Field service management software for plumbing & heating businesses in the UK
Klipboard helps UK plumbing and heating businesses manage jobs, engineers, CP12 records, service contracts and invoicing from one connected platform.
The challenges plumbing and heating businesses face every day
Plumbing and heating businesses must balance reactive callouts, planned installations, recurring maintenance, compliance requirements, engineer availability and customer expectations.
Coordinating emergency and planned work
Plumbing and heating businesses must balance urgent call-outs with scheduled installations, services and maintenance. Without a single system, diaries become fragmented and jobs get disrupted.
Gas safe compliance and CP12 certificates
Accurate CP12 records are essential for legal compliance and landlord safety obligations. Manual paperwork and delayed processing make audits and documentation harder to manage.
Boiler service contract
Recurring maintenance schedules, reminders and contract renewals are difficult to track manually, leading to missed visits and lost revenue.
See how Klipboard helps plumbing and heating businesses manage reactive work, planned maintenance, compliance and engineer scheduling from one connected platform.
Heat pump and renewable installations
Growing demand for heat pump projects requires structured workflows from survey through to commissioning and handover, which paper systems cannot support at scale.
Invoicing and cash flow
Delayed paperwork slows invoicing and impacts cash flow, especially for businesses handling high volumes of jobs each week.
Klipboard products built for plumbing and heating businesses
Klipboard provides connected job management, scheduling, compliance, asset tracking and invoicing tools designed to help plumbing and heating businesses reduce admin and improve operational control.
Job management
Manage every job from enquiry to invoice, with full access to customer, site and asset history in one connected system.
Field service scheduling
Schedule emergency call-outs, boiler services and installations with real-time visibility of engineers and workload.
Asset management and planned maintenance
Track heating systems and plumbing assets, automate service schedules and manage CP12 and boiler service reminders across all client properties.
Mobile forms and digital compliance
Complete CP12s, Gas Safe records, job sheets and commissioning documents on site, with offline capability and instant syncing
What plumbing and heating businesses gain with Klipboard
Never miss a boiler service or maintenance visit
Automated scheduling and reminders ensure boiler services, CP12 checks and contract visits are completed on time, protecting compliance and revenue.
Instant access to compliance records
Store CP12 certificates and gas safety records securely for quick retrieval and audit readiness.
Scalable operations without added admin
Automate scheduling, reminders and job creation so you can grow contracts and assets without increasing back-office workload.
Real-time operational visibility
Track engineers, jobs and assets in one dashboard to improve response times and dispatch decisions.
Paperless field operations
Replace paper job sheets with a mobile app for digital records, photos and signatures, working online and offline.
Faster invoicing and better cash flow
Generate invoices immediately after job completion, reducing delays between work and payment.
Learn more
Every business is different, so choosing the right software starts with understanding how a solution fits your organisation.
The information you'll receive provides an overview of the key capabilities, business benefits and outcomes you can expect, helping you explore the solution in more detail.
Complete the form and we’ll send you more information. If you have any questions or would like to discuss your requirements, our team will be happy to help.
How plumbing and heating software works
Schedule jobs
Plan emergency call-outs, boiler services, installations and maintenance using drag-and-drop scheduling with live engineer visibility.
Assign engineers
Match jobs to the right engineer based on availability, location, Gas Safe status and job type, with full job history available before arrival.
Complete work on site
Record work, parts, photos and complete CP12 and Gas Safe documentation on site via the mobile app, even offline.
Store compliance records
Securely store certificates, service histories and job records against each property, asset and client for instant access.
Raise invoices
Generate invoices automatically on completion and sync directly with Xero or QuickBooks.
Helping service businesses improve operational control
Why plumbing and heating businesses across the UK choose Klipboard
Manage plumbing and heating jobs across every site
Klipboard software is built for plumbing and heating contractors managing engineers, jobs and customers across multiple properties and sites. Whether you’re a sole trader handling domestic boiler servicing or a growing contractor managing Gas Safe engineers across commercial contracts and installation programmes, Klipboard software scales with your business without adding operational complexity.
Keep gas safe compliance and records connected
Plumbing and heating is a compliance-driven trade where Gas Safe requirements, CP12 records and landlord obligations must be accurate and up to date. Klipboard software connects job management, compliance documentation and invoicing in one workflow, helping ensure nothing gets missed.
Easy to implement and supported long-term
Quick to implement and easy to adopt, Klipboard software is supported by ongoing customer success and regular updates shaped by field service businesses using the platform every day.
Frequently asked questions
Yes. The Klipboard mobile app works fully offline. Engineers can access job details, complete digital job sheets, Gas Safe records and CP12 certificates, capture photos and collect client signatures without a mobile signal. Everything syncs automatically once they are back online.
Yes. Klipboard lets you set up planned maintenance schedules that automatically generate boiler service and gas safety jobs for each client property based on your contract terms. Automated reminders are sent to clients before each visit is due, engineers have full service history before they arrive on site and invoices are raised automatically on job completion.
Yes. Klipboard allows Gas Safe registered engineers to complete digital Gas Safe records and CP12 certificates on site using the mobile app. Every record is stored securely with full timestamps and audit trails, and is instantly accessible whenever a landlord client requires a certificate copy, a letting agent needs compliance evidence or an enforcement authority requests documentation.
The best software for a plumbing and heating business in the UK manages job scheduling, Gas Safe compliance records, CP12 certificate management, boiler service contract scheduling, parts tracking and invoicing in one platform, and works offline in the field. Klipboard is built for UK plumbing and heating businesses and connects reactive callouts, planned maintenance contracts and heat pump installation programmes in one connected job management platform.
Plumbing and heating software works by replacing paper-based processes with a connected digital platform. Jobs are scheduled from an office dashboard, engineers receive full job details, site records and asset history on their mobile app, complete work and compliance documentation on site, and submit reports in real time. Records sync automatically to a central system where managers can access compliance documentation, raise invoices and manage service contracts on completion.
Plumbing and heating software is a field service management platform that helps plumbing and heating businesses manage job scheduling, engineer dispatch, work orders, Gas Safe compliance records, CP12 certificates, boiler service contracts and invoicing from one connected system. It replaces paper job sheets and disconnected spreadsheets, giving office teams and field engineers the same real-time information across every job and property.
Ready to simplify plumbing and heating job management, compliance and invoicing?
See how Klipboard's plumbing and heating software helps UK businesses manage jobs, engineers, Gas Safe records and invoicing from one connected platform.
