Know which heating leads
become paid installs
Full attribution from ad spend to invoice — plus CP12 tracking, boiler service reminders, landlord contract management and Gas Safe compliance tools.
No credit card required. Cancel any time.
Stop guessing which ads produce boiler installs
Most heating engineers know their ad spend. Almost none know their cost per install. Trade2Base tracks every enquiry — from the Google Ad that generated it, through the survey and quote, to the invoice that was paid. So you can cut what's not working and double down on what is.
- Tag every lead to its source at the point of enquiry
- See boiler install rate, not just click-through rate
- Compare Google, Checkatrade, referrals and Facebook side by side
- Know cost per install — not just cost per lead
- Turn off underperforming campaigns with confidence
Built around Gas Safe workflows
Job types, compliance tools and reminder systems designed for how heating engineers actually work.
Store your Gas Safe registration, MCS certification (heat pumps, solar thermal), engineer cards and CP12 certificates against every job. Your registration number prints on every invoice automatically.
Annual boiler service reminders sent by SMS 30 days before expiry. Customers book online; Trade2Base schedules the visit and generates the CP12.
Track CP12 expiry dates for every landlord property. Automated reminders at 60, 30 and 7 days. Renewal history stored per property, not just per customer.
Log fault codes, error readings and boiler make/model on every job. Build a diagnostic history per appliance so return visits take minutes to brief.
Create recurring service agreements with monthly direct-debit schedules, cover levels and callout limits. Contract revenue tracked separately from one-off work.
Track Google Ads, Checkatrade, Facebook and referrals all the way to the paid invoice — so you know exactly which channels produce boiler installs vs service bookings.
Log parts fitted by make, model and serial number. Record warranty expiry per part so you know exactly what's still under guarantee on a return visit.
Automated WhatsApp reminders for service visits — sent 48 hours before and again on the morning. Customers confirm with one tap. No-shows drop by 40%.
Never miss a landlord gas safety deadline again
A missed CP12 is a legal liability for your landlord clients — and a lost renewal for you. Trade2Base tracks every property, every expiry date, and sends reminders automatically at 60, 30 and 7 days before the deadline. Landlords stay compliant; you keep the contract.
- Track CP12 expiry date per property (not just per customer)
- Automated SMS/WhatsApp reminders at 60, 30 and 7 days
- Send renewal link to landlord or letting agent directly
- Full CP12 history stored against each property address
- Contract revenue tracked separately from one-off job revenue
Built for heating seasonality
Attribution and scheduling that adapts to how heating demand shifts through the year.
Emergency call-out leads spike in November–January. Trade2Base separates breakdown revenue from planned work so you know your true seasonal mix — and can staff accordingly.
Heat pump and solar thermal enquiries peak in spring. MCS certification is tracked per job and per engineer card — so your BUS grant paperwork is always in order when demand hits.
Every heating job type — covered
Pre-built templates for every job you do. Customise fields, line items and compliance requirements per type.
What heating engineers say
“The landlord CP12 tracker is the feature I didn't know I needed. I've got 74 managed properties on annual contracts. Trade2Base tells me every expiry before the landlord does.”
“I was spending £600 a month on Google Ads with no idea what I was getting back. Trade2Base showed me that 80% of my boiler install revenue was coming from one campaign. I doubled the budget on that one and cut the rest.”
“The fault history per appliance is brilliant. When I get a recall I can see every visit, every part fitted, every fault code. Half the time I fix the job in the van before I even knock on the door.”
Common questions from heating engineers
Yes. You enter your Gas Safe registration number and MCS certificate number in Settings and they auto-populate on every quote, invoice and job sheet. You can also upload your engineer card, scheme membership certificate and MCS accreditation to your account documents.
Yes. You can create recurring service agreements with monthly or annual payment schedules, cover levels and scheduled service visit slots. Contract revenue is tracked separately from one-off job revenue in Reports.
Yes. For any job marked as a landlord property, Trade2Base tracks the CP12 expiry date and sends automated SMS or WhatsApp reminders at 60, 30 and 7 days before expiry — to the landlord or letting agent, not just the tenant.
Absolutely. The job type system is fully configurable — create separate templates for gas boiler service, oil boiler service, ASHP installation, underfloor heating, power flush, cylinder replacement and any other job types you do. MCS requirements are tracked per job type.
Google Ads, Facebook/Meta, Checkatrade, MyBuilder, leaflet drops, referrals and any other source you want to add. Every lead is tagged at enquiry and traced through quote, job and invoice — so you see cost per install, not just cost per click.
Know which leads become paid installs
Join UK heating engineers using Trade2Base to track ad spend to invoice, manage Gas Safe compliance and grow service contracts.