Industry solution · Plumbing, heating & HVAC businesses
The heating is cold. And everyone knows who is handling it.
In a plumbing, heating and HVAC business, faults, service visits and new installations run at the same time. Peak One turns every report into a case with an owner and a status, so office and technicians share the same status.
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Where everyday work gets stuck
Lots of reports. No clear order.
- A fault is taken by phone, but later nobody knows who took it on.
- Customers call a second time because they don't know whether someone is coming yet.
- Which system is due for service when is in a folder or in the foreman's head.
- What was done on the system during the last visit, the technician first has to ask.
The old and the new workflow
From the callback to a visible status.
Typical workflow
- Jotting down a fault on a slip of paper
- Asking around the team who can go
- Arranging service appointments one by one by phone
- Searching the technician's phone for notes on the system
With Peak One
- Fault as a ticket with the issue and an owner
- Queue shows which reports are still open
- Customer books the service appointment through a link
- One document per system that the team can find
How a service visit works
From the fault report until the next service.
- TriggerA customer reports that the heating has failed or the hot water has stopped.
- 01 · TicketLog the faultWhoever takes the call logs the fault as a ticket with the customer's issue.
- 02 · TicketClarify ownerThe ticket gets an owner. The status shows whether the job is scheduled or done.
- 03 · DocumentLook up the systemThe document for the system holds notes from earlier visits, which the technician reads beforehand.
- 04 · TaskPlan follow-up workIf a spare part or a second appointment is needed, it becomes a task with a due date.
- 05 · ContactSchedule serviceOn the contact in the CRM, the next service visit appears as a planned next step.
What you start with
Five apps. One status for office and technicians.
- 01Available
Helpdesk
Fault reports as tickets with an owner, status and queue.
More - 02Available
Booking
A booking link for service appointments, where customers pick an open time themselves.
More - 03Available
CRM
Every customer with history and the next service visit as a planned step.
More - 04Available
Work
Follow-up work such as ordering spare parts or a second appointment as tasks with due dates.
More - 05Available
Docs
One document per system with notes from earlier visits, easy to find in the library.
More
Peak One is not industry software for plumbing, heating and HVAC. It does not manage service contracts with automatic intervals, does not send reminders, does not replace emergency-service telephony and does not create cost estimates or invoices. It organizes reports, appointments, customers and tasks.
Frequently asked questions
Briefly answered.
Will Peak One remind me of the annual service visit?
Peak One offers no automatic reminders for this. You plan the next service visit as the next step on the contact, and the work list in the CRM shows you who is up next.
Can I use it to organize weekend emergency service?
You can capture faults as tickets and assign them to a person; the queue shows what is still open. Peak One is not a phone system or call forwarding.
What does Peak One cost for a plumbing, heating and HVAC business?
There's a free way to start. Which apps are included in which plan is on the pricing page.
Keep exploring
What's included.
- FunctionTasks & projectsProjects as a board, tasks in the daily plan, one chat per project.View
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- ProblemNo single source of truthWhen every number sparks a discussion about where it came from.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- IndustryTradesPeak One for trade businesses: inquiries, on-site appointments, jobs and team in one place.View
- FunctionCash flow & runwayA clear cash picture from rough numbers, with runway and cost blocks.View
Start with plumbing & heating businesses. The rest follows.
Fault reports, maintenance appointments and service calls with clear ownership instead of shouted requests. Log in with Google and see your company in one place.
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