Know which leads become
renewable energy installs.
Heat pump pipelines, solar and battery storage quotes, MCS compliance records and campaign attribution — built for UK renewable energy installation businesses.
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Built for how renewable energy businesses work
Heat pump pipelines, MCS compliance and grant tracking in one system.
Build a visual pipeline of air source and ground source heat pump installations — from initial enquiry and heat loss survey to MCS quote, installation and handover. Track total pipeline value and projected monthly installs.
Create quotes combining solar PV, battery storage, EV charger and export tariff setup. Include payback period calculations, system specifications and BRE/SAP reference data. Customers get a professional document that converts.
Store MCS installation certificates, heat loss calculations, commissioning records and BUS grant confirmation letters against each completed installation. Quickly provide MCS documentation for warranty and grant claims.
Track BUS grant applications, SEG payments and council grant schemes per customer. Log application dates, amounts and confirmation references. Flag when grant applications need chasing.
Track leads from Google Ads (high intent queries), Home Energy Scotland, Green Homes Grant, Checkatrade and referrals. Know your real cost-per-installation by channel and scale what works.
Upsell EV charger installations to heat pump and solar customers. Dedicated EV pipeline alongside your main renewables pipeline with OZEV grant tracking per installation.
Capture photos of heat pump units, solar panels, battery systems and control gear at every install. Attach to MCS certificates and customer handover packs for warranty and compliance.
Describe the property — size, insulation level, fuel type, roof type, EV requirements — and Trade2Base drafts a full renewables quote with heat pump spec, solar array, battery storage and payback period.
Track your heat pump pipeline from enquiry to MCS certificate
A heat pump installation involves a dozen steps between initial enquiry and MCS certificate — and losing track of where each job sits costs revenue. Trade2Base gives you a single pipeline view across all your heat pump jobs so nothing slips and every install reaches completion.
- Capture enquiries from any channel with source tagging
- Log heat loss surveys and quote acceptance dates
- Track installation milestones to MCS completion
- Store MCS certificate and BUS grant confirmation per install
- See total pipeline value and projected monthly installs
What renewable energy installers say
“The heat pump pipeline tracking transformed how we manage our backlog. We had six weeks of installs queued up with no clear visibility of which stage each job was at. Now I can see every job from enquiry to MCS certificate on one screen. We have not missed a survey appointment or installation slot since we switched.”
“MCS compliance records and BUS grant tracking used to eat two days of admin per month. Trade2Base stores every certificate, heat loss calculation and grant confirmation letter against the right job automatically. Last quarter we processed nineteen BUS applications and it was genuinely straightforward.”
“Campaign attribution from Google Ads for heat pump installs was the insight we needed. We were spending across four channels and had no idea which was generating real jobs. Turns out one channel was delivering 70 percent of our completed installs. We reallocated budget and our cost per installation dropped by a third.”
Common questions from renewable energy businesses
Yes. Trade2Base has a dedicated MCS compliance section where you can upload and store MCS installation certificates, heat loss calculations, commissioning records and BUS grant confirmation letters against each completed job. Documentation is instantly accessible for warranty claims, grant queries and audits.
Yes. You can build quotes for air source heat pumps, ground source heat pumps, solar PV, battery storage and EV chargers — individually or as combined packages. Quotes can include payback period calculations, system specifications and export tariff estimates. Customers receive a professional PDF that clearly sets out the investment case.
Yes. Each customer record has a grant tracking section where you can log BUS grant applications, SEG payment references and council scheme applications with dates, amounts and confirmation references. Trade2Base flags applications that have been outstanding for longer than expected so nothing gets lost.
Yes. Trade2Base supports multiple installation types in a single account. You can run separate pipelines for heat pump, solar and EV charger work, or manage them together. Reports break down revenue, pipeline value and completed installs by technology so you can see exactly where your business is growing.
Win more green installs and stay MCS compliant
Join UK renewable energy businesses using Trade2Base to manage heat pump pipelines, track grant applications and grow their installation volume.
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