The installer adds and adjusts the ATAG while preparing the quote. The homeowner then receives the options under the installer’s name, with equal presentation.
Phone mock-ups for Kev, Haseeb and Stuart · 7 September 2026
Six examples of the proposed phone screens. Tap the buttons and switches to try them; each example works separately. Use “Reset example” to return to its starting screen.
The job and fitted prices are illustrative. The boiler costs use the proposed October prices.
I recommend one matched ATAG by default. The two switches change that option. An installer can deliberately add another ATAG, up to three boiler options in total. The customer does not have to approve an option before the installer includes it.
The competitor example uses the £1,230 Worcester Greenstar 4000 30 and £1,170 Economiser 27 from Kev’s proposed October prices, excluding VAT. The illustrative Worcester fitted quote is £3,414 including VAT. Replacing only the boiler cost gives £3,342 for the Economiser, retaining the installer’s existing margin in pounds and all other costs. This is a demonstration of the arithmetic, not an approved package match.
The 18-year upgrade costs £171 excluding VAT. On the competitor route no extra margin is added, so the fitted difference is £205.20 including VAT. On the existing-ATAG route the example has £34 editable margin: £205 before VAT, £246 including VAT. The £34 is the example from the email. For launch, the editable box can start at £50 or use the installer’s normal margin, depending on what Haseeb can build. Economiser uplifts are £180 for 27/35, £120 for 39, before VAT.
Stuart’s model mapping supplies the equivalent and the hot-water figures at the same temperature rise. The offer also works after Straight to quote, with no survey. A higher-spec default is used only if the approved match and current job price support it. The sample Worcester has the installer’s 10-year boiler guarantee; the actual guarantee must follow the installer’s selected package. Heat-exchanger labour cover must not be inferred from a parts guarantee.
Kev, Stuart and Haseeb own which supplied components replace the installer’s selections and whether the full order switches at launch or later. The mock-up changes the boiler cost only. The live quote must itemise the resulting package, remove duplicate included items, and recalculate before presenting a comparison.
The fee is £30 on a job won without an ATAG option. Adding any ATAG removes that fee whichever boiler the customer chooses. Removing the last ATAG restores the fee, with an immediate Undo. Removing one of two ATAG options leaves no win fee. The homeowner never sees installer margin or OPERA fees.
The Economiser saving is ATAG’s supplied figure: up to £68 a year, based on 325 litres of hot water a day at 7.97p/kWh. It appears only for Economiser options. Bonus Boiler wording here is for launch from 1 October; trial screens before then say “From 1 October”.