Drive sales and efficiency with heating engineer software
The best plumbing and heating CRM and job management software for ambitious businesses
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
Keep on top of your calendar and never miss an event with a clear, organised digital calendar
Create sales pipelines
Track your sales and progress your workflow with our easy-to-use, step-by-step pipeline
Interactive quotes
Simple to use and quick to create, make sending proposals easy for you and your customers
Job forms and certificates
Industry specific certificates official documents and job reports, available at the click of a button
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
Job management for field service teams is easy with our iOS and Android apps. Schedule work and manage tasks
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.