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Heating, plumbing, air conditioning, maintenance

Heating, plumbing and air conditioning: the software of your jobs

One app for the office and the technicians, made for your company and changed when you ask. Customers, service contracts, quotes and invoices, the planning, jobs on the technician’s phone and parts are in it today. Van stock is being built.

Access by invitationYour day, role by role →

The home of a heating, plumbing and air conditioning firm: its menu by area, the revenue of the month, quotes to follow up, jobs this week, service visits due and unpaid invoices, then the revenue per month and agency and the quotes signed, waiting and refused.
The dashboard of the heating and plumbing app on a phone.
A heating, plumbing and air conditioning firm with two agencies, on its dashboard: the same app at the office and on a phone. The firm, names and figures are made up sample data.

What a field service firm lives with today

The work happens at the customer’s, and the tools stay at the office. In many firms, the week looks like this.

  • Quotes chased from memory

    A boiler quote goes out, then nothing. The follow up depends on who remembers, and the job goes to whoever called back first.

  • Service contracts in a spreadsheet

    Hundreds of units to visit once a year, each with its date. The spreadsheet tells nobody, and a late visit shows up when the customer calls.

  • The technicians’ day, on the phone

    The planning lives on a whiteboard or a shared calendar, then gets redone by phone as soon as a breakdown comes in. The office does not know where each job stands.

  • Parts nobody counts

    Part of the stock rides in the vans. What was fitted at the customer’s ends up on a paper slip, or nowhere, and restocking is guesswork.

  • Invoices sent late

    The job sheet comes back in the evening or the next week, the invoice goes out when someone has the time, and the money comes in that much later.

  • The same customer, everywhere

    The customer exists in the quoting software, in the contracts spreadsheet and in the technician’s phone, each time a little different.

Your day, desk by desk

On the app of Vernaise Énergies, our example firm with two agencies and eight technicians: what the app already does for each desk, and what is being built.

Agency assistants and managers

At the office and the planning

A customer calls: no heating since this morning. You need the right technician, free and in the right area, to keep the planned service visit, to tell the customer, and to lose nothing when the technician calls back.

In the app today

  • The week’s planning per agency: each technician, their load, their jobs and their absences, by day, week or four weeks.
  • A job and its place on the planning keep the same hours: move one, the other follows.
  • The jobs on a board, a column per status, from booked to done.
  • The technicians’ absences, approved by the agency manager.
  • Each agency’s companies and contacts, their history and the follow ups to do.
The planning of the week for both agencies: each technician on a row with their load, their jobs on each day, today marked.
The week of the technicians of both agencies: their load and their jobs, day by day. A job and its booking keep the same hours, both ways.

Heating, cooling and plumbing technicians

At the customer’s

The technician leaves in the morning with the round, goes from one customer to the next, waits for a part, adds work the customer agrees to on the spot, and comes back in the evening with hours to report.

In the app today

  • “My jobs” on their phone: their arrival and departure, then start, pause and stop on each job.
  • The time spent, clocked job by job, against the hours sold.
  • The job: the fault, the lines of travel, labour and parts, the parts reserved at the agency’s depot.
  • The customer’s approval of extra work, through a link on their phone, with no account to create.

Being built

  • The stock of their van: the parts they take along, taken out of the van when they fit them.
My jobs on a technician’s phone: arrival and departure at the top, then each job with its number, status, customer and fault, and start, pause, stop.
A job in progress on the technician’s phone: its customer, the fault, its lines of travel, labour and a reserved part, its total.
On a technician’s phone: their jobs, with their arrival, their departure and the time on each job, then the one in progress, its lines, its reserved part and its total.

Front desk, accounting

At quotes and invoices

A survey visit, a boiler replacement quote to send then chase, the invoice to make once the work is done. And at the end of the month, knowing who has not paid.

