Software for UK boiler installers
Heatable replied to her in fifteen minutes with a price. You drove over and quoted three days later.
Boiler installation is a different business from breakdown and service. The ticket is £2,500-£5,000 on a Worcester combi, double that on an unvented cylinder upgrade, more again on a system swap with a MagnaClean and a power-flush. The customer is comparing you against Heatable’s online price and BOXT’s same-day install offer; she filled in a form on Sunday night and the engineers who reply on Sunday night are the ones on her Wednesday shortlist. Your accreditation - Worcester Greenstar, Vaillant Advance, Baxi Works, Ideal Heating Max, Viessmann Trained Installer Partner - is the credibility that makes your quote worth twenty per cent more than the lowest one, but only if she sees it in time. The thirty-day warranty registration window after install is the bit nobody else is carrying for you, and the customer is the one who pays three years later if it slips.
This page is for engineers whose week is mostly boiler installs. If installs are one part of a mixed week, the main gas-engineers page is the better fit. Boiler installation is its own business because the ticket is high, the speed expectation is set by online competitors, and the manufacturer-accreditation overlay turns the quote-and-warranty cycle into your differentiator.
What your week actually looks like
- A new-boiler enquiry on Sunday at 22:15; Heatable replies at 22:17 with a price. You see it Monday morning.
- A weekend survey at the customer’s house - photo of the old boiler, photo of the cylinder cupboard, flue route - and an hour of pricing on Sunday evening that comes back to silence.
- The Worcester 30-day warranty registration window you keep slipping; the customer’s claim three years later is the one you carry.
- Gas Safe scheme notification within 30 days, doubling as Building Regs Part J / Part L self-certification (notifiable installation work).
- A V12 / Novuna / Kanda finance link the customer wants on the quote, with the affordability check baked in.
- A MagnaClean filter or a power-flush conversation at the install that’s an £400-£900 line you’d quote if you remembered to ask before the boiler was on the wall.
- The Benchmark commissioning checklist - Worcester Greenstar Benchmark, Vaillant Benchmark, Baxi Benchmark, Ideal Benchmark, Intergas commissioning - that you fill in on paper at the door, photograph, lose, and the customer asks for a copy in November.
- The HHIC handover pack that should include the boiler manual, the system-inhibitor record, the unvented cylinder commissioning record where applicable, the customer-guide on how the system runs - usually a hot mess of half-sized printouts in a wallet.
- Annual-service-reminder twelve months out - the next year’s service is the one that activates the ten-to-twelve-year manufacturer guarantee under conditions of annual servicing.
Example problems we could solve
1. The photograph-driven quote, three options, finance link, win on Wednesday
The Heatable-replied-Sunday-night moment: customer wants three quotes; you drive over Saturday, photograph the setup, take an hour of pricing on Sunday afternoon, send the quote Wednesday morning. By then Heatable replied Sunday night with a fixed price and BOXT followed up Monday lunchtime. You’re a footnote.
Solved looks like: the photo set drives a three-option quote - a modal Worcester, a modal Vaillant, a modal Baxi or Ideal at the right sizing for the property - pre-loaded at your trade-supplier pricing (Plumb Center, City Plumbing, Wolseley account terms), with MagnaClean and power-flush options where the photo set flags for them, and a V12 / Novuna / Kanda finance link inline. The quote PDF sends inside thirty minutes of the photos landing, in the same channel she enquired on, with your accreditation logos in the footer. The chase ladder runs behind it on the bathroom-installer cadence - Tuesday-morning “any questions on the Greenstar sizing? I priced the Vaillant ecoTEC alongside if that helps”, Thursday “holding the install slot for the week of the 14th until Friday lunchtime” - and the moment the deposit lands it hands off to the warranty-bridge in problem 2. The longer version lives at Quote & Chase Ladder; the boiler-installer version is shaped to match Heatable / BOXT speed without abandoning the trade-installer relationship.
2. The Gas Safe + Building Regs + warranty registration bridge
The double-paperwork moment: Worcester thirty days. Gas Safe thirty days. Both. Every install. You keep slipping one or the other and the customer carries it ten years later.
Solved looks like: install closed on the tablet at the door → 09:00-next-morning owner-digest of un-notified jobs lands on your phone with one-tap notify per job. The Gas Safe scheme notification queues with the install address, the work-type, and the commissioning reference; the engine pre-fills the form to the extent the portal allows (£3 + VAT online); you confirm and submit. Manufacturer warranty registration runs in parallel - Worcester Bosch (10-year guarantee with conditional annual servicing), Vaillant Advance, Baxi Works, Ideal Heating Max, Viessmann - the engine pre-fills boiler serial + customer details + commissioning date + install address; you approve on phone; the registration submits inside the 30-day window. Building Regs Part J / Part L self-certification doubles off the same Gas Safe notification per the competent-person scheme. Customer email auto-fires with the Building Regs Compliance Certificate, the manufacturer warranty confirmation, and the first annual-service reminder set 12 months out. Every other gas job has one paperwork window; boiler installs have a double-paperwork window where two registrations land in the same 30 days, and the build is shaped around closing both reliably. The longer version lives at Grant & Submission Handling.
