The short answer
For a boiler install, bathroom or big repair, agree the price, the parts and what's not included in writing, and get it signed before you order anything. If the customer queries the bill later, you have a signed record of exactly what they accepted.
What to agree before the job
- The make and model of boiler, cylinder or fittings you're quoting for, and what happens if it's unavailable
- What the price includes: removal and disposal of the old unit, flue, controls, system flush, filter, parts and labour
- Who registers the manufacturer's warranty, and what the warranty depends on, such as yearly servicing
- What isn't included: making good, tiling, decorating, or problems found in the existing system
- How long the water or heating will be off
- A deposit to cover the boiler or parts, and when the balance is due
- Your own workmanship guarantee, if you give one, and for how long
- Gas Safe: your registration number on the quote, and the boiler commissioning paperwork the customer gets
Which AgreeVia documents fit
- Quote: price the job up item by item, with VAT worked out. Your customer signs to accept it, and one tap turns it into an invoice later
- Domestic Job Quote: full job terms for work at someone's home: deposit, materials, changes and an optional workmanship guarantee, with the customer's 14-day right to cancel and the cancellation form. Free
- Commercial Job Quote: the same for a business customer such as a shop, office or letting agent, including the payment and adjudication terms the Construction Act 1996 requires for building work. Free
- Deposit invoice: ask for a percentage up front, and get it confirmed with a signature before you start
- Invoice: bill the finished job, with the VAT worked out to the penny and your bank details on it
How it works
- Fill it in on your phoneAnswer a few plain questions, or type the items into a quote. You see a preview before anything is created.
- Add who signsPick them from your contacts, or type their email address and AgreeVia sends them a link.
- They sign without an accountThey open it in their browser, read it and sign with a finger. No app to install.
- Everyone keeps a copyThe signed PDF goes to everyone. Every view and signature is in a tamper-evident audit trail you can check at agreevia.co.uk/verify.
Proof, if there's a dispute
Every view and signature is recorded with a time stamp in a tamper-evident audit trail. If someone remembers the deal differently, you have the signed document, a record of when they opened and signed it, and an evidence package you can generate. AgreeVia doesn't give legal advice, and it doesn't take payments: your bank details go on the invoice and your customer pays you directly.
FAQs for plumbers and heating engineers
Can I take a deposit before I order the boiler?
Yes. The Domestic and Commercial Job Quotes have an optional deposit clause, and a Deposit invoice asks for a percentage up front and records that the customer agreed to it.
Can I offer a guarantee on my work?
The Domestic Job Quote has an optional workmanship guarantee of 6, 12 or 24 months. It sits alongside the manufacturer's warranty, it doesn't replace it.
Does my customer need to download anything?
No. They get a link, open it in their phone or computer's browser, and sign. They don't need an account or the app, and they get the signed PDF by email.
Is an electronic signature legally valid in the UK?
For everyday business documents like quotes, job agreements and invoices, yes, as long as the person meant to sign. Some documents, such as wills and some deeds, have stricter rules. See Are electronic signatures legal in the UK?
Try it on your next job
Free for 3 documents a month, no card needed. Already have an account? Sign in. AgreeVia works in your browser and is live on Google Play. Coming soon to the App Store.