Say the survey and the price. Tools Down makes a quote the customer accepts in one tap, the deposit and balance invoices from the same job, and the reminders for the warranty and the first service.
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Tools Down: Done. £3,450 for the Morgans. Send it?
Combi replacement
The Morgans
Total£3,450
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
You say: Quote the Morgans: combi, filter, smart stat, flush, £3,450.
A quote page they accept in one tap, valid for 30 days, sent before you’ve left the street. Quiet for a week? It’s in your morning brief with a Follow up button.
You say: Ask the Morgans for a 30% deposit.
The deposit invoice comes from the job, and the final invoice takes the deposit off. Every invoice is chased at 3, 7 and 14 days if it isn’t paid.
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.
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. The registering itself is still done on the manufacturer’s site.
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Straight answers
Yes. Every quote has its own page with one-tap accept, valid for 30 days by default. If it goes quiet for a week, it shows up in your morning brief with a Follow up button.
Yes. Ask for the deposit by chat, as a percentage or an amount. The final invoice takes the deposit off, and every invoice is chased at 3, 7 and 14 days if it isn’t.
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.
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). Tools Down can remind you; it doesn’t register it for you.
No. The installer applies for the Boiler Upgrade Scheme, and the grant is taken off what the customer pays (GOV.UK: Boiler Upgrade Scheme).
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
Information, not advice. Open a rule to read it, with its source; check the source for your own job.
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.
Installing or replacing a heating system, or adding radiators, may need approval. Emergency boiler repairs need no advance approval, but rules still apply.
A registered installer self-certifies: the building control notice and the occupier’s certificate are due within 30 days of completion.
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).
When a boiler is replaced, each room should have thermostatic room controls, or zone control where justified (para 5.20).
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).
A grant of £7,500 towards an air or ground source heat pump. The installer applies, and the grant is taken off what the customer pays.
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
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