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Win More Heat Pump Projects with Accurate, Compliant Quoting

Create compelling, compliant heat pump proposals that clearly demonstrate value and secure customer trust. ���Ҵ�ý helps you navigate the complexities of quoting, including heat loss surveys and incorporating government incentive details, turning enquiries into profitable installations.   

• Compliant Heat Pump Proposals: Generate detailed quotes with accurate system sizing, performance estimates, and required payment schedules, ensuring compliance and customer confidence.   

• Government Incentive Clarity: Easily incorporate government incentive information into your proposals, showing customers the net cost and making the switch to a heat pump more attractive.   

• Spruce Integration for Design: Connect seamlessly with Spruce for detailed heat loss surveys and compliant heat pump system designs, feeding accurate data directly into your ���Ҵ�ý proposals.   

• Integrated CRM & Lead Nurturing: Manage leads effectively, track communications, and guide potential customers through the decision-making process with our built-in CRM.

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Streamline Heat Pump Installation Management from Start to Finish

Efficiently manage every stage of your heat pump projects, from initial site survey to final commissioning and handover. ���Ҵ�ý provides complete visibility and control over scheduling, team coordination, especially for complex retrofits, and on-site operations.  

• Intelligent Job Scheduling: Easily schedule surveys, installation teams, and specialist subcontractors. Optimise routes and manage your workforce for maximum ���Ҵ�ý.  

• Mobile App for Field Engineers: Empower your heat pump engineers with all job details, digital forms (e.g., commissioning checklists, safety assessments), task lists, and photo capture on-site, even offline.  

• Real-Time Project Tracking: Monitor job progress, track time accurately, and manage materials allocated for each heat pump installation, keeping office and field teams aligned.  

• Supplier & Cost Management: Keep precise records of supplier orders and material costs against each job to ensure your heat pump projects are profitable.

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Simplify Heat Pump Compliance & Connect Your Workflow

Navigate the essential paperwork and compliance aspects of your heat pump installations with greater ease. ���Ҵ�ý helps you manage crucial industry documentation, streamline grid connection application information, and connect with specialist tools.  

• Industry Documentation Support: Create, manage, and store all documentation required for industry certification, ensuring your heat pump installations meet the highest standards.  

• Grid Connection Information: Collate and manage project-specific information (system details, schematics) from your ���Ҵ�ý jobs to support smoother grid connection application submissions.  

• Key Software Integrations: Beyond Spruce , ���Ҵ�ý can connect with other essential business tools via Zapier, and our OpenAPI (available on Scale plans ) allows for custom connections to further streamline your unique workflows. 

• Digital Forms & Certificates: Utilise customisable digital forms for heat loss surveys, commissioning reports, and customer handover packs, all stored securely and easily accessible.

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Enhance Customer Experience & Build Your Heat Pump Business

Deliver exceptional service that educates customers, builds trust, and turns them into advocates for your heat pump installation business. ���Ҵ�ý provides tools for professional communication, transparent project updates, and efficient aftercare.   

• Client Portal Access: Offer your customers 24/7 access to their proposals, invoices, key documents (like industry certificates and warranties), appointment schedules, and online payment options.   

• Automated Communications: Keep clients informed with automated appointment reminders, job status updates, and helpful post-installation follow-ups, improving customer satisfaction.   

• Professional Invoicing & Payments: Generate accurate invoices quickly from job data and offer convenient online payment options to improve your cash flow.   

• Reporting & Analytics for Growth: Gain valuable insights into job profitability, sales performance, and operational ���Ҵ�ý to make data-driven decisions and sustainably grow your heat pump business.

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