A 'MUST HAVE' if you repair boilers...This form captures all the required information to ensure the correct parts are ordered. Read on...
It's easy to make a mistake when ordering parts for boilers or gas appliances. Somewhere along the lines someone gets confused and by the time you realise there's a mistake you've arrived at a job, with your head in a boiler and the wrong part in your hand. Everyone's time has been wasted and you've lost a chunk of profit.
With this parts ordering form all of the correct information is documented - ensuring that you, your team and your suppliers are 100% clear on which part you need.
So what does the form document?
On the PDF form -
- Date of price request/order
- Job number as the reference number
- Gas appliance make and model
- Image of the appliance data badge
- Serial number
- G.C Number
- Part number
- Part/s required
- Up to 4 images of the part/s to allow for different angles and views
- Engineer's name of who completed the form
Behind the scenes -
- how long the engineer expects the part will take to install to assist the job booker in allocating the correct time.
- Reminders to allocate the job to the correct queue or notify the correct person (if required)
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Brand new to ServiceM8?
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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 watching some demo videos on what ServiceM8 can do when it's fully set up follow this link - https://flowstate.biz/win-back-your-evenings-and-weekends/
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Other forms you might be interested in
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We have developed lots of other forms for the plumbing and heating industry which you might find useful.
Search the form store for -
- Boiler Service/Condition Report - A service form with a difference, it's intentionally designed to help you sell more boilers and other additional services - Extremely Popular
- Landlords Gas Safety Certificate - A 'professional looking' certificate that allows you to document up to 4 gas appliances with a bonus of upselling additional services.
- Gas Warning Notice - A dynamic form that adapts to the current situation you're issuing a notice for including images to prove you have carried out your obligations.
- Job Report Form - Ensure your team document their jobs properly so you never have to call to extract information from them again. PDF generated to send to your remote customers - Total game changer!
- Plus Loads More
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About me & FlowState
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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.
