Home/Trades/Heat Pump Installers
For US Heat Pump Installers

Heat pump installer
invoice app.

Supply, install, electrical isolating switch, servicing — snap your job notes or speak them, and TradieNotes builds a professional invoice before you're at the next job.

60 seconds Sales Tax ready Reads heat pump jobs No signup
The 60-second job

From the final commissioning to a invoice.

Three steps before you're back in the van. No data entry, no spreadsheets, no laptop.

1
STEP 01
Snap or speak
Photo or voice — any scrawl works
2
STEP 02
AI reads it
Unit, labour & totals extracted
3
STEP 03
PDF ready
Invoice emailed instantly
Made for the trade

Built for heat pump installers.

Trained on the way US heat pump installers actually write up a job — not generic invoicing software.

Reads heat pump job notes

Unit cost, install labour, electrical work, servicing — our AI reads your shorthand the way you write it and builds a clean, itemised invoice.

Supply & install
Electrical isolating switch
Multi-unit / ducted systems
Annual servicing
Warranty callbacks
Regassing & repairs

🎤Voice notes before you leave

Unit commissioned and running? Speak your job notes before the next site — client, unit size, electrical work. Invoice ready by the time you're there.

The full range

Every install, sorted.

From a single split system to a multi-zone ducted install, TradieNotes keeps up with the range of jobs US heat pump installers actually run.

NEC electrical compliance

Heat pump installs must meet the National Electrical Code (NEC), including a readily accessible disconnect switch within sight of the unit (NEC 440.14), and the electrical work generally needs a licensed electrician plus a local permit — requirements vary by state and county. Note this electrical work separately so it's captured on the invoice. (Note: the federal 25C tax credit for heat pumps expired for installations placed in service after Dec 31, 2025 — check current state/utility rebates instead.)

🏢Multi-unit & ducted systems

Note each indoor unit or zone separately for multi-split or ducted jobs, and they're itemised individually alongside the outdoor unit and ducting work.

🔧Servicing & callbacks

Annual servicing, regassing, and warranty callback visits are distinct from new installs. Note the visit type and it's captured as its own job, keeping your records clear.

Heat Pump Installer FAQ

Questions, answered.

Does it separate the unit cost from installation labour?+
Yes. Describe the unit and the install labour separately and they're itemised as their own lines, along with any electrical work needed.
Can it invoice for the electrical isolating switch work?+
Yes. Heat pump installs require a readily accessible disconnect switch within sight of the unit under NEC 440.14 — note this electrical work and it's captured as its own line separate from the mechanical install.
Does it know about NEC electrical compliance?+
TradieNotes doesn't check compliance for you, but it's worth noting: heat pump installs must meet the National Electrical Code (NEC), including the disconnect-switch requirement under NEC 440.14, and the electrical work generally needs a licensed electrician plus a local permit and inspection — requirements vary by state and county.
Can it handle multi-unit or ducted system installs?+
Yes. Note each indoor unit or zone separately and they're itemised individually, alongside the outdoor unit and any ducting work.
Does it invoice for annual servicing separately from installs?+
Yes. Note it as a service or maintenance visit rather than a new install and it's captured as its own job type, distinct from your installation invoices.
What does a heat pump install typically cost in the US?+
Pricing varies by unit size, brand, and installation complexity — your invoice reflects whatever you actually quoted for that job.
Can I invoice for a callback or warranty job?+
Yes. Note it as a warranty or callback visit and it's captured as its own job type, so your records stay clear on which visits were chargeable.
Are the invoices sales-tax ready?+
Yes — every invoice itemises labour and materials and includes a Sales Tax line you fill in before exporting. Sales tax rules vary by state, so TradieNotes doesn\'t auto-calculate a rate for you.
Do I need an account?+
No account needed. Create one free to save your invoice history, or just snap and pay $2.
Specific trade guides

Other trades.

Simple pricing

Two bucks.
That's the deal.

No monthly fees. No tiers. No hidden card surcharges. You only pay when you keep the PDF. Quotes that convert to invoices? Free.

PER EXPORT
$2
USD · excl. Sales Tax
Make a PDF
NO SIGNUP · NO SUB
60s · $2 · No signup
Create — $2