Heating Engineer Quote Template
A customer committing to a new boiler is usually signing up for ten years or more with that appliance, so a heating quote has to carry more detail than most trades. The document needs to name the exact boiler being supplied, the flue arrangement, the controls and every compliance item, because the fixed price you agree up front should be the price that gets paid at the end. This template is laid out the way heating work is actually priced: appliance and materials itemised separately from labour, with certification shown as its own line rather than buried in the small print.
Line items worth spelling out include the boiler make, model and output, and the flue option, whether that is a standard horizontal flue, a vertical flue through the roof, or a plume kit where the termination needs moving away from a window or boundary. Add a magnetic system filter and state how the system will be cleaned, a full powerflush on a dirty system or a chemical flush where the water is already reasonably clear, because most manufacturer warranties depend on both. Controls deserve their own lines: a smart thermostat, TRVs on the radiators, or a programmer upgrade. If radiators are being supplied or swapped, list each one with its size. Round it off with the warranty length, and a clear statement that Gas Safe registration, the Benchmark commissioning certificate and Building Regulations notification are included.
Finish with the fixed total, a validity period (30 days is standard while boiler and flue prices keep shifting) and acceptance wording the customer can sign or confirm by email. Download the template in Word or PDF, or build the quote online and save it straight from your browser.
What to include in a heating engineer quote
- Your business details, Gas Safe registration number and an insurance note
- Customer name, address, site address if different, quote number and date
- Validity period, normally 30 days for domestic heating work
- Boiler make, model and output, with the manufacturer warranty length stated
- Flue arrangement: horizontal, vertical or plume kit, parts itemised
- Magnetic filter and system cleaning method: powerflush or chemical flush
- Controls: smart thermostat, TRVs or programmer, plus any radiators supplied
- Benchmark commissioning, Building Regulations notification and warranty registration
- Fixed price, VAT if registered, deposit required and acceptance wording
Download the template
Or build it online, free
The quote generator produces the same professional document in your browser, calculates the totals for you and saves as a PDF. No download needed.
Open the quote generatorHeating engineer quote FAQs
Should a boiler replacement be quoted as a fixed price?
Yes, once you have seen the job. A fixed price for defined work protects both sides: the customer knows the total before you start, and you know exactly what the figure covers. State what is excluded, such as upgrading an undersized gas supply pipe or removing an old asbestos flue, so those become agreed extras rather than disputes.
How long should a heating engineer quote stay valid?
Thirty days is standard for domestic heating work. Boiler, flue and copper prices move often enough that an open-ended quote can leave you fitting at a loss, so put the validity date in writing and review the figure if the customer comes back after it lapses.
Why mention Building Regulations on a boiler quote?
A boiler installation is notifiable work, and customers increasingly know it. Stating that Building Regulations notification, Benchmark commissioning and the warranty registration are all included in your price separates you from cheaper quotes that quietly leave the paperwork out.
Can I edit the heating engineer quote template?
Yes. Download the Word version to change the wording, add your logo and adjust the sections, or use the free online quote generator to build the same document in your browser and save it as a PDF.