Gaffer for
heat pump engineers.

Heat pump work is a grant application with a heat pump in the middle. The BUS grant needs evidence, MCS needs a heat loss calculation and a pre-sale performance estimate before the quote goes anywhere, and the DNO needs notifying. Gaffer ships a form for each stage, keeps them on the property, and puts next year’s service in the diary the day it is handed over. Quote, schedule, certify, invoice and get paid — with the 24 trade documents heat pump engineers actually use already in the account.

Start free trial See the 24 forms

Where two names look alike they are different documents — a notification is not the certificate that follows it, and two schemes covering the same work each want their own form. If you think one is missing, or that one of these is redundant, say so and we will change the pack.

Trade packs and specialist workflows for heat pump engineers in Gaffer

Quote it from a template

Priced quote templates for heat pump engineers, your own price book and good-better-best options. Customers accept and pay a deposit from their phone.

Quoting & Estimating →

Do the job with the paperwork built in

24 trade documents ready for heat pump engineers — 17 written for this trade, 7 shared with others — filled in on the phone, signed on site and emailed as a PDF before you leave.

Compliance & Certificates →

Invoice from the driveway

One tap raises the invoice from the accepted quote, nets off the deposit and sends a Pay Now link. Reminders chase for you.

Invoicing & Payments →

Rebook the renewal automatically

Certificates and services with an expiry date become next year’s work. Gaffer texts the customer a booking link before it lapses.

Automations & AI →

A worked job

An air source heat pump 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 0Site survey and heat loss calculation completed against the property.
Week 1Pre-sale performance estimate and quote sent together. Accepted online with a deposit.
Week 1BUS grant record and G98/G99 DNO notification raised from the job.
Week 4Install; commissioning, buffer tank and underfloor records signed on the phone.
Week 4MCS certificate and consumer handover checklist emailed; final invoice nets off the deposit.
+12 moAnnual service record and seasonal COP check booked without anyone asking.

Certificates & forms

24 trade documents, ready for heat pump engineers.

17 of them are written for this trade and 7 are shared with others — an EICR is an EICR whoever issues it. Every one is a real digital form, not a blank template.

Each one is a proper digital form: the fields that document actually needs, signature capture, photo attachments, a PDF the customer can keep, and — where it has one — an expiry date Gaffer tracks. Completed on the phone, offline if it has to be.

Written for heat pump engineers · 17