Boiler Installation Checklist: Everything to Decide Before You Upgrade

Upgrading your boiler is a big investment, and the choices you make before installation will shape your comfort, bills and peace of mind for years to come. Going into your boiler survey with a clear checklist will help you ask the right questions, compare quotes properly and avoid costly surprises later on.
Clarifying your heating and hot water needs
Before you even look at boiler brochures, it helps to think carefully about how you use heating and hot water day to day. Your engineer will ask these questions on survey, so having answers ready will make their job easier and your quote more accurate. It also reduces the risk of ending up with a boiler that is oversized or undersized for your property.
Start by thinking about your home and household:
- How many bedrooms and bathrooms do you have, and are any ensuites or large rainfall showers?
- Does everyone shower at the same time in the morning, or is usage spread through the day?
- Do you have plans to extend, add a loft conversion or extra bathroom in the next few years?
Share this information with your heating engineer so they can size the boiler correctly and advise on the best system layout. Mention any rooms that are always cold, radiators that never heat properly or hot water taps that run lukewarm, as these can often be improved during a new boiler installation.
Choosing between combi, system and regular boilers
The type of boiler you choose will affect how quickly you get hot water, how much space you free up and how simple the pipework will be. Many homes in Milford Haven and Steynton can run efficiently on a modern combi boiler, but larger or older properties may be better suited to system or regular boilers. Your installer can talk you through the pros and cons, but it helps to go in with a basic understanding.
Combi boilers for smaller and average homes
A combi boiler heats water directly from the mains, so you do not need a separate hot water cylinder or cold water tank. This can free up a surprising amount of space in airing cupboards and lofts, which is attractive if you are short on storage. Combi boilers are usually best for smaller to medium sized homes with one main bathroom and a straightforward hot water demand.
However, they can struggle in homes where several showers or baths are used at the same time. Ask your engineer what flow rate you can expect at your kitchen tap and main shower, and whether your mains water pressure is strong enough for a combi. If water pressure is low, they may suggest alternatives or upgrades to your incoming supply.
System and regular boilers for larger demands
System boilers work with an unvented hot water cylinder to store a large volume of hot water at mains pressure. They are often ideal for properties with multiple bathrooms or larger families who all get ready at once. Regular boilers, sometimes called conventional or heat only boilers, feed a vented cylinder from a header tank in the loft and are still common in older properties.
If you already have a cylinder, discuss with your engineer whether to keep, replace or remove it. A new, well insulated cylinder can significantly improve hot water performance and efficiency. Talk about how many simultaneous showers you want to be able to run, and ask what size of cylinder and boiler combination will comfortably cover that demand.
Getting boiler size and location right
Boiler size is about more than physical dimensions, it is mainly about output measured in kilowatts (kW). Oversizing a boiler can mean higher running costs, more cycling on and off, and potentially a shorter lifespan. Undersizing can leave you cold on winter evenings and waiting for hot water. Your installer should carry out proper heat loss calculations rather than guessing based only on the number of radiators.
Ask your engineer to explain the output they are recommending for heating and for hot water, as these are not always the same figure. Check that they have considered insulation levels, window types and any planned improvements such as loft insulation or new double glazing. It is better to size the boiler based on where your home is heading, not where it was ten years ago.
Location is another key decision. Modern boilers are often fitted in kitchens, utility rooms or airing cupboards, but you might also consider garages or lofts with the right access and frost protection. Think about noise, ease of servicing, flue position and where the condensate pipe will drain to. Ask your installer to explain any limitations with moving the boiler, as rerouting gas and water pipes can add cost.
Thinking ahead about running costs and efficiency
A new boiler should reduce your energy bills, but only if it is set up and controlled properly. It is worth asking your engineer how the options they suggest compare on seasonal efficiency. Look for features such as modulation range, which describes how low the boiler can turn down when full power is not needed, as this affects gas use in mild weather.
Discuss whether weather compensation or load compensation controls will be used, as these can help the boiler run in condensing mode for longer periods. In simple terms, that means extracting more heat from the same amount of gas. Ask if your radiators and pipework are suitable for lower flow temperatures, or if any upgrades would help you get the most from a modern high efficiency boiler.
It is also sensible to consider fuel prices and future plans. If you are off the gas grid, your installer can talk through LPG or oil options and the practicalities of each. You might also want to ask what changes, if any, would be needed in future to integrate low carbon technologies such as a heat pump or solar thermal with your heating system.
Choosing smart controls and zoning for better comfort
The right controls can transform how comfortable your home feels and how much energy you use. For many households, a simple programmable room thermostat in the right place can be enough, but there is a growing range of smart thermostats and thermostatic radiator valves that add flexibility. Think about how you actually live, not just what looks impressive on an app.
Discuss options such as:
- Smart thermostats that learn your schedule and can be controlled from your phone
- Room by room zoning using smart TRVs to avoid heating unused rooms
- Weather compensation controls that adjust flow temperature based on the outside temperature
Ask your engineer which controls are compatible with the boilers they are quoting for, and whether they qualify for extended manufacturer warranties. Make sure you are comfortable using whatever is installed, as even the most advanced control system only saves money if it is used properly.
Budget, quotes and questions to ask your engineer
A clear budget will help guide decisions on boiler model, controls and any extra work to your system. When you are gathering quotes for boiler installation in Milford Haven or Steynton, make sure each quote is like for like as far as possible. That means checking which boiler model is specified, what controls are included, and what parts of your existing system will be cleaned or upgraded.
Useful questions to ask include:
- Will you carry out a system flush, and is magnetic filtration included?
- What length of manufacturer warranty is provided, and are there any conditions?
- Are thermostatic radiator valves needed or recommended on any radiators?
- How long will the installation take, and will I be without heating and hot water?
- What aftercare is included, such as help setting controls and first annual service reminders?
Ask for everything to be written clearly on the quote so you know what is and is not included. This makes it easier to compare installers fairly and avoid unexpected extras during the job.
Conclusion and next steps
Taking the time to work through a clear boiler installation checklist before you upgrade will make every stage smoother, from the first survey visit to the final handover. You will be better placed to choose the right boiler type, size and controls, manage running costs and feel confident that you have made a well informed decision for your home. A good heating engineer will welcome your questions and help you weigh up the options honestly.
If you are planning a boiler installation in Milford Haven or boiler installation in Steynton and want straightforward advice tailored to your home, contact Sigma Plumbing & Heating on 07939012055. We can guide you through all the decisions before installation and provide a detailed quote that matches your needs, not just a one size fits all solution.
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