Trade case · Heating
Heat pump, boiler, servicing: one tool for all three
An installation worth ten thousand euros, a flushing job worth six hundred, a boiler service that comes back every year: heating mixes big equipment and small tickets, with a VAT rate that changes from one line to the next. MaitreChantier keeps them all in the same book.
Your day-to-day, point by point
The situations that eat your evenings — and what the platform does about each of them.
Today
The heat pump is at 5.5 %, the repair at 10 %
With MaitreChantier
Each line carries its rate, the summary is split per rate and the legal wording follows the document automatically.
Today
Ten thousand euros of equipment, paid before the customer pays you
With MaitreChantier
A deposit invoice on signature funds the order, and the balance is due when the installation is done.
Today
The unit was announced for two weeks and took six
With MaitreChantier
Orders are attached to the job with their expected date; the late ones surface before the installation day is booked.
Today
The customer's subsidy file needs a very detailed quote
With MaitreChantier
Every line takes a description — model, power, performance — and the PDF is clear enough to be handed over as it is.
What you gain, every week
The right VAT rate per line
5.5 % on eligible energy work, 10 % on the rest: mixed on the same quote, with the breakdown shown to the customer.
Equipment lead times tracked
Unit ordered, date expected, delivery confirmed: the delays that would block the installation are flagged early.
Deposit before the order
Turn the signed quote into a deposit invoice in one click, so the equipment is not funded out of your own cash.
Quotes precise enough for a file
Model, power, performance: the description under each line survives into the PDF the customer forwards.
One file per customer
The installation, the servicing and the repair three winters later sit in the same history.
Margin on the equipment
Cost price per work and purchases per job: you see what is left once the unit is paid for.
What a heating quote looks like
An extract from a heating renovation: two VAT rates, equipment and labour on the same document.
| Description | Qty | Unit price | VAT | Total excl. VAT |
|---|---|---|---|---|
| Air-to-water heat pump 8 kW installed | 1 u | €8,900.00 | 5.5 % | €8,900.00 |
| Hot-water radiator fitted and connected | 6 u | €520.00 | 5.5 % | €3,120.00 |
| Heating circuit power flush | 1 forfait | €590.00 | 10 % | €590.00 |
| Total excl. VAT | €12,610.00 | |||
VAT split per rate, deposit invoiced on signature, balance once the system is running.
The heat pump at 5.5 %, the servicing at 20 %
Both rates live on the same quote, each line carries its own, and the VAT summary is broken down per base. You do not have to issue two documents.
How it goes, from quote to payment
Quote the system
Equipment, radiators, flushing: each line with its rate, its description and its margin, on one readable document.
Deposit, then order
The deposit invoice goes out on signature and the equipment order is logged with its expected delivery date.
Install, invoice, come back
Balance on commissioning, then the servicing invoiced year after year in the same customer file.
Frequently asked questions
- Can 5.5 % and 10 % coexist on one quote?
- Yes: the rate belongs to the line, and the document shows the taxable base for each rate.
- Can I invoice a deposit before ordering the unit?
- A deposit invoice is generated from the signed quote, and its amount is deducted from the balance.
- And the annual servicing?
- Invoice it directly from the customer file — the installation history stays attached to the same customer.
The modules this trade leans on
Construction quotes & invoices
Deposit, progress statements, balance, credit note, retention money: the building trade's document chain, signed online by your client.
Learn moreTeam planning
Assign your teams, keep an eye on the week — and catch delivery delays before they hold up the site.
Learn moreWork library
Your catalogue of priced work items, sorted by trade, ready to drop into your quotes.
Learn moreOther trade cases
Try it on your own jobs
Create your account in a minute, or open the demo (demo@maitrechantier.fr / demo1234) and browse jobs that are already filled in.