The software built for heat pump installers

Heat pump installer software is a mobile and web application that allows plumbing and heating engineers and heat pump technicians to digitalise all their field documents: commissioning sheets, maintenance logbooks, service reports, grant files, completion certificates and job sheets. Unlike a PDF form, heat pump installer software enables offline data entry, integrated photo capture, on-site electronic signatures and automatic document sending to the homeowner or scheme administrator. The result: no more re-typing in the evening, no more incomplete BUS Scheme applications.

Heat pump installers work in demanding conditions: lofts at 40°C, crawl spaces, outdoors in all weathers. Filling in a commissioning sheet or service report by hand in these conditions leads to errors, missed details and re-typing back at the office that evening. The right software for heating engineers lets you complete all regulatory documents on site, in real time, with photo evidence and electronic signatures. It also directly addresses the requirements of MCS accreditation and scheme administrators, who demand rigorous traceability for every installation and every service visit.

Heat pump installer software like Kizeo Forms lets you digitalise your full set of trade documents:

• heat pump commissioning sheet (air-to-water or ground source),
• heat pump maintenance logbook,
• service report,
• grant file,
• completion certificate,
• client-signed job sheet,
• handover certificate,
• heat loss calculation report,
• MCS certificate,
• risk assessment.

Every form is customisable and can be rolled out to your whole team in minutes.

Yes. Kizeo Forms works fully offline: your engineers enter their readings, photos and signatures at the homeowner’s property, in the loft or in rural areas with no signal. As soon as they’re back in coverage, data syncs automatically in the background. This is a key advantage for jobs at isolated residential properties or in areas with poor mobile coverage.

Yes. Our heat pump installer software fully replaces paper commissioning sheets, Word maintenance logbooks and Excel multi-site tracking spreadsheets. Data entered in the field feeds directly into a searchable history, accessible from the web interface by the branch manager in real time. You can also connect Kizeo Forms to 250+ applications via the native multi-app integrator or via API, to eliminate any re-entry into your existing management tools.

1. In Kizeo Forms, you create a heat pump commissioning form with all the required fields: flow and return air temperatures, water circuit pressure, control settings, unit serial number, refrigerant reference, before and after installation photos, and the homeowner’s signature.

2. At the end of the job, a signed PDF is generated and sent automatically to the client and your branch manager.

3. Our heat pump installer software closes out the commissioning at the client’s property — no write-up needed back at the office that evening.

Kizeo Forms lets you centralise all supporting documents for a BUS Scheme or grant application from the web interface: signed commissioning sheet, before/after photos, MCS certificate and job sheet. Every document is automatically archived by job and accessible within seconds. You can connect Kizeo Forms to your data visualisation tool via the BI Connector to build your own tracking dashboards by engineer or by client. If a scheme auditor comes to check, all your evidence is available instantly.

Our heat pump maintenance software lets you retrieve all visit reports and maintenance logbooks for every installation from the web interface: history by client, by equipment and by engineer, accessible in a few clicks. You can connect Kizeo Forms to your data visualisation tool via the BI Connector to build your own maintenance activity statistics. In the event of an MCS audit or scheme inspection, the complete intervention history and signed PDFs are available within seconds.

Getting started takes around 15 minutes. The interface is designed for field engineers: large buttons, voice input, photo capture in one tap. The software is available in English, French, Spanish, German, Italian, Portuguese, Brazilian Portuguese and Chinese. To support your teams, Kizeo Forms provides:

• a comprehensive help centre,
• video tutorials,
• webinars,
• a library of ready-to-use templates, including heat pump forms adaptable in minutes.

Support is handled by a dedicated team, with a response within 24 hours. Kizeo Forms has 120,000 daily users.

Kizeo Forms offers two plans suited to heat pump installers.

• The Smart plan at £15 per user per month (annual billing) covers the complete digitalisation of your field forms.
• The Business plan at £25 per user per month (annual billing) adds AI voice input, photo OCR, native integration with 200+ applications and the BI Connector for multi-site tracking and grant file management.

No commitment, no hidden fees. Data is hosted in Europe. Free 15-day trial, no credit card required.