Less admin, more plumbing and heating jobs completed

Job management and invoicing for plumbing and heating businesses

Plumbing and heating businesses handle a mix of reactive callouts, planned maintenance and installation projects. Each type of work has different quoting and scheduling needs, and managing all three in the same system has historically been difficult.

• Most UK plumbing and heating contractors employ fewer than 10 staff, often operating as sole traders or small family businesses.
• Gas Safe registration is legally required for any work on gas appliances, adding compliance tracking overhead to daily operations.
• Seasonal demand spikes around boiler breakdowns in winter create unpredictable job volumes that are hard to schedule manually.
• Contractors frequently juggle reactive emergency callouts alongside planned installations, making job prioritization a persistent challenge.
• Many firms still rely on paper job sheets and spreadsheets, leading to lost quotes, delayed invoicing and poor cash flow visibility.

How it runs in Zigaflow

1. Capture enquiries and calloutsIncoming jobs arrive via phone, email, or web form from homeowners, property managers, and main contractors requesting boiler installs, system repairs, or planned maintenance.
2. Quote materials and laborEngineers or office staff build itemized quotes covering parts such as boilers, cylinders, and pipework alongside labor hours and any subcontractor costs using preset price lists.
3. Schedule jobs and manage siteAccepted jobs are assigned to engineers with scheduled dates, site access notes, and linked purchase orders for materials from merchants like Wolseley or City Plumbing.
4. Invoice, collect payment, sync accountsOn job completion, invoices are raised directly from the job record, pulling through all actual labor, materials, and any agreed variations to avoid underbilling.