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Software package

Plumbing business package

A website and back office for plumbing and heating firms: requests with photos arrive as jobs, engineers see a day with travel time built in, parts go straight onto the invoice and every boiler has a service date the system remembers for you.

Custom build Concept demo
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Who it is for

Built for

A good fit

Plumbing and heating businesses from a sole trader with one van up to a firm with eight or ten engineers and an office person taking calls. It suits owners who want a website that turns into booked jobs rather than missed calls, office staff who move jobs around the day view all morning, and engineers who want today's jobs, the property history and the parts list on their phone without typing more than they have to.

Not the right fit

It is not for gas or heating merchants selling parts online, which the shop packages cover, nor for facilities companies running planned maintenance across hundreds of commercial sites with service-level contracts, which need a different model of site and contract. Businesses whose work is mostly large installation projects with phased payments will find the renovation business package a closer fit.

The operational problem it solves

How it runs, step by step

The office opens the day view at eight.

  1. Three engineers are columns; each job on the column carries the travel buffer the owner set, so a boiler service in one town is followed by a gap before the cylinder replacement in the next.

  2. Overnight a request came in through the website from a customer inside the service area: a photograph of a dripping stopcock, the property type and a preferred morning slot.

  3. The office quotes a first-hour charge and a parts estimate from the price list, sends it, and the customer approves online before nine.

  4. The job moves from quoted to booked and drops into the gap on the second column.

At the property the engineer opens the job, sees that the house has a boiler on the register serviced eleven months ago, and tells the customer a reminder is due next month.

  1. He fits an isolation valve, scans it from the van stock, and the part lands on the job.

  2. Before and after photos are taken in the app.

  3. The invoice is built from the agreed quote and the parts actually used, sent from the driveway, and paid by card on the customer's phone.

  4. That evening the owner switches the out-of-hours mode on and assigns himself; the website now shows the emergency status and his call-out wording, and the one request that arrives at ten reaches his phone with the address and photo already attached.

Features

What the package does

The package is organised into the public website and request form, jobs and scheduling, quotes and invoices with parts, the boiler and appliance register with service plans, the emergency mode and certificates. Each module below lists its features and the comparison table shows which package variant includes it.

Forms and requests

  • Service area and photo quote requestCustomers check you cover their postcode and send a quote request with photos of the problem.

Workflow and tasks

  • Job records from enquiry to invoiceEach job moves through enquired, quoted, booked, in progress, complete and invoiced, so nothing is lost between stages.

Scheduling

  • Engineer scheduling with travel buffersA day and week view shows who is where, with travel time allowed between jobs.
  • Emergency call-out modeShow out-of-hours status and assign the engineer on call. Available as an add-on.

Billing and payments

  • Quotes and invoices with online approvalQuotes and invoices carry line items and deposits, and customers approve online.
  • Parts used recorded on siteEngineers record parts on site and they carry onto the invoice.
  • Annual service plans with recurring paymentCustomers pay for a plan on repeat and get priority booking. Available as an add-on.

Content and editorial

  • Before and after photos with review requestPhotos are attached to the job, and a review request is sent once it is complete.
  • Public site for services and coverageA site that presents your services and coverage and takes enquiries straight into the system.

Documents and cases

  • Boiler and appliance register with service remindersEach property has a register of its boiler and appliances, with reminders when services fall due.
  • Certificate templates with numberingCertificates use your wording and numbering and are filed against the property. Available as an add-on.

Package variants compared

  • Website
  • Business Software
Feature Website Business Software
Service area and photo quote request Included Included
Job records from enquiry to invoice Not in this variant Included
Engineer scheduling with travel buffers Not in this variant Included
Quotes and invoices with online approval Not in this variant Included
Parts used recorded on site Not in this variant Included
Before and after photos with review request Not in this variant Included
Boiler and appliance register with service reminders Not in this variant Included
Public site for services and coverage Included Included
Emergency call-out mode Not in this variant Optional
Annual service plans with recurring payment Optional Optional
Certificate templates with numbering Not in this variant Optional

Roles and permissions

Who does what

  • Owner

    • Set the service area, price list, call-out wording and travel buffers
    • Switch emergency mode on and off and assign the on-call engineer
    • See jobs by status, income by engineer, plan renewals and reminders due
    • Manage certificate templates and engineer accounts

