Industry Pack - Plumbing & Heating

Plumbing & Heating Industry Pack

The Plumbing and Heating industry pack comes fully equipped with comprehensive dashboards, key reports and critical forms designed to streamline your operations, ensure compliance and maximise performance.

by Joblogic Marketplace

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The Plumbing and Heating Industry Pack is a comprehensive solution tailored to the unique needs of businesses in the plumbing and heating sector. Equipped with advanced dashboards, critical forms, and key reports, this pack ensures compliance with industry standards, streamlines operations, and maximises performance across your business.

This industry pack provides:

10 Dashboards: Gain actionable insights into financial management, asset tracking, customer relationships, and refrigerant inventory to enhance decision-making and operational workflows.
29 Essential Forms: Ensure compliance with standards like the Gas Safety (Installation and Use) Regulations 1998, BS 8558:2015 for Legionella control, and Building Regulations Part L and H. These forms provide in-depth compliance and safety insights while updating real-time dashboards.
38 Essential Reports: From job tracking to financial analysis and asset inventory, these reports streamline your operations, enhance customer satisfaction, and ensure compliance with industry standards.

01 Specialist Dashboards

Finance Dashboard – Track invoicing, revenue, and overdue balances for plumbing and heating services.

PPM Dashboard – Monitor planned maintenance schedules, overdue visits, and contract performance.

Quotes Dashboard – Analyse sales opportunities, quote approval rates, and conversion performance.

Engineer Productivity Dashboard – Measure utilisation, travel vs. work time, and job completion efficiency.

Asset Compliance Dashboard – View inspection results, service history, and compliance status for heating systems and plumbing assets.

Job Profitability Dashboard – Assess margins for each job or contract to optimise pricing and resource use.

02 Compliance & Service Forms

Gas Safety Certificate (CP12)

Gas Warning Notice

Gas Service Record

Landlord/Homeowner Gas Safety Record

Legionella Risk Assessment Form

Plumbing System Maintenance Checklist

Fully aligned with Gas Safe Register requirements and UK water safety regulations.

03 Comprehensive Reporting Suite

36+ Pre-Built Reports including:

Job Tracker & Completion Reports
Asset Service & Inspection Logs
Engineer Timesheet & Attendance Reports
PPM Contract Performance Analysis
Invoice & Purchase Order Logs
Stock Usage & Inventory Reports
Customer & Site Performance Analysis

Monthly plan

Free

To read our handy guide with the full breakdown, click here. Alternatively, watch our video guide here.

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