IndustriesTrades and home servicesHeating and plumbing

AI in heating and plumbing

The job is under a sink and the admin is in the van. Our agents answer the phone while you work, turn your voice notes into quotes the same day, and chase the invoice so you do not have to.

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A day with the agents.

The jobs change with the business; the shape of the day rarely does. Here is how it runs for a heating and plumbing.

08:10
Call answeredA boiler service is booked while the engineer is driving; the address and access details are captured.
09:05
Leak dispatchedAn emergency leak goes to the nearest available engineer; the customer gets an ETA by text.
12:10
Quote sentThe engineer dictates a voice note on the drive; a priced quote in the firm's template is in the customer's inbox before the next job.
15:40
Invoice raisedA job marked done in the app becomes an invoice with a payment link, reminders scheduled.
17:00
RemindersCustomers due an annual service get a message with slot options.

What the agents take on.

Start with one. Most heating and plumbings we work with add a second within three months.

Reception agentAnswers calls and web enquiries and books jobs
Dispatch agentSends the nearest engineer and shares ETAs
Quoting agentTurns voice notes into priced quotes the same day
Billing agentInvoices on completion, payment links, reminders
Follow-up agentChases open quotes and asks for reviews
Reminder agentAnnual service and Gas Safe reminders booked

At a glance

What a build looks like for a heating and plumbing: the systems we connect to, the rules we build in, and what it costs.

Built for the rules of your sector.

Agents act on your behalf with your patients and customers, so we build them to the standards your regulator and your professional body expect.

  • Your prices, your templateQuotes are built from your pricing sheet and template; anything outside them waits for you.
  • Nothing sent unseen at firstQuotes and invoices are drafts you approve until you choose to let them go straight out.
  • Records kept properlyGas Safe and service records filed against the job and the property.
  • A person on requestCustomers know they are speaking to an assistant and can reach the office.

Tell us about your week.

A free 45-minute call. You describe how the heating and plumbing runs; we tell you which job an agent should take first and what it would save.

Book a call