Heating and heat pump installers
From quote to maintenance contract, heat pumps included
Installing a heat pump is not a morning's job. A quote comes first, often with subsidy information, then a day or two of work with several engineers, and then years of maintenance. With a boiler it is shorter, but the pattern is the same.
TelMaar follows that whole path. The quote becomes a job after approval; the job yields a job sheet with hours, materials and photos of the installation; the job sheet becomes an invoice; and maintenance schedules itself yearly. All linked to the same customer, so you see the whole history.
Your engineers work in their own language. The quote and the invoice go to the customer in Dutch or English.
How an installation runs at a heating company
- 1
Quote and approval
You make a quote with the boiler or heat pump, the installation materials and the hours. The customer approves in the portal; TelMaar makes it a job.
- 2
Installation day
Two engineers on the same job, each their own hours. Photos of the setup and pipework go in the file.
- 3
Handover
The customer signs the job sheet. It states what was installed and which warranty applies.
- 4
Invoice and maintenance
The invoice comes from the job sheet. Next year's annual service is immediately in the schedule.
Several engineers on one job
Each engineer logs their own hours on the same job. The invoice shows the total; in the margin you see what it cost you.
Maintenance contracts that schedule themselves
Annual servicing comes back in the planning board by itself. You see who is due and send the customer a reminder.
The whole history per customer
Quote, installation, maintenance and invoices sit together. An engineer visiting for the first time sees what was ever installed.
Frequently asked in this trade
Can I turn a quote into a job without re-entering everything?
Yes. After the customer approves, you make a job from the quote with one click. Lines, materials and customer details carry over.
How do I track which boilers are due for service?
You set servicing as a recurring job. TelMaar schedules it again every year and shows on the dashboard what is coming.
Does this work when two engineers are on the same installation?
Yes. Both log their hours on the same job; the job sheet and the invoice add them up.
Can my customer pay the invoice online?
Yes. The invoice carries a payment link via iDEAL or card. You see the payment in your bank overview immediately.
Try it with one real job
Thirty days free, all features, and we help you set up the first job from planning to invoice.
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