Quoting and job costing for UK heating engineers

Boiler Installation Quoting Software for UK Heating Engineers

Build structured boiler replacement and heating installation quotes with equipment, labour, controls and commissioning separated clearly, then reuse proven quote structures for the next surveyed property.

View current pricing and plans See quote templates

Quote with confidence

A useful boiler installation quote explains the whole scope, not only the appliance price.

Current UK consumer guidance encourages clear boiler quotations that identify the appliance, controls, location or relocation work, labour, system treatment, post-installation checks and warranty information. Heating engineers also need room for site-specific flue, access, pipework and commissioning detail before a client accepts the work.

Separate the boiler, flue arrangement, controls, filters and supporting materials where they are part of the job.

Break labour into the work you actually expect, including removal, installation, testing and commissioning where applicable.

Record survey assumptions, access constraints, relocation work and exclusions instead of hiding uncertainty inside one total.

Send a branded client quote while keeping internal costing detail separate from the client-facing view.

Structure boiler replacement quotes around the surveyed job

Equipment and work packages

Use nested quote items to organise the boiler, flue, controls, filters, consumables and related work in a structure that matches the installation you surveyed.

Labour from defined staff rates

Add staff-hour items from predefined labour roles and rates so installation and commissioning time can be costed consistently inside the quote.

Internal detail, clearer client output

Keep working costing detail and internal margin separate from the branded client-facing quote, with per-item visibility controls for the level of detail you want to show.

Reusable boiler quote structures

Save a full quote or item group as a reusable template, then import and edit it for the next property rather than rebuilding common installation structure from scratch.

Reusable quote templates

Reuse the structure, then re-check every property-specific assumption.

A repeat boiler replacement may share familiar equipment and labour groups, but the survey still determines the actual appliance, flue route, controls, access, pipework, system condition and commissioning scope. Save the reusable structure, then adjust the imported content to the job in front of you.

Explore quote templates

Example template for boiler installers

Boiler replacement structure: appliance, flue, controls, filters, supporting materials, labour, testing, commissioning and handover notes

Save the structure once, import it into a new quote, then adjust items, hours and pricing for the job in front of you.

Frequently asked questions

Questions from boiler installers evaluating quoting software

What should a boiler installation quote include?: For a UK domestic installation, make the agreed scope easy to understand. Depending on the job, that can include the boiler specification, controls, location or relocation work, flue arrangement, labour, system treatment, post-installation checks, warranty information, exclusions, tax treatment and commercial terms. The final scope should reflect the surveyed property and the engineer's professional obligations.
Can CostForge quote a boiler replacement with parts and labour?: Yes. CostForge supports structured quote items plus staff-hour labour items based on defined roles and hourly rates. Items can be nested and individual items can be hidden from the client-facing quote when internal costing detail should stay internal.
Can I save a boiler installation as a reusable quote template?: Yes. CostForge supports reusable full-quote templates and item-group templates. Import the structure into a new quote, then edit the appliance, equipment, labour and site-specific assumptions for that property.
Can a client accept a boiler installation quote online?: Yes. CostForge can send a tokenised public quote link where the client reviews the quote, enters their name, signs and chooses accept or decline. The response is stored against the quote and updates its status.
How much does CostForge cost for a heating business?: Plan pricing, limits and package details can change. View the current pricing and plans on the CostForge pricing page for the authoritative commercial information.

Related resources

Build boiler installation quotes around the work you surveyed.

Use CostForge to structure equipment, labour and client-facing quote detail, then check current plans on the pricing page.

See pricing