# Getting started with Heatpunk Pro

Our Pro tier unlocks team collaboration and access to features that can save you time and impress your customers with a professional journey through their quote and installation.

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## What do I get with Pro?

We run [weekly training sessions](https://cal.com/midsummer-energy/heatpunk-pro) (these are held online and completely free) which cover all the extra features that you get with Pro. The cost is £35 / month (plus VAT) per user. Below is a summary of everything included in Heatpunk Pro.

- [Upload floor plan](https://help.heatpunk.co.uk/books/plans-task/page/pro-importing-floor-plans "Pro: Importing floor plans")
- [Custom components](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-create-and-manage-your-components "Pro: Create and manage your own components")
- [Project and component sharing](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-share-projects-and-components "Pro: Share projects and components")
- Project status tracking
- [Customised customer proposal](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-customer-proposal-customisation "Customer proposal customisation")
- [E-signing](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-e-signing-RqK "Pro: E-signing")
- [Document storage](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-document-management "Pro: Document Management")
- [Emailing](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-sending-emails-from-heatpunk "Pro: Sending emails from Heatpunk")
- [Survey and installation record](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-survey-task-and-installation-record "Pro: Survey task and installation record")
- Additional forms and reports
- [Connect Direct API](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-dno-application-via-connect-direct "Pro: DNO Application via Connect Direct")
- [CRM connections](https://help.heatpunk.co.uk/books/developer-guidelines "Developer Guidelines")
- [Shrunk Punk](https://help.heatpunk.co.uk/books/shrunk-punk-tSH "Shrunk Punk") (for additional cost)

## How do I upgrade? 

To upgrade to Pro, log into the account you would like to be the [**Owner**](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-team-management#bkmrk-add-and-remove-users). In the top right, you will see the option to **Upgrade to Pro**:

Click this and navigate through each step:

1. Add team members and set their [role type](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-team-management#bkmrk-add-and-remove-users)
2. [Connect to Midsummer](https://help.heatpunk.co.uk/books/getting-started/page/connecting-to-midsummer "Connecting to Midsummer") so your pricing correctly applies for all team members
3. Fill in billing details
4. Pay via GoCardless instant bank payment

<p class="callout info">[Some banks do not support instant payments](https://help.heatpunk.co.uk/books/faqs/page/my-bank-is-not-showing-up-when-trying-to-upgrade-to-pro-what-should-i-do "My bank is not showing up when trying to upgrade to Pro, what should I do?") so if you're having trouble setting up the payment, please [get in touch](mailto:help@heatpunk.co.uk) so we can do this manually. </p>

## Configuring team settings 

Once you've upgraded, you can then configure your team settings. You can read about the options you have below:

- General
    
    
    - [Team management](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-team-management "Pro: Team Management")
    - [Billing and subscription details](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-company-details-and-subscription-settings "Pro: Company details and subscription settings")
- [Setting up sharing permissions](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-share-projects-and-components "Pro: Share projects and components")
- [Automatic pricing calculator](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-automatic-pricing "Pro: Automatic pricing")
- [Documents](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-document-management "Pro: Document Management")
    
    
    - Upload shared documents that can get attached to emails
    - Upload images used in proposal customisation
- [Customer proposal](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-customer-proposal-customisation "Pro: Customer proposal customisation")
- [Email settings](https://help.heatpunk.co.uk/books/getting-started-with-pro/page/pro-email-credentials "Pro: Email Credentials")
- [Shrunk Punk](https://help.heatpunk.co.uk/books/shrunk-punk-tSH "Shrunk Punk")

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## <span class="corp-icon material-symbols-rounded icon-support mceNonEditable" style="user-select: none;">​</span>Still Need Help? / Want to know more?


- **Related FAQs:** Check out our [Pro and Enterprise FAQs](https://help.heatpunk.co.uk/books/faqs/chapter/pro-and-enterprise) for answers to common questions
- **Further guides**: Take a look at our [Pro help guides](https://help.heatpunk.co.uk/books/getting-started-with-pro)
- **Live training:** [Book onto a live demo session](https://cal.com/midsummer-energy/heatpunk-pro) to see these features in action

**Contact Support:** If you've got further questions, get in touch with our support team at **help@heatpunk.co.uk** (UK) or **help@heatpunk.ie** (IE). *If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.*