For heat pump installers, where every installation brings a yearly service

Every system is a site visit, a quote, an installation with electrics and plumbing, and a service every year afterwards. The app keeps track of the whole chain.

Services from your agreementsHeat pumps you installed come back into the calendar every year
3 in novemberExample

Services over the next 12 months

28 services

Per year excl. VAT

39,060 DKK
  1. 3Nov
  2. 1Dec
  3. 0Jan
  4. 2Feb
  5. 2Mar
  6. 3Apr
  7. 4May
  8. 2Jun
  9. 1Jul
  10. 2Aug
  11. 3Sep
  12. 5Oct

In November

  • 4 NovHanne and Ole BruunAir-to-water 8 kW · installed 2024In the calendar
  • 12 NovLise DamGround source 6 kW · installed 2022In the calendar
  • 26 NovMorten KragAir-to-water 10 kW · installed 2025In the calendar

+2 more service visits in November

Example with made-up customers, dates and price. The visits are created by the service agreements at the interval you chose.

A week as a heat pump installer

Lots of enquiries, site visits to prioritise and systems to service for years.

  1. Site visitThe customer wants to replace the oil boiler. You look at the house, photograph the boiler room and location and dictate your notes. The AI drafts a quote from your prices.
  2. Two solutionsAir-to-water in two sizes can be price variants in the same quote, so the customer chooses.
  3. InstallationPlumbing and electrics on the same job. If you don’t do electrics yourself, the electrician can be a subcontractor on their phase. Refrigeration certificates and authorisations sit on each installer with an expiry date.
  4. CommissioningThe quality checklist for heat pumps has points for location, condensate drain, filling, pressure and electrics carried out by an authorised electrician.
  5. Every yearThe service is set up as a service agreement, so the visit lands in the calendar by itself, and the invoice can be created automatically too.
  1. Site visitPhotos and notes become a draft.
  2. Two solutionsTwo sizes as variants in one quote.
  3. InstallationPlumbing and electrics on one job.
  4. CommissioningThe heat pump quality checklist.
  5. Every yearThe service agreement books the visit.

Typical heat pump jobs

Heat pumps don’t have their own templates. Servicing sits under plumbing and connection under electrical in the service library. You adjust them to your own prices.

  • Air-to-waterFixed price with variants
  • Ground sourceProject with phases
  • Air-to-airFixed price per system
  • Replacing an oil or gas boilerFixed price incl. removal
  • Annual serviceFixed price as a service agreement
  • Fault findingCall-out plus hours
  • Electrical connectionFixed price, in-house or subcontractor
  • Hybrid systemFixed price
  • Hot water cylinderFixed price

What a heat pump quote looks like

A quote for an air-to-water heat pump replacing an oil boiler.

QuoteAir-to-water 8 kW, replacing oil boiler
Inge and Bo ThomsenExample
Example quote lines for heat pump installers
DescriptionQtyUnitPriceAmount
Air-to-water heat pump 8 kW with cylinder1pc62,000.00 DKK62,000.00 DKK
Removal and disposal of oil boiler and tank1pc6,500.00 DKK6,500.00 DKK
Pipework and connection to central heating14hrs545.00 DKK7,630.00 DKK
Electrical connection with own circuit1pc4,800.00 DKK4,800.00 DKK
Outdoor base and mounting1set2,900.00 DKK2,900.00 DKK
Subtotal excl. VAT83,830.00 DKK
VAT 25%20,957.50 DKK
Total incl. VAT104,787.50 DKK
  • Air-to-water heat pump 8 kW with cylinder1 pc at 62,000.00 DKK62,000.00 DKK
  • Removal and disposal of oil boiler and tank1 pc at 6,500.00 DKK6,500.00 DKK
  • Pipework and connection to central heating14 hrs at 545.00 DKK7,630.00 DKK
  • Electrical connection with own circuit1 pc at 4,800.00 DKK4,800.00 DKK
  • Outdoor base and mounting1 set at 2,900.00 DKK2,900.00 DKK
Subtotal excl. VAT83,830.00 DKK
VAT 25%20,957.50 DKK
Total incl. VAT104,787.50 DKK

Example with made-up prices. You use your own prices and your own service library.

What the example shows

  • A 6 kW model can be a price variant in the same quote, so the customer chooses.
  • The app has a calculator for the Danish home-improvement tax deduction (håndværkerfradrag), so you can tell the customer what the labour gives in deductions.
  • An annual service can be sold with it and set up as a service agreement once the system is running.

From quote to job to invoice

How it fits together for heat pump installers, without typing the same thing twice.

  1. Quote

    The customer picks a variant and signs on their phone. The quote becomes a job.

  2. Job

    Pipework and electrics are phases on the job, possibly with the electrician as a subcontractor. The quality checklist is ticked off at commissioning.

  3. Invoice

    On-account invoice when the system is ordered, final invoice after commissioning. The service is invoiced from the service agreement.

Also included: what heat pump installers use most

All features are in the same app, and everything is included.

  • Service agreements

    Annual service at a fixed interval. The visit is created automatically, and the invoice can be too.

  • Quotes with e-signature

    Price variants, such as two system sizes, and signature on the customer’s phone.

  • Quality checklists

    Checklist for heat pumps and boilers: location, condensate, filling, pressure, safety and instructing the customer.

  • Subcontractors

    The electrician as a subcontractor on their phase, with settlement on the job.

  • AI phone

    Takes the calls you can’t, and texts the customer a booking link for a site visit. Add-on at 500 DKK/mo with 100 calls a month.

  • Invoice from the job

    On-account and final invoices from the job. You approve before anything is booked.

Systems, pipes and electrics

Systems, pipes and electrics often come from several wholesalers. The invoices are scanned or emailed in and the lines land on the job, and your wholesaler’s price file can be imported as CSV or Excel, so the system’s price is ready in the quote.

  • Sanistål
  • Brødrene Dahl
  • Onninen
  • Solar
  • Lemvigh-Müller
  • AO

What heat pump installers ask

If your question isn’t here, call 93 94 12 06.

Do you help with the grant application?

No, you do that as you do today. Photos, quote and invoice are gathered on the job, so you have what you need.

Can I sell an annual service too?

Yes. Once the system is running, you create a service agreement with an interval. The visits are created automatically, and the invoice can be too.

Do you have service templates for heat pumps?

Not as a separate trade. Heat pump servicing sits under plumbing and connection under electrical in the service library. You can also let the AI find the services in your previous quotes.

What does it cost for heat pump installers?

500 DKK a month for the company and 250 DKK per extra person. Apprentices and young workers are free (up to 2 per company). Everything is included, from the employee app and hours to quality checklists and subcontractors. The AI phone is an add-on at 500 DKK a month. All prices are excl. VAT, there is no lock-in, and the first 90 days are free with no payment card. Try the AI phone with 25 free calls during the trial.

Does it work with my accounting software?

The invoice is booked in e-conomic, Dinero or Billy once you have approved it. We are not an accounting program ourselves, so your accounts and your accountant carry on as today.