One job, survey to sign-off
Survey, install days, commissioning and callbacks run as visits on a single job, with photos, documents and every site detail together. Nothing lives in someone's head or a WhatsApp thread.
Deposits before you order the unit
Heat pumps are serious money to have on order. Take a percentage or fixed deposit, hold scheduling until it's paid if you want, and it comes off the final invoice automatically.
Quotes that survive a changing spec
Build the quote from your own kit and pricing. When the spec changes, the revised quote goes out with every earlier version kept on file, so there's no argument about what was agreed. Customers accept online; if they decline, you capture why.
Certs and completion packs, tracked
Commissioning reports, safety certs, completion documents: each one is tracked from added to ready to sent, and the full pack goes to the customer or their consultant in one go. No scramble at handover.
Crews and routes that survive the day
One tap puts the day's stops in the best order, then you drag reality back in: the wholesaler collection first, lunch where it suits. A live board shows each day as planned beside how it actually ran, so overruns show up without a phone call.
Works where there's no signal
Plant rooms, attics, rural sites: the field app keeps working offline and syncs when coverage returns.
Customers who know you're coming
Confirmations arrive as WhatsApp messages with tap-to-confirm buttons, and on the day, one tap sends an on-my-way message with a live arrival time.
Partners who feed you installs
Energy consultancies and companies that subcontract retrofit work get their own portal to submit and track jobs, with batch month-end invoicing on your side. Partner users don't count toward your user limit.
Paid, and accounted for
Invoice from the phone at commissioning, with payment links and automatic reminders. Every invoice prints the correct Irish VAT treatment, and at year end your accountant gets a one-click pack with the Return of Trading Details export (the annual VAT breakdown Revenue asks your accountant for) included.
