Spreadsheets for service due dates
Reminders by boiler, not by spreadsheet row, mean fewer missed renewals.
TradesInvo for heating engineers
Job management software for UK gas and heating engineers
Manage boiler services, installations, emergency callouts, service reminders, invoices and customer records from one practical workflow.
- Keep service visits, installs and callouts organised by custo…
- Track reminders and job records without relying on scattered…
- Move from completed work to invoice and follow-up faster
Limited spots · UK trades onlyUK-based support4.9 from 320+ trade teams
Today
heating engineer jobs board
Live
- Quote · 14 Mowbray RdSent
- Job · Booked 09:30Today
- Invoice #INV-0421Paid
This month
£18,420
▲ 23% vs last month
"Fastest quote we've ever had. Booked the same week."
— Verified review
AI drafted a follow-up for 3 open quotes
Ready to send in 1 click
- 4.9 average rating
- Trusted by UK heating teams
- No card required · cancel anytime
- Set up in under 15 minutes
What slows heating teams down
The admin most heating engineers wish they could stop doing
Paperwork from callouts piling up
Mobile job notes mean records are filed before the van's back at the yard.
Landlords asking for records again
Property-level history means past records are easy to find.
Quotes for installs taking too long
Reusable install quote templates speed up sign-off.
Built for the work
One workflow tuned for heating
Quote, schedule, invoice and chase payments without juggling five tools. Every feature shaped around how heating engineer jobs actually run.
Most used
Service reminders
Set service due dates per boiler and remind customers automatically — bring more annual work back in.
Gas safety record workflows
Store job records and supporting files per property; track which are due to be reissued.
Install quote templates
Reusable templates for combi swaps, system upgrades and full installs.
Mixed scheduling
Schedule short callouts alongside multi-day installs without double-booking.
Mobile job notes
Engineers add work done, parts and photos on site so the record is complete.
Invoice on completion
Invoice the moment the job is closed, with payment tracking and overdue follow-ups.
Try it on your next job
See TradesInvo set up for heating in 60 seconds
We'll preload your account with quote, job and invoice templates tuned for heating.
Trade preselected:Heating engineers
Lead to paid invoice
How a heating engineer job runs in TradesInvo
- 01
Capture the enquiry
Service request, callout, install enquiry or landlord renewal — all logged with property details.
- 02
Create the quote
Use saved install or repair quote templates and send for digital approval.
- 03
Schedule the job
Book a service slot, callout window or install day; assign the right engineer.
- 04
Update the job record
Engineer logs work done, parts fitted, readings and photos from the van.
- 05
Send the invoice
Invoice on completion using the job record so nothing is missed.
- 06
Track the payment
Card, link or bank transfer — see what's overdue at a glance.
- 07
Request a review
Trigger a review request once the customer has paid.
Built for the work
Built for how heating businesses actually work
Annual services that don't fall through
Track service due dates per boiler and trigger reminders so customers come back to you, not the next leaflet through the door.
Installs and callouts in one place
Long install jobs and quick callouts share the same scheduling and invoicing flow.
Gas safety record workflows
Store job records, attach files and track which records are due to be reissued.
Customer-friendly comms
Confirmation messages, on-the-way updates and follow-ups keep landlords and homeowners in the loop.
Workflow built around real jobs
The kinds of heating jobs TradesInvo is built for
Annual boiler service
Reminder fires when the service is due, customer rebooks, engineer logs the work and the invoice goes out the same day.
Boiler installation quote
Build the quote from a saved install template, send for approval and schedule the install once the deposit lands.
Annual reminder for landlords
Track service due dates per property and prompt landlords before records need reissuing.
Emergency no-heat callout
Tag the job urgent, dispatch the nearest engineer, log parts fitted and invoice without going back to the office.
The honest comparison
A generic CRM wasn't built for heating jobs
Topic
Generic CRM
TradesInvo
- Service remindersManual diary entriesReminders per boiler with automatic prompts
- Job recordsFiles in a shared driveRecords on the job, grouped by property
- Install vs callout schedulingOne calendar, no job contextSchedule with engineer, address and job type
- Invoices and paymentsSeparate accounting toolInvoice from the job, take payment, chase overdue
- Customer reviewsAd-hoc emailsTriggered after paid invoice
Built for everyone in the business
What each role gets out of TradesInvo
Owner / operator
- See revenue, overdue and service-due forecast
- Bring back annual work without manual chasing
- Spot which engineers are most productive
Office manager / scheduler
- Build the install and callout week side by side
- Send service reminders in batches
- Find any customer's history in seconds
Engineer in the van
- See today's jobs with property details
- Log work, parts and photos on mobile
- Close the job so the office can invoice
What UK heating say
Built around how heating actually work
"Quoting and invoicing for heating used to take my evenings. With TradesInvo I send a quote before I've left the driveway and the invoice goes out the moment the job's done."
Simple pricing
One plan. Everything heating businesses need.
Start free for 14 days. No credit card. Cancel anytime. Pricing scales with your team — not your job count.
Starts from
£29 / user / month
- Unlimited quotes, jobs & invoices
- Lead capture + automated follow-ups
- Mobile job sheets for engineers
- Payment tracking + review requests
Industry guide
Heating Engineers Deserve Smart Tools
Heating engineers handle complex installations, emergency call-outs and strict compliance requirements. Manual scheduling through calls, messages and spreadsheets can lead to missed appointments, overtime costs and unhappy customers, especially when the office has limited visibility into engineer availability and job progress.
TradesInvo brings boiler services, installations, call-outs, service reminders, job records and invoices into one practical workflow. Jobs can be organised by skill, location and urgency, reducing unnecessary travel and helping the right engineer reach the right property at the right time.
Mobile job records replace paper forms so engineers can add notes, photos, readings, parts and supporting files on site. That keeps the office informed and helps invoices go out sooner after completed work. Inventory-aware job notes and reusable install quote templates also make repeat work faster to prepare.
The benefits go beyond scheduling. Customers can receive appointment confirmations and follow-up messages, while managers can review job duration, payment status and service demand. With reminders for annual servicing and safety checks, heating businesses can stay on top of repeat work without manually tracking every date.
Take your heating business into a cleaner digital workflow with quoting, scheduling, reminders and invoicing in one place.
FAQ
Common questions from heating businesses
Related industries
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Run your heating business from lead to paid invoice
Walk through the heating engineer workflow with us, or set up your first quote, job and invoice today.