Drive sales and efficiency with heating engineer software

Create quotes, invoices, heating certificates and job reports, tailored to your business and delivered in rapid time using our unique plumbing and heating software.

What is plumbing and heating software?

Our plumbing software provides an all-in-one solution that covers the entire customer journey. Designed to cover all your heating and plumbing CRM needs, gain access to market-leading quoting software and job management tools that will give you the edge on your competition. Tailored to the plumbing and heating industry, you will gain access to beautiful customisable quotes, branded to your business and instantly convertible to invoices at the click of a button. Your plumbing or heating business will stand out amongst the competition as you wow your customers and rocket your reputation.

  • Lead capture capabilities that create new plumbing customers
  • Optional add-ons that generate more revenue
  • Automations that save you time
  • Quickbooks & other accounting software integrated
  • Boiler images that impress customers

Interactive quotes

Simple to use and quick to create, make sending proposals easy for you and your customers

Calendar and scheduling

Keep on top of your calendar and never miss an event with a clear, organised digital calendar

Automate customer communication

Save time and perfect your communication with automated responses

Embedded forms for your website

Personalised forms, branded to your website, ready to go and simple to use

Job forms and certificates

Industry specific certificates official documents and job reports, available at the click of a button.

Mobile app for field services

Job management for field service teams is easy with our iOS and Android apps. Schedule work and manage tasks.

Accounting integrations

Keep your accountant happy with our seamless integrations. Send data to Xero, QuickBooks, Zapier and more

Manage suppliers and materials

Import materials from your favourite suppliers and link them to items on your quote to make pricing easy.

Create sales pipelines

Track your sales and progress your workflow with our easy-to-use, step-by-step pipeline.

Business analytics

Manage your data and pick out significant trends with our business analytics feature.

User permissions

Control which team members have access to sensitive data and keep them focussed.

Multiple payment options

Receive payment instantly with card, bank transfer, Apple Pay, Google Pay and more

6 fantastic features for your plumbing business

Calendar and scheduling

Calendar and scheduling

Keep on top of your calendar and never miss an event with a clear, organised digital calendar

Create sales pipelines

Create sales pipelines

Track your sales and progress your workflow with our easy-to-use, step-by-step pipeline

Interactive quotes

Interactive quotes

Simple to use and quick to create, make sending proposals easy for you and your customers

Job forms and certificates

Job forms and certificates

Industry specific certificates official documents and job reports, available at the click of a button

Manage suppliers and materials

Manage suppliers and materials

Import materials from your favourite suppliers and link them to items on your quote to make pricing easy

Mobile app for field services

Mobile app for field services

Job management for field service teams is easy with our iOS and Android apps. Schedule work and manage tasks

FAQs for Plumbing & Heating businesses

If you have any questions feel free to drop us a message by live chat and we are here to assist. Here are a few questions frequently asked.

Can I offer customers different boiler options?

The ability to add optional extras and multiple-choice items is one of the leading features we provide.

For any plumbing or heating business, this means you are able to offer your customers a selection of different items, including all the best boiler options. From Worcester Bosch to Vaillant, Baxi, Ideal or Viessmann, we’ve got you covered.

You can easily add multiple boiler options to your quotes and let your customers pick the boiler they prefer best.

Does Payaca have heating industry forms and certificates?

Within the documents section of any Payaca deal, you can access a large bank of heating specific forms and documents. This list includes the following:

  • Gas Safety Certificates
  • Boiler Service Records
  • Landlord Oil Installation Certificates
  • Non Domestic Gas Safety Certificates
  • Commercial Catering Inspection Records
  • Gas Warning Notices
  • Oil Supply Forms
  • Oil Firing, Servicing & Commissioning Report
  • Domestic Oil Storage & Fire Risk Assessment

If you are unable to find the certificate or form that you’re after, just get in contact and we will work on adding the required form to the document bank.