Heat Engineer Software
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Heating engineer with a branded van outside a customer's home
One software platform for plumbing & heating engineers

Everything a plumbing & heating business needs, in one place

Heat Engineer Software brings together all the work around every job, so there’s less to manage across separate systems.

Explore products
Explore the platform
The EngineFind more new customersThe BuilderWin more work and manage jobsThe ForgeSurvey and design heating systemsThe CodeKeep standards under controlThe DeskLook after every customer callThe BooksConnect the work to the moneyThe CrewManage the team in one placeThe FleetKeep vehicles on the road
Heat Engineer Software is trusted by thousands of businesses including professionals at
British GasBuilding MetrixEco RenewablesGrundfos
One heating business. Lots to keep moving.

From finding the customer to getting paid

A job doesn’t start with the survey or end with the install. There are customers to find, enquiries to handle, work to win, designs to complete, standards to meet, people and vans to organise, and money to collect.

The Engine website builder previewing a website for Willow & Vale Heating in Burnley
The EngineFind the customer

Get the business in front of the right people.

Explore the marketing system →
Couple at a kitchen table on a call with an AI receptionist, with a home survey booked card
The DeskHandle the enquiry

Make sure calls and customer questions don’t get missed.

Explore the customer support system →
SECTIONSA. OverviewB. Description of WorksC. Photos and floor planD. PricingE. Payment TermsF. ProgrammeG. WarrantyH. Terms & ConditionsI. NotesJ. Style
A. Overview
OverviewThe opening words and how long the quote is valid.IntroductionThank you for the opportunity to quote for your new air source heat pump. Please find our quote set out below.Valid for30daysNumber of days this quote stays valid.
W&VWillow & Vale HeatingQuoteAir source heat pump installationMr & Mrs Taylor · Version 1Thank you for the opportunity to quote for your new air source heat pump. Please find our quote set out below.8kW air source heat pumpValid for 30 days
The BuilderWin the work

Turn the opportunity into a clear quote and a customer decision.

Explore the sales & job management system →
Heating engineer checking a room plan on The Forge mobile app
The ForgeSurvey and design the job

Survey the property, calculate the requirements and design the system.

Explore the design system →
Booking screen with Dave Mitchell assigned to the Taylor heat pump installation
The CrewManage your team

Keep holidays, qualifications and availability in one place, so the right people are ready for every job.

Explore the people & HR system →
Heating engineer getting into Van 04 with a Van 04 ready notification
The FleetGet them there

Keep vehicles ready so avoidable van problems don’t hold the job up.

Explore the fleet system →
Completed heat pump installation compliance checklist for Mr and Mrs Taylor
The CodeComplete the records, evidence and sign-off

Keep the right processes, records and evidence around the work.

Explore the compliance system →
Heating engineer at his desk with an invoice sent to accounts notification for £12,450
The BooksConnect the invoice to your accounts

Send invoice and customer information from Heat Engineer Software into your accounting software, without entering it all again.

Explore the finance integration →
Stage 1 of 8
One job, all the way throughMr & Mrs TaylorAir source heat pump
Marketing
Built for the whole business

Choose what your business needs

Start with one part of Heat Engineer Software or bring more of the business together. You only pay for the products you use.

Win & manage customers
The EngineMarketingPlan campaigns and get content out without an agency.
£100/month + VAT
Add to PackageLearn More →
The DeskCustomer SupportAI answers the calls you can’t, with the details captured.
£30/month + VAT
Add to PackageLearn More →
The BuilderSales & Job ManagementTurn the job into a clear proposal customers can act on.
£30per user / month + VAT
Add to PackageLearn More →
Design & deliver
The ForgeSurvey, Design & ProposalSurvey, calculate and design the system in one workflow.
£40per user / month + VAT
Add to PackageLearn More →
The CodeComplianceKeep your MCS and QMS records current. Gas Safe, OFTEC and F-Gas coming soon.
£50/month + VAT
Add to PackageLearn More →
Run the business
The CrewPeople & HRHolidays, qualifications and training in one place.
From £20/month + VAT
Add to PackageLearn More →
The FleetVehicle ManagementStay ahead of MOTs, servicing and vehicle issues.
From £10/month + VAT
Add to PackageLearn More →
The BooksFinance IntegrationCarry completed work into invoicing and your accounts.
£5/month + VAT
Add to PackageLearn More →
A plumbing and heating company team standing in front of their branded vans
Why Heat Engineer Software

Built around a plumbing & heating business, not adapted to one

Most business software starts generic and asks you to make it fit the way you work.

Heat Engineer Software starts with the job, the customer and the business around them, then connects the tools you need to run it.

Built for heating businesses

The workflows, language and tools are designed around the way heating companies actually work.

One job, less duplication

Customer, quote, design and business information can move through more of the platform without being rebuilt from scratch.

Use what you need

Start with one product or use several. You only pay for the parts of Heat Engineer Software that make sense for your business.

More connected as you grow

Add sales, compliance, people, vehicles, finance and more without introducing another completely separate system every time.

Less software to piece together. More of the business working in one place.
Questions, answered

Frequently asked questions

Heat Engineer Software is a connected software platform for plumbing and heating businesses. It brings together tools for marketing, customer service, sales and job management, heating design, compliance, people and HR, fleet management and finance.

Heat Engineer Software is built for plumbing and heating businesses, from individual engineers to larger teams. It can be used by plumbers, heating engineers and heat pump installers.

Heat Engineer Software supports the wider running of a plumbing or heating business, from marketing and customer enquiries to quoting, job management, heating design, compliance, staff, vehicles and finance.

Heat Engineer Software includes customer, sales and job-management tools, but it is broader than a traditional CRM or job-management system. Its connected products also cover heating design, marketing, customer service, compliance, HR, fleet and finance.

No. Heat Engineer Software is built for the wider plumbing and heating industry. The Forge includes specialist heat-loss and heating-design tools for work including heat pumps, boilers and other heating systems.

Yes. The products are designed as one connected platform, helping you keep more of the customer, job and business workflow in one place.

No. Heat Engineer Software is modular, so you can choose the products your business needs and add more later.

Heat Engineer Software is modular, so pricing depends on which products you choose. Individual product prices are shown on the pricing page.

Ready when you are

Build Heat Engineer Software around your business

Start with what you need today. Add more as your business grows.

Build Your PlatformTalk to Us
A Northridge Heating Solutions engineer servicing a heat pump while the homeowner looks on
Our Locations
Lancashire OfficeFirst HouseShuttleworth Mead Group12a Meadway PadihamBB12 7NG
Oxfordshire OfficeHeat Engineer Software Ltd46 Market SquareWitneyOX28 6AL
Devon OfficeMoorlands House North RoadOkehamptonDevonEX20 1BQ
Yorkshire OfficeThe Craggs Country Business ParkNew Road, Cragg Vale, Hebden Bridge, West YorkshireHX7 5TT
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Company Information

Company Registration Number09637929VAT Number217 2465 20

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