3. The digital Benchmark commissioning checklist and handover pack
The lost-Benchmark moment: Benchmark goes in the back of a Worcester pad, photographed, then the pad goes in a glove-box. Customer asks for a copy three years later when she’s claiming on the warranty and you’re digging through a van.
Solved looks like: the Benchmark checklist as a structured on-tablet form per install. Worcester Greenstar Benchmark, Vaillant Benchmark, Baxi Benchmark, Ideal Benchmark, Intergas commissioning - where the manufacturer publishes a digital flow, the engine bridges to it; where they don’t, the form captures the same fields and prints the equivalent PDF. The commissioning record - system inhibitor dose, system flush record, magnetic-filter installation, pressure-relief valve test, calorifier where applicable on unvented work - lives alongside the install file. At the door, the handover pack assembles automatically: Building Regs Compliance Certificate, manufacturer warranty confirmation, customer-guide PDF, annual-service reminder, what-to-do-if-it-fails-out-of-hours number. The Benchmark is the document the manufacturer requires for the ten-year guarantee - the evidence that conditional annual servicing has been booked - and the build is shaped around making that evidence findable in November when it matters.
4. The 12-month service reminder + the boiler-care service-plan offer
The voided-warranty moment: install in March. By the following March you’ve forgotten her. The warranty’s voided because the annual service wasn’t booked. Worcester ask for the service record, you don’t have it, she’s furious.
Solved looks like: at install, the 12-month service reminder schedules automatically - thirty days out, an SMS in your voice offering a diary slot; seven days out, a second prompt; one-tap book the service. At the same step on the install, the boiler-care service-plan offer goes out - “add the annual service, the priority breakdown line, and the £150 parts cover to your monthly DD for £9.50/mo; covers your ten-year warranty conditions automatically” - GoCardless mandate captured on the tablet before you leave. The plan-side runs through the recurring-service engine in problem 5 on the hub - failed-payment recovery, anniversary auto-booking, the operator dashboard showing the cohort. The ten-to-twelve-year manufacturer guarantee is conditional on annual servicing, and the service-plan engine is what turns the install-side £2.5k-£5k ticket into a ten-year customer relationship.
The closest things we’ve already built
- HC Electricaldifferent trade, same Suffolk trade-chassis with the install-side photograph-driven quote pattern on the EV-installer side. The reference for how the photograph-to-quote-to-finance flow runs in a Suffolk trade business. (Pull-quote held behind the permission checklist; see Hc Electrical.)
- mendbuddyour own multi-channel AI agent across SMS, WhatsApp, web chat, and inbound + outbound voice. The platform behind the photograph-driven quote and the install-day customer comms. Trained on your accreditation, your modal sizings, and your finance-partner terms. See Mendbuddy.
- RepairMinderour software for running an inbound-items repair business. Different vertical; same shape as the install-and-service-record pattern in problem 3. See Repairminder.
FAQ
Will you register the Worcester / Vaillant / Baxi warranty on my behalf?
No. The manufacturer warranty registration carries an installer accountability that stays with the engineer. We pre-fill the form, queue it inside the 30-day window, and bridge to whichever manufacturer’s portal you use - you confirm and submit.
Can you handle Building Regs Part J + Part L self-certification?
Gas Safe scheme notification doubles as Building Regs Compliance Certificate notification under the competent-person scheme. We build the reminder, the audit log, and the customer-side cert delivery; the notification itself goes through Gas Safe with your engineer reference.
Will the V12 / Novuna / Kanda finance link work inside the SMS quote?
Yes for all three - they each publish an embeddable application link with the affordability check baked in. The customer applies on her phone; the result feeds back into the quote object; the install proceeds (or doesn’t) without a separate finance conversation.
My Worcester guarantee is conditional on annual servicing. Will the engine track that?
Yes. The 12-month service auto-books from the install date; missed bookings flag against the warranty status; the customer sees the warranty risk in the email cadence so the conversation happens in February, not when the boiler fails in November.
Can the chase ladder respect a Sunday-night enquiry?
Yes. The Heatable / BOXT speed expectation is set on inbound - Sunday-22:17 enquiry triggers a same-evening templated reply with a survey-booking link, not a Monday-morning email she’ll have stopped reading by the time you send it.
What does it cost?
Every build is scoped per installer - depends on install volume, accreditation mix, and whether the boiler-care service-plan engine is in scope from day one. We talk it through, agree the scope and the price in writing. See pricing.
Up to the hub
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Tell us about the install side
What accreditation, what’s your modal install ticket, who you use for finance (V12 / Novuna / Kanda), where the Sunday-evening quote is going. Send an enquiry - we’ll come back with a sketch.