Boiler installer software for the install, and every year after.
Survey it, quote it with a deposit, book the fitting days and fill in the commissioning records on your phone. Then the boiler stays on record at the address, and it comes back to you as a service every year.
14 days free, no card needed. Then £19 a month.
2026Fitted
- 16 to 17 MarTwo days, Lee and Josh
- 17 MarInstallation, commissioning and water treatment records
- 20 MarRegistered with Gas Safe, and on the appliance register
One boiler swap, start to finish.
Helen Okafor's back boiler in Harrogate has done thirty winters. Here's the swap to a combi in OnPoint, from the survey to the reminder that brings you back a year later.
Survey
Survey it once, properly
Take photos as you go round the house, each one with the time it was taken. Talk through what you found and OnPoint writes it up, with the parts you'd fit picked out. Need the heat loss? Work it out room by room in Tools, in the same app.
CompleteSurvey
Helen Okafor, 27 Grove Road
09:12 09:19 09:24 09:31 1:14Back boiler behind the gas fire, open vented, with a copper cylinder in the airing cupboard. Plan: a combi on the kitchen wall with the flue out the back, cylinder and tanks out, fire capped. The system needs a clean before the new boiler goes on.
Recommended parts
Combination boilerHorizontal flue kitMagnetic system filterSmart thermostatQuote
Quote it, with a deposit
Tap Quote recommended work on the survey and the parts you picked out become quote lines, priced from your saved products where they match, with the survey photos on it. Offer Good, Better and Best if you like, add VAT and set a deposit. Helen can ask you a question, pick her option, accept and pay the deposit, all from the one link.
AcceptedQuote 1187
Helen Okafor, 27 Grove Road, Harrogate
Item Amount Vaillant ecoTEC plus 832 combi £1,395.00 Horizontal flue kit £85.00 Magnetic system filter £110.00 Smart thermostat £160.00 Chemical clean, powerflush and inhibitor £250.00 Labour, two engineers for two days £900.00 From your saved products
- Subtotal
- £2,900.00
- VAT 20%
- £580.00
- Total
- £3,480.00
- Deposit to start (20%)
- £696.00
- Sent3 Mar, 08:40
- Opened3 Mar, 12:15
- Accepted4 Mar, 19:32
Helen asked on the quoteWill you take the old cylinder and the tanks away?Yes, they go on the van with the old boiler.Deposit
Deposit in, the rest spread out
When Helen pays the deposit online, the quote is accepted and turned into an invoice with her payment already on it. Then split the balance into weekly or monthly instalments. Her card can be charged on each due date, or she pays each one from a link.
Part paidInvoice 2319, made from quote 1187
£2,784.00
Left to pay, after the deposit
- Total
- £3,480.00
- Online payment, 4 Mar
- −£696.00
Payment plan
Auto-chargeTry it below6× monthly
£464.00 / instalment
- 17 Apr 2026£464.00
- 17 May 2026£464.00
- 17 Jun 2026£464.00
- and 3 more, to September
Invoice paid online
£696.00 received for invoice #2319
Fitting
Two days, two engineers
Book the fitting as one appointment, Monday to Tuesday, with Lee and Josh both on it. If either of them is already booked, you're told before you save. They each get a notification, and the job is in the diary on their phones. Switch on day-before reminders and Helen gets one the day before, just the one for a two-day job.
2 daysCombi swap, 27 Grove Road
Helen Okafor
Start Date
Mon 16 MarStart Time
08:00End Date
Tue 17 MarEnd Time
17:00Arrival window
08:00 to 09:00Members
LKLee KirbyJBJosh ByrneMon 16Tue 17LeeCombi swap08:00 to 17:00JoshCombi swap08:00 to 17:00You've been assigned a jobCombi swap, 27 Grove RoadHandover
Commissioned, recorded and checked
Fill in the installation record, the boiler commissioning record and the water treatment record on your phone. OnPoint reads each one as you go and points out anything that doesn't add up. It never changes a reading and never stops you issuing. Helen signs on your phone, and when you mark the job complete she gets the records and the invoice in one email.
Central Heating Boiler Commissioning Record
Fellside Heating, 27 Grove Road. 17 Mar 2026.
Gas
Inlet working pressure20.6mbarGas rate measured3.04m³/hManufacturer's stated gas rateCombustion
CO ppmCO₂ %RatioMaximum rate389.40.0040Minimum rate118.90.0012Hot water temperature rise10 to 46 °C = 36KWarranty registered with the manufacturer√First service due17 Mar 2027Your job is complete. Sent to Helen in one email:
Installation recordCommissioning recordWater treatment recordInvoice 2319ProblemA gas rate was measured, but the manufacturer's stated rate it was measured against is missing.
