How many times have you or someone else turned up to a job with the wrong part? It's so frustrating for you and your customer and it's a massive waste of profit. This form solves this problem for you!
You know how it goes, an engineer carries out a fault diagnosis on a gas boiler and determines that the boiler needs a new part. Simple right?
Well, not always! There are so many different variants of parts within so many different boilers and sometimes the same boiler actually has numerous different parts which have been changed over the years.
This means the engineer needs to capture very specific information about the appliance and the part. They then need to relay that to the office or the supplier and hope that they translate that information correctly to order the correct part.
Somewhere along the lines though, something (or someone) gets confused and the wrong part is ordered. You don't typically find this out until you're in front of the boiler with the part in your hand ready to install.
Not only is that a HUGE waste of time for you and your customer, but it's also a rapid way of losing all of the profit that was in the job. More time needs to be booked and another trip to the suppliers is on the cards. All in all, causing you and your customer to feel extremely frustrated.
That's why you need this Gas Appliance Part Order Form.
It forces your engineers to document all of the necessary information and puts it together on a one-page PDF ready to be sent to your supplier. If a different engineer needs to collect the part to install it, they can cross reference the part they're collecting against the form within the job card to make sure they're not in for a wasted journey.
It makes the ordering of boiler parts almost foolproof, helps you hold on to more profit by preventing mistakes and wasted journeys, gives your customers a better experience and gives you more headspace.
This form will also prevent pointless phone calls and needless communication between the team trying to explain what's needed to get the job over the line.
It's an absolute 'must-have form' for any business that works on gas boilers.
The form has 2 uses - by simply answering one multiple-choice question, you can produce either a price request form or a part ordering form.
To make this form even more powerful we highly recommend using specific queues and email templates to help the price request and ordering process. (If you need help with this then let us know, we have specific templates which will drastically speed up this process for you.)
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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 appliances 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 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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Optional improvements and adjustments.
Want to have a more personalised, professional-looking document with additional logos and accreditation images? (see the 3rd provided image for an example)
Or do you want to change the colours to match your company branding?
Send us an email at info@flowstate.biz to let us know and we'll be back in touch to discuss what we can do for you.
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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 8 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.
