A service form that helps you sell more boilers. A 'must have' form for your plumbing and heating business. Read more...
Boiler Servicing is more than just a box-ticking exercise, it's a perfect opportunity to upsell additional services helping you make more profit. This boiler Service/Condition report not only generates an 'easy to understand' report for your customer to prove you have done a boiler service but it also helps educate them on whether or not they need a new boiler.
It includes 'pre-written' responses for the general checks you carry out - making the form filling process extremely fast and efficient.
It also allows you to include images of certain tasks or specific things you'd like to highlight to the customer.
The form will ask you if you want to recommend the following improvements -
- A new boiler installation
- Thermostat/control upgrade
- Magnetic filter installation
- System clean/Power flush
By answering 'Yes' to these questions an educational piece of content is included on the form to explain why the customer should think about making the improvement and what the benefits are - planting the seed for the customer which will grow into additional sales further down the line.
Not only is this an extremely powerful tool for helping you make more sales, but it's also a very professional looking form which will help you stand out against your competitors and further build your relationships to ensure you have customers for life.
This really is a MUST HAVE for your business if your service boilers.
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Things you should know
- The form includes all of the necessary gas checks that are required to fully document a boiler service.
- The form can also be used for other appliances such as gas fires and cookers for example. Responses that are not applicable have a 'N/A' response.
- When recording the gas analysis and burner pressures etc (number responses) simply skipping these will enter N/A into the relevant cells so that there are no blank cells which could be mistaken as a missed check.
- Please ensure that your engineers have their up-to-date Gas Safe licence number added in the industry-specific tab within their Staff Profile as this is automatically inserted into the form upon completion.
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Brand new to ServiceM8?
Did you know we can help you get your ServiceM8 fully set up? We specialise in the plumbing and heating industry and have created extremely powerful tools that take your ServiceM8 to an insane level.
If you're interested in learning more about what we can do exactly then follow this link - https://flowstate.biz/win-back-your-evenings-and-weekends/
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About me
My name's Jamie Cureton, I'm the founder of FlowState. I built, grew and sold a successful boiler installation business. After almost 10 years of hard work, I put the necessary systems in place to turn my small plumbing and heating business into a profitable boiler installation machine.
I now help other plumbing and heating engineers put the tools in place to help win back their free time, make more profit and build a sellable asset!
If you'd like to speak to me about how we do that then get in touch with us by emailing info@flowstate.biz and using the subject - Speak to Jamie.
I'll get back in touch with you as soon as I can and show you what it's all about.
Thank you for considering using this form - if you like this form then get in touch to find out what other forms we have available that might not be included within the Form Store.
