TradeSnap AI for heating engineers
The quoting and invoicing app for heating engineers
“The pressure keeps dropping and two rads are cold.” TradeSnap reads the whole story, separates the service from the fault-finding, and prices each part so the customer knows what they're paying for.
- Free to download
- On iPhone and iPad
- Your own heating engineer rates
A real example
From Mark’s message to a priced quote.
This is a real customer message sent to TradeSnap AI, and the brief it wrote back — unedited. The quote is what you’d send after a quick check.
The customer’s message
What TradeSnap AI picked out
The job brief for heating engineers
- Service the Worcester Bosch combi boiler
- Diagnose the cause of the pressure loss
- Bleed or repair the two cold upstairs radiators
The quote, ready to review
Boiler Service and Pressure Loss Investigation£210
Why heating engineers use it
Built around how heating engineers actually quote.
Diagnose first, quote the fix second
Charge for the investigation now and add the repair once you've found the cause — both kept on the same job.
Red flags are never buried
If a customer mentions a gas smell in passing, the brief puts it first. The job isn't quoted as a routine service.
Follow-ups for the annual service
See which quotes are waiting and which invoices are unpaid, grouped into overdue, today and coming up.
Jobs heating engineers quote with TradeSnap
- Boiler services
- Pressure and fault finding
- Radiator and TRV work
- Power flushes
- System filters
- Boiler swaps
How it works
Five steps from enquiry to paid.
- 01
Say it, snap it, paste it
Record a voice note on site, paste the customer’s texts or screenshot the WhatsApp thread. Add photos for your records. No signal? It’s saved on your phone and syncs when you’re back online.
- 02
A job brief that catches what matters
TradeSnap AI reads everything and writes the brief: the work, what was agreed, what matters to the customer, anything it isn’t sure of, safety concerns and the questions still to ask. It even fills in the customer’s name and address. You check it — nothing moves on until you do.
- 03
Prices you can see the working for
Your own rates come first. Where you haven’t set a price, TradeSnap shows a typical UK range, where it came from and how sure it is — and you choose the figure. Prices you save are ready for next time.
- 04
Your customer says yes from their phone
Send a link instead of an attachment. Your customer sees a clean, professional quote, can ask a question, and accepts with their name as a digital signature. You’re notified when they open it, and again when they say yes.
- 05
Invoice in a tap. Track every payment.
Turn the accepted quote into an invoice without typing anything again. Record part payments, refunds and credit notes, and keep a clean history of who has paid what.
Voice notes into paperwork
Talk through the job on site; TradeSnap turns it into a written brief.
Reads customer messages
Screenshots of texts and WhatsApps become part of the job, not lost in your camera roll.
Safety concerns flagged
Anything risky the customer mentions goes to the top of the brief.
Quotes accepted online
Customers accept with a digital signature, ask a question or decline — from a link.
Questions from heating engineers
Good to know.
More answers in the main FAQ, or email us and a person will reply.
Does TradeSnap replace my Gas Safe paperwork?
No. TradeSnap handles the brief, the quote, the invoice and the payments. Keep using your usual forms for gas safety records and certificates.
What if the customer mentions a gas smell?
The brief raises it as a safety concern at the top, where you can't miss it, rather than quietly pricing a routine service.
TradeSnap for other trades
TradeSnap AI · Free to download
Your next quote could be done before you leave the drive.
Download TradeSnap on iPhone and iPad and price up your next job with it. You’ll feel the difference on the first one.
Scan with your phone’s camera to download