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 trade documents heating engineers actually use already in the account.

Start free trial See the 27 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 heating engineers in Gaffer

Quote it from a template

Priced quote templates for heating 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

27 trade documents ready for heating engineers — 19 written for this trade, 8 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

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.

Certificates & forms

27 trade documents, ready for heating engineers.

19 of them are written for this trade and 8 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 heating engineers · 19