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Industry Pack - Plumbing & Heating
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
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.
Version
1.0.0
Categories
Industry specific tools
Recommended for
Service delivery team
You May Also Like
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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.
Version
1.0.0
Categories
Industry specific tools
Recommended for
Service delivery team
You May Also Like
What is the Plumbing & Heating Industry Pack?
Who is this pack designed for?
Does it support compliance requirements?