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Workflow

The HeatGeek platform powers an extensive workflow system which supports end-to-end management of heat pump installation jobs. It encompasses multiple stages and capabilities including:

  • 🏠 Provide heat loss, cost, and estimate savings using solely the address of a property
  • 👷‍♂️ Allocating engineers to jobs based on configurable rules (distance, time, cost, etc.)
  • 💳 Facilitating taking or capturing payments made via other channels
  • 📅 Full management of appointments for all stages of a job (consultation to post-install)
  • 📐 Calculation of heat loss based on 3D models of properties and suggested typical setups
  • 📄 Creation of multiple proposals based on homeowner brief and engineer-led what-if scenarios
  • ✍️ Electronic signing of contracts
  • 🛒 Ordering of parts in bulk via integrated suppliers
  • 🔧 Full management of post-install commissioning and monitoring
  • 📲 A rich notification system on all changes of anything in the platform for event-based or webhook-based integration via other 3rd party systems

All the above capabilities are offered via secure and robust REST APIs hosted in the UK.

Additionally, the workflow platform comes integrated out of the box with leading CRM systems (Hubspot) with additional integrations pending. You can read more about our Integrations here.