From survey to hot water, handled
Cylinders, unvented, combis and heat-pump units — Field 2 Service runs each install from the survey to the signed handover: quote, take a deposit on the job, work a safe-install checklist (Essentials and up), and record the unit and its warranty against the property (Essentials and up).
✓ No card required · ✓ Invoiced by bank transfer
Sound like your week?
A water-heater swap is survey-led, safety-critical and warranty-backed — three things a paper job bag handles badly.
Surveys that go cold
You survey the swap, price it, and hear nothing. Without a live pipeline the quote lapses, the deposit never lands, and a job you'd already scoped walks.
Warranty proof, gone missing
Two years on, a cylinder fails and the maker wants proof of the install date, the model and the commissioning. It's on a sheet in a folder you can't find.
Was the safe-install done?
Expansion vessel, T&P valve, discharge pipe, commissioning — miss a step on an unvented job and it's a serious safety issue. A checklist in someone's head isn't proof.
Survey, quote, job deposit — then it's on the board
Book the survey, build the quote from your price book (Essentials and up) — cylinder or combi, expansion vessel, valves, flue and labour — and take a deposit on the job before you order the unit. The customer accepts online, expiry tracking chases the undecided, and the accepted quote drops onto the fit day with nothing re-typed.
- Survey, quote and fit on one job
- Price book for units, parts and labour
- Deposit on the job up front with online acceptance and expiry tracking
Every unit on file with its warranty and history
Log the installed heater on the asset register (Essentials and up) — make, model, serial, capacity, install date and warranty term — with its own service history. Kept against the property under the customer, the full record is one click away when a warranty claim or service call lands years later.
- Asset register with per-unit service history
- Serial, model and warranty term on the job
- Multi-site customers with per-property access notes
Safe-install checklist (Essentials and up), then a signed handover
Work a safe-install checklist on your phone as the unit goes in — expansion vessel, T&P and discharge, commissioning, flush and set — then walk the customer through it and capture their signature on a branded handover sheet. Filed against the job with your photos, it's your proof the job was done right and accepted.
- Safe-install checklists worked on any phone browser
- Signed handover / completion sheets captured on site
- Install photos filed against the job
Card-link invoice the moment it's commissioned (Essentials and up; connect your own Stripe or PayPal)
Send a VAT-smart invoice with a card-payment link as soon as the unit's signed off — the deposit applied automatically, per-line rates keeping registered work straight, or one clean Price if you're not registered. Automatic overdue reminders and the aged-debtors view chase the rest.
- VAT-smart invoicing with card links via Stripe or PayPal
- Deposit applied automatically to the final invoice
- Automatic overdue reminders and an aged-debtors view
Only a ticketed fitter gets put on the job (Essentials and up)
Keep G3, Gas Safe and manufacturer tickets on the certifications register, each with an expiry alert in the Hub. When you try to assign a job that needs a cert to someone whose has lapsed, the dispatch guard steps in — so an out-of-date ticket blocks the assignment instead of turning up in an audit.
- Certifications register with expiry alerts
- Dispatch guard blocks a missing or expired cert
- Expiry warnings surfaced in the Hub before they bite
Built-ins install teams lean on
Book the survey, hand over the paperwork
Try Field 2 Service free for 14 days — survey a swap, quote, take a deposit on the job, sign off the handover, invoice by card (Essentials and up; connect your own Stripe or PayPal). No credit card required.
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