Learn how I automated my heating business in 5 steps
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Get started with our setup packages

We provide a full range of onboarding services designed to set up and implement the FlowState system in the best possible way and make the best use of its features.

1 month free trial

  • Addition of 1 staff member
  • 1 quote template
  • 1 invoice template
  • 3 job folders
  • 4 generic job categories
  • 4 email templates
  • 5 SMS templates
  • Set up company details including logo
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one off payment
  • Everything from the Free package
  • 2 additional job folders
  • Basic Landlords Gas Safety Certificate
  • Basic Gas Warning Notice
  • Basic job report
  • 1 automated job booking confirmation
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one off payment
  • Everything from the Essentials package
  • Advanced job stage management
  • Professionally branded documents
  • Advanced automated customer journey
  • Advanced Gas forms package
  • Industry specific KPI tracking
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one off payment
  • Everything from the Professional package
  • Advanced gas industry online booking forms
  • Advanced gas industry call handling questionnaires
  • On-site boiler quoting tool
  • 90 days access to video training portal
  • Live monthly Q+A sessions
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Prices exclude VAT. An appropriate ServiceM8 account subscription is required. Unless otherwise specified support is not included. Provided forms and documents are licensed for one business only and are non-transferable nor editable.

The Free Package

The Free package is for those who want to get a feel for the system in its most basic form before they make a commitment. It will allow you and your business to create jobs, schedule them into a diary and raise basic quotes and invoices (plus a bit more).

It comes with a 1 month trial, giving you a risk free opportunity to learn if this system is going to be right for you or not. If you're on the fence, this package is for you. We're confident that once you've tried it, you'll never look back.

The Essentials Package

This package is designed for small plumbing and heating companies who are on a tight budget. It gives them access to everything from the free package but includes basic digital gas forms so that they can complete their paperwork on the fly.

It's ideal for those who are just starting out or need to move away from a paper diary. Everything from quotes, invoices, job documentation and customers communications all in one place.

The Professional Package

The Professional package is designed for business owners who need the foundations in place to help them grow. From a fully automated customer journey and professionally branded documents through to advanced job stage management and gas certificates sell boilers for you. This package is the first step to levelling up your business.

Most trades businesses fail in the first five years, that's because they lack the systems, procedures and the foundations required to survive. This package will give you the tools you need to help you avoid being part of that statistic.

The Master Package

This package is for serious, entrepreneurial business owners who want to be the dominating force in their area for boiler installations, servicing and repairs. With this package you will make more sales and collect more reviews than ever before.

Your business will be able to provide on-the-spot boiler quotes that are dynamic to loads of different scenarios, whether its a straight forward combi swap or a tricky, system conversion. You'll be able to discuss the price with the customer, get the job over the line, book the installation date and order the materials before you've drove away from the survey - Imagine never having to write out a quote in the evenings or weekends ever again!
Ready to get started? Watch our demo now
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