Manage all your annual servicing
and automate customer reminders
without spreadsheets or stress
Automated Annual Service Tracking & Reminders
for the Plumbing & Heating Industry
How much time do you spend trying to remember who’s due an annual service, who’s replied to book, what your engineer found on site and what still needs doing?
Discover a better way to manage your plumbing and heating customers, engineers and annual service reminders from your phone, tablet or desktop computer.
We know you didn’t start a plumbing and heating business because you wanted to spend your evenings updating spreadsheets.
Yet, here you are, trying to remember who’s due an annual service, who’s replied to your reminder, who’s already booked, what your engineer found on site and what still needs doing. It’s taking up more and more of your time and, worst of all, most of it’s just the same jobs over and over again. That’s not just wasting your time, it’s costing you money too.
What this means in real terms is you’re spending less time looking after your customers and growing your business, while constantly worrying that something important is going to get missed.
You need a system to easily manage all of your customers, annual services, engineer visits and service reports – all in one easy-to-use online solution that automates reminders, keeps everyone up to date and works exactly the way you like it.
Annual Service Management, custom-made to meet your needs
Show us your process once. We’ll convert it into a secure online system that sits on your phone, in the palm of your hand – custom built to do everything just the way you like it. With features including:
- See upcoming and overdue services on a simple dashboard so that you know exactly what needs your attention today
- Keep all of your customer details in one place so that you’re never hunting through spreadsheets, emails or notebooks again
- Track every customer’s annual service date and send automatic annual service reminders so that nothing gets forgotten and fewer renewals are missed
- Store every piece of equipment against each customer so that your whole service history is in one place
- Complete service checklists LIVE via iPad or tablet so that your office is updated before your engineer leaves the customer’s property – including Engineer notes
- Automatically create and email Pass or Fail service reports so that both you and your customer receive an instant record of the work carried out.
- Receive notifications about the things that matter to you so that you’re always kept in the loop without constantly checking the system.
- Keep all of your service records in one secure online system so that anyone in your team can find what they need in seconds.
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Customer equipment records and service history managed in a cloud-based system, built for you
Tailor-made online systems for:
- Plumbing companies
- Heating engineers
- Electrical engineers / PAT testing
- Boiler service companies
- Heat pump installers
- Renewable energy installers
- Facilities management companies
Our custom-built system will be created around your business and your specific needs. This is not an off-the-shelf solution but a tailor-made answer to the real challenges you face every day.
All projects are pre-quoted and begin with a free online Strategy Session to identify exactly the elements you need, before providing you with a written project specification and a schedule to complete the build from start to finish. Prices start from £5k, including a full year of monthly updates, security monitoring, telephone and email support, outstanding customer care and rock solid hosting.
Fill out the form below to book your exclusive live online walkthrough and see a sample system we’ve built for businesses just like yours.
See for yourself how it could take the hassle out of annual service management, replacing spreadsheets and saving you hours of administration every month: