Every heat-pump enquiry answered, on the phone and on WhatsApp.

Heat-pump enquiries are detailed: heat loss, radiators, cylinder space, MCS certification, BUS grant eligibility, noise distances from neighbours. Zatio answers your phone 24/7, carries the same conversation on WhatsApp and your website, in plain English, and books the survey. Leave your mobile and it rings you in seconds.

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Why heat-pump enquiries take time

Heat pumps take longer to qualify than most jobs: the property, the heating system and the grant all matter before a survey makes sense. Zatio gathers all of it on the first call.

Every lead is a long triage

Gas boiler? Single-glazed? Flat? Grade II listed? Radiators under-sized? Zatio asks those questions for you, one at a time, before the survey is booked.

BUS grant questions

Homeowners want to know if they qualify for the £7,500, when it’s paid, or whether they need an EPC first. Zatio answers in the conversation, so your team keeps its time for surveys.

A survey diary of properties that suit a heat pump

System bore sizes, noise distances to neighbours, planning in conservation areas: flagged in the conversation, before you drive out.

Built for MCS-certified UK installers

All of this is included, with no add-on pricing. It’s what turns a curious homeowner into a survey that actually converts.

Heat-loss indicator

Rough heat-loss from property type, floor area, EPC, insulation notes: enough to size a ballpark system before a surveyor turns up.

BUS grant eligibility

Checks EPC date, no loft/cavity insulation recommendations outstanding, property type, and tells the homeowner where they stand in 10 seconds.

Noise distance check

Post-April-2025 MCS rules: 3m to neighbour windows, or acoustic assessment. Flagged up-front, not on-site.

Radiator & cylinder triage

Existing radiator sizes, airing cupboard dimensions, combi-vs-system, captured before you send a surveyor with a measure tape.

Planning & listed-building flags

Conservation area, listed building grade, PD rights exhausted: an honest ‘you’ll likely need permission’ before anyone books a survey.

Books surveys 24/7

Qualified leads land in Microsoft Bookings / Cal.com / Calendly with all the pre-work attached to the calendar invite.

Plans with voice included

Phone, WhatsApp and website chat in one plan. Month to month, no minimum term.

  • Essential

    £69/mo

    Month-to-month, no minimum term. Ex VAT.

    Your assistant on the phone, on WhatsApp and on your website.

    400
    voice minutes a month≈ 200 two-minute calls
    300
    chat and WhatsApp conversations

    WhatsApp and web chat included, no add-ons

    Choose Essential
  • Professionalrecommended

    £129/mo

    Month-to-month, no minimum term. Ex VAT.

    And it calls out too: call-back on your website and outbound calls.

    1,000
    voice minutes a month≈ 500 two-minute calls
    1,000
    chat and WhatsApp conversations

    WhatsApp and web chat included, no add-ons

    Choose Professional
  • Growth

    £259/mo

    Month-to-month, no minimum term. Ex VAT.

    For more volume, with up to 5 numbers or locations.

    2,000
    voice minutes a month≈ 1,000 two-minute calls
    3,000
    chat and WhatsApp conversations

    WhatsApp and web chat included, no add-ons

    Choose Growth

Prices exclude VAT · Pay annually: 2 months free · 60-day guarantee. See full plan details 

Questions we hear a lot

Will it mis-price a heat pump?
It doesn’t price. Heat pumps are too property-specific for that to be responsible. Zatio gives an indicative system size band and always routes to a site survey for a quote.
How does it handle BUS grant questions?
It tells the homeowner what the grant is, what the current value is (£7,500), and runs an eligibility check (EPC valid, no outstanding loft/cavity recommendations). It does not submit the application; that’s still your job post-install.
What about Ofgem and MCS compliance?
Zatio never claims a quote, a performance figure, or a grant outcome that hasn’t been confirmed by your certified surveyor. Everything is framed as ‘indicative, your surveyor will confirm’, which is the MCS-compliant way to hold a first conversation.
Can it handle a hybrid gas + heat-pump enquiry?
Yes. You tell it what you install and what you don’t. If you’re monofuel-heat-pump only, it’ll say so and disqualify hybrid enquiries politely.
How quickly can we be live?
About 10 minutes for a first draft: Zatio reads your website and builds its knowledge base, and you review it before switching on. Then we fine-tune it together on real conversations. You connect your WhatsApp Business number yourself from your dashboard: Zatio is verified by Meta as a WhatsApp Business Tech Provider.

Let’s see it qualify a heat-pump lead

20 minutes on a call. We’ll ask you a few questions about your typical enquiry, then run a live WhatsApp simulation from a homeowner’s perspective. You’ll see the output in your inbox by the end of the call.

Book a 20-min demo