Sales & job managementfor plumbing & heatingbusinessesCreate a professional quote in under 2 minutes for quick jobs, or build out a more detailed quote when the work needs it, then manage the job through booking, installation and completion.
Create professional quotes quickly, then keep bookings, follow-ups and jobs moving without spending your evenings catching up on admin.
Whether it’s a service, repair, installation, plumbing job or work that needs quoting first, The Builder keeps the customer, diary, quote and job together from start to finish.
ServiceRoutine service and maintenance
Breakdown / RepairFault finding and repair work
InstallationNew equipment or a new system fitted
General PlumbingPlumbing, water and waste pipework work
Survey / QuoteSite survey or provide a quotation
OtherMiscellaneous workUse The Builder on its own, or connect it with The Engine and The Books to keep the customer, job and finances moving through one system.
Find and nurture customersQuote, book and manage the job
Connect to your accounts in Xero or QuickBooksOne customer. One job. One connected flow through Heat Engineer Software.
Choose the right job type from the start, so simple work stays simple and more complex jobs get the detail they need.
Bring equipment, labour, task lists and materials together so the job is easier to price, prepare and deliver.
Keep site notes, photos and files against the job, so everyone can see what’s happened and what still needs doing.
Keep certificates, manuals, handover documents and customer sign-off together, ready when the work is complete.
Protect your business with digital waiver and consent forms. Clearly explain potential risks, record customer approval and capture signatures before work begins, keeping everything saved against the job.
When the job is finished, use the details already captured in The Builder to create and send the invoice, keeping the financial side of the job moving.
Create professional quotes, manage jobs, book visits, track progress and keep everything moving through to completion and invoicing.
The same complete Builder, paid once a year.
Everything you need to quote, win and manage work.
Build your Heat Engineer Software package around the way your business works, with better value when you use more of the platform.
Keep quotes, bookings, job details, documents and invoicing together, so work keeps moving without the usual chasing and admin.
The Builder is Heat Engineer Software’s sales and job management system for plumbing and heating businesses. It helps you create quotes, manage jobs, schedule visits, track progress, complete handover and move finished work through to invoicing.
You can manage service work, breakdowns and repairs, installations, general plumbing, survey and quote jobs, as well as other types of plumbing and heating work.
Yes. You can create professional quotes for customer approval, from quick straightforward jobs to more detailed work with equipment, labour and pricing included.
For simple jobs, a professional quote can be created in under 2 minutes. More complex jobs can include additional pricing, materials and job detail where needed.
Yes. The Builder lets you book visits, manage your schedule and see what work is open, scheduled or waiting for action.
Yes. Protect your business with digital waiver and consent forms. Clearly explain potential risks, record customer approval and capture signatures before work begins, keeping everything saved against the job.
Yes. You can track jobs through stages including open, sent, accepted, scheduled, completed, invoiced, paid, lost and archived.
The Builder can keep job information such as site notes, photos and files, equipment, labour, task lists, bills of materials, customer documents and handover information together in one place.
Yes. You can mark work as complete, add certificates, manuals and guarantees, collect customer sign-off and prepare the job for invoicing.
Create professional quotes, book work, track progress and keep everything moving through to completion and invoicing.