Heating engineer · Quotes and invoices
Quote software for heating engineers
Boilers, heat pumps, annual servicing: quotes priced with any available grants, plus a maintenance contract that comes around every year.
A sample heating engineer quote
| Service | Qty | Unit price excl. VAT | Total excl. VAT |
|---|---|---|---|
| 8 kW air-to-water heat pump | 1 unit | €6,200.00 | €6,200.00 |
| Installation, plumbing and electrical connections | 16 h | €58.00 | €928.00 |
| Commissioning and adjustments | 1 flat rate | €220.00 | €220.00 |
| Annual maintenance contract | 1 year | €180.00 | €180.00 |
VAT 10%: €752.80
Total incl. VAT: €8,280.80
Example for guidance only: prices and VAT rates vary depending on your region, suppliers and the job.
How to prepare a solid heating quote
To price an installation, start with an on-site visit: area to heat, insulation, existing emitters, and the location of the indoor and outdoor units. Then clearly separate the line items. List the equipment first (heat pump, boiler) with its reference and output. List the additional supplies: expansion vessel, valves, connecting lines, brackets, system cleaning product. Price labor in hours for installation and for the hydraulic and electrical connections. Add commissioning as a flat fee, travel if you charge for it and, where relevant, removal and disposal of the old unit. For contingencies, such as a heavily sludged system or an electrical panel that needs reworking, include an optional line rather than a hidden margin.
On a heating quote, state your ten-year liability insurance (assurance décennale), with the insurer’s name and geographic coverage, on both the quote and the invoice, as required in France. The VAT rate must match the work carried out. Under French rules, it is 10% for certain improvement or maintenance work in a home completed more than two years ago, 5.5% for certain energy renovation work, and 20% otherwise. Reduced rates apply subject to conditions, which must be checked for each job. Specify the equipment’s brand, model, output and stated COP. If your client is counting on grants, point out that they depend on their eligibility. A few photos of the boiler room and the planned location help avoid misunderstandings.
With Ecomely, you can ask Zély to draft a quote from your site visit notes. She fills in the usual items, which you review and adjust before sending. Your client signs the quote online, with no printing and no extra appointment. Once the installation is done, the quote becomes an invoice in one click, and the client can pay by card. If payment is late, automatic reminders take over. Each client profile brings together quotes, invoices and documents. When the annual service comes around, you can find the installed unit and the job history to prepare the new document.
What Ecomely does for heating engineers
- Fill in quotes from your phone, with your saved services and prices.
- Clients sign online from a simple link.
- Turn a quote into an invoice in one click, with card payment and reminders.
- Clients, documents and emails all in one place.
Trade vocabulary
- COP
- Heat pump efficiency: kWh of heat produced per 1 kWh consumed.
- Power flushing (désembouage)
- Cleaning sludge out of a heating circuit.
- Expansion tank
- Tank that absorbs the expansion of water in the circuit.
- Maintenance certificate (attestation d'entretien)
- Document given to the client after the annual boiler service.
Frequently asked questions
Which VAT rate applies to replacing a boiler in a private home?
It depends on the home and the equipment. Under French rules, if the home was completed more than two years ago, the 10% rate can apply to improvement or maintenance work. The 5.5% rate covers certain energy renovation equipment that meets specific criteria. Otherwise, it’s 20%. Check the current conditions and formalities before drawing up the quote.
Do I need a quote for a simple boiler callout?
Yes, as soon as the expected amount exceeds €150 including VAT: in France, a quote is then mandatory for troubleshooting, repair or maintenance work on home equipment. Below that, it is still recommended to avoid any dispute. Remember to include travel costs if you charge them, along with a breakdown of parts and time spent.
Can I include the maintenance contract in the installation quote?
Yes, by adding it on a separate line. Specify its duration, what it covers (annual visit, inspection, issuing the maintenance certificate) and its price, with the applicable VAT rate. Your client can then clearly see what is installation and what is ongoing servicing. They can accept everything with a single online signature.
How should I present the grants my client might be eligible for?
Always show the full price of the work, then mention any possible grants separately, stating that they depend on the client’s eligibility. Eligibility conditions change and may require a certified contractor, so avoid guaranteeing an amount. Encourage your client to check their situation before signing, so there are no unpleasant surprises about what they will still have to pay.
The rules mentioned on this page (VAT, required quote details, insurance) are those that apply in France.