What it does, in plain English
No jargon and no roadmap dressed up as features. This checked list covers 41 customer-facing capabilities and says honestly whether you can use each one today.
If you would rather see how it fits together in order, read how PipeworkHQ works, start to finish.
What the labels mean
- Available
- You can use this from the day you sign up. (30 listed)
- Needs setup
- Works once you connect an account or enter a detail. We tell you what is missing. (3 listed)
- In build
- Not available yet. We list it so you know where we are going, not to imply you get it today. (8 listed)
Certificates and compliance
The paperwork that has to be right.
Gas certificates
AvailableStandard plan and aboveLandlord and homeowner gas safety records, warning notices and service records. Fill them in on site, sign on the screen, and the customer gets a PDF.
Worth knowing: Eight certificate types today. Your Gas Safe number has to be on your account first.
Signed and locked
AvailableStandard plan and aboveOnce you sign a certificate it cannot be edited. If something is wrong you void it with a reason and issue a new one, so the history is honest.
Handover packs
AvailableStandard plan and aboveBundles the certificates and paperwork for a job into one pack and emails it to the customer.
Submitting to Gas Safe or MCS
In buildYou do this yourself on their portal. There is no public way for software to do it for you.
Worth knowing: We say this plainly rather than implying otherwise. No reference number is ever invented.
Electrical (EICR), unvented (G3), Legionella, Part L photo dossiers
In buildRecords beyond gas.
Winning work
Getting found, and turning an enquiry into a booked job.
Your public page
Needs setupA page for your business with your logo and colours, the towns you cover, your accreditations and photos of recent work.
Worth knowing: You claim the web address yourself. We do not set one up automatically at signup yet.
Enquiry form and leads list
AvailableEnquiries from your page land in a list. Turn one into a customer without retyping.
Quotes with options
AvailableGive the customer a choice, for example a like-for-like swap or a full upgrade. They accept on their own page and can pay a deposit by card.
Your own domain name
In buildPutting your page on yourfirm.co.uk instead of a PipeworkHQ address.
Automatic review requests
Needs setupAsking every customer for a Google review after the job.
Worth knowing: Add your Google review link first. New customer forms record the required refusal choice; older customer records stay excluded unless you can establish a lawful basis.
Google, Bing and Apple listing guide
AvailablePlain-English steps for claiming your local business listings without exposing a home address.
Worth knowing: Guided, not connected. You claim and verify each listing with the provider.
Running the day
Jobs, engineers and what happened on site.
Jobs and scheduling
AvailableCreate a job against a customer and property, put it in the diary and assign an engineer.
Dispatch board
AvailableSee what is unassigned and give it to someone.
Photos from your phone
AvailableScan a QR code on your screen and your phone becomes the camera for that job. No app, no login.
Continue on another device
AvailableOpen the same saved dashboard screen on a phone or laptop with a one-time QR link.
Worth knowing: The link requires the same user to sign in, works once for 15 minutes and never carries a login session or customer details.
Paper diary scanner
AvailablePhotograph a page of your paper diary and it reads the appointments off it and books them in.
Appliance history
AvailableWhat is installed at a property, when it was last serviced and what was done.
Service reminders
AvailableReminds a customer when an annual service is due.
Worth knowing: Sends by text. Needs a mobile number on the customer record.
Working with no signal
In buildCarrying on in a plant room with no reception and syncing later.
Worth knowing: You can install PipeworkHQ to your home screen today, but a full offline mode is not finished. There are no native phone apps yet.
Money
Getting paid, and paying the least in fees.
Invoices
AvailableNumbered so the sequence cannot be broken, with a PDF and a payment link. Credit notes and cancellations handled properly.
Card payments
Needs setupThe customer pays by card from the invoice or the quote. The money goes to your own account. We take no cut of it.
Worth knowing: You complete a short identity check with Stripe first, which can take a day or two. That is their requirement, not ours.
Cash, cheque and transfer
AvailableRecord payments you took any other way so the books still balance.
Deposits
AvailableAsk for a deposit when the customer accepts the quote.
Direct Debit and pay by bank
In buildA lower-fee alternative to cards for larger jobs.
Worth knowing: Partly built, not switched on. Provider and regulatory checks still have to pass.
Tap to pay on a phone
In buildTaking a card payment on the doorstep with your phone.
Books and accounts
Where the paperwork ends up.
Connect Xero, QuickBooks or FreeAgent
In buildLink the accounting software you already use.
Worth knowing: The connection code exists, but the live round-trip is still being proved in each provider sandbox.
Sending invoices across automatically
In buildYour invoices appearing in your accounts without you doing anything.
Worth knowing: The connection works; the switch that turns on automatic sending is the next thing we are finishing.
Xero export file
AvailableDownload your invoices in a format Xero accepts and import them.
Worth knowing: Today this is the most reliable route into your accounts.
Receipts
AvailablePhotograph a supplier receipt and it reads the supplier, date and amount for you to check and approve.
Worth knowing: Photos only for now, not emailed PDFs. Approved receipts stay in PipeworkHQ; sending them to your accounting software is in build.
Your bank
AvailableConnect your bank inside your accounting software, not here. Once accounting sync is released, PipeworkHQ will send the invoice and your accounting software can match it to the money.
Worth knowing: This is a deliberate boundary. We will not ask for access to your bank account. Check your bank and accounting plan because some feeds or services may carry a separate charge.
VAT
AvailableA VAT summary you can read off for your return.
Worth knowing: It is a report to help you file. PipeworkHQ does not file anything with HMRC.
Knowing the rules
The things that are easy to get wrong and expensive to get wrong.
Ask Mate
AvailableAsk a question in plain English about your own jobs, invoices, leads and customers, or how to use PipeworkHQ.
Worth knowing: It is read-only. Record claims must cite an authorised, current record and the link is created by PipeworkHQ, not by the model. Offline answers use cached non-personal product guidance only.
Gas tightness checker
AvailableWorks out whether a tightness test passes, for both the current and the new edition of the standard.
CO alarm checker
AvailableWhat alarms are required, for England, Scotland, Wales and Northern Ireland separately.
Engineering calculators
AvailableGas rate, pipe sizing, combustion air, ventilation and more.
Worth knowing: Three are free. The rest are on Solo and above.
Heat loss surveys
AvailableSolo plan and aboveIndicative room-by-room heat-loss calculations based on BS EN 12831 principles, with radiator sizing.
Worth knowing: Use professional judgement and your approved MCS design process. PipeworkHQ is not certified design software.
Heat pumps and the Boiler Upgrade Scheme
AvailableProfessional plan and aboveDesign help and a check on whether a property looks eligible for the grant.
Worth knowing: The output is indicative to help you quote. It is not a certified MCS design.
Apprentice off-the-job hours
AvailableStandard plan and aboveRecording the hours an apprentice must log, with a mentor sign-off.
Your data
It is yours, and you can take it with you.
Complete account export
AvailableYour Firestore records and tenant-owned uploaded files in one owner-only ZIP archive.
Worth knowing: Prepared in the background. Security material is excluded; the archive lasts 24 hours, each download link lasts 10 minutes, and the owner can revoke it.
Bringing customers in
AvailableImport your existing customer list from a spreadsheet.
Worth knowing: Comma-separated files. Pulling customers straight out of QuickBooks or Xero is in build.
No exit fee
AvailableLeave whenever you like. Monthly, no minimum term.
