Job management software
for heat pump installers
Track which marketing channels generate surveys. Manage MCS compliance and BUS grant documents. Invoice with correct 0% VAT and get paid faster.
No card required. Setup in under 10 minutes.
Trusted by heat pump installation businesses
Built for the heat pump installation market
Heat pump installation has specific demands that generic job management tools don't handle — MCS commissioning certificates, BUS grant documentation, 0% VAT on qualifying domestic installations, SAP assessments and multiple-week project timelines. Trade2Base handles all of it from one platform designed for MCS-accredited heating businesses.
Heat pump quote builder
Quote ASHP and GSHP systems with itemised unit costs, cylinder and buffer tank, pipework, electrical upgrades and commissioning — including BUS grant deduction. Send for digital sign-off in seconds.
Lead source attribution
Track which channels generate your heat pump enquiries — Google Ads, MCS installer directory, Energy Saving Trust, local authority schemes, Facebook and referrals. Know which deliver real booked installs.
MCS compliance management
Store MCS commissioning certificates, ASHP/GSHP system records, SAP assessments, DNO G99 notifications and BUS grant documentation against every job. Always audit-ready for Ofgem and MCS inspection.
AI quote drafting
Generate professional ASHP and GSHP quotes for domestic property upgrades, new builds and commercial heat pump projects in seconds — including system sizing notes and BUS grant eligibility.
WhatsApp updates
Automated customer messages from survey booking through to MCS certificate delivery. Heat pump customers make a high-value decision — professional communication builds confidence.
Customer portal
Customers approve quotes, pay deposits, track installation progress and download MCS certificates online. Ideal for managing multiple property projects for landlords and developers.
VAT invoicing & Stripe
Invoice with the correct VAT rate for heat pump installations (0% for domestic installations under the energy-saving materials scheme). Stripe payments and Xero sync built in.
Review automation
Auto-request Google reviews after every completed installation. Heat pump is a high-consideration purchase — strong reviews convert more enquiries into booked surveys.
Know which channels generate your heat pump surveys
Heat pump businesses spend on Google, MCS directory and energy schemes. Trade2Base connects every campaign to the installs and revenue it actually delivers.
- Cost-per-booked-survey by channel
- Google Ads and Local Services Ads attribution
- MCS installer directory lead tracking
- Facebook and Instagram campaign ROI
- Energy Saving Trust and local authority schemes
What heat pump installers say
“We install ASHP systems across the South West. Trade2Base attribution showed Google Ads generating surveys at £42 per booking — versus £290 from the MCS directory. We tripled our Google budget and survey volume went through the roof.”
“The MCS certificate storage and BUS grant document management have been transformational. Everything is linked to the job — Ofgem audits take minutes now instead of hours searching for paperwork.”
“We do 15–20 ASHP installs a month across Yorkshire. The customer portal is essential — clients can see survey dates, approve the quote, pay the deposit and receive their MCS cert all in one place.”
Questions from heat pump installers
Can Trade2Base manage BUS grant documentation?
Yes. Attach any documents — SAP assessments, BUS grant approval letters, MCS certificates and commissioning records — to each job. Your team can access them instantly and customers can download their certificates from the portal.
Does Trade2Base handle the 0% VAT rate for domestic heat pump installations?
Yes. You can set a 0% VAT rate on relevant line items for energy-saving materials (including ASHPs and GSHPs installed in domestic properties). The invoice PDF shows the correct VAT treatment for HMRC compliance.
Can I track MCS installer directory leads and compare them to Google Ads?
Yes. Trade2Base campaign attribution tracks any lead source — MCS directory, Energy Saving Trust, Google Ads, Facebook or your own website. You see cost-per-booked-survey by source, so you know where to invest your marketing budget.
Is there a free trial?
Yes — 7 days completely free with no card required. Set up your first heat pump job in under 10 minutes. No demo call, no implementation team, no minimum contract.
Start your free heat pump installer trial
7 days free. No card required. Setup in under 10 minutes.
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