Solution for Heating Engineers

Invoice your heating jobs instantly

Manage your heating installations and repairs.

Annual boiler servicing, mid-winter breakdowns, replacing a boiler with a heat pump including the grant paperwork: a heating engineer juggles very different documents. The energy-renovation quote is the most demanding: reduced VAT, certification details, the breakdown the customer needs for their grant. Robi AI lets you dictate the job from the boiler room and produces a clean, line-by-line quote at the right rate.

Example quote: heating engineer

You say

« Quote for Mr and Mrs Roux, house built in 1985: remove the oil boiler, install an air-to-water heat pump, commissioning, and separately the annual maintenance contract. »

Robi prepares

  • Air-to-water heat pump — supply and fitting (brand, model, performance)your rate
  • Removal and disposal of the oil boileryour rate
  • Commissioning and settingsyour rate
  • Annual maintenance contract — separate documentyour rate

Brand, model and equipment performance on the quote: that's what the grant application looks for.

The rules specific to this trade

10% or 5.5% VAT: a statement replaces the old certificate

In France, work on a home completed more than two years ago can qualify for 10% VAT (art. 279-0 bis CGI), or 5.5% for energy-efficiency improvements (art. 278-0 bis A). Since 2025 the customer no longer fills in a Cerfa certificate: a statement on the signed quote or invoice replaces it, and you keep those documents with your books.

Source : CAPEB, TVA réduite : fin des attestations clients (art. 279-0 bis et 278-0 bis A du CGI)

RGE certification: the condition for your customers' grants

In France, to get MaPrimeRénov' the homeowner must hire a company certified RGE for the work it carries out. Put your RGE qualification and its reference on your energy-renovation quotes: without it, your customer won't get the grant.

Source : France Rénov', MaPrimeRénov' par geste

A quote is required for call-outs, whatever the amount

In France, for any repair, call-out or maintenance job at a private customer's home, the order of 24 January 2017 (in force since 1 April 2017) requires a detailed quote before work starts, whatever the amount: hourly labour rate and estimated time, parts and their prices, travel costs, and whether the quote itself is free or paid.

Source : INC, arrêté du 24 janvier 2017 (dépannage, réparation, entretien)

Common problems

Challenges of heating engineers

Annual maintenance contracts

A problem Robi solves automatically for you.

Spare parts to bill

A problem Robi solves automatically for you.

Emergencies to handle

A problem Robi solves automatically for you.

Robi Solutions

Features for heating engineers

Recurring contracts

Built natively into Robi for your profession.

Parts inventory

Built natively into Robi for your profession.

Job scheduling

Built natively into Robi for your profession.

Save 10 hours per month

Heating Engineers who use Robi save an average of 10 hours per month on administration. That's more time for your clients.

30s

to create a quote

2x

paid faster

0

manual reminders

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Included in every plan

  • Unlimited invoices & quotes
  • Automatic reminders & notifications
  • Voice creation with AI
  • Advanced design customization
  • One-click payment
  • E-signature for quotes
  • See when your client opens it
  • Human support within 24 hours

Questions fréquentes

In a French home completed more than two years ago, energy-efficiency work can qualify for 5.5% VAT (art. 278-0 bis A CGI), subject to technical conditions. The quote then carries the statement that replaced the old certificate.
On a document separate from the installation, with the period covered and what the visit includes. Saved in your Robi catalogue, it's re-invoiced each year in one sentence.
At a private home in France, a detailed quote is the rule for any repair since the order of 24 January 2017. Dictate it on site: the customer signs on your phone, you start.

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