Local Heroes boiler installs - How it works
It’s worth familiarising yourself with the Local Heroes boiler installation process - it’s slightly differently to our standard Local Heroes work.
Here you can find out:
The five things you need to know:
1. You’ve got to do a survey
You’ll need to do a survey physically or remotely (video/photos) and create your quote in Toolbox.
We know a good survey means you can provide a good price, as well as ensuring the install goes smoothly.
2. We don’t take commission on these jobs
You’re free to quote your required labour for these jobs, but unlike standard Local Heroes jobs we won’t take any commission.
3. We provide the parts, just tell us what you need and your labour costs
When you create a quote in Toolbox you’ll be able to add in your labour, the parts and sundries you’ll provide, and the parts Local Heroes will provide. For Local Heroes Boiler Install jobs we’ll provide the 5 major parts you’ll need. These are the Boiler, Flue, Filter, Chemicals and Thermostat.
If you have any problems contact us email@example.com
4. Treat the customer as one of your own
We recommend you call the customer promptly when you’ve accepted the job and have agreed the date and time of the survey with the customer. You’ll get the best response if you call them within an hour of getting the job.
Conduct the survey at the agreed time even if you don’t manage to make contact with the customer beforehand.
5. We’ll register the boiler warranty
When you complete the job you’ll need to provide the serial number for the boiler to us. We’ll register the boiler, so you will not be able to claim any additional rebates or incentives from the manufacturers.
Don’t forget we’re on hand to support you and the customer throughout the process, just email the Local Heroes team at firstname.lastname@example.org to top
The full Local Heroes boiler installation process
The process we follow is pretty straight forward, but it’s worth having a quick read to remind yourself before your next job.
You can always refer back to this page if you’re not sure what happens next.
1. Survey dates
You’ll receive leads with potential dates for you to conduct a survey.
2. Contact the customer
Once you accept the job you’ll have the customer’s details, contact them to agree the survey.
Conduct the survey either physically or remotely (video/photos) at the time agreed, even if you don’t manage to speak to the customer beforehand.
1. Parts & labour
Create a quote in Toolbox and add in your labour, the parts and sundries you’ll provide, and the parts Local Heroes will provide.
For Local Heroes Boiler Install jobs we’ll provide the 5 major parts you’ll need:
It’s important you make sure your quote includes everything you need. If a customer has accepted the job with finance, you won’t be able to re-quote the work without asking the customer to refinance
If you have any problems contact email@example.com
2. Approval & Deposit
Once the customer approves the job we’ll take a deposit for the install.
Parts and materials
1. Email parts confirmation
We’ll send you the code you need to collect the parts from your nearest collection point
2. Quick check on the day
We’ll call you before 9am to check you’ve got the parts and are attending the install
1. Fit the boiler and commission it
Follow the manufacturer’s process for fitting the boiler.
2. Sign the manual
Fill in the manual, sign it and leave it with the customer. Taking a photo of the boiler data badge and a note of the serial number.
3. Tell them how to use it
Explain how to use the boiler and the thermostat and leave the instructions with customer.
4. Contact details
Give the customer your details in case they have a question
After the install
1. Customer payment
Once you’ve completed the job, mark the job as complete in Toolbox and we’ll request payment for the install.
You’ll need to provide the serial number for the boiler to us and we’ll register the boiler for the correct length of warranty. You can send the boiler serial number to firstname.lastname@example.org You will not be able to claim any additional rebates or incentives from the manufacturers.
3. Manage your jobs
Toolbox will show you when a payment has been made, you can also check on jobs that are in progress or have been completed.
4. Get paid
Within 6 - 13 days of the customer payment you’ll get paid.back to top