  • Office

    • Turn requests into quotes and jobs and book them into the day view
    • Send quotes for online approval and take deposits
    • Issue and chase invoices and record payments
    • Answer customer questions with the property and appliance history in front of them

  • Engineer

    • See their own jobs for the day with addresses, photos and notes
    • Record parts used, before and after photos and job completion on site
    • Fill a certificate from the job record on their phone
    • Mark en route, on site and complete so the office sees the day moving

  • Customer

    • Send a request with photos inside the service area
    • Approve a quote and pay a deposit or invoice online
    • See their property, appliances, certificates and next service date
    • Join a service plan and receive reminders

Example screen

Concept demo

Concept demo of the plumbing business package day view showing engineer columns with travel buffers, a pending request, a booked job and the emergency mode switch.

The engineer day view as the office sees it: three engineer columns with travel buffers between jobs, a website request waiting to be quoted, an approved quote dropped into a free gap, and the out-of-hours switch in the corner showing who is on call tonight.

Scope and options

What is included and what is extra

In the base package

  • Service area by postcode district or radius with a quote request form that takes photos
  • Job records through enquired, quoted, booked, in progress, complete and invoiced
  • Engineer scheduling with travel buffers and a day and week view
  • Quotes and invoices with line items, deposits and online approval
  • Parts used per job recorded on site and carried onto the invoice
  • Before and after photos and a review request after completion
  • Boiler and appliance register per property with service reminders

Common add-ons

  • Emergency call-out mode with out-of-hours status and on-call assignment
  • Annual service plans with recurring payment and priority booking
  • Certificate templates with your wording, numbering and filing per property

Needs custom work

  • Connection to a specific trade merchant account for parts purchases
  • Van stock tracking across several vehicles with reorder levels
  • Bespoke reporting beyond the standard owner dashboards
See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on your own hosting or on hosting we manage; the choice is recorded in the proposal and can change later. In both cases you own the code and the data. Customers, properties, appliances, jobs, invoices and certificates can be exported in standard formats at any time, and nothing in the package prevents you moving it to another provider.

Maintenance

Maintenance is optional and scoped separately from the build. When taken, it covers security updates to the platform and its dependencies, monitoring of reminders, payment callbacks and the request form, backups with a tested restore, and a monthly window for small configuration changes such as a new engineer, a price list change or a revised certificate template. Larger changes are quoted as change requests.

Pricing model

Priced per proposal.

The package is sold as a one-off set-up and customisation with optional monthly hosting and maintenance as separate recurring lines. The set-up figure depends on the number of engineers, the add-ons chosen, the size of the register to import, the number of certificate templates, the payment and messaging providers connected and whether you host it yourself. The proposal lists each line separately so nothing recurring is hidden in the build.

Prefer a fully custom build?

Plumber website development

Custom job, quote, dispatch and certificate systems for plumbing and heating businesses, from a sole trader with a van to a firm running several engineers.

View the service

FAQ

Frequently asked questions

Can a sole trader use it without an office person?

Yes. The owner role covers the office functions, and most actions such as quoting, booking and invoicing can be done from a phone between jobs. The package simply has fewer columns in the day view.

How do service reminders work?

Each appliance on the register carries a last service date and an interval. The system sends a reminder by text or email at the lead time you set, with a link that books the service into available slots. Service plan customers can be offered slots before everyone else.

Does it verify our registrations or qualifications?

No. Registration numbers and qualifications printed on certificates are entered by you exactly as supplied. The package records and prints them; it makes no check and we make no claim about them.

What does the customer see during an emergency call-out?

Whatever you have configured: the out-of-hours status, your call-out wording and the request form. Once the on-call engineer accepts, the customer receives a confirmation and, if you enable it, an en-route message. Timing options are yours to set; the package does not promise arrival times on your behalf.

Can engineers see each other's jobs and takings?

By default an engineer sees only their own column and the jobs on it, without pricing beyond what they need to invoice. The owner can widen this per engineer, for example for a senior engineer who covers the office on Fridays.

Does it take payments itself?

Payments run through a card payment provider connected at set-up; the package records deposits, invoice payments and refunds against the job and customer. The provider is chosen with you in the proposal.

Is this a finished product I can see running?

Not yet. The readiness badge on this page shows the real state of the package: it is currently a custom build assembled from our request, scheduling, order and document modules for each business, and the example screen is a labelled concept demo rather than a live client system. Custom work is scoped through the plumber website development service.

Get a quote for Plumbing business package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.

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