Software for plumbing, heating and gas contractors

An emergency at eight in the morning must not break an installation planned for ten. ServisBook shows who can be moved and how it affects the rest of the week.

Part of the work comes unplanned, part is agreed with customers outside working hours. Both are manageable when the whole plan is visible.

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A morning change of plan without phone calls

A cancelled job or an unannounced emergency is handled by dragging the assignment to another date. You fill the free slot and the change shows up in the technicians' mobile agenda.

  • A conflict or a holiday is flagged right on save.
  • The move is written to the history together with the original date.
  • The technician sees the current plan on the phone, you do not have to call them.

Schematic preview: A plan that survives morning changes.

A date agreed outside working hours

You often reach a household customer only in the evening. They open the link with free days whenever it suits them and pick the date themselves. In the morning you see a finished booking.

  • No registration and no installation, it works on an older phone too.
  • If the customer does not want to use the link, you copy a prepared text into an e-mail or text message.
  • One click turns the choice into an appointment and a technician assignment.

Schematic preview: The offer through the customer's eyes.

Who is qualified for gas

Work on gas appliances requires a qualification. You name the qualifications yourself: gas, heating, water, welding. The filter then returns only the technicians who have them.

  • The date offer uses the same filter, so the wrong person does not turn up.
  • When someone's qualification expires, you remove the skill and the system stops offering them.
  • Absences and blocked time are subtracted from free capacity.

Schematic preview: Free capacity only among people with the required qualification.

A model day: an emergency at eight, a boiler installation at ten

A plumbing and heating company with five technicians. The day is planned, but an emergency comes in the morning. This is the same day in ServisBook.

7:30: the plan has been ready since yesterday

Every technician has their appointments in My day on the phone: an address that opens the map, the customer's phone number and a list of tasks. The dispatcher has the same plan on the board. Nobody copies the schedule onto paper.

8:05: a burst pipe in an apartment building

The building manager reports an emergency. In the “Who is free when” panel the dispatcher limits the search to today and the water skill. Nobody is free, so the decision is what gives way. The best candidate is an afternoon tap replacement that can be moved without harm.

8:10: the move and the emergency job

The dispatcher drags the tap replacement to Thursday and creates the emergency job in the freed slot. On save the app warns about any conflict and writes the move to the order's history together with the original date. The technician sees the change in My day.

8:15: a message to the customer with the moved date

The dispatcher sends the tap customer a client link. On it they see the new date and can confirm it or ask for a different one. Their response shows up in the office in the To resolve strip.

10:00: the boiler installation as planned

The gas boiler installation runs as agreed. During planning the filter offered it only to technicians with the gas skill, so a colleague without the qualification does not go just because they happened to be free.

16:00: a work report instead of an evening phone call

The technician finishes the work in My day, ticks off the tasks done and picks extra work from the catalogue. When the work was not finished, they choose Unfinished and the order stays open. The office sees it without calling round.

What plumbers and heating engineers sort out before getting started

Emergencies cannot be planned

They cannot, but the plan shows what can give way. Without it, every technician gets a call in the morning to find out who is where. With the board the answer is visible and the move stays recorded in the history.

Customers do not pick up the phone during the day

That is what the link with free dates is for. The customer opens it in the evening, picks a date and you confirm it in the morning. They do not have to register or install anything.

We keep gas inspections in another program

ServisBook does not write inspection reports. It does, however, watch when the next inspection is due: a gas boiler in the equipment register has a due date for the annual check and for the operational inspection, and the Recurring services overview shows what is due and what is overdue.

Questions

Frequently asked questions

How quickly can I create an emergency job?

With one form: order, technician, date and scope. You can fill it in while still on the phone with the customer, even from your phone.

Will the technician see the change right away?

Yes. The agenda on the phone shows the current state, so nobody has to call about what changed.

Can ServisBook handle work by the hour?

Yes. A one-day assignment can have an exact from–to time, so several short jobs fit into one day one after another.

Can the customer confirm or reschedule the date themselves?

Yes. Through the client link they confirm the date, ask for a different one or for a cancellation, and can add a message. The app does not send an e-mail about it; the response shows up on the Today screen in the To resolve strip.

Plan next week on your own data

Try ServisBook on your own orders, free and without a payment card.

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