Plumbing & Heating Jobs Mgmt. and CRM in One Smart Platform

Arez’s built-in CRM helps plumbing and heating companies capture new leads from web forms, calls, or referrals. Automatic reminders and follow-ups ensure no enquiry is missed, turning more prospects into confirmed jobs and long-term service contracts.

From the first quotation to the final invoice, Arez keeps every customer interaction in a single record. You can track past jobs, certificates, and payments — making it easy to manage commercial contracts and deliver a seamless experience that keeps plumbing and heating clients coming back.

The Arez app allows engineers to log job progress, upload photos, and capture customer signatures directly on site. Every update is instantly synced with the central system, so office teams and clients always have real-time visibility. This eliminates paperwork, avoids disputes, and builds stronger customer trust for plumbing and heating services.

With Arez, engineers can upload safety certificates, gas checks, and maintenance records straight from their phones. Our AI-powered compliance tools ensure documents are auto-tagged to the correct site, keeping plumbing and heating businesses fully audit-ready without drowning staff in admin.

With Arez, engineers can upload Gas Safe certificates, maintenance reports, and inspection records straight from the mobile app. The AI automatically reads the document, recognises its type, and files it against the correct site or contract. Plumbing and heating businesses save hours of admin while ensuring every certificate is where it should be.

Arez goes beyond basic record-keeping. Its AI actively scans worker shifts, supplier documentation, and job records to detect anomalies — from expired worker credentials to missing safety checks. This proactive approach keeps plumbing and heating services compliant, reducing audit risks and protecting your reputation.

The Arez Inspect App enables engineers to run digital inspections on boilers, heating systems, and plumbing assets directly from their phones. The AI identifies wear patterns, highlights potential risks, and logs each result against the correct asset record — keeping plumbing and heating services one step ahead of failures.

Arez uses predictive data to recommend the best time for maintenance visits, avoiding costly emergency call-outs. This not only keeps clients happy with reliable service but also cuts long-term costs for plumbing and heating firms, strengthening margins on commercial contracts.

Arez analyses job type, required skills, and engineer availability to assign the best person for each plumbing or heating job. The system also factors in location to reduce travel time, allowing teams to complete more jobs in a day while keeping response times sharp.

Invoices are generated directly from completed jobs, complete with digital timesheets and compliance records. Clients can pay through integrated payment options, improving cash flow and cutting late payments — a vital advantage for plumbing and heating firms managing multiple commercial contracts.

All approved shifts and timesheets flow directly into payroll. Arez reduces manual data entry, eliminates duplicate records, and ensures guards and subcontractors are paid accurately and on time.

Invoices are generated automatically from verified hours and completed jobs. This speeds up billing cycles, prevents costly errors, and keeps cash flow moving in the right direction.

Payments are tied to SIA, BS7858, and subcontractor compliance checks. Non-compliant staff can’t trigger payroll or invoicing, protecting your business from financial risk and liability.

Track wages, billing, and profit margins in one place. Arez gives you instant visibility over costs and revenue, helping you forecast more accurately and protect your bottom line.