The CRM for heat pump installers.

Long sales cycles, big installs and annual services: survey, quote, stage-pay and service every heat pump from one place.

Start your 14-day free trialBook a demo
A heating engineer working on a water heaterReady for heat pump installers

Less paperwork. More paid work.

The jobs that eat your evenings, handled for heat pump installers.

Surveys that take weeks to turn into quotesSaved quote templates and line-item bundles
Big installs paid at the endDeposits and stage payments
Servicing forgotten after year oneAsset register with service due dates
Built for heat pump installers

Everything set up for your trade.

Choose heat pumps and renewables when you sign up and all of this is ready to go.

  • Quote templates and line-item bundles
  • Deposits and stage payments
  • Asset register with serial numbers and service dates
  • Customer portal with documents
Start free trialSee all features

Your starter price list

  • Heat loss survey£250.00 per visitusually 3 hours
  • Air source heat pump install£9,500.00
  • Heat pump annual service£160.00usually 2 hours
  • Radiator upgrade, per radiator£350.00 per item
  • Hot water cylinder install£1,600.00usually 8 hours

Example UK prices before VAT, loaded so you can send a quote straight away. Change them to your own, in any currency.

On site

A checklist your team ticks on every job.

The heat pumps and renewables starter pack includes this checklist. Make photos compulsory on any step, or add your own.

  1. Commissioning checks
  2. Record flow temperatures and settings
  3. Photo of unit, cylinder and controls
  4. Customer handover and controls demo
  5. Record serial numbers

Certificates, reports and proof of work

Certificates and reports are completed on site, signed on screen and sent as branded PDFs on the Pro plan. Photos, signatures and timesheets come with every plan.

F-gas recordRefrigerant log
Job sheetWork done, photos, signature
Electrical installation certificateEIC
Before and after photosTime-stamped, every plan

Plus everything else you need.

Every plan includes unlimited customers, quotes, jobs and invoices.

Quotes and e-signaturesDispatch boardCard payments and Direct DebitWhatsApp and SMS inboxOnline bookingOffline staff appReportsXero and QuickBooks

Questions from heat pump installers

Can I store serial numbers for each install?

Yes. The asset register keeps make, model, serial number and install date for every unit.

Can I take a deposit on a large install?

Yes. Set a fixed or percentage deposit and further stage payments on the quote.

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Helpful guides

Quoting and pricing

How to write a quote customers say yes to

Most quotes are lost before the customer reads the price. Here is how to write one that is clear, trusted and easy to accept.

7 min readTax and VAT

CIS and the domestic reverse charge explained

Two sets of rules that confuse almost every builder, electrician and plumber who works for contractors. Here is how they fit together, with worked examples.

8 min read

Put the kettle on. We'll do the paperwork.

Set up in fifteen minutes, send your first branded quote today.

Start your 14-day free trialSee pricing