Stop Losing 10+ Hours a Week to Admin That Should Run Itself
We build a complete, tried-and-tested business management system inside your company - so your jobs flow, your team performs, and your customers can't stop recommending you.
every week
boiler install sales
in year one
holiday
You're great at the trade.
But no one warned you about this part.
Running a heating business means you're also the office manager, the scheduler, the sales rep, and the customer service team - often all before 9am.
Your phone never stops
Even on your days off. Even on holiday. You're the system - and the system doesn't get a break.
Jobs fall through the cracks
Follow-ups don't happen. Invoices go out late. Quotes sit in someone's notes and never get sent.
You're haemorrhaging time
Hours every week on admin, chasing, and fixing miscommunication. Time that earns you nothing.
Growth feels like more chaos
Another van means more to manage. More jobs, more staff, more that can go wrong without a system.
You're not getting paid on time
Invoices go out late. Reminders don't happen. Cash sits in jobs you've already done while you chase paper.
Competitors are winning your jobs
Other businesses are using systems like this right now - responding faster, looking more professional, and winning the work you should be getting.
This isn't for everyone.
And that's by design.
The businesses that get the most from this system are the ones who are genuinely ready for it. Here's how to know if that's you.
- You're not willing to change how you workThis replaces old habits with a proper system. If you want to keep doing things the way you always have, it won't stick.
- You're looking for lead generationThis isn't a marketing tool. It won't bring customers to your door. What it does is make sure every customer who finds you converts, gets an exceptional experience, and comes back.
- You want results without putting in the effortThe system does the heavy lifting, but it needs consistent use from you and your team. It's not set-and-forget from day one.
- You're not in the plumbing and heating industryEvery form, workflow, and process is built specifically for this trade. It won't translate to other industries.
- You're not ready to invest in your businessThis is a serious commitment, financially and practically. If you're looking for a free tool or a quick fix, this isn't it.
- You're serious about growing or getting your time backWhether you want to scale up, stay lean and profitable, or simply get your evenings back - this gives you the system to make it happen.
- You're willing to follow a proven systemYou don't need to invent anything. You just need to commit to running your business the right way.
- You want a business that doesn't depend on you being there every minuteThat's exactly what this builds. A team that knows what to do, jobs that flow, and a phone that stays quiet on your days off.
- You're fed up with things slipping through the cracksJobs getting missed, quotes not followed up, invoices left unpaid, and constantly feeling like you're playing catch up. This system gives you control - everything tracked, nothing forgotten, and a business that actually runs in order.
What your business looks like with the right system in place
These are the results our customers see. Not outliers - patterns.
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✓10+ hours back every week Admin that used to eat your evenings is handled automatically. Your time goes back to you.
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✓Up to 200% more boiler installation sales Your engineers quote on-site with confidence. Customers say yes more often. You win more work without more effort.
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✓Scale without the chaos Businesses using this system have grown from 3 vans to 10 in 3 years. Whether you're scaling up or just want your current operation running smoothly, the system grows with you.
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✓Your team runs the business Processes are built in. Staff know exactly what to do and when. You stop being the bottleneck.
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✓100+ Google reviews in your first year Automated review requests mean happy customers actually leave reviews. We've seen businesses go from 30 reviews in 3 years to 130 in 12 months.
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✓An actual holiday This is something our customers tell us time and again - they go on holiday and their phone doesn't ring once. That's what this system is built for.
Ready to stop losing time to admin?
Get The Heating Package →Watch how I built a heating business that ran without me
From quoting tools to automated customer journeys - here's exactly how I went from working evenings and weekends to running a business that didn't need me there. I'll walk you through the strategy and show you the tools that made it happen.
The Boiler Installation Process
From the first enquiry to the final invoice - see how a boiler install moves through your business automatically. How customers book, how your engineer quotes on-site, how the job gets scheduled, and how the paperwork sorts itself.
The Servicing Process
Annual services are your recurring revenue - but only if they're followed up properly. See how the system manages reminders, bookings, completion, and customer communication without you lifting a finger.
The Repairs Process
Repair jobs move fast. See how customer calls are handled by your office team, how engineers are dispatched, how follow-ups are sent automatically, and how the customer is kept informed every step of the way.
We don't give you software.
We give you a system that's already
been figured out.
Before FlowState, I ran a plumbing and heating business for nearly 10 years. Like most trades businesses, it started simple - but as it grew, so did the problems. More jobs, more engineers, more admin, and more things slipping through the cracks.
I spent years building and refining systems inside ServiceM8 to fix that - automating the communication, creating structure the team could follow, and making sure nothing got missed. That system was tested day in, day out, in a real business.
FlowState is the result of that work. What started as my own setup has since been installed, refined and proven across hundreds of plumbing and heating businesses across the UK. This isn't theory - it's a system that's been earning its keep for years.
Could you build something like this yourself?
Yes. But in reality, that means:
- Spending hundreds of hours figuring out how your business should actually run
- Testing different ways of quoting, scheduling, and managing jobs
- Fixing mistakes, rebuilding processes, and constantly changing things
- Trying to get your team to follow something that isn't fully thought through
Most people never finish it. And if they do, it's taken years of trial and error.
What we've done is take everything that actually works - from running a real heating business - and build it into a system that's ready to go.
You're not starting from scratch. You're starting from something that's already been tested, proven, and works in the real world.
This is the shortcut. Instead of figuring everything out yourself, you get:
- A proven structure for how your business runs
- Systems that already make sense to your team
- A setup that works from day one
You still need to learn it. You still need to use it. But you're not wasting months or years trying to build it.
Everything included in The Heating Package
Click any item to see exactly what's inside. This is a complete system - not a collection of tools.
