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Built for heat pump installers

Heat pump installer software for UK renewable heating businesses.

From the first survey to the annual service: quote with options, take a deposit, schedule multi-day installs, keep every certificate and handover document against the property, and bring customers back each year.

30-day free trialEvery feature, every planFrom £34.99/mo inc VAT

What's included

  • Professional quotes & invoices
  • Visual job scheduling
  • Android app with offline modeNew
  • AI business reports (HiveIntel)
  • SMS messaging & automations
  • Finance Ledger & VAT reporting
  • Stripe payments on all plans
  • Customer self-service portal
  • Site log with photos & checklists
  • RAMS, certificates & checklists
  • 30-day free trial

built for your business

Job management software built for heat pump installers

Survey checklists

Build your own survey and commissioning checklists in Certificate Studio, with pass, fail and N/A items, notes and photos, and fill them in on site.

Option quotes

Send interactive quotes with options, such as different unit sizes or a cylinder upgrade. Customers accept online and can pay a deposit straight away.

Multi-day installs

Plan installs that run over several days on HivePlanner, assign the team and see clashes before they happen.

F-gas records

An F-Gas Equipment Record template is included, completed from the job and stored against the property.

Handover documents

Attach certificates, commissioning records, warranties and manuals to the job and share them with the customer through the Customer Portal.

Annual servicing

Set up recurring service jobs and recurring invoices, so every installed system comes back for its service.

Why heat pump installers use HiveSuite

A heat pump job is longer and more document-heavy than a boiler swap. There is a survey and heat loss calculation, a quote with options, a deposit, a multi-day install, commissioning, a pile of handover paperwork and, for many customers, a Boiler Upgrade Scheme application. HiveSuite keeps every step of that job in one place, from the first enquiry to the annual service.

HiveSuite is UK-built, priced in GBP including VAT, and every plan includes every feature. Plans start at £34.99 per month with a 30-day free trial and no credit card required.

Surveys and site information

Record what you find on the survey visit: build your own survey checklist in Certificate Studio, with pass, fail and N/A items, notes and photos per item, and conditional questions that only appear when they are needed. Site notes are stored against the address, so the install team sees the same information as the surveyor. The Site Log records each visit with photos (with their location when the phone shares it), checklists and before-and-after pairs.

HiveSuite does not calculate heat loss for you. Use your heat loss software and attach the report to the job.

Quotes with options and deposits

Heat pump customers often want to compare options. HiveSuite's interactive quotes let you present several options on one quote, such as different unit sizes or an optional cylinder or radiator upgrade. Customers accept online with an optional signature and your terms, and with card payments set up they can pay the deposit as soon as they accept. Line items can carry a cost price, so you see the margin before the quote goes out.

Tracking grant applications and job stages

Many installs in England and Wales use the Boiler Upgrade Scheme, where the MCS-certified installer applies on the customer's behalf. HiveSuite does not submit grant applications, but you can add your own job statuses (for example "Survey booked", "BUS applied", "Voucher issued", "Install booked", "Commissioned") so the whole team can see where every job is up to on the pipeline board.

Scheduling multi-day installs

HivePlanner shows multi-day installs as bars across the calendar with their real start and end times. Assign the installers, warn before anyone is double-booked, and with HiveLeave switched on, see who is on holiday before you book them. Jobs waiting for a date sit in the Unscheduled tray until you drag them onto the calendar.

Commissioning, F-gas and handover paperwork

HiveSuite includes an F-Gas Equipment Record template among its pre-built compliance templates, and you can build your own commissioning and handover templates. Job types can require certain certificates or documents before a job can be completed, so nothing is missed. MCS certificates, warranty registrations, manuals and commissioning records can be attached to the job and shared with the customer through the Customer Portal.

For site safety, generate RAMS and method statements from the job using HiveSuite's templates, or attach your own from the document library so the install team sees them in HiveCrew. See RAMS software.

Annual servicing and repeat work

Every installed system is a future service visit. Set up recurring service jobs on an annual or custom interval, with recurring invoices to match, and every installation stays on your books.

Stock, purchase orders and job costs

Track units, cylinders, pipework and fittings with stock levels, low-stock alerts and purchase orders to suppliers. Materials, expenses, crew time and (with HiveFleet switched on) vehicle costs feed into each job's profit, so you know what each install really made.

Your team on site

Installers use HiveCrew on their phone to see their jobs, check in, log time, add photos and notes, record materials and complete certificates. The native Android app works offline and syncs when it reconnects. On iPhone, HiveSuite runs as an installable web app that needs a connection while the native iOS app awaits App Store approval.

how it works

Quote it. Book it. Get paid.

  1. 1

    Quote on-site

    Create a professional branded quote from your phone while still with the customer. Send it instantly by email.

  2. 2

    Schedule & dispatch

    Drag the job onto your visual calendar. Assign to a team member. They see it on HiveCrew immediately.

  3. 3

    Invoice & get paid

    Convert the quote to an invoice in one click, or raise it from the job with the parts and hours used. Add a Stripe payment link so customers can pay online.

Ready to try it for your trade?

