In every plan
The CRM for plumbers and heating engineers
Your customers, their call-outs and their boilers in one place. See which services are due, remind customers before the date and note what you found on the job.
Every boiler, and when it is next due
Record the boiler, cylinder, heat pump or gas fire at a property with its make, model, serial number and last service. Sales Base works out the next date and keeps a “services due” list, soonest first. Choose the appliance on a call-out and record it as serviced when you are done.
On Growth and above it can email the customer before each service date, in your words and through your own mail server, once per date.
- Make, model, serial number and location
- Next service worked out for you
- A services-due list, overdue first
- Reminder emails to customers
Call-outs, boiler services and a gas safety note
The words are yours: customers, call-outs, service plans and engineers. The starter price list has a boiler service, a call-out and diagnosis, a radiator replacement and a tap or toilet repair, each with a checklist.
On a call-out you can note a gas safety check, with the outcome, your Gas Safe number and what you found. It is your own record of the work. It is not a landlord’s gas safety certificate, which is issued separately. Record your Gas Safe, OFTEC and unvented hot water certificates too, with reminders before they run out.
- Starter services with checklists
- Gas safety notes, kept honestly
- Certificates recorded with expiry reminders
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.