Plumbing software for UK plumbing and heating teams
Call it plumbing software, plumbers software, plumbing business software or job management software for plumbers — Opsler organises the customer, the job, the quote and the invoice for a UK plumbing or heating business’s day-to-day work. It does not produce Gas Safe forms or boiler certificates, and it does not check anything against Gas Safe Register requirements — that stays with your own registration.
Opsler makes no Gas Safe or certification claim.
Gas Safe registration, boiler certificates and any statutory gas-safety record are set by Gas Safe Register and your own registered status, not by field-service software. Assume Opsler does not produce any of it and keep using your existing certification process alongside Opsler. Everything below is the administrative side of the business.
How the plumbing job lifecycle fits together
An enquiry becomes a customer record, the customer record carries a service address and a full history of past visits, and every job from there — a leak, a boiler service, a bathroom fit — is scheduled, quoted, worked and invoiced against that one record rather than four disconnected tools. The point of plumbing software is that a second-visit engineer sees what the first visit found, instead of starting cold.
Keep customers, properties and job history connected
Each customer carries a service address and notes, and every job records its own address too — so a landlord with three rental properties, or a customer who moves house, still has each property’s own job history rather than everything merged into one address. Open any past job and the notes, photos and invoice for that visit are attached to it.
Handle call-outs, repairs and planned visits
A burst pipe and a scheduled boiler service are not the same kind of job, and plumbing software should treat them differently. Reactive call-outs go straight onto the board for the next available engineer; planned work — an installation, a service visit booked weeks out — sits on the schedule until its date arrives. Both live on the same board, not two separate systems.
Schedule work and assign engineers
A drag-and-drop dispatch board assigns each job to an engineer for a fixed time or a flexible slot in their day, so the office can see who is where without a phone call. Moving a job to a different engineer or a different day is a drag on the board, not a rebuild of the schedule.
Create quotes and capture verified approval
A quote builds from your own price book — a single price, or three tiers if a bigger job (a bathroom refit, a boiler replacement) benefits from giving the customer options. The customer opens an emailed link, no account required, enters a one-time code sent to that same email address, then chooses a tier if there is one and signs — typed or hand-drawn — on one page in their own browser. There is no separate paper process; the same flow runs whether the customer is across town or standing next to the engineer.
Give the engineer a clear digital job card
The job card carries the address, access notes and the customer’s history out to the engineer’s device, so whoever picks up the job — including a second engineer covering for the first — isn’t the least-informed person on site. It is a job record, not a certification record; it doesn’t replace whatever your own Gas Safe process requires for test results or sign-off.
Record work, photos, time and materials—only where verified
Before-and-after photos and job notes attach as part of finishing the work, and time and materials used log against the same job record. This is deliberately scoped to what has actually been checked in the product — there is no GPS live-tracking or multi-engineer route optimisation here, and no supplier-catalogue pricing built in.
Create invoices and handle VAT, MTD and accounting boundaries
The invoice generates from the completed job with the line items already on it, so nothing gets re-typed into a second system. Opsler does not calculate VAT and does not file anything for Making Tax Digital — that stays with your accounting software. There is no live Xero or QuickBooks sync; what Opsler produces is a formatted CSV export for manual import, a real time-saver over re-typing but a genuinely different thing to a live connection. Pricing itself is in US dollars, not GBP, which is worth knowing before you budget in pounds.
Plumbing software evaluation checklist
Six things Opsler does, and three it deliberately doesn’t. Take the same nine questions to any plumbing management software you’re evaluating.
| Capability | Opsler | Detail |
|---|---|---|
| Customer and property records with job history | Yes | Every past visit at that address, in one place |
| Call-outs, repairs and planned visits on one board | Yes | Drag-and-drop scheduling, same board for both |
| Quotes approved on site from your own price book | Yes | Single-price or three tiers, one-time code and signature |
| A digital job card for the engineer | Yes | Address, notes and history travel with the job |
| Photos, time and materials against the job | Yes | Recorded on the record, not a separate spreadsheet |
| Invoicing from the completed job | Yes | Line items carry across; no re-typing |
| Gas Safe forms or boiler certificates | No | Not a certification tool — stays with your Gas Safe registration |
| VAT calculation or Making Tax Digital filing | No | Stays with your accounting software |
| Live Xero or QuickBooks sync | No | Formatted CSV export for manual import only |
Free Budding plan: 2 seats (1 admin and 1 engineer), 50 jobs a month, unlimited customers, 100 inventory items and 1 inventory location. Pro is $25 per seat per month with no seat minimum and a 14-day trial that doesn’t ask for a card.
Plumbing software questions
Most plumbing and heating businesses need one system to hold the customer record, the job schedule, the quote and the invoice — rather than four disconnected tools or a paper diary. That is the administrative core: who the customer is, what was done at their property before, what is booked next, what a job costs and what has been paid. It is a separate question from Gas Safe registration and certification, which sit with the engineer's own registered status and paperwork process, not with field-service software.
In Opsler, an enquiry becomes a customer record with a service address and job history. That job is scheduled onto an engineer's day, either as a fixed appointment or a flexible slot. A quote can be built on site from your own price book — a single price or three tiers if you want to offer the customer options — and the customer approves it with a one-time code sent to their email plus a typed or drawn signature, on one page in their own browser. Once the work is done, photos, time and materials are logged against the job, and the invoice is generated from the same record without re-entering anything.
No. Opsler does not produce Gas Safe forms, boiler certificates or any statutory gas-safety record, and it does not check compliance against Gas Safe Register requirements. That registration and paperwork process stays entirely with the engineer's own Gas Safe status. What Opsler handles is the job administration around that work — the customer, the schedule, the quote, the invoice — not the certification itself.
Ready to Run Your Business Without the Chaos?
Scheduling, dispatch, estimates, invoicing, customer portal, and a free branded website — start completely free, upgrade to Pro when you scale.
Free forever on the Budding plan. No credit card required.