract limits any liability which  
cannot legally be limited, including liability for:

• death or personal injury caused by its  
negligence, or the negligence of its employees,  
agents or subcontractors (as applicable);

• fraud or fraudulent misrepresentation, or;

• breach of the terms implied by the Consumer  
Protection from Unfair Trading Regulations Act  
2008

Subject to the statutory exclusions above,  
Hometree’s total liability to the Customer shall not  
exceed £3,000. The following types of loss are  
wholly excluded:

Loss of any income or profits made made or  
expected from employment or other business  
activities;

• loss of savings;

• loss of any type of manufacturers warranty, any  
other type of warranty or guarantee; or

• indirect or consequential loss

Unless you notify us that you intend to make a claim  
in respect of an event within the notice period,  
Hometree shall have no liability for that event.

The notice period for an event shall start on the day  
on which the Customer became, or ought to have  
reasonably become, aware of the event having  
occurred and shall expire 90 days from that date.  
The notice must be in writing and must identify the  
event and the grounds for the claim in reasonable  
detail.

---

## Under warranty from a third party

If your heat pump or heating system is covered  
by a third-party warranty, it is your responsibility  
to make sure that any work we do doesn’t affect  
that warranty. We will not be liable if any work we  
conduct on your heat pump or heating system does  
not comply with the manufacturer’s warranty.

## Who can benefit from this contract?

Nobody other than you can benefit from your plan.  
However, you can add authorised people onto your  
account from whom we will take instructions.

## Moving these contracts to an insurance contract

If we introduce a comparable insurance product you  
agree that at our discretion we can move you to an  
insurance contract at your next renewal, or earlier if  
you or the regulator request us to.
