
About the template
What this boiler installer quote template covers and why customers commit
Boiler quotes lose work when 'new boiler from $ X' is the only line. The template below shows the boiler brand and model, the flue, the smart controls, any pipework upgrades, and the Gas Safe certificate that's mandatory on completion.
Removal of the old boiler, the system flush (powerflush vs chemical), and any pipework upgrades to current standards are real cost and and the most common 'extras' that surprise customers on the day. Quoting them upfront builds trust.
What to include
Every boiler installers quote should have these lines
Use it as a checklist when you build your quote from scratch, or pull the QuoteGenio template that already has them.
Sample
A real boiler installers quote laid out properly
A worked example so you can see what a clean, structured version looks like before you write your own.
Quote sample
Combi boiler swap, Worcester Bosch 30kW with smart controls
Bill to
Diane Wallace
+1 (555) 408 7126
57 Maple Crescent, Austin
From
Wallace Heating
+1 (555) 220 1184
9 Yard Lane, Cedar Park
Worcester Bosch Greenstar 30Ri (30kW combi)
Horizontal flue (1m, standard pipe)
Nest smart thermostat (3rd gen)
Powerflush of existing system
Magnetic filter (Adey MagnaClean Pro2)
Remove and dispose old boiler
Site labour (Gas Safe engineer, 1 day)
Gas Safe certificate on completion
Sample data converted from USD to ZAR at indicative rates. QuoteGenio supports 40+ currencies and your branded business details, banking, and logo flow through automatically.
Use this template
Build your own boiler installers quote in 2 minutes
Your business name, logo, and banking details fill in automatically. Send the branded PDF via WhatsApp in one tap.
Avoid these
Common mistakes on boiler installers quotes
The patterns that quietly lose jobs, get queried at payment time, or leave money on the table.
Mistake: Boiler brand not named
Better: Worcester Bosch, Vaillant, Ideal differ in warranty (5-10 year). Always name brand and model.
Mistake: Flue type silent
Better: Horizontal vs vertical, standard vs concentric and different parts. State the flue type and length.
Mistake: System flush not flagged
Better: Powerflush is essential before fitting a new combi. Quote it visibly or risk warranty void.
Mistake: Old boiler removal hidden
Better: Removing and disposing the old unit is real labour. Quote separately.
Mistake: Gas Safe certificate not stated
Better: Required by law. State 'Gas Safe certificate issued on completion' so customer values the legal compliance.
Mistake: No deposit clause
Better: 30-50% on acceptance covers the boiler order. Without it, you fund the supply.
FAQ
Boiler Installers quote template questions
Everything boiler installers ask before they switch to a structured quote.
Boiler brand and model, flue, controls, flush, removal, certificate, tax, deposit, validity, warranty.
Yes. 30-50% on acceptance covers the boiler order. Boilers are typically 2-5 day lead time.
Without a flush, old sludge damages the new boiler and voids the warranty. Manufacturers require it.
Manufacturer warranty (5-10 years per brand). Workmanship warranty 12 months on labour.
Yes. PDF via WhatsApp with the room photo and the kW recommendation accepted fast.
Yes. Nest, Hive, Tado add only $ 200-300 and earn customers 10-20% on heating bills.
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From the blog
Guides on writing better boiler installers quotes
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What to Include in Every Quote (Complete Checklist)
A field tested checklist of every line item, term, and detail that should be on your quotes so you stop losing jobs and arguments.
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