Systems and data advice for family-run trade businesses.
For HVAC, plumbing, heating, electrical and property maintenance contractors. Based in London, we welcome UK and US enquiries now, and can discuss Canada and Australia by arrangement. We help you get full value from the software you already pay for, clean up the data behind it, and run the business on numbers you trust.
You built the business on good work and word of mouth. Over time the office came to run on a job system, an accounts package, three spreadsheets and one person's memory. We sort that out, and we do not sell software.
- 56%
- of HVAC and refrigeration contractors surveyed for ACCA's Contractor of the Future study reported using field service software.
- ACCA, Contractor of the Future summary
- 52%
- of the HVAC companies studied in First Page Sage's 2025 analysis did not complete a sale.
- First Page Sage, 2025 analysis
- 43%
- of 1,025 respondents in ServiceTitan's 2025 Australian study reported using basic software or pen and paper.
- ServiceTitan, 2025 Australian study
Sound familiar?
Software you pay for and half use.
You bought ServiceTitan, Jobber, simPRO or Commusoft to cut the admin. Two years on, the office still keeps a spreadsheet beside it and nobody trusts the reports.
Every job typed more than once.
Booked in the job system, keyed again into the accounts, copied into a spreadsheet for the client. Each copy adds errors and pushes invoices back.
Service plans that lapse quietly.
Renewals depend on someone remembering. Recurring income leaks away, and it is the first number a buyer or a bank asks for.
One person holds it all together.
Often a family member in the office. When they are away, scheduling, invoicing and reporting slow down with them.
Certificates you cannot find on request.
Landlords, letting agents and property managers now expect gas, electrical and compliance records, plus response times, the day they ask.
Practical fixes, in the right order.
Systems and data health check.
We map how a job moves from first call to paid invoice, score the quality of your customer, equipment and agreement data, and put a cost on the biggest leaks.
Platform choice without a sales pitch.
If you do need new software, we run the selection against your own jobs and numbers. We take no commission from any vendor.
Clean migration.
Customers, sites, equipment history and service plans moved across and reconciled, so the new system starts with data you can trust.
Job and accounts joined up.
Your job system, accounts package and payroll talking to each other, so each job is entered once.
Numbers you can run on.
A weekly view of first-time fix rate, technician utilisation, average job value, plan renewals and revenue per technician.
Revenue from data you already hold.
Lapsed plans, ageing equipment and one-off customers turned into call lists, with lead sources ranked by profit as well as volume.
A business you can see clearly.
The office spends its time on customers instead of retyping jobs. You can see which jobs, technicians and lead sources make money. Service plan income grows instead of leaking away, and when the time comes to hand over or sell, the numbers are ready.
Possible starting points, not client case studies.
Third generation, second system.
Illustrative starting point: a family HVAC firm with 25 technicians, three years into its platform and still invoicing from spreadsheets. A Health Check could test the set-up before anyone considers switching.
New landlord contracts, old paperwork.
Illustrative starting point: a plumbing and heating contractor winning work that requires certificates and response times on request. The work could establish asset and certificate records and suitable client reporting.
Selling in three years.
Illustrative starting point: an owner preparing the figures a buyer may ask for, including recurring revenue, customer retention and job profitability. The next step could be an exit-ready data pack.
Choose the first step that fits.
Health Check
delivered within 15 working days from the agreed start, for a fixed fee, with a costed plan you keep.
Platform selection
an independent recommendation, with the contract and data terms checked before you sign.
Delivery
migration, integration and reporting, built by the people who wrote the plan.