Software for heating engineers: quotes, expenses and tax
TradeTally is software for UK heating engineers who want to quote work, send invoices, capture receipts and keep tax records organised, on your own or with your accountant.
Send the first invoice today, keep the evenings.
14 days of full access, no card. Keep the free tier for up to 2 invoices a month after.
Invoicing, expenses and tax records, in one place
TradeTally is software for sole traders who need to quote, invoice, capture receipts and stay ready for Self Assessment without turning evenings into bookkeeping time.
Built around a heating engineer's day
- Central heating installation
- Underfloor heating systems
- Heat pump installation
- Radiator balancing and replacement
- Hot water cylinder installation
- Powerflush services
The everyday stuff
- Seasonal demand creating feast-or-famine cashflow
- Managing deposits on high-value boiler installations
- Tracking manufacturer warranties alongside invoices
An easy handover when the accountant asks
Whether you file your own Self Assessment or pay an accountant, TradeTally keeps a heating engineer's records the way accountants like them: organised by job, receipts attached, labour and materials split, ready to hand over.
- Share a read-only books link so your accountant sees invoices, expenses and receipts without endless email
- SA103F-ready export with turnover, expenses, mileage and CIS suffered pre-mapped (Pro)
- Every receipt captured at the job, no shoebox of paper at 31 January
Not sure what your accountant needs? Read the plain-English SA103F guide.
Common questions
Can I take deposits for heating installations through TradeTally?
Create a deposit invoice for the agreed amount, then a completion invoice for the balance. Both appear on your customer record.
Does TradeTally handle seasonal variations in heating work?
TradeTally tracks your income and expenses month by month, so you can see seasonal patterns and plan for quieter periods.
Can I track boiler warranty information?
Add warranty details in invoice notes or attach manufacturer documentation to the invoice for your customer's records.
Send the first invoice today.
Create a branded invoice, add a payment link and capture the receipt for the job, all from the same place. 14-day trial, no card.