30-day free trial with full access. No credit card needed. Set up in under a minute.

make it yours

Customise every workflow to fit your business

Every business works differently. HiveSuite gives you the tools to tailor quotes, invoices, jobs, and customer records to match the way you actually work - no developer needed.

Custom fields

Add your own fields to customers, quotes, invoices, and jobs. Text, dropdowns, dates, multi-select, checkboxes - capture exactly what your business needs.

Calculated fields & surcharges

Build formulas that auto-calculate values on quotes and invoices. Add surcharge fields that feed directly into your totals - no manual maths.

Custom statuses & workflows

Define your own job, quote, and invoice statuses with custom colours and transition rules. Match the stages your business actually uses.

Custom document templates

Design your own quote and invoice PDFs with your branding. Custom fields and calculated values pull through automatically.

Enquiry & booking formsNew

Add forms to your website that create customers and draft quotes in HiveSuite, let customers pick a booking slot, and track every lead to Won in one inbox. Capture the information that matters to your trade.

Always evolving

HiveSuite is actively developed based on user feedback. New workflow customisations and features are added regularly - if something is missing, let us know.

the full platform

The whole platform. One subscription.

Every plan includes every product - no picking and choosing.

explore features

Deep dive into key features

simple pricing

All features. Every plan.

No feature locks and no per-module pricing. Prices include VAT. Month-to-month, cancel any time.

Solo

£34.99/mo inc VAT

1 admin/staff, 2 crew

  • Every feature included
  • Customer portal and Stripe
  • 30-day free trial
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Growing Team

£149.99/mo inc VAT

10 admin/staff, 10 crew

  • Every feature included
  • Customer portal and Stripe
  • 30-day free trial
Start free trial

Professional

£249.99/mo inc VAT

20 admin/staff, unlimited crew

  • Every feature included
  • Customer portal and Stripe
  • 30-day free trial
Start free trial

Enterprise

£499.99/mo inc VAT

Up to 50 users

  • Every feature included
  • Customer portal and Stripe
  • 30-day free trial
Start free trial

Compare plans in detail

overheard in the hive

Trusted by UK trades & service businesses.

"Moving from WhatsApp to HiveSuite was the best move I've made for my locksmith business."

The automation handles my website leads and quotes while I'm out on jobs, and HiveIntel found over £300 in unpaid invoices I'd completely forgotten about.

beforeJobs over WhatsApp, manually tracking who owed what
afterLeads handled automatically, unpaid invoices flagged, card payments on site
K
KayLocksmith
"I can literally ask 'who hasn't paid me yet' and get the answer in seconds."

Typos? Doesn't matter. If you're running everything from your phone, this just works.

J
James W.Landscaper
"HiveSuite is by far the easiest management tool I've used for a small business."

Working directly with the developers to shape new features has made a real difference to how I run things.

P
Paul M.Small business owner

See what others say on Trustpilot

common questions

Frequently asked

More in our pricing FAQ.

Is HiveSuite suitable for heat pump installers?

Yes. HiveSuite covers surveys, option quotes with deposits, multi-day install scheduling, F-gas records, handover documents, stock and annual servicing in one platform, from £34.99/month including VAT with every feature on every plan.

Does HiveSuite submit Boiler Upgrade Scheme applications?

No. The MCS-certified installer applies for the Boiler Upgrade Scheme. HiveSuite lets you track each job's grant stage with your own job statuses and store the related documents against the job.

Does HiveSuite calculate heat loss?

No. Use your heat loss or design software and attach the report to the job. HiveSuite handles the survey checklist, quote, scheduling, paperwork and invoicing around it.

Can I issue F-gas records?

Yes. HiveSuite includes an F-Gas Equipment Record template, completed from the job and stored against the property.

Can customers pay a deposit when they accept the quote?

Yes. With card payments set up through Stripe, customers can pay the deposit as soon as they accept the quote online. You can then invoice the balance on completion.

Can I schedule annual heat pump servicing?

Yes. Set up recurring service jobs on an annual or custom interval, with recurring invoices on the same schedule.

How much does HiveSuite cost?

Plans start from £34.99/month (Solo) and go up to £499.99/month (Enterprise). All plans include every feature - quotes, invoicing, scheduling, HiveIntel AI reporting, customer portal, and more. Prices include VAT.

Is there a free trial?

Yes - every plan includes a full 30-day free trial with no credit card required. You get access to all features from day one.

Does it work on mobile?

Yes. HiveSuite is fully responsive on any device. Team members access their jobs through HiveCrew, which is available as a native app on Android and as an installable web app on iPhone.

Does HiveSuite work without a signal?

Yes, on Android. The HiveSuite Android app has offline mode switched on for every account: your upcoming and overdue jobs, customer details, site notes and checklists are saved to the phone, and anything you change syncs when you are back online. On iPhone, HiveSuite runs as an installable web app and needs a connection.

Is it built for UK businesses?

Yes. HiveSuite is built and supported by a UK-based team, priced in GBP including VAT, and designed for UK contractors and mobile service businesses.

Can I cancel any time?

Yes. Plans are month to month with no contracts, and you can cancel whenever you like from your account settings, with no cancellation fees. You keep access until the end of your current billing period or free trial, so export any data you need before then. Refunds are covered by our Refund & Cancellation Policy.

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