A measured rate on its own says nothing about whether the boiler is running correctly.
On record
The boiler goes on record
Save it to 27 Grove Road on the appliance register, with the make, model, serial number and the day it went in. OnPoint doesn't notify Gas Safe for you. Once you have, mark the boiler as registered with the date, and it comes off your Not registered list.
Not registeredCombination Boiler
Vaillant · ecoTEC plus 832
Not registeredContact
Helen Okafor
Site / address
27 Grove Road, Harrogate
Location
Kitchen
Serial number
2126 4417 0093 0158
Date installed
17 Mar 2026
Appliance registered
Date registered
Not yet registered with Gas SafeAppliances
AllNot registered3Tap Yes once you've notified Gas Safe.
A year on
Eleven months later
A year on, it comes back round
The water treatment record set the next inhibitor check for March 2027. So 30 days before, OnPoint emails Helen, and 27 Grove Road shows up in Renewals. Book the first service, or book it on the day you fit it: Book next service puts it in the diary twelve months on. The Service Record you fill in sets March 2028, and so on, every year you look after the boiler.
Service Due Reminder - System Cleanliness and Water Treatment Record
Fellside Heating to Helen Okafor
Due soonHi Helen,
Your next service is due soon.
- Next service due
- 17 March 2027
- Property
- 27 Grove Road, Harrogate
Renewals
Reminder sentHelen Okafor, 27 Grove Road
System Cleanliness and Water Treatment Record, 17 Mar
We're new. That works in your favour.
OnPoint is a young company, but real money already moves through it: the analyser is reading it live. Being small means three things for you.
Invoiced through OnPointLive
£3,094,055
Across every trade
You talk to the people who build it.
Ring or email and you get the team that makes OnPoint, not a call centre.
It gets better every week.
OnPoint is updated every week. Tell us which part of your install pack is still on paper and it goes on the list.
Founding price, locked for life.
Start now and your first seat stays at £19 a month for as long as you're with us. Each extra engineer is £9.
“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.”
“We were running the business off WhatsApp threads and a notebook. OnPoint pulled everything into one place. The customer portal alone has cut my admin in half. I'm not retyping addresses or chasing photos anymore.”
Spread the cost of a new boiler.
Take a deposit on the quote, then split the rest into weekly or monthly instalments. Collect them by bank transfer, from a payment link, or from a card charged on each due date. OnPoint emails your customer before each one is due.
A plan runs from 2 to 60 instalments. Payment links and automatic charges need your Stripe account connected.
New payment plan
Split £2,784.00 into instalments
Collection method
Frequency
6× monthly
£464.00/ instalment
Total
£2,784.00
- 17 Apr 2026£464.00
- 17 May 2026£464.00
- 17 Jun 2026£464.00
- 17 Jul 2026£464.00
- 17 Aug 2026£464.00
- 17 Sep 2026£464.00
In Helen's portal
Payment plan
Move the slider. Nothing here is charged.
The paperwork an install needs.
Each one is filled in on your phone, checked as you go, signed on site and sent as a PDF. The ones marked comes round set a date a year on, so they show up in Renewals.
For the survey, Tools has heat loss room by room, gas pipe sizing, ventilation, gas rate and the IGEM/UP/1B tightness test. Got your own handover sheet? Build it from a photo of the paper one.
Gas
With your Gas Safe number
- Installation/
Commissioning/ Decommissioning RecordFitting, commissioning or taking out - Domestic Gas Testing & PurgingTightness testing and purging new pipework
- Mains Pressure Hot Water Cylinder Commissioning ChecklistAn unvented cylinder with a system boiler
- Danger Do Not Use Warning NoticeWhen the old appliance is unsafe
- Service/
Maintenance/ Breakdown RecordThe first service, and every one afterComes round - Landlord/
Homeowner Gas Safety RecordThe yearly check on a rented homeComes round
The install and the wet system
With any trade registration, Gas Safe included
- Central Heating Boiler Commissioning RecordReadings, controls, flue, condensate and handover
- System Cleanliness and Water Treatment RecordThe clean and inhibitor, then the yearly checkComes round
- Heat Pump Commissioning RecordWhen the job is a heat pumpComes round
Questions boiler installers ask us.
OnPoint is also built for heating engineers, gas engineers and plumbers.
What is OnPoint?
