FAQ's
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 ...
General
Why use The Heating App? It will save you time & money. You’ll spend less time on paperwork & more time doing the things you really love. It’s totally risk-free so you’ve got nothing to lose by giving it a go today! Why is The Heating App better than ...
Appointments
How do I add an appointment? Tap + on the home screen Select a date and time in the calendar From your customer record. Can I delete an appointment? Yes, if a customer cancels or you just need to delete an appointment for any reason. This permanently ...
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. ...
Contacts
Do I have to have a customers email? No but they will not receive appointment reminders or invoices. What information do I have to enter in a customer record? The only required fields are name, phone number and the postcode or zip code of their ...
Purchases
How do I record a purchase? Take a photo of the receipt and complete the details asked for. You can still record the details if you don’t want to photo the receipt or just import a file. If I am VAT/tax registered will this be separated out? Yes, you ...
Forms and Certificates
What are forms and certificates? They are forms you can email to your customers, for example a sweeping certificate. You can build your own form in the form builder or select one of our templates in the web version. Once created and "published" to ...
Financial reports
What reports can I run? There are lots of reports - Sales, Purchases, Service charges, VAT/Tax (if registered), quarterly accounts, boilers due for a service, and lots more. Can my bookkeeper have access to these reports? Yes, you can setup your ...
Security
How secure is The Heating App? Our apps and services are hosted on secure servers with 99.999% uptime & 24/7 technical support. Our servers and data are secured using industry standard tools and Firewall Protection and Standard DDoS Attack ...
Subscriptions
How does the 1 month free trial work? Try the App for a month, risk free! All it takes is your email address and some basic information and you’re on your way. We will not ask for any payment details until you want to subscribe. Any data you entered ...