Trade - Heating engineer

Quote and invoice software for heating engineers

Annual service, circulating pump replacement, heat-pump install: you describe the job out loud and Devia writes the heating quote with your call-out rates, your parts and the right VAT rate.

  • No card required
  • Cancel in one click
  • Firebase data (EU) - GDPR

The problem

What wastes time for heating engineers

Three situations you will recognise if you price heating jobs yourself.

  • A whole season squeezed into three months

    From October to December, services stack up. Every quote written at night is an hour of sleep lost, and replacement jobs get priced late - so they get signed elsewhere.

  • The same packages, rewritten a hundred times a year

    Wall-hung boiler service, power flush, expansion vessel replacement: recurring work. Without a catalogue you retype the same label and the same price for every client.

  • Reduced-rate VAT is hard to justify without detail

    On a heat pump the client expects the reduced rate and the certificate that goes with it. A quote that does not split equipment and labour makes the grant paperwork much harder.

The method

A heating quote in three steps, without going back to the office

The quote happens when every detail is still fresh: on site, not at night.

  1. Step 1

    You dictate on site

    From your phone, describe the job like you would to the client. No form, no dropdown.

  2. Step 2

    Devia structures and prices

    Each service becomes a line with quantity, unit and the price from your catalogue. Nothing invented: your rates.

  3. Step 3

    You review and send

    Adjust if needed; the PDF is generated in your brand colours and sent to the client. The invoice follows without retyping.

Concrete example

What a heating quote looks like with Devia

A service visit that becomes a job: wall-hung boiler to service, dirty circuit, original thermostat to replace.

heating quote - sample

Generated by voice

Annual service of a wall-hung gas boiler

Clean, combustion check, service certificate

£120.00

Power flush of the heating circuit

Treatment, rinse and refill - 8 radiators

£480.00

Circulating pump replacement

Supply of variable-speed pump and fitting

£285.00

Connected thermostat + setup

Supply, fitting and commissioning with the client

£165.00

Total excl. VAT
£1050.00
VAT
£210.00 (20 %)
Total incl. VAT
£1260.00

Amounts are illustrative. In Devia, every line is priced with your rates: the AI never sets a price for you.

Your trade

Devia knows heating vocabulary

You speak like on site, not like to software. Labels come out correctly on the document the client reads.

Recognised heating services
  • Annual service of gas, oil or biomass boilers
  • Installation of air-to-water or air-to-air heat pumps
  • Boiler replacement and hydraulic connection
  • Power flushing and radiator balancing
  • Replacement of circulating pump, expansion vessel, safety group
  • Fitting radiators and underfloor heating
  • Installation of a connected thermostat and controls
  • Annual service contract and seasonal call-outs
Site terms understood from dictation
  • boiler
  • heat pump
  • radiator
  • underfloor heating
  • powerflush
  • expansion vessel
  • thermostat

These terms are prioritised during structuring: Devia knows it is a unit, a material or a service - not a misheard word. The list grows with your own catalogue as you quote.

VAT

Which VAT rate on heating work?

The rate is chosen line by line in Devia - essential when a job mixes several types of work.

  • 20 %

    Most heating repair, maintenance and installation work.

  • 5 %

    Qualifying energy-saving materials and some residential energy work.

  • 0 %

    Certain new-build and zero-rated supplies, when they apply.

VAT depends on the nature of the work and your VAT registration. If in doubt, check with your accountant: Devia applies the rate you choose, line by line.

Compliance

Required mentions on a heating quote

A heating quote should identify your business (including Companies House and VAT numbers where relevant), the client, the job address, each line with quantities, VAT and totals. Devia fills this from your company profile.

  • Date and validity period

    Issue date and the period during which the price remains guaranteed.

  • Company identity

    Legal name, address, Companies House number, legal form and VAT number if registered.

  • Client identity and job address

    Client name and address, and the works address if it differs.

  • Itemised breakdown

    Each service and material with quantity, unit and unit price excl. VAT.

  • Labour and call-out

    Hourly rate or labour lump sum, and call-out fees where applicable.

  • Totals and VAT

    Overall total excl. VAT, VAT rate and amount per line, total incl. VAT due.

  • Professional insurance

    Insurer details, policy reference and geographic cover.

  • Client signature

    The wording “quote received before work starts”, date and signature.

A written quote is not always a legal requirement in the UK, but it is the document that protects you if the client disputes the price. Devia produces it before you start.

« In peak season I do eight services a day. Catalogue packages drop into the quote on their own - I no longer retype anything. »
Julien P. - Heating engineer, Leeds

FAQ

Frequent questions from heating engineers

Answers to the questions that come up most often before getting started.

How do I produce a heating quote between jobs?

You dictate what you found and what you propose, from the van. Devia structures the quote, pulls your service packages and parts prices, and produces the PDF. The client receives it before your next visit.

How do I price a heat-pump installation?

Split supply of the equipment, removal of the old system, hydraulic and electrical connection, commissioning and any power flush. That breakdown is what the client - and the body paying the grant - expects to see on the quote.

Can I manage recurring service contracts?

Yes. Your service packages live in your catalogue: you recall them with a word on dictation, and both quote and invoice generate the same way from one client to the next, with no risk of dropping a line or using the wrong price.

Is a quote mandatory for a heating call-out?

A written quote is not always a legal requirement in the UK, but it is the document that protects you if the client disputes the price. Devia produces it before you start, from the job you just dictated.

Which VAT rate on a heat pump?

Most heating work is standard-rated at 20 %. A reduced 5 % rate can apply to qualifying energy-saving materials, and 0 % to certain new-build supplies. In Devia the rate is set per line so mixed jobs stay on a single quote.

Is heating vocabulary recognised?

Yes: boiler, heat pump, radiator, underfloor heating, power flush, expansion vessel, thermostat. You describe the system in your own words and the labels come out correctly on the document the client reads.

Your next heating quote can go out today

Try dictation on a real job for 14 days. No card required, and nothing to uninstall if it is not for you.