For heating and plumbing founders running engineers, quotes, service reminders, repeat customers, invoicing and the margin pressure underneath all of it. We connect the tools you already use so every job, every follow-up and every revenue opportunity becomes easier to see.
What it looks like today
Jobs come in, jobs go out, but actual margin stays unclear until too late.
ServiceM8, Xero, spreadsheets and inboxes each hold part of the picture. Nobody holds the whole picture.
Annual services, warranties and check-ups slip when nobody is prompted to follow up.
The customers most likely to buy again are often the ones nobody gets round to chasing.
Good enquiries lose momentum when follow-up relies on memory or inbox checking.
What we build
Enquiry, quote, job, invoice and margin in one place.
Annual services, warranties and check-ups followed up automatically.
Leads and quotes chased consistently before they go cold.
Track job value, cost and margin while there's still time to act.
What you get back
See the work, the numbers and the follow-up without chasing every update yourself.
Less duplicate admin. Less manual chasing. Tools that actually talk to each other.
Recover value from missed enquiries, old customers and quotes that went cold.
A clearer operating rhythm. The business stops depending on you remembering everything.
Built around your stack
Field & job management
Accounting & finance
CRM & marketing
Manufacturer & trade
Compliance
Documents & comms
Don't see your tool here? Most platforms can be connected. Tell us what you use and we'll come back within one working day.
What we built
A heating and plumbing business with strong demand but no clear view of where margin and follow-up were slipping. We built the operational layer behind the front end: vetting and qualifying enquiries through the website, running campaign and reactivation workflows on old customers, and giving the office one operations dashboard for pipeline visibility.
Systems delivered
Take fifteen minutes
Fifteen minutes on the phone. No deck. No demo. Just a practical look at where visibility, follow-up or admin is being lost.
Book a 15-minute operational review