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Heat Engineer Integration

connect heat engineer to commusoft, link heating certificate to opportunity, download or email report, unlink if needed

Updated over a week ago

The Heat Engineer integration allows you to generate and link heating system design reports—referred to as certificates—directly to Opportunities in Commusoft. This helps streamline your workflow and ensures all relevant documentation is traceable in one place.

Setting Up the Heat Engineer Integration

To connect Commusoft with your Heat Engineer account, follow these steps:

1. Go to Integrations:

  • In Commusoft, click your profile icon and select Integrations from the dropdown menu.

2. Find the Integration:

  • Look under the System Design category.

  • Click on Heat Engineer.

3. Enter Your Heat Engineer Email:

  • You’ll be prompted to enter the email address associated with your Heat Engineer account.

  • This should be the same email you use to log in to Heat Engineer. (Note: You do not need to enter your password.)

4. Generate and Enter the OTP:

  • In your Heat Engineer dashboard, scroll down to the Integrations section.

  • Click Generate OTP to receive a one-time password.

  • Enter the OTP in Commusoft to verify and link the account.

5. Complete the Setup:

  • Once the OTP is validated, your Heat Engineer User ID will be automatically populated.

  • Click Continue to finish the setup.

  • The integration status should now show as Active.

What is a Heat Engineer Certificate?

In Commusoft, the term "certificate" refers to the full system design report generated by Heat Engineer. This includes detailed calculations such as room-by-room heat loss, radiator or underfloor heating sizing, and boiler or heat pump recommendations. The report supports accurate installations and can be shared with customers or stored for compliance purposes.

Linking Certificates to Opportunities

Once your Heat Engineer account is connected, you can start linking certificates to specific opportunities.

1. Open an Opportunity:

  • Go to a customer profile and select an existing Opportunity.

  • The Opportunity must be in "Ongoing" status to link or unlink certificates.

    • Enquiry

    • Survey booked

2. Link a Certificate:

  • Scroll to the Heat Engineer section in the Opportunity.

  • Click Link to Existing Certificate.

    • The term "certificate" refers to the report generated by Heat Engineer.

  • A dropdown will appear showing available certificates (searchable by contact or address).

  • Select the relevant certificate to link it to the Opportunity.

3. View and Use Linked Data:

  • Once linked, the certificate details will be:

    • Shown in the Opportunity sidebar

    • Logged in the Opportunity timeline

    • Downloadable as a PDF

    • Attachable to emails using the Email button

4. Unlinking Certificates:

  • You can unlink a certificate from an Opportunity only if the status is "Ongoing"

    • Enquiry

    • Survey booked

  • Click the report name in the Heat engineer integration section.

  • Click Unlink.

  • This will remove the certificate from the sidebar and update the communication timeline.

If the Opportunity status is Cancelled, Rejected, or Accepted, linking and unlinking certificates is disabled.

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