Gaffer for
heating engineers.
Heating is installs in summer and breakdowns in January, with service contracts holding the year together. Gaffer keeps the installs on a project with stage payments, the breakdowns on a dispatch board that can be reshuffled at 7am, and the service contracts on recurring invoices that bill themselves. Quote, schedule, certify, invoice and get paid — with the 27 documents heating engineers actually use already in the account.
Priced quote templates for heating engineers, your own price book and good-better-best options. Customers accept and pay a deposit from their phone.
27 certificates and forms specific to heating engineers, filled in on the phone, signed on site and emailed as a PDF before you leave.
One tap raises the invoice from the accepted quote, nets off the deposit and sends a Pay Now link. Reminders chase for you.
Certificates and services with an expiry date become next year's work. Gaffer texts the customer a booking link before it lapses.
A boiler install, end to end
This is the shape of the work in Gaffer — the same job you already do, with the hand-offs taken off your plate.
See the same job in detail- Week 1Survey booked from the enquiry; photos and measurements captured on site.
- Week 1Quote with good-better-best options sent. Accepted online with a deposit.
- Week 2Materials ordered against the job with a purchase order to the merchant.
- Week 3Two-day install, commissioning record and benchmark completed on the phone.
- Week 3Final invoice nets off the deposit; balance paid by card.
- +12 moAnnual service reminder books the first service automatically.
27 documents, ready for heating engineers.
Each one is a proper digital form — the fields the regulations expect, signature capture, photo attachments, a PDF the customer can keep and an expiry date Gaffer tracks. Completed on the phone, offline if it has to be.
- Boiler commissioning
- Boiler controls compliance record (Part L)
- Heat pump commissioning
- Heating Engineer — COSHH Assessment Record
- Heating Engineer — Credentials & Accreditation Record
- Landlord gas safety
- Magnetic filter installation
- Oil boiler service
- Radiator balance record
- Solar thermal commissioning
- System powerflush
- Underfloor pressure test certificate
- Benchmark commissioning checklist (HHIC)
- Gas safety certificate
- System water treatment record (TDS / inhibitor)
- Underfloor commissioning
- Flue gas analysis
- Legionella risk awareness
- Unsafe situation warning notice
- CO alarm installation
- F-Gas record
- Legionella risk assessment
- Service record
- Emergency callout
- Building regs notification
- Site survey
- Risk assessment
Certificates are the start. The whole operation runs here.
Leads, quotes, scheduling, the field app, invoicing, payments, reminders, reports and your accounts sync — all in the same login as the paperwork.
Run the next heating engineer job on Gaffer.
Free for 14 days, no card. Pick "Heating Engineer" at sign-up and the 27 documents above are switched on before you finish your tea.
Founding members: first 100 businesses get 50% off every paid plan, for as long as they stay subscribed.