The job moves on, the paperwork piles up.
A plumber spends the day with their hands full: on a job, under a boiler, on the phone while driving. Meanwhile, enquiries pile up on the answerphone, the promised quotes wait for the evening, and the invoices go out when they can.
The customer who calls about a leak does not leave two messages: without a quick answer, they call the next name on the list. A quote sent without a follow-up sits in an inbox while the prospect compares. An invoice sent late comes back paid late. And the trade's real seam stays untapped: all those customers whose boiler should be serviced every year and who only call back when it breaks down, in the middle of January, when your schedule is already overflowing. Gas boiler, heat pump, cylinder: every appliance installed is an annual service and an aftersales job that could come back on their own. Automating this admin means saving time every evening and filling winter in advance.
Your office runs from the van.
We automate the admin of the trade: the incoming enquiry, the quote, the invoice, the service reminder. Everything goes through your phone, nothing needs a trip back to the office.
You keep control of the tone, the hours and the rules. We set everything to the way you work, and the system follows it.
- Every enquiry gets an immediate first reply that qualifies it: address, photos, level of urgency
- Emergencies are detected and sent straight to your mobile, the rest waits its turn in good order
- Quote sent from the job, followed up automatically at D+5 then D+12, stopping as soon as they reply
- Invoice sent as soon as the job ends, followed up on its own if unpaid
- Annual boiler service reminder to every customer on their anniversary date, with appointment booking, and a Google review request after the visit
Boiler servicing, the recurring revenue that was sleeping.
Take the most profitable scenario in the trade: turning your job history into maintenance rounds that fill themselves.
Your customer file, however basic, keeps a record of every boiler you have fitted or serviced. Eleven months after the last visit, the customer gets a message signed with your name: the annual service is coming up, here are three slots. They choose, the confirmation goes out, and so does the reminder the day before. You arrive, and the address and the unit's history are in your pocket. As you leave, the service certificate goes out by email, the invoice follows, and a few days later the invitation to leave a Google review. Multiply that across your whole file: your weeks in September and October fill up with planned services, instead of emergency call-outs for boilers that die in January. And every service is a chance to spot the tired cylinder or the radiator that needs bleeding, in other words the next quote.
What plumbers ask us.
Where it all connects.
For a plumbing and heating engineer, everything starts from the pairing of automated quotes and invoice follow-ups, completed by sorting incoming enquiries. Service reminders and Google reviews graft onto it naturally. The full tour is on the automation hub, the rest is built as custom builds, and the simplest thing is to talk it over a coffee.
To size up what is at stake, the savings calculator works out in a minute what these tasks cost you over a year.
Your winters deserve to be planned, not endured.
Tell us how your enquiries come in and where your quotes go, over a coffee. 45 minutes to see what can be automated, no commitment, and a costed plan within 72 hours.
Book a coffee