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Example of custom invoices

Instant Quotes & Proposals

Build professional, customisable quotes and estimates in seconds. Customers can accept quotes and pay the deposit online, instantly. Engineers can generate professional invoices automatically upon completion and take payments on-site using the mobile app.

intelligent scheduling feature

Intelligent Scheduling & Dispatch

Track engineers and job progress in real-time, with intelligent job scheduling and dispatching matches technicians by skill and provides optimized, traffic-based routing. All job data syncs instantly between the field and the office, ensuring engineers are always prepared to fix problems the first time.

Custom forms overview

Master Compliance with Ease

Fill out, sign, and issue Gas Safety Certificates (CP12s) and other forms directly from the app. Theyโ€™re automatically saved, backed up, and emailed to the customer. Eliminate paperwork and stay compliant with a secure digital record. Access homeowner, landlord, and letting agent forms.

Example costs in job costing feature

See Your True Profit on Every Single Job

Know your numbers without touching a spreadsheet. Track all your costsโ€”labour, materials, and subcontractorsโ€”in real-time. Our dashboard shows you your exact profit margin on every installation and service call, allowing you to make data-driven decisions and grow your profitability.

contract PPM setup wizard, example SLAs, and schedule

Simplified Contract Management

Offer consistent services by customising Planned Preventative Maintenance (PPM) schedules. Monitor SLA performance with a centralised reporting dashboard that provides breach alerts and job status tracking.

Centralise all contract records with automated renewal notifications to prove your dependability for winning tenders and renewals. Scale your service contracts effortlessly with automated invoicing, billings and payment. Fully integrated with QuickBooks, ensures you get paid on time, every time. Never chase a payment again.

Mobile onsite tasks and job report

Empower Your Engineers in the Field

Empower your team with instant access to all customer data, job history, and appliance details (make, model, service records) directly on their mobile app, so they can view and update records on the road.

Ensure engineers are always prepared, allowing for faster diagnostics. And all job data syncs automatically between the field and the office, so you can provide unmatched customer service.

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Job & Technician Tracking

Real-time location tracking and job progress monitoring.

Offline Mobile App

Full access to job data and forms in the field, with automatic syncing.

Instant Invoicing & Payments

Generate invoices automatically and take credit card/Direct Debit payments in the field.

Customer Communication

Automated job confirmations and 'on my way' updates.

Inventory Management

Keep track and allocate parts, whether they are in the warehouse, office, or a van.

Automated Follow-ups

Send automated follow up messages for when customers havenโ€™t yet responded and booked their service.

We may already have the answers to your question.

How does this software handle multi-option estimates (e.g., repair vs. replace)?

Our estimating tools make it simple to create good-better-best options. You can build proposals that clearly outline different solutions at different price points, complete with photos and descriptions, helping customers make an informed decision.

Can I track inventory on each of my plumbing vans?

Yes. Our parts management system is a multi-location tool. You can create a virtual warehouse for each van, transfer stock, and track usage in real-time, so you always know who has the parts they need.

How does the software help me manage recurring annual services?

Our service contracts feature is perfect for this. You can set up a recurring schedule (e.g., every 6 months), and the system will automatically generate the jobs and invoices for you, creating a predictable revenue stream.

Can my customers book appointments online?

Absolutely. Our nline booking portal can be integrated directly into your website, allowing customers to request service 24/7, capturing leads you might otherwise miss.