The CRM for oil boiler engineers.

Rural rounds, long drives and annual services: plan the route, issue the service record and remind every customer next year.

Start your 14-day free trialBook a demo
A heating engineer working on a water heaterReady for oil boiler engineers

Less paperwork. More paid work.

The jobs that eat your evenings, handled for oil boiler engineers.

Long drives between rural jobsMap of the day with route ordering
Service records on paperOil service records as branded PDFs
Customers forgetting their annual serviceAsset register with service due dates
Built for oil boiler engineers

Everything set up for your trade.

Choose oil heating when you sign up and all of this is ready to go.

  • Oil service records as branded PDFs
  • Map of the day with route ordering
  • Asset register and automatic service reminders
  • Works offline in areas with no signal
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Your starter price list

  • Oil boiler service£110.00usually 1 h 30 min
  • Oil tank inspection£65.00usually 30 min
  • Breakdown call-out£105.00usually 1 hour
  • Oil tank replacement£2,500.00usually 8 hours
  • Nozzle and filter replacement£45.00 per item

Example UK prices before VAT, loaded so you can send a quote straight away. Change them to your own, in any currency.

On site

A checklist your team ticks on every job.

The oil heating starter pack includes this checklist. Make photos compulsory on any step, or add your own.

  1. Combustion analysis
  2. Replace nozzle and filters
  3. Inspect tank and bund
  4. Record readings
  5. Complete the service record

Certificates, reports and proof of work

Certificates and reports are completed on site, signed on screen and sent as branded PDFs on the Pro plan. Photos, signatures and timesheets come with every plan.

Oil service recordOil boilers and tanks
Job sheetWork done, photos, signature
Before and after photosTime-stamped, every plan
Customer signatureDrawn on screen

Plus everything else you need.

Every plan includes unlimited customers, quotes, jobs and invoices.

Quotes and e-signaturesDispatch boardCard payments and Direct DebitWhatsApp and SMS inboxOnline bookingOffline staff appReportsXero and QuickBooks

Questions from oil boiler engineers

Does the staff app work without signal?

Yes. The installable staff app works offline and syncs when you are back in signal.

Can I issue an oil service record?

Yes. On Pro, oil service records are a built-in certificate type completed on site.

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Helpful guides

Quoting and pricing

How to write a quote customers say yes to

Most quotes are lost before the customer reads the price. Here is how to write one that is clear, trusted and easy to accept.

7 min readTax and VAT

CIS and the domestic reverse charge explained

Two sets of rules that confuse almost every builder, electrician and plumber who works for contractors. Here is how they fit together, with worked examples.

8 min read

Put the kettle on. We'll do the paperwork.

Set up in fifteen minutes, send your first branded quote today.

Start your 14-day free trialSee pricing