“Who’s due
a service?”
It’s in a spreadsheet somewhere. You just need a moment to check.
FOR PLUMBING & HEATING BUSINESSES · FROM A FELLOW BNI MEMBER
You’ve already won
the customer once.
Keep the service
work coming back.
Service dates. Customer reminders. Engineer reports. Imagine having it all in one place, without it all landing on your desk.
See a custom online system we’ve built to make that happen - and tell us what yours would need to do.
Book a 1-2-1 with FionaAn online walkthrough. A conversation. No obligation.
One less thing to remember.
One clearer picture of your business.
One clearer picture of your business.
Illustrative preview · sample names and figures
DOES THIS SOUND FAMILIAR?
Still the person making sure
nothing gets missed?
“Who’s due
“Have they
been reminded?”
Someone needs to send the emails. That someone is often you.
“Have we got
them booked in?”
Replies to chase. Diaries to check. Another job to keep in your head.
“What did the
engineer find?”
Paper notes, photos and reports. Finding the full picture takes time.
What if you didn’t have to remember all of it?
ONE SYSTEM. EVERYTHING CONNECTED.
Less piecing
things together.
More getting on.
Customers, equipment, service dates, reminders and reports - brought together in one secure online system, accessible on your phone, tablet or computer.
Every step is custom built to meet your exact requirements, so it all works just the way you like it - no compromises or features you'll never use.
01
Know what’s coming up
A traffic-light dashboard shows overdue services, those due soon and recently completed visits.
02
Let reminders do the chasing
Customers are automatically notified when their next service is due.
03
Keep the next step in view
Completed visits are flagged for invoicing, with payment status recorded in the same system.
FROM THE OFFICE TO THE CUSTOMER’S DOOR
Your engineers finish the visit.
The paperwork comes with it.
Everything they need.
Right there on their tablet.
- Directions via Google Maps or what3words.
- The right equipment, identified by description and manufacturer’s serial number.
- A built-in checklist, with space for notes and recommendations.
- A completed report submitted online before they leave the premises.
A familiar, print-friendly, MOT-style pass/fail report is saved and emailed to the customer. Previous findings are there at the next visit, so your engineer knows what to look out for.
CUSTOM BUILT. AROUND YOU.
Your business.
Your way of working.
Your kind of system.
These features are examples from systems we've built for your sector, not off-the-shelf software you have to fit into.
Your system would be designed around your customers, your engineers and the way you work. The walkthrough is a chance to explore what that could look like.
LET’S TALK ABOUT WHAT YOU NEED
“Ours would need to…”
- Handle several appliances for each customer.
- Follow our own service checklists.
- Send different reminders for different equipment.
- Keep the office and engineers up to date.
- Do that particular thing we currently do in Excel.
That’s where the conversation starts.
A LITTLE LESS ON YOUR MIND
Imagine your business remembering
this stuff for you.
Less chasing.
More time for the work that grows your business.
Less checking.
A clearer view of what’s done and what needs attention.
More breathing space.
Fewer things that only you can keep on top of.
Fiona · FAT PromotionsYour fellow BNI member
LET’S COMPARE NOTES
Come and see
how it actually works.
I’ll show you around the sample system, and I’d love to hear how it compares with the way you manage servicing.
What would you change? What would you add? What would yours need to do differently? Bring your questions - and the things you’re tired of doing manually.
Book your walkthrough with FionaOnline 1-2-1 · No obligation · Your feedback welcome
Managing annual servicing shouldn’t depend on a spreadsheet
If your business installs equipment that needs regular servicing or maintenance, keeping track of what is due – and when – becomes harder as your customer base grows.
We build custom service management systems for plumbing and heating companies, Gas Safe engineers, electrical contractors and renewable energy businesses. Your system can track individual pieces of equipment, annual or six-monthly service dates, service history and engineer reports, while automatically reminding customers when their next service is due.
Whether you’re maintaining boilers, air conditioning, solar panels, air source or ground source heat pumps, the system is built around the way your business already manages its customers and equipment – replacing spreadsheets and manual reminders rather than forcing you into somebody else’s process. Let’s have a 121!