Heat pump enquiry, quote and invoice workflows for UK installers

Illustrative example

A homeowner asks for a heat pump installation quote and wants to know what information is needed for a site survey.

1. 1

   Enquiry captured or added

2. 2

   Team checks the details

3. 3

   Job prepared

4. 4

   Quote reviewed and shared

5. 5

   Invoice and payment follow-up

Survey, equipment, installation labour and any separately quoted follow-up work.

Illustrative items — your business sets the scope, price and taxes.

The installer confirms the appropriate equipment, eligibility, scope, price and schedule.

Your business confirms prices and availability. Customers pay directly into your business bank account. A customer payment report does not mark an invoice paid; your business confirms payment after checking its bank account.

Receptionist has a separate subscription and can be used without Back Office. Your team reviews the captured details. Business approval and number connection are required before the separate Receptionist trial starts.

No automatic sizing, MCS certification, grant eligibility determination or performance guarantee.

• Heating
• Air Conditioning
• Solar & Battery Installers

Back Office: 14-day trial, no card required. Receptionist has a separate trial after number setup.