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Slash admin time with our MCS & Flexi-Orb QMS project management automation tool
Heat Pumps
Join hundreds of heat pump installers saving a day of admin time per installation
Never miss a beat with everything in one place & fully automated
Compliance done for you
Scale up profit
Automatic deposit protections & IBGs, certificates, DNO & Building Control notifications, handover & PAS packs
Installation admin crushed to minutes, multiple role-based permission users for effortless subcontracting
Real-time view of multi-technology projects on a shared workflow board underpinned by automation
How it works
Create project
Residential & commercial installations
Onsite survey app
Data entered populates applications & certificates
Upload heat loss report
AI data extraction from popular heat loss softwares
Automate pre-installation
One tap deposit protection (IWA - HIES & Qualitymark coming soon)
One tap DNO application & notification (every mainland DNO)
Onsite commissioning app
Rapid commissioning form
Built-in serial number scanner
Capture photos from photo reel
Onsite QR code sticker connects project documentation
Automate post-installation
MID filed & MCS certification generated
Heat Pump Handover Pack Content
Cover letter
Axe admin time & costs
Boost operational efficiency
Improve customer experience
Simplify compliance
Heat Pump commissioning report
Assisted BUS application
Photo packs
System Performance Estimate
IBG lodged & sent to the customer (IWA - HIES & Qualitymark soon)
Building Control notified
Assisted BUS redemption
Generate handover pack (pairs to QR)
Generate PAS files for SHDF & ECO4
Automate EVPS
DNO
Application | Notification
Quote & proposal
System design
Heat Loss Report
Agreement
Risk assessment
Equipment
Serials | Datasheets | Manuals | Warranties
Certification
MCS Certification | Handover Certificates
Compliance Certificate | Noise Assessment
Building Regs Certificates | G3 Form | EIC
Invoices
Consumer protections
Certification Body | IBG | Workmanship Warranty
Maintenance & operations
Annex
Pre-installation Report
Compliance paperwork shareable by url
Create a free trial account then pay as you go
£50 / completed project
No charge for in progress projects
No charge for projects that don't complete
Volume base discounts available
£10 / user a month
For unlimited automations & storage
Includes unlimited DNO application etc
Keeps our lights on & servers humming
£0 / setup
£200 setup fee waived for a limited time
Free training at launch
Ongoing customer support
No minimum term contract. No additional QMS needed. Prices exclude VAT. Prices exclude MCS & Flexi-Orb certificate & insurance product disbursements.
After free trial, a positive credit balance needs to be maintained to cover Project Fees, User Fees & instructed disbursements.
In-app account support is provided for free on a fair-use basis.
An online live training session is a pre-requisite for a free trial.
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Ask us questions
Ask for a video tour
Schedule a demo
Create free account
020 7046 0460
(c) InsTool Ltd 2026 - all rights reserved
Available on all platforms for mainland United Kingdom
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