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Plumbing, heating and electrical

Management software for plumbing, heating and electrical installers

This trade is not run job by job but day by day: many small works, call-outs squeezed in between, and a margin decided as much by materials as by labour.

What your trade computes that others do not

The volume is the inverse of heavy construction: where a builder follows fifteen sites a year, an installer handles several a week. A quote must therefore be produced in minutes from pre-priced work items, and response time counts as much as price — a homeowner kept waiting three days has already called someone else. A tool that needs ten minutes per quote is not slow, it is unusable.

Margin then comes from two sources that behave differently. Labour is steered by hours, materials by purchase prices, which move, which depend on negotiated discounts and which differ by whichever supplier was used that day. A uniform mark-up loses money on the lines where the price rose, with nobody noticing until the next year-end.

Two more mechanisms are specific to the trade. Warranty callbacks first: a return is not a new job, it is a cost that must attach to the original works, or an installation that went wrong keeps looking profitable. Then renovation-grant files, whose approval gates payment for part of the works: they carry their own documents, delays and cash-flow risk, and they are rarely tracked in the same place as the works themselves.

What most firms work around by hand

The business runs, but it runs on two or three people's memory.

  • Quotes are rebuilt from an old quote found in the files.
  • The call-out schedule is a whiteboard, rewritten every morning.
  • Supplier delivery notes are matched to a job from memory, or not at all.
  • A warranty callback is handled as a brand-new job.
  • Grant files are tracked in a spreadsheet, separately from the works.
  • A finished job's real margin is never recomputed.

What we have not done here yet

No engagement in the portfolio covers this sector. We would rather write that than let it be assumed. Here is the closest one by its management rules:

HVACJobs and field reports for an HVAC installerA single tool to track jobs, schedule interventions and produce field reports, replacing a general-purpose task manager pushed well past its purpose.Read the full case study

Frequently asked questions

Can a quote be produced at the client's home?
That is the use to aim for, because a quote handed over on the spot is signed far more often than one sent two days later. It assumes a library of pre-priced work items, a few fields to adjust, and signature from mobile. The rest — sending, filing, turning it into a job — follows on its own.
Can margin on materials be tracked?
Yes, provided purchases come back attached to a job. That is the real turning point in this trade: while delivery notes are matched from memory, no margin is reliable. Once the attachment is in place, the gap between purchase and invoiced price reads per job and per material family.
Can warranty callbacks be separated out?
Yes, and it is what makes the cost of rework visible. A callback attaches to the original job and the time spent is deducted from that job's margin. It is often the first time a firm sees what certain kinds of installation actually cost it.
Has Zora worked for an installer of this kind?
Not directly, and we would rather say so than let the opposite be assumed. The closest engagement in the portfolio is an HVAC installer: the same field jobs, the same offline capture, the same need to attach time spent to a job. Quote volume and grant files are specific to your trade and are handled at design time.

Let’s talk about your project

Describe what you are trying to build. We answer with an honest first read on feasibility and scope — even when the answer is that you do not need us.

Tell us about your trade