How to get started Part 1
Go to the heating app and press Sign Up. Alternatively download the app on either the App or Play Store and press Sign Up.
Verify your Email address, check spam and promotions if you don't see the Email.
Press 3 lines top right.
General
Complete as much as possible including adding your logo and any associations and their logos you are a member of. You should only add membership detail and logos if you are a paid up member. If you want to show tax separately enter the details requested.
Email and SMS templates
Select how you would like appointments to show. Edit any of the emails and SMS that goto your customers, leave anything in [[ ]]. Add your T&C's as an attachment.
Invoices
You must enter a starting invoice number. This can't be changed. Enter bank details if you want them to show on your invoice. Select how you would like your invoice to look.
Services
Enter all of the things you charge for. It is worth planning this out before starting to enter them. You can drag and drop them to change their order. You can enter additional ones when invoicing.
Once you have completed the above you are ready to enter your contacts and make appointments. See - Part 2 for further setup information.
Related Articles
How to get started - Part 2
Once you have completed part 1 which enables you to start adding contacts, it is worth doing part 2. Payment methods If you get paid in other ways you can enter here so your bookkeeper knows how invoices were paid. Credit and Debit cards - only ...
Getting Started
How to get the app Go to the web version, sign up, verify your email and you are ready to go! If you are on a mobile once you have signed up click on the Apple or Play Store icons and search for The Heating App. Do I need to complete all of the ...
Invoicing
Can I run a monthly account for a customer? Yes. The system will will send a statement for them to pay What will the invoice look like? You can select from various styles and colours, enter your logo in the setup and it will appear on the invoice. ...
Payment methods
These denote how you get paid. We provide a list but you can add to the list if there is a payment method you use that is not there. Stripe (Credit and Debit cards) are covered in a separate What is. All payment methods mark the invoice as paid ...
How to add a new user
Only available for the web version. Press the three lines top right then select Users. Different user types Primary user - this will be the person who set up the account. Has full access Field user - Chargeable - Will have their own calendar only be ...