In the app today

  • Quotes and invoices as PDFs, sent by mail, under one numbering.
  • An accepted quote becomes an invoice in one click.
  • A finished job is invoiced from its lines: travel, labour and the parts fitted.
  • Payments and credit notes; an invoice past its due date turns late by itself.
  • The day’s follow ups, the late ones in red: a quote sent, a customer to call back.
The quotes of the firm: each with its number, customer, subject, status, amount with tax and date, and a button to invoice it.
Quotes, from draft to accepted: each one as a PDF, sent by mail, then invoiced in one click, under the same numbering as the invoices.

Agency managers, technicians

At service contracts

Every boiler and heat pump under contract must be visited once a year. Hundreds of contracts, a date each, and the heating season coming.

In the app today

  • One contract per unit at a customer’s: gas or oil boiler, heat pump, air conditioning, water heater, wood stove.
  • Contracts by next visit, the late ones first and in red.
  • The assigned technician, the yearly price, the last and the next visit of each contract.
  • The contracts to renew marked, the stopped ones one click away.
  • The dashboard counts the visits due and the late ones.
The running service contracts: each with its number, customer, equipment, town, next visit, technician and status, the late visits in red.
Service contracts by next visit: the late visits first and in red, the technician of each contract, the ones to renew marked.

Storekeeper

At the parts depot

A part to prepare for a job, a restock to order from the supplier, a stock count to do, a part to send to the other agency.

In the app today

  • Parts per agency depot: in stock, reserved, available, on order, and the minimum.
  • A search by reference or barcode, and labels to print.
  • Restocking grouped by supplier, and stock counts.
  • Transfers from one agency to the other.
  • A part reserved for a job, then taken out of stock when it is fitted.

Being built

  • The stock of each van, as one more depot: the technician knows what they carry, the storekeeper what to hand them.
The parts of the firm: each with its reference, label, family and sale price, and a field to scan or type a reference or a barcode.
Parts, one row per reference: the stock of each agency, restocking and stock counts sit next to it.

Owner

In management

Know what the firm invoiced this month, what is still to collect, how many quotes are waiting, whether service visits keep up, and how the two agencies compare.

In the app today

  • A dashboard as the home: revenue this month, quotes to follow up, jobs this week, service visits due, unpaid invoices, figures computed by the server.
  • Revenue per month and per agency, quotes signed, waiting and refused, jobs per month and per technician, as a PDF.
  • Each job’s hours sold against hours clocked.
  • Rights profiles: each person sees their agencies and what their desk needs, management sees everything.
  • Every list, filtered as on screen, exports to a spreadsheet.
The jobs of the week: each with its number, status, customer, type, booked day, total, and hours sold against hours clocked.
The jobs of the week, from booked to invoiced: the type, the total, and the hours sold against the hours clocked.

Your app changes when you ask

A request like the ones our clients make, on the app of Vernaise Énergies. Our agents carry it out, you approve it on a preview.

When a service contract nears its visit, create the job and offer a slot to the contract’s technician.
A request

  1. You ask

    In your own words, in writing, drawing on a picture of the screen if it helps.

  2. Our agents change your app

    An AI agent changes your app’s code, runs the checks, and shows the screen before and after.

  3. You approve

    On a preview, next to your app. What you approve goes live, and your team sees what is new.

An app of your own, from the common base

Not a blank page, and not a frozen product.

  • A base shaped for your trade

    Customers, quotes and invoices, planning, jobs, parts, several agencies, rights per profile. Vernaise Énergies started from this base, then our agents shaped it for heating: service contracts, its dashboard, the trade’s words.

  • Your spreadsheets become screens

    What you track today in a spreadsheet or on paper can become a screen of your app: you ask, our agents build it, you approve.

  • The office and the field, in one app

    The customer, their contracts, quotes, jobs and invoices sit in one place for all your agencies, and the technician has them on their phone.

  • Your code and data stay yours

    Your app runs alone, hosted in the European Union, and you leave with its code whenever you want.

    Security and ownership →

Show us your firm

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