ESSENTIALTrade Certificate & Job Softwareby Essential Heating Services Ltd

Your next job. Your own branded paperwork. Try Essential free for seven days. No card required. Up to two engineers.

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GAS ENGINEER QUOTING SOFTWARE

Quotes that look like your business.

Set out the work, itemised prices and terms before the job starts. Essential turns your saved business information and quote details into a company-branded A4 document.

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Fictional Oakfield Heating quote showing company details and itemised work
FICTIONAL SAMPLE · NOT A CUSTOMER DOCUMENT
View the fictional quote PDF. Original A4 output; additional pages are included in the PDF where needed.

What you can record

  • Customer details and job address
  • Work description, quantities, unit prices and optional VAT
  • Quote validity date, notes, terms and an acceptance area on the PDF
  • Separate quote numbering and an issued snapshot
  • Create a new invoice draft from an issued quote

From the enquiry to a clear quote

Open Quotes & invoices, choose Quote and add the customer, work, validity date and terms. Save the draft while preparing the price. When ready, review and issue the numbered quote, then download the A4 PDF.

Free drafts. Paid document features.

A free Essential account can save supported quote and invoice drafts. The paid package includes issuing numbered documents, PDF downloads and sending through a connected company email. Applicable existing access grants are honoured.

Google sign-in is available for supported Gmail connections. Other supported email setups may need provider-specific configuration. Connecting a mailbox is optional; you can download the PDF instead.

Know what the document does

The quote PDF contains an acceptance area. Essential does not provide an advertised online customer acceptance portal or automatically collect a deposit. An invoice created from a quote starts as a new draft for you to review.

A quote when the customer needs a price first

Add the proposed work as itemised lines, then check quantities, prices, validity and terms. The fictional quote sample shows the branded A4 layout your customer receives.

Discuss and agree the quote directly with your customer. Essential does not provide an online acceptance portal. If the job goes ahead, create the records it needs and start an invoice independently or from that quote.

Try the full paperwork package for seven days

Try the Essential package free for seven days, with no card details and up to two engineers. Confirm your email, save your real company details and start the trial from Your account. After seven days, a subscription is required for new numbered documents, PDFs and sending. Your saved work is preserved. One trial per company; changing email does not create a new entitlement.

Use a completed certificate as your starting point

Open the certificate in My documents and choose Create quote for this customer or Create invoice for this customer. Essential opens a new draft with the customer name, contact details, property address and certificate reference.

Check that the copied person and address are the correct billing recipient. Add your items and prices, review VAT and payment or validity terms, and save the draft before issuing. Technical findings, signatures and charges are not copied; the original certificate stays unchanged.

Start free. Issue with Essential.

Create a free account to save supported drafts. Issuing numbered customer documents and downloading the relevant PDFs/reports requires an active seven-day trial, paid package or an applicable existing access grant. Public sample PDFs contain fictional data and are free to view.

View current prices and the two-engineer allowance

Before you choose

Can I download a free quote PDF?

Draft saving is free. Numbered customer documents and PDF downloads are included in the paid Essential package, unless your account has a legitimate access grant. You can download the fictional public samples without paying. An eligible company can also start a seven-day package trial without a card. The trial must be started explicitly after email confirmation and company setup.

Do I need to enter my company details every time?

Save your company information in Company setup. New documents use those saved details. Invoice bank details and default payment terms can also be stored there. Keep this information accurate before issuing documents.

Useful next steps