Skip to content
HeatAlgo

Client datawithout tenphone calls.

The client fills in the form themselves, at their own pace - and you review and accept the submission before it enters the project.

Create a free accountSee how it works
Client form in the HeatAlgo app - project data filled in online, no account needed

What it is

The client form is a tool in the HeatAlgo app that collects calculation data straight from the client. Instead of calling around for wall dimensions and window types, you send a link - the client fills in the form at their own pace, and you get the full set of answers to review.

Collecting the datatook the most time.

Before you can calculate the heat loss, you need dozens of numbers: room dimensions, wall construction, window types, heat source. Until now that meant phone calls, emails and site visits before you even opened the calculator.

A call for every numberDimensions, windows, wall layers - each value asked for separately, in a call you still have to write down.
A visit before there is a projectDriving out just to measure what the client has on the plan and in the building documents.
Data in three placesEmail, a notebook and a spreadsheet - and you still retype it into the calculator, with mistakes on the way.

How it works

Two sides, one form

You send the form to the client

You create a form in the project and send the client a link by email, or simply copy it - to share by text message or WhatsApp.

1 / 4
The send panel in HeatAlgo - a message to the client, an e-mail field and a copy-link button
Step-by-step guide: how to send a client the form and get complete data →

The second path

Already have the client's documents? No need to wait for the survey

Building design, window and door schedule, energy performance certificate - if you have them at hand, read them in a conversation with the AI assistant, right in the project. The assistant reads the data and proposes values for you to review.

01

You read the documents in a conversation

Paste text or add files in the assistant's window - the building design, the window schedule or the energy performance certificate go straight in for reading, no form sent to the client.

02

AI proposes, you approve

The assistant reads values from the documents and shows them as suggestions to review. You approve only the ones you accept - fields with no backing in the documents stay empty.

03

The data flows into the heat loss calculation and beyond

Approved values fill the heat loss fields, and after the calculation they feed the preliminary heat pump sizing.

AI only proposes values for the form - the heat loss is always calculated by the algorithm, per EN 12831-1. Uploaded documents are kept only for the reading and deleted automatically after 24 hours.

Create an account and read your first documents

Privacy

Documents are deleted after 24 hours

Documents you load in a conversation about a project are read in the background by an AI model, and the files are deleted automatically 24 hours after the reading starts. Only the floor plan of a storey you approve stays - as the plan in the project.

AI never guesses. If it can't find an answer in the materials provided, it leaves the field empty instead of making up a value.

“Documents are read by an AI model on OpenAI's platform in the United States, reached through OpenRouter, solely to read data from them. The files are deleted automatically 24 hours after the reading starts, and its result after 30 days at the latest. Suggested values always require your confirmation.”

You will find the details in the privacy policy, section 4.

The form, step by step

The client's side of the form - project data filled in section by section, no account needed
The client opens the form from a link, no account needed

No sign-up and no password. The client opens the link on their phone or computer, answers save themselves, and they can stop and come back later.

Send the invitation by email or just copy the link

Send an invitation by email straight from the project, or copy the link in one click and share it through any channel, for example by text message or WhatsApp.

The final say always belongs to you

Data enters the project only after your acceptance. You review the submission section by section, accept it or send it back with a request for corrections - nothing reaches the calculations behind your back.

You watch the filling progress live in the project

See how many fields the client has already filled in before they even submit the form - you know when the data is complete and when to follow up.

Requesting missing details takes a single click

If something is missing, you send the form back with a request for corrections. The client gets a link to the same form and completes only the flagged fields - no new link needed.

Accepted answers flow straight into the heat loss form

Once you accept the submission, import the answers into the heat loss fields in one click and with a preview of what will change - nothing to retype by hand.

Client formvs collecting databy phone.

Phone and email

  • PriceYour time
  • Client accountN/A
  • Reading documentsManually retyping from PDFs and photos
  • CorrectionsAnother phone call or email
  • Data in the projectYou retype it into the calculator by hand

HeatAlgo form

  • PriceFree forever, reports from €19
  • Client accountNot needed - just a link
  • Reading documentsAI proposes values for approval
  • CorrectionsOne click - a request for missing fields
  • Data in the projectOne-click import into the heat loss calculation

FAQ

Frequently asked questions

Does the client need to create an account?

No. The client opens the form from a link, fills it in and submits it - no registration, no password.

What if the client gets stuck or forgets something?

You send the form back with a request for specific fields - the client gets a link to the same form, they don't start over.

Does AI guess values that aren't in the documents?

No. AI only proposes what it actually finds in the documents provided. If something isn't there, the field stays empty - you fill it in yourself.

Is there a limit on reading documents?

Yes, AI document reading has a limit on the account. Once it's used up, you fill in the fields by hand - the form and the calculations work as normal.

How do I share the link if I don't have the client's email?

Copy the link with one click and share it however you like, for example by text message or WhatsApp.

Can I fill in the data myself, without sending the form to the client?

Yes. If you have the building documents, read them in a conversation with the AI assistant right in the project - the assistant proposes values, and you approve only the ones you accept.

Which documents can AI read?

For example the building design, the window and door schedule or the energy performance certificate. AI only proposes values it actually finds in the documents - the heat loss is always calculated by the algorithm, per EN 12831-1.

See what happens next

Heat loss calculationAccepted client data flows straight into calculations per EN 12831-1.Underfloor heatingHeat loss results feed the underfloor heating design - floor plan, zones, loops.
← See all tools

Send your first form today

Sign up, create a project and send the client a link to the form - the client and your approval do the rest.

Create a free account