The quote that arrives first
You say: Quote the Morgans: combi, filter, smart stat, flush, £3,450.
A quote page they accept in one tap, sent before you’ve left the street. One with no answer for a week is in the evening wrap.
The AI for heating engineersThe boiler quote, sent before you’ve left the street.
Say the survey and the price, and the Morgans get a quote to accept in one tap. The deposit, a stage and the balance come from the same job. If the quote goes a week with no answer, the evening wrap says so. Ask it to remind you about the warranty and the first service, and it will.
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Tools Down: Done. £3,450 for the Morgans.
Quote · Q-0231Draft
Combi replacement
The Morgans
- 30kW combi boiler, supplied and fitted
- Magnetic filter
- Smart thermostat
- System flush
Total£3,450
Send
Heard on the forums
one boiler not being paid for on time will wipe me out for a month as only started up recently
What matters on your jobs
What it does around an install
Deposit, stage and balance from the same job
You say: Ask the Morgans for a 30% deposit.
The deposit invoice comes from the job. When the boiler arrives, invoice a stage as a percentage or an amount and see what’s left to bill. The final invoice takes them both off.
Remember the install
You say: What did I fit at the Morgans’?
Photos of the old data plate, the flue route, the gas run and the finished install are filed on the job. A year later, ask and they’re back.
The admin after, remembered
You say: Remind me to register the Morgans’ warranty tomorrow.
And “remind me their first service is due next October”. Reminders come up in your Diary on the day.
Price and the free plan
Made for one. Priced for one.
£29.99 a month including VAT, or £24.99 if you reclaim VAT. One person, no minimum, no setup fee, no training.
- Your first month is free, with no card.
- After that you’re on the Free plan: 50 messages a month to Tools Down, and every screen keeps working.
- Tools Down Pro is paid monthly through Apple. It lifts the message limit.
- Fair use applies on every plan, with limits set far above what one person books or asks for in a month.
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Straight answers
Questions heating engineers ask
Can customers accept a boiler quote online?
Yes. Every quote has its own page, accepted in one tap. If it has no answer for a week, the evening wrap says so.
Can I take a deposit and invoice the balance later?
Yes. Ask for the deposit as a percentage or an amount, and invoice a stage the same way when the boiler arrives. The final invoice takes the deposit and every stage off.
What does a combi install need in England?
Approved Document L asks for at least one of flue gas heat recovery, weather compensation, load compensation or a smart thermostat with automation and optimisation (para 6.2), and thermostatic room controls when a boiler is replaced (para 5.20); Approved Document J asks for a CO alarm in the room (para 3.43). See Approved Document L, volume 1 and Approved Document J.
How long do I have to register a boiler warranty?
It depends on the manufacturer. Ideal, for example, says within 30 days or the warranty may be limited to 12 months (Ideal Heating: boiler warranties). Ask Tools Down to remind you and it’s in your Diary.
Will it remind me about annual services?
Ask it to, per customer, and the reminder comes up in your Diary. For landlords, gas safety records set the next check date for you.
Paperwork and rules
The rules around an install
Information, not advice. Open a rule to read it, with its source; check the source for your own job.
Gas Safe for any gas workEngland, Wales and Scotland (Northern Ireland has its own regulations)
A self-employed person must not carry out gas work unless they’re in the class of persons approved by HSE, which is the Gas Safe Register.
A heating install is building workEngland and Wales
Installing or replacing a heating system, or adding radiators, may need approval. Emergency boiler repairs need no advance approval, but rules still apply.
Notification within 30 daysEngland and Wales
A registered installer self-certifies: the building control notice and the occupier’s certificate are due within 30 days of completion.
Combi boilers: one extra efficiency measureEngland
A combi in an existing home should come with at least one of flue gas heat recovery, weather compensation, load compensation, or a smart thermostat with automation and optimisation (para 6.2).
Room controls on a boiler swapEngland
When a boiler is replaced, each room should have thermostatic room controls, or zone control where justified (para 5.20).
A CO alarm with a new applianceEngland
A new or replacement fixed gas appliance, other than one used only for cooking, should have a carbon monoxide alarm in the same room (para 3.43).
Manufacturer warrantiesManufacturer terms, UK
Terms vary by manufacturer. Ideal, for example, says its warranty may be limited to 12 months if it isn’t registered within 30 days of installation.
Your work
The jobs you quote
- Combi swaps and relocations
- System and heat-only to combi conversions
- Powerflushes and magnetic filters
- New and extra radiators, TRVs and smart controls
- Cylinders and underfloor heating
- Heat pumps, for MCS installers
- Breakdowns and repairs
- Annual services
How the money comes in
- Big quotes the customer compares, usually against two others.
- A deposit to book, often more on the day the boiler arrives, the balance on completion.
- Heat pumps: the Boiler Upgrade Scheme grant shown as a deduction and paid to the installer.
- The annual service: a warranty condition, and the next job.
Keep looking
More on what it does for you
- QuotesMade in your business’s name from what you say, and followed up when it goes quiet.
- DiaryBooked in and moved by saying so, with any clash pointed out, and reminders the same way.
- Morning briefWhat’s on and what’s overdue each morning. Each evening, what’s not invoiced, which quotes are waiting, and any rain due on tomorrow’s outdoor jobs.
Free guides and templates
- How to quote a job professionallyPractical and UK-specific: VAT shown properly, how long the price stands, what’s excluded, deposits and stage payments.
- How to organise job photosBefore, during and after, filed by job with a word about each, and backed up off your phone.
- Free quote templateYour details, the customer, priced lines with VAT shown correctly, how long it stands, what’s not included and how you’re paid.
Other trades, and how it compares
- Gas engineersLandlord gas safety records with no signal, and next year’s check already lined up.
- PlumbersThe invoice ready before you’ve left the doorstep, with the ten-minute extras on it.
- Bathroom fittersThe quote, the deposit, the stages and the balance for one big job, with the extras written down.
- Apps for tradespeople, comparedTools Down beside Tradify, Fergus, ServiceM8, Jobber and more, with sources.
- All tradesEvery trade page in one place.