OnPoint is job management software for UK boiler and heating installers. It covers surveys, quotes with deposits, payment plans, the diary, installation and commissioning records, the appliance register and service reminders, in one app for iPhone, Android and the web.
Can I take a deposit when the customer accepts?
Yes. Set a deposit on the quote, as an amount or a percentage. With Stripe connected, the customer pays it online by card or Pay by Bank from the quote. That accepts the quote and turns it into an invoice with the deposit already on it. Your bank details can go on the quote too.
Can customers pay the balance in instalments?
Yes. Split what's left on the invoice into weekly or monthly instalments, from 2 to 60. Collect them by bank transfer, from a payment link, or by charging the customer's saved card on each due date. OnPoint emails the customer before each one is due. For a bigger job, set the plan up as stages instead, paid as the work is done: deposit, first fix, second fix and completion. Payment links and automatic charges need Stripe connected.
Can I give customers a choice of boilers on one quote?
Yes. Switch on Offer options on a quote and set out two to four versions of the job, named Good, Better and Best to start with, with one marked Recommended. Add optional extras the customer can tick. They choose from their link, the total updates as they pick, and a percentage deposit is worked out on the option they chose. When you convert it, only the chosen lines go onto the invoice.
Which install records does it have?
The Installation/
Do I need to be Gas Safe registered?
For the gas records, yes. Add your Gas Safe number in your organisation details and they unlock, along with the boiler commissioning and water treatment records. Quotes, the diary, invoices and your own forms work without it.
Does OnPoint notify Gas Safe or building control for me?
No. Notify the installation through Gas Safe Register the way you do now. Then mark the boiler as registered on the appliance register with the date, and put the notification reference on the commissioning record. The Not registered filter shows every appliance you haven't marked yet.
Will my customers be reminded about their first service?
Yes, if you fill in the water treatment record. It sets the next inhibitor check a year on, so the address comes up in Renewals and the customer gets a reminder email 30 days before, and a text too if you switch that on. The commissioning record prints the first service date for them too. Or book the service before you leave: Book next service puts it in the diary twelve months on, and a service plan books every year's visit for you. After that, each Service Record sets the next year's date.
Does it work without signal?
Yes, for the work on site. Records, signatures, photos and clock-ins save on your phone and sync when you're back in signal. Quotes, invoices and payment plans need a connection.
Does it work with Xero?
Yes. OnPoint sends your contacts, invoices and payments to Xero, and payments you record in Xero come back to OnPoint.
How much does it cost?
£19 a month for one person, plus £9 a month for each extra person. Or pay yearly: £228 a year for you and £108 for each extra person. Every feature is on that one plan. You get 14 days free with no card needed, and you can cancel any time.
I use Commusoft, Gas Engineer Software, Tradify or Powered Now. How does OnPoint compare?
We've put OnPoint side by side with each of them, feature by feature. Moving across? Send us your customers, sites and past jobs and our team imports them for you, free.
OnPoint vs CommusoftOnPoint vs Gas Engineer SoftwareOnPoint vs TradifyOnPoint vs Powered Now
Every install starts with a quote. Here's ours.
£19 a month for you, and £9 a month for each engineer you add. No tiers and no add-ons, so a one-van installer and a team of twenty get the same app.
14 days free, no card needed. Cancel any time.
Schedule of items included
OnPoint, for your installation business.
Win the work
- Quotes with deposits, accepted onlineIncluded
- Good, better and best options on one quoteIncluded
- Quotes made from the survey's recommended partsIncluded
- Questions answered on the quoteIncluded
- Your own booking linkIncluded
Fit it
- Survey photos, voice notes and visit reportsIncluded
- Jobs over several days, with more than one engineerIncluded
- Installation, commissioning and water treatment recordsIncluded
- Checks on your records before you signIncluded
- Heat loss, pipe sizing, ventilation and gas rate toolsIncluded
- Works offline on siteIncluded
Get paid
- Card and Pay by Bank paymentsIncluded
- Payment plans, weekly, monthly or in stagesIncluded
- Invoice reminders, when you switch them onIncluded
- Xero syncIncluded
Keep the customer
- Every boiler kept at its addressIncluded
- Service reminders to your customersIncluded
- Service plans that book the yearly visitIncluded
- A portal for their records and invoicesIncluded
Run the team
- Time tracking and timesheetsIncluded
- Roles and permissionsIncluded
- iPhone, Android and web appsIncluded
- YouFounding member price, locked for life
- £19.00 a month
- Each extra person
- £9.00 a month
- Due today
- £0.00