Facilities Management
Plumbing and heating companies, like other trade professions in the UK, face a skills shortage, making qualified engineers a valuable commodity. Service providers in this sector operate under increasing workloads. With fewer available engineers, efficiency becomes crucial. Jobs must be completed in one visit, and minimising travel time between the office and customers is essential. Our software specificiall configured for plumbing and heating companies helps to streamlines daily operations and handling tasks from quotations to invoicing. The software enables the administration team to transition to a paperless system, hence managing more contracts and improved asset efficiently.
With centralised information, there’s no need for complex spreadsheets for scheduling or record-keeping. Using the SAM Mobile App helps to eliminate job sheets, allowing for updating the administration team on job status in real-time. Mobile workers save time and money by avoiding unnecessary trips to the office for paperwork delivery.
Improved Customer Communication
Your administration team can quickly access customer information, including detailed interaction histories, such as customer locations, contacts, discounts, and purchases. Documents can also be attached if necessary. Automated email notifications keep customers informed about their jobs, updating them whenever the job status changes (e.g., job assigned, traveling to a job, job completed, etc.). This ensures customers stay informed without requiring additional effort from the administration team. Additionally, a customer portal provides customers with 24-hour access to their job information, allowing them to create new jobs and update job details at their convenience.
Instant Invoicing
Our software simplifies the entire sales process. New quotations can be created in seconds and saved until the customer decides to proceed with the order. Once the customer is ready, the quotation can swiftly be converted into a sales order and then into an invoice. A similar streamlined process applies to purchasing, and all transactions automatically synchronize with your accounts software. This eliminates the risk of errors by avoiding duplication of information.
Asset Management
Maintenance agreements with customers can be efficiently managed using plumbing and heating software. A centralized database contains all customer agreements, with automatic email notifications alerting you when contracts are up for renewal. Alongside contracts, you can access all customer assets and their service histories, with the ability to add notes and attach important documents as needed. The software plans preventative maintenance schedules and automatically generates jobs to be assigned during scheduled maintenance visits.
