Can ServiceFlowOS manage boiler servicing and heating call-outs?

Yes. Heating businesses can organise servicing, repairs, breakdown call-outs, installations and other scheduled heating work.

Can heating engineers use ServiceFlowOS on site?

Yes. ServiceFlowOS works on phones, tablets and computers, allowing engineers to access customer and job information while working on site.

Can heating companies create quotes and invoices?

Yes. ServiceFlowOS supports professional quotations, invoices, payment records and customer receipts.

Can I manage multiple heating engineers?

Yes. Jobs can be scheduled and assigned to staff, helping heating companies organise work across their team.

Does ServiceFlowOS charge per engineer?

No. ServiceFlowOS uses one monthly price for the business rather than charging a separate monthly licence for every user.

Industries Built for heating engineers

Heating engineer CRM & job management software.

Manage customers, boiler servicing, heating repairs, emergency call-outs, installations, engineers, quotes, invoices and payments from one connected platform.

Book a Free Demo See How It Works

£40 per month

Unlimited users

UK support

Heating job workflow

ServiceFlowOS

Customer James Thompson Boiler breakdown

Priority

01 Call-out Job reported

✓

02 Scheduled Engineer assigned

✓

03 Repair Engineer on site

04 Invoice After completion

BOILER SERVICING HEATING REPAIRS CALL-OUTS INSTALLATIONS ENGINEER SCHEDULING INVOICING BOILER SERVICING HEATING REPAIRS CALL-OUTS INSTALLATIONS ENGINEER SCHEDULING INVOICING

From call-out to payment

Heating jobs move quickly. Your admin should too.

Whether it is an urgent boiler breakdown, a planned service or a full heating installation, every job creates customer details, appointments, notes, paperwork and payments.

ServiceFlowOS keeps the complete heating job connected from the first customer enquiry through to scheduling, completion, invoicing and payment.

Enquiry

Record the customer's heating problem or required work.

→

Quote

Create a professional quotation when the job requires one.

→

Schedule

Book the visit and assign the appropriate engineer.

→

Complete

Carry out the service, repair or installation.

→

Invoice

Create the invoice using the connected job information.

→

Payment

Record payment and keep the remaining balance clear.

Heating customer management

Know the customer. Know the job history.

Keep customer details, addresses, previous heating jobs, quotations, invoices and account history together so important information is easier to find.

Keep customer contact details and addresses in one searchable CRM.

See previous boiler repairs, servicing and heating work.

Keep quotes, jobs, invoices, notes and payments connected to the customer.

Explore customer management

Heating customer record

ServiceFlowOS heating engineer quotation displayed on a tablet

Professional heating quotes

Engineer schedule ServiceFlowOS heating engineer job scheduling software

Priority Call-out Boiler breakdown

Today · 14:30

DM Engineer assigned

Heating jobs & engineer scheduling

Keep every engineer and every job organised.

Schedule boiler servicing, heating repairs, breakdown call-outs and installation work while keeping your team working from the same job information.

Schedule planned services alongside urgent heating call-outs.

Assign jobs to individual engineers or members of your team.

Keep job dates, customer details and work information visible from one schedule.

Explore job management

Built for engineers on site

Your heating jobs. In your pocket.

ServiceFlowOS works on phones and tablets so engineers can access customer and job information while working away from the office.

✓

Job complete Updated on site

✎

Customer sign-off Recorded digitally

Customer information

Access the customer, address and relevant job information before arriving on site.

Job details

Keep the reported problem and required work attached to the correct job.

Digital completion

Update the job when the service, repair or installation has been completed.

Job history

Keep a clearer record of previous heating work carried out for the customer.

Heating quotes, invoices & payments

From heating quote to paid invoice.

Create professional quotations, keep them connected to the resulting job and manage invoices, balances and payment records without rebuilding the same information.

Invoice & payment

Example ServiceFlowOS heating engineer quote

01 Quote Professional estimates

Example ServiceFlowOS heating engineer invoice

02 Invoice After the job

Example ServiceFlowOS heating engineer payment receipt

03 Receipt When payment arrives

Heating business management software

Built around the way heating businesses actually work.

Keep every heating job connected from start to finish.

Customer enquiries, quotations, scheduled visits, engineer assignments, job notes, invoices and payments stay connected instead of being spread across different systems.

Planned and reactive work.

Organise boiler servicing and planned installations alongside urgent heating breakdowns and repairs.

Customer job history.

Keep previous work connected to the customer so your team has useful history when they return.

Unlimited users.

Add heating engineers, office staff and managers without paying another monthly licence for each person.

Professional paperwork.

Send branded quotations, invoices and receipts while keeping the financial history connected to the job.

One platform for different heating jobs

Manage the work your heating business takes on.

Heating businesses often handle everything from quick breakdown call-outs to planned servicing and larger installation projects.

ServiceFlowOS gives you one place to organise different types of heating work while keeping the customer, engineer, job and financial history connected.

Boiler Servicing

Schedule boiler servicing and keep previous customer visits and work history organised.

Boiler Repairs

Record breakdowns, schedule engineers and keep repair information connected to the customer.

Heating Installations

Manage quotations, scheduled installation work, job progress and invoicing from one platform.

Emergency Call-outs

Log urgent heating problems and get the right job information to an available engineer.

Commercial Heating

Keep commercial customers, sites, jobs, quotations and invoices organised in the same system.

Simple monthly pricing

Your heating business. One system.

Customers, jobs, schedules, engineers, quotes, invoices, payments and more — all included.

✓ Unlimited users ✓ No setup fee ✓ UK support ✓ Ongoing updates

£ 50

per month for your business

Book a Free Demo See ServiceFlowOS working around your heating business.

Heating engineer CRM FAQs

Questions? Start here.

Common questions from heating engineers and heating companies looking for a clearer way to manage customers, jobs, engineers and paperwork.

Ask us something

Is ServiceFlowOS suitable for heating engineers? +

Yes. ServiceFlowOS can be used by self-employed heating engineers, small heating businesses and larger teams managing multiple engineers and customer jobs.

Can it manage boiler servicing and heating repairs? +

Yes. You can organise boiler servicing, heating repairs, breakdown call-outs, installations and other scheduled heating work.

Can we manage multiple heating engineers? +

Yes. Jobs can be assigned to staff so the business has a clearer view of which engineer is attending each customer.

Can engineers use ServiceFlowOS from their phones? +

Yes. ServiceFlowOS works on phones, tablets and computers, making it suitable for engineers working on customer sites throughout the day.

Can we create heating quotes and invoices? +

Yes. You can create professional quotations and invoices, record full or partial payments, view outstanding balances and generate receipts.

Do you charge extra for additional engineers? +

No. ServiceFlowOS uses one monthly price for the business rather than charging another monthly licence for every engineer or member of staff.

HEATING

See it for yourself

Ready to run your heating business from one place?

Book a free demonstration and see how ServiceFlowOS can help manage heating customers, boiler jobs, engineer schedules, quotations, invoices and payments from one connected platform.

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Direct, UK-based support

Work directly with the developer behind the platform.

No anonymous software company, outsourced support team or complicated chain of account managers. ServiceFlowOS is developed and supported directly by Michael Wood | Web & Automation.

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Reviews displayed above were left for Michael Wood | Web & Automation, the independent UK business responsible for designing, developing and supporting ServiceFlowOS.

The complete all-in-one business management platform for trades and service companies. Save time, reduce paperwork and stay organised wherever your team is working.

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Questions about ServiceFlowOS?

I'm usually available on WhatsApp if you'd like to ask anything before booking a demo.

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