Run your heat pump business with tools built for the way you work
Turn your heat pump workflow into simple apps you control. Build quote request forms, a site survey app, proposal tools, installation scheduling, job checklists, inventory trackers and a customer portal—by describing what you need.
Start with the basics
Build the tools your heat pump team actually needs
Heat pump installers juggle a lot: enquiries from multiple channels, detailed site surveys, sizing and proposals, coordinating crews and suppliers, and keeping customers informed from first call to aftercare. Much of this lives in spreadsheets, email threads and photos on phones.
Use YeshBe to build custom apps around your exact process. Create a lead capture and qualification flow with the questions you care about. Build a mobile-friendly survey app to record room-by-room details, photos, notes and calculated fields, then turn that data into branded proposals with optional upgrades.
Keep operations on track with an installation scheduler, engineer dashboards, job checklists and parts lists per project. Offer a customer portal for approvals, appointment choices, document uploads and progress updates, and add simple service plans and reminders for ongoing maintenance—without adopting a rigid, one-size-fits-all system.
- Lead to install pipelineBuild a clear pipeline from enquiry to survey, quote, install and aftercare—designed around your stages.
- Site survey & quotingCreate survey forms with photos and calculated fields, then generate branded proposals with options.
- Crew scheduling & jobsPlan installs, assign teams, track tasks and checklists, and capture commissioning notes on-site.
- Customer portalGive customers a place to review quotes, approve work, choose times, upload documents and track progress.
Build it yourself
What heat pump installation businesses build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Lead capture and qualification
Collect the right project details up front and track every enquiry through your own pipeline.
PromptBuild a lead capture and qualification system for my heat pump installation business. Create a public web form that collects: name, phone, email, property address (with postcode), property type, floor area, insulation level, existing heating system, hot water usage, preferred install timeframe, and lead source. In the back office, add a pipeline with stages: New, Qualified, Survey Scheduled, Quoted, Won, Lost. Each lead should support notes, tasks with due dates, file uploads, owner assignment, and follow-up reminders. Include a simple dashboard showing leads by stage, by source, and conversion rate.
Site survey app and proposal starter
Guide surveys room-by-room, capture photos and notes, and turn findings into a clear proposal.
PromptBuild a mobile-friendly site survey app for heat pump projects. A survey record should include customer details, property info, existing system, electrical panel notes, preferred outdoor/indoor unit locations, and photos. Add a room-by-room section with fields for room name, dimensions, window area, construction/insulation notes, and a calculated field for estimated room heat load (sum these for a total estimate). Include checklists for access, condensate routing and noise considerations. From a completed survey, allow creating a proposal that pulls items from a price list (heat pump model, cylinder, buffer/volumiser, manifolds, controls) with optional upgrades and notes. Add an admin page to manage price list items and proposal templates.
Installation scheduling and job management
Plan installs, assign crews and track tasks, parts and on-site progress in one place.
PromptBuild an installation scheduling and job management tool. Include a calendar view of jobs and a kanban by status (Planned, In Progress, Commissioning, Complete). Each job should have customer and site details, assigned team members, scheduled dates, a parts list with quantities and supplier, expected delivery dates, pre-install checks, and on-site checklists (isolation verification, pressure test, flushing, commissioning notes). Allow uploading photos and recording serial numbers. Provide a simple engineer view for today’s jobs and a manager dashboard for workload and job status.
Customer portal for approvals and updates
Let customers review quotes, approve work, choose dates, upload documents and track progress.
PromptBuild a customer portal for my heat pump installation business. Customers log in via a unique link to: view their quotes with options and prices, approve or decline, choose preferred survey or installation dates from available slots, upload required documents (e.g., property photos, utility info), and see project status updates. Include a support request form for aftercare and a section to view service plans. Provide an admin area to manage availability slots, send portal links, post updates, and respond to messages.
Questions and answers
Common questions about Heat Pump Installers
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language and iterate until it fits your workflow.
Can I create a site survey and quoting tool specific to heat pumps?
Yes. You can design survey forms, add photos and calculated fields, and generate proposals with your own pricing and options.
Will my installers be able to use it on-site?
Yes. You can build mobile-friendly checklists, job pages and photo uploads that work well on phones and tablets.
What if my process changes later?
You can update fields, stages, checklists and dashboards anytime—add new steps or refine forms without starting over.
Build the app your heat pump installation businesses business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
Start building for free