Boiler installs from quote to commissioning.
Heat loss calcStage-by-stage proofAnnual service planPay online
Menu
Run the day
Get paid
Grow & connect
Run the business
Certificates
Gas, electrical & hot water — all in one.
Job sheets & reports
Templated, signed, archived per job.
Proof of work
Photos, signatures, bundles for customers.
Project costs
Live margin, receipts, profit tracking.
Fleet & team
Roster, vehicles, holidays, time.
Access control
Roles, permissions, hide-pricing rules.
By trade
Plumbing
Leaks, callouts, services billed same-day.
Gas engineering
CP12s, gas rate calcs, sigs on screen.
Heating engineering
Servicing, breakdowns, full installs.
Electrical contracting
EICRs, PAT, fire alarm — UK library.
Property maintenance
Multi-property landlord workflow.
Multi-trade
Plumbing, gas, electrical — one office.
Air conditioning
Per-unit register, F-Gas log.
Renewables
Heat pumps, solar, batteries.
Facilities maintenance
PPM + reactive in one queue.
Fire safety
BS5839 / BS5266 templates.
Drainage
CCTV surveys, jet washes, same-day pay.
Boiler installation
5-stage installs, annual follow-up.
By solution
Job management
Booking to billed, one record per job.
Field service management
Office to van. Van to customer.
Customer management
Multi-property CRM for trades.
Invoice management
Build, send, track and chase.
Payment tracking
Bank-matched, audited, reconciled.
Accounts receivable
Aged debt, chasing, escalations.
Proof of work
Photos, signatures, share bundles.
Business management
Whole trade business, one screen.
A boiler install is a 5-stage job.
Survey, quote, install, commission, sign-off. OnPoint keeps every stage on one record so nothing falls through.
Heat loss survey on the appointment
Itemised quote with parts catalogue
Photo proof at every install stage
Annual service plan auto-generated
Built for boiler installation
Every install that pays you back.
Annual service nudges turn one-off installs into recurring revenue. The customer keeps the boiler — you keep the relationship.
Heat loss calculator
Per-room loss → boiler size → quote auto-fills.
Multi-stage workflow
Survey, quote, install, commission, sign-off.
Gas Safety Record
CP12 issued on commissioning, customer-portal ready.
Appliance register
New boiler logged with photos, serial, install date.
Service planner
Annual service automatically scheduled post-install.
Renewal reminders
Customers nudged for annual service every year.
Annual service follow-up auto-scheduled
MCS / Gas Safe export bundles
Multi-engineer install scheduling
Customer-facing install timeline
5-stage
Workflow
Survey → commission tracked.
Snap
Boiler from photo
Make, model, serial extracted.
Auto
Annual service
Scheduled at commissioning.
Live
Margin tracking
Profit visible per install.
"The auto-renewal reminders for gas safety records pay for the subscription on their own. No more landlords slipping through. We added properties this year because we could actually handle the compliance."
Michael Connolly
Managing Director · Boiler & Heating Care Ltd
Boiler installs that turn into 10-year customers.
14 days free. Set up your first install template in 15 minutes.
14 days freeNo contract — cancel anytimeNo card to startFree migration help