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Plumbers and heating engineers

Software for plumbers and heating engineers

Half the week is somebody's boiler failing this morning, and half is work agreed a year ago that nobody has rung about yet. They need opposite things from software — one needs to be squeezed into today, the other needs to be remembered without you — and most products only do the first.

What is different about this trade

The annual service is not a booking, it is a sale that has to be made again. Recurrence books the next visit automatically at the price already agreed; a service interval books nothing and simply puts that customer on a call list before the date, because the work has to be sold each time. Mixing the two either fills your diary with jobs nobody has agreed to pay for, or loses the service altogether.

How it handles your day

Today's emergency, into today's diary

A slot is checked four ways before it is offered: is the person already on something, is it inside their working day, does the day's work actually fit the day, and can they physically get from the last job to this one. Port Talbot at ten and Pontypridd at five to eleven passes every check but the last.

The service that has to be sold again

Set the interval when you finish the job — on the engineer's own completion sheet, which is the last moment it is free to ask. It appears on the call list before it falls due, not on the morning, so there is time to ring, order and book.

Gas certificates, signed in the airing cupboard

Your own forms, filled in on the phone standing up and signed by the customer there and then. Changing one after it is signed needs a manager to authorise it, because a certificate anybody could quietly edit later proves nothing.

Waiting on a part

Mark the job as waiting with the date the merchant gave you. It hands its diary time back rather than holding an afternoon nobody can use, sits on its own list to chase, and returns to the booking list when the part is ticked in.

What you find under the floor

Priced on site, photographed, and sent for approval to whoever is actually paying — which in a rented house is the landlord, not the person standing in the kitchen. Nothing starts until somebody with the authority says yes.

Questions, answered

Does it do gas safety certificates?

Yes — your own forms rather than a fixed set, versioned so you can see which wording was in use when, signed on site, and kept against the job. An amendment after signing needs a manager to authorise it.

Can I bill the landlord but visit the tenant?

Yes, and they are kept apart deliberately. The customer is whoever instructs and pays; the person at the property is the site contact. The tenant gets the arrival reminder, the landlord gets the invoice and is the one asked to approve extra work.

Will it remind me about annual services?

It puts the customer on a call list a set number of days before the service falls due — thirty by default. It deliberately does not book the visit for you, because an annual service is work that has to be agreed and paid for again.

What happens when nobody is in?

It is recorded as what it was: the van went and the day went. A wasted journey is not a cancellation, so you can actually count them, and the customer gets a reminder the day before to make it happen less.

Can the engineer do all of this from a phone?

Yes — their work for the day, arrive and finish, photos and voice notes against the job, extra work priced and sent, a part flagged as missing, and the completion sheet at the end.

How much is it?

£29.99 a month for the whole business — every feature, every person, no add-ons. 60 days free and no card to start.

Before you start

When you sign up you are asked what the business does. Pick Plumbing & Heating — the app uses it to decide what to show you, so the screens arrive already suited to the work rather than needing switching off one at a time.

The arithmetic behind this is free to use without an account — try the hourly rate calculator, which runs the same code the invoices do.

See it being done

Step-by-step guides with a short recording of each one, free to read without an account.

A job that is waiting on something

Putting a job on hold, giving its diary time back, telling the customer, and picking it up again when the part arrives.

Build and use your own certificates

Completion certificates and compliance forms your engineers fill in and sign off on site.

Set your own follow-up intervals

Change the “how often” choices to whatever your work actually comes round on — weekly, monthly, annually.

All the guides and videos →

Also worth a look

Most businesses on this list do more than one of these. It is the same product and the same price either way.

Electricians

The certificate is the work. Your own forms, versioned, signed on site, and an amendment that needs authorising rather than quietly happening.

Appliance and white goods repair

Half the jobs stop dead waiting for a part. Mark the wait with the supplier's date, get the diary time back, and keep it on a list to chase.

All trades and field teams →

Try it on your own work

60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.

Start your free trialTalk to a person07976 748850

£29.99 a month for the whole business after the free 60 days.

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