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Save time on wasted surveys
Why businesses choose Heatio
Installers, retailers, utilities and lenders waste time on low-quality enquiries. Customers get frustrated with generic forms and unclear next steps.
Heatio fixes this. Our digital customer journeys capture the right property data up-front, check funding eligibility, and personalise advice — so you spend time only on enquiries that convert into installations.
Features
Everything you need to qualify homes and convert enquiries
High-qualifying digital customer journeys
Customers complete your branded journey. We capture property-level data, personalise advice using the Home Energy Model, and check funding eligibility. Only viable homes move forward — with indicative sizing and savings built in.
Heatio Hub
See every lead and assessment in one place. Access property insights, images and funding status. Track progress, compare performance, and focus your team on the opportunities most likely to convert.
Home energy monitoring dashboard
Integrate with smart meters and low-carbon technologies. Monitor performance, verify impact on bills, and provide you customers with data you can trust to prove value and build confidence.
Digital Customer Journey
Qualify heat pump enquiries with the right home energy data upfront — cut wasted surveys and focus only on opportunities likely to convert.
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Assess if a home is right for specific upgrades.
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Automatically check eligibility for available support.
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Give indicative savings and upfront cost ranges.
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Capture customer details, property insights, and preferred survey times.
The Heatio Hub
All your leads and assessments in one place. The Heatio Hub gives your team the tools to track, prioritise and act with confidence.
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See every enquiry, survey request and property insight in one dashboard.
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Instantly check eligibility and keep customers informed.
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Track conversion rates and understand which opportunities are most valuable.
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Share images, property data and survey notes without leaving the platform.
The result: less time chasing details, more time moving qualified customers forward.
Our Story
Built by people who’ve done the work
Heatio was founded by a team with 20+ years’ experience installing, designing and maintaining heat pumps, solar and battery systems. We know the pain points first-hand: wasted surveys, poor-quality leads, and journeys that don’t convert.
That’s why we built Heatio — to give businesses digital tools powered by real home energy data. From pre-qualification through to funding checks, indicative sizing, and post-install monitoring, we focus on what actually converts and sticks.
Our Projects
