Quote templates for UK heating engineers
Spreadsheets that write your heating quotes.
For UK heating engineers. Type the job in. Get the quote, the invoice and your profit. VAT added for you. £25.
- 1
Get it.
Pay once. Download right away.
- 2
Open it.
Excel or Google Sheets.
- 3
Type your jobs.
The sheet does the maths.
Built for how UK heating engineers work
Boilers and heat pumps on one quote
Show a like-for-like combi, a system upgrade and an air source heat pump side by side. Each option carries the right VAT rate.
Boiler Upgrade Scheme, handled
The grant is £7,500 towards an air source or ground source heat pump in England and Wales. The quote shows the full price, the grant and what the customer pays.
Annual services, tracked
Boiler service customers are the most reliable repeat work in the trade. Track each one's due date and plan income.
Tax and paperwork, done right
The UK edition follows the rules that apply where you work.
- Gas Safe
- All gas work must be done by a Gas Safe registered engineer. Put your registration number on every gas quote.
- MCS
- Only MCS-certified installers can apply for the Boiler Upgrade Scheme grant.
- VAT
- 20% on boiler work if you are registered. Energy-saving materials, including heat pumps, are 0% when installed in homes in Great Britain until 31 March 2027.
- F-gas
- Heat pumps and AC above certain sizes need regular leak checks and records under the F-gas rules.
What you get
4 spreadsheets. Each one comes blank, plus a filled example and a printable PDF.
Heating Engineer Quote, Invoice & Price Book
Your real hourly rate, a fixed-price book, and one-page quotes and invoices.
Room Heat Loss & Radiator Sizing (Boiler or Heat Pump)
Room heat loss, radiator sizes at your flow temp, and the total kW.
Boiler & Heat Pump Install Quote (Good / Better / Best)
Combi to heat pump, three options with the right VAT and grant.
Boiler Service Plan Tracker
Members, annual boiler services owed and renewals, with recurring revenue.
Every template is an .xlsx file that opens in Excel 2016 or newer and in Google Sheets, with a filled example (made-up sample data, clearly labelled) and a printable PDF. Built with AI assistance, checked by hand.
Free tool · No signup
Heating Engineer Job Price Calculator (UK, VAT + heat pump 0%)
Price a boiler swap or a heat pump to the margin you need. Switch between 20% and 0% VAT and take a Boiler Upgrade Scheme grant off what the customer pays.
Open the calculatorQuestions
Is VAT charged on heat pump installations?
Not on installs in homes in Great Britain until 31 March 2027, when energy-saving materials are zero-rated. Boiler replacements are 20%.
Who claims the Boiler Upgrade Scheme grant?
The MCS-certified installer applies and takes the grant off the customer's bill. Try the numbers in the free heating job price calculator.
Can I use it if I only fit boilers?
Yes. The heat pump option is there when you need it; the boiler quote and service tracker work on their own.
Is it on sale now?
Yes. Tap Get it to buy. You pay once and download right away.
UK (VAT, CIS)
Everything for your heating jobs.
£25
- Heating Engineer Quote, Invoice & Price Book
- Room Heat Loss & Radiator Sizing (Boiler or Heat Pump)
- Boiler & Heat Pump Install Quote (Good / Better / Best)
- Boiler Service Plan Tracker
4 spreadsheets · Excel and Google Sheets · blank, filled example and printable PDF
One payment. Download for 365 days; the files are yours to keep. Sold on Whop.