CRM Software For Heating Engineers & Gas Contractors | CtrlTrade®
HEATING & GAS CRM

CRM Software For Heating Engineers & Gas Contractors

Manage boiler installations, gas safety records, service contracts, and heating merchant operations in one platform.

CtrlTrade® is built for heating engineers, gas contractors, and heating merchants who need gas safety compliance, recurring service contract management, and engineer scheduling — all connected from office to field.

Gas Safety Certificates

Issue Landlord Gas Safety Records (CP12) and domestic gas safety certificates from the field app. Gas Safe reference logging.

Boiler Servicing

Recurring service schedules with automated reminders. Digital service records with full job history per boiler.

Service Contracts

Sell and manage annual boiler and heating service contracts. Track renewals and contract profitability.

Heat Pump Installations

Job type templates for air source and ground source heat pump installations. MCS compliance records built in.

Merchant Trade Counter

Run a heating parts counter with CtrlTradePos®. Trade accounts, stock control, and supplier ordering included.

Engineer Scheduling

Dispatch heating engineers by Gas Safe registration, availability, and postcode. Route optimisation included.

Typical Use Cases

Heating engineersGas engineersBoiler installersHeating merchantsService contract providersHeat pump installers

Everything Included

CRM & Lead Management
Quotes & E-signatures
Job Management
Engineer Scheduling
Customer Portal
Invoicing
Compliance & RAMS
Fleet Management
Reporting
Integrations (Xero, QuickBooks)
AI Features
VoIP & SMS

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