Job Management Software for Heat Pump Installers UK

Common Admin Problems for Heat Pump Installers

Every air and ground source installer faces these challenges. ProWorks solves them all.

Writing up install quotes after the survey

You survey the property during the day, then lose the evening writing it up. Save your day rate and markup once and put a professional quote together in minutes, sent as a branded PDF the customer can accept online.

Losing track of annual services

Every unit you install should come back as an annual service, but a spreadsheet of install dates is easy to let slip. Set a service schedule for each unit and ProWorks emails the customer when the service is due - they accept from the email and the job is booked.

Multi-day installs drifting over budget

Between the unit, the cylinder, pipework and several days of labour, an install can quietly eat its margin. See the real cost of labour and materials against the quote as the job runs, so you spot overspend before handover.

MCS paperwork all over the place

Commissioning records, MCS certificates, warranty documents - customers and scheme audits expect them findable years later. Store the paperwork against the job and the installed unit, so it's all in one place when someone asks.

Essential Features for Heat Pump Job Management

From a single air source retrofit to a ground source install with a full servicing round behind it

Professional Install Quotes

Price the labour and materials for an install, using your saved day rate and automatic markup. Show the customer the labour and materials breakdown or a single total, and send a professional branded PDF.

Multi-Day Job Scheduling

See your week in a visual diary and assign the team across a multi-day install. Book servicing visits around install work without double-booking anyone.

Materials & Cost Tracking

Record the unit, cylinder, pipework and controls used on each job and upload supplier invoices. Apply your markup and watch the live cost against the quote as the install runs.

Recurring Service Schedules

Heat pump servicing is a pre-configured UK service type. Put every installed unit on an annual schedule and see at a glance what's due, overdue or coming up - so no service visit slips through.

Service Records & Certificates

Record a pass or fail against each unit at every service and attach the certificate. Keep MCS paperwork, commissioning records and warranty documents stored on the job.

Asset Tracking with Data-Plate Scanning

Track every unit you install as an asset - make, model, serial and install date. Photograph the data plate and the AI scan fills in the details for you.

How Heat Pump Installers Use ProWorks Job Management Software

Built for UK air and ground source installers - from a single retrofit to a growing book of annual services

Heat pump installation job tracking in ProWorks

Can I Track Both Day Rate and Quoted Installation Work?

Yes. Set a quoted price for a full install and log hours on day rate servicing and callout work. ProWorks handles both, so you charge each job the way it was agreed.

Annual Servicing That Runs Itself

Every install goes on a recurring service schedule. When the service falls due, the customer gets an email, accepts, and the job appears in your diary. Their portal shows the schedule, and each visit is recorded as a pass or fail with the certificate attached.

Keeping a Multi-Day Install on Budget

The team log their hours against the job and materials go on as they're used, so you see cost against the quote in real time. Invoice at handover with labour and materials already worked out.

Solutions for Heat Pump Installers' Biggest Business Challenges

See how ProWorks helps air and ground source installers overcome common admin problems

What UK Trade Businesses Say About ProWorks

"I switched to ProWorks after trying Tradify and immediately found it far more user-friendly for me and my growing team. Scheduling work for employees and subcontractors is now much simpler, and the ability to sync with subbies without sharing sensitive information works brilliantly. I'd fully recommend ProWorks to any trade business."

Spencer Lane
Director at SL Electricals

Simple Pricing for Heat Pump Installers

No setup fees. No contracts. Cancel anytime.

Solo Installer

£25 /month

Unlimited jobs, quotes & invoices
Time tracking & scheduling
Materials & cost tracking
Job photos & document storage

Start Free Trial

Adding Team Members?

£15-£20/month for each additional installer, apprentice or admin staff

Job Management Software For Heat Pump Installers

Quote air and ground source installs from your saved rates, keep multi-day jobs on budget, and turn every install into annual servicing revenue. ProWorks helps UK heat pump installers quote, schedule, service and invoice from one place.