Quoting app for plumbers and heating engineers.The boiler quote they understand, sent from the driveway.

1. Walk the job and talk it through on your phone, the way you would explain it to a mate. Add a few photos.
2. Upheld turns it into priced lines from your own price list, your markup and your day rate. Anything it cannot price is flagged for you.
3. You check every line and press send. Nothing reaches a customer until you have.
4. Your customer gets one link by text, WhatsApp or email: a short video quote in your name, the written quotation, and buttons to accept, ask for a change or pay the deposit.
5. You see when they open it and how much they watch. When someone keeps coming back to it, Upheld tells you to ring them.

Installing qualifying energy saving materials in homes in Great Britain, including air source and ground source heat pumps, is zero rated for VAT until 31 March 2027, and is due to return to the 5% reduced rate from 1 April 2027. Check HMRC's guidance for what qualifies on each job and show the VAT rate clearly on the quote.

• The appliance make, model and output, and the warranty you are registering
• Flue, filter, controls and any system clean, as separate lines
• Whether old parts are removed and disposed of
• Registration and certification included, such as Gas Safe notification
• The deposit, the total and how long the price stands