Full system setup & configurationWe set everything up - you don't touch a single setting.▼
Many features exist within ServiceM8 that need to be activated and configured correctly. We activate everything relevant to the plumbing and heating industry, fill in the blanks with your business information, and connect everything together. You get a working system from day one.
Branded quotes, invoices & certificatesEvery document your customers see carries your logo, your colours, your brand.▼
We create personalised quotes, invoices, job documents and gas certificates designed exclusively for your business - with your logo, certifications, and brand colours. You also get multiple quote layouts so you control exactly what your customers see:
- Full price breakdown
- Partial breakdown
- No breakdown (lump sum)
- Branded gas certificates
- Branded job documents
Domestic gas forms package7 professionally designed forms built to save time, support your processes and win more work.▼
Every form was designed by a gas engineer and business owner with three goals: efficiency to complete, supporting internal processes, and helping educate customers to win more work.
- Landlords Gas Safety Certificate
- Boiler Service Certificate
- Gas Warning Notice
- Job Report Form
- Parts Ordering Form
- Boiler Installation Quality Control Form
- Unvented Hot Water Cylinder Service Certificate
Job stage management pipelineA clear pipeline so jobs never slip through the net - no matter how busy it gets.▼
Incomplete jobs are stored in specific folders, assigned to the right person, and visible to the whole team. Everyone knows what needs doing and who's responsible. Bottlenecks get removed and jobs flow through your business without you chasing them.
- Visual job stage pipeline
- Incomplete job folders by category
- Team accountability built in
- No job ever lost or forgotten
Automated customer journey8 automated touchpoints that follow up customers, chase payments and generate reviews - without you.▼
From the moment a job is booked to the moment a review lands, the system handles customer communication automatically. Your customers feel looked after. Your team does less chasing. Your cash arrives faster.
- Booking confirmation email & SMS
- Booking reminder email & SMS
- 5-step quote follow-up process
- 5-step payment follow-up process
- Check-in SMS
- Online review request email & SMS
- Boiler service reminder email & SMS
- Landlord Gas Safety reminder email
KPI tracking & reportingKnow exactly how much each job type earns you so you can make better business decisions.▼
We install industry-specific categories that generate reports showing revenue by job type and job volumes over any time period. Use it to plan marketing, measure campaigns, set targets and see clearly what's working.
- Industry-specific job categories
- Revenue reports by job type
- Job completion volume tracking
- Marketing performance measurement
Job & email templatesYour team books jobs correctly first time - right description, right price, right automation triggered.▼
At the click of a button, your team has everything in the right place ready to schedule a job straight into the diary. No missed details, no wrong pricing, no manual setup.
- Job templates with auto-fill descriptions
- Pricing pre-loaded per job type
- KPI tracking automatically applied
- Automations triggered on booking
- Email & SMS templates for quotes and invoices
- Material order templates
Online booking formsCustomers book the right job, correctly, first time - straight into your diary or your inbox.▼
Customers follow a link, pick the service they want, answer a few questions and either book straight into the diary or submit a job for you to convert manually. Either way, you get the right information from the start.
- Boiler quote surveys
- Boiler servicing
- Fault diagnosis & repairs
- Landlords Gas Safety Certificates
- Thermostat installations
- System cleaning / powerflushing
- Magnetic filter installations
Call handling questionnairesOffice staff follow a guided process and get the right price every time - no experience needed.▼
Call handlers simply follow the questions that appear on screen. From their answers, the system calculates the total cost and how long to book in. No guessing, no under-pricing, no missed upsells.
- Boiler quote surveys
- Boiler servicing
- Fault diagnosis & repairs
- Landlords Gas Safety Certificates
- Thermostat installations
- System cleaning / powerflushing
- Magnetic filter installations
On-site boiler survey toolQuote accurately in minutes and get the sale over the line before you've left the survey.▼
Answer a few questions about the scenario and the system generates an accurate price based on materials and labour. You can adjust on the spot to meet the customer's budget, discuss the options, and close the job before a competitor even knows about it.
- Accurate pricing based on materials & labour
- Adjustable on-site to meet customer budget
- Automatic materials list generated on confirmation
- Can be used by any engineer - not just the owner
Professional boiler quote proposalA standout proposal that builds confidence, answers objections and wins jobs competitors don't even get a chance at.▼
Most heating businesses send a price and hope for the best. This proposal explains why you're the right business for the job, removes the customer's concerns, and tells them exactly what happens once they say yes. The result is more jobs won at full price.
- Removes unnecessary technical jargon
- Explains your credentials and why you're the right choice
- Answers common objections before they arise
- Sets clear expectations for after they accept
How we're transforming heating businesses
and the people who run them
"I used to work long hours and struggled getting paid. Since I started using ServiceM8 I've got my time back, I'm winning more jobs than ever before and now get paid before I leave the customer's house."
"I used to take home so much stress from being unorganised. Then I found ServiceM8 and now all that stress has gone. My customers now pay me via a link I send them on a text. ServiceM8 has been a game changer."
"FlowState was a game changer for me. I was able to quote while at the jobs so no more late evenings. I've also been able to get more reviews which has helped me secure more work."
"FlowState ticked all the boxes. We are getting money in faster which has helped our cashflow. Our quote conversion rate has also shot up. I would recommend it to anyone."
Don't just take our word for it
Independently rated by heating engineers across the UK.
Real UK heating businesses.
25,000+ Google reviews.
One proven system behind the scenes.
This is not a case study from one lucky business. These are real UK plumbing and heating companies running on FlowState systems, with live review data pulled directly from Google every day.
Better systems create better customer journeys. Better customer journeys create more trust, more repeat work and more reviews.
Real businesses building serious local trust
Seen enough? Let's get your business running like it should.
Get The Heating Package →