Heating and plumbing
Heating and plumbing runs your visits from the first call to the payment, whether you work alone from a van or run an office, technicians in vans and several regions.
Work orders for a heating and plumbing firm: a visit request form, an agent that sorts the requests, the job from booking to signed, the parts, the invoice and the payment, and a printable work order.
Try it
Business details, Contacts, Customers, Jobs, Requests
Try it freeWhat it does for you
Your customers, the equipment at each address and every job are in one place, instead of a diary and phone notes.
A customer asks for a visit on your website. An AI agent reads the request, links the customer, says whether it is an install, a service or a repair, and writes what to bring and what to check first. You call the customer, agree the day and book the visit: the job is made and the customer gets a mail with the day.
- On site, the work, the hours and the parts are written on the job, and the customer signs. The work order is mailed with the invoice, and the lists To invoice, Unpaid and Paid show where the money stands.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Mail the customer a year after a boiler service to book the next one.Add a call-out fee to emergency visits in the evening or at the weekend.Email the customer when you are on the way.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Approvals
A document above the approval amount of Business details waits for the approval of the owner or a manager.
Catalog
What the business sells or uses: goods, services, plans and tickets, each with its price.
Customer feedback
What customers answer after a job, an appointment, an order or a delivery, and a monthly summary.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Locations
The places where the business works: shops, branches, clinics, warehouses, depots, venues and vans.
Quotes
Priced offers to contacts, with their lines.
Reports
The reports that agents write each week or month.
Staff
Contacts who work for the business: their job, their place and their team.
Stock
How much the business holds of each product, and each movement.
Stock by location
How much of each product each location holds.