Pricing
One plan, priced in the open.
£65 a month covers the first three people. Everyone else needs a licence at £25 a month. Ex VAT, billed monthly, and you can cancel any time.
For UK plumbing, heating and gas firms
CRM for plumbers and heating engineers
Every boiler enquiry chased to a yes or a reason.
The first cold week brings a flood of calls, most of them while you are under a boiler. jobwin takes each one down in under 15 seconds, gives it one next action, flags the quotes that have gone quiet, and turns every yes into a customer record you can find again next winter.
- For teams of three to thirty
- On any phone, in the browser
- Service customers on one record
The work you already have
The next job is often a customer you have already served.
A landlord with a dozen flats, a care home on a service contract, a homeowner whose boiler you fitted three winters ago. When their details, every lead and every case sit on one customer record, the next enquiry starts from what you already know, whoever answers the phone.
On the job
Four moments every heating firm recognises
Most of the work is won or lost between the first call and the second visit. These are the moments jobwin is built around.
- 01
A breakdown call comes in while you are on another job. Where does it go?
Into New enquiry on your phone: a name, a number and “no hot water”. It starts with “Make first contact”, due now, on To-do, and if the number is already on file it links to the customer.
- 02
You quoted a combi swap last week. Has anyone chased it?
The lead sits at Quote sent with a dated next action. Home lists quotes that have been quiet for four days or more, and after seven days without activity the lead is flagged stale.
- 03
The customer says not now, maybe after the winter.
Mark it lost for “Timing, not now” and it can come back as a reminder in two, four or eight weeks, with a Re-open button in To-do on the day.
- 04
A customer rings to say the boiler is noisy after its service.
Open a case on their record: Service issue, a severity, an owner and a follow-up date. It stays on To-do until someone writes down how it was resolved.
On the lead
The whole job, from the first call to the quote
What they need, the site address, where the lead came from (Van signage and Trade directory are on the list), the site visit and the quote with its reference, on one timeline. Win it and the customer record is created with that history.
- The site visit, loggedLog a site visit from the lead with what you found.
- The quote, trackedLog Quote sent with your reference and amount; the Quotes >7 days view lists the ones still out.
- Landlords and contract customersCompanies with several contacts, tagged and saved as segments.
app.jobwin.cloud
Why it matters
Win the work. Keep the customer. Know why you lost.
A heating firm rarely runs out of enquiries. It runs out of time to follow them all up.
The busy weeks
When the phone does not stop, a three-thing enquiry and one next action per lead keep up with it.
The service customers
Each record shows every lead, case and call, so the annual service enquiry starts from the history.
The losses
Every lost lead carries a reason, so you can see whether it is price, timing or a competitor.
In jobwin
The parts this page leans on
Every trade gets the same jobwin. These are the parts that do the most for this one.
How many people will use it?
The plan
Everything in jobwin for the first three people: leads, pipeline, forecast, customers, cases and reports.
£65
per month, with 3 admin licences
Ex VAT. Billed monthly, cancel any time.
Features
The plan includes:
- New enquiry, Leads and To-do
- Pipeline in your own stages
- Lead rot warnings and lost reasons
- Forecast, Performance and Reports
- Customers, Cases, Contacts and Documents
- CSV import and exports
Your team
For 10 people
The plan, plus a licence for each manager and team member beyond the first three.
£240
per month for 10 people: the plan and 7 licences at £25
Ex VAT. Add or remove licences as the team changes.
Features
Every licence gets:
- The whole product, on any device
- A role: Manager, Team member or Read-only
- Their own leads, To-do and targets
- Teams, for managers who run one
Telesales add-on
Add-on
The dial queue, scripts, call review and training, for teams that ring prospect lists.
On the demo
with ten telesales licences
Priced on the demo, on top of the plan.
Features
The add-on adds:
- Dial queue with the next call suggested
- Six outcomes, logged in one tap
- Follow-ups at 2 days, 2 weeks, 2 months
- Scripts, call review and training
- Interested calls become leads
Every licence
CSV and Excel exports, and a full backupFive roles, checked by the databaseAn activity log for owners and adminsA phone layout, in the browserNo call needed:Start free trial (opens in new tab)
14-day free trial. A card is optional, and never charged during the trial.
FAQ
Frequently asked questions
Straight answers for plumbing and heating firms weighing up jobwin.
No. jobwin is the CRM: it wins the work and keeps the customer record. It does not schedule engineers, raise invoices or hold stock; in the jobmate family, delivering the work is what jobmate is for.
Industries
The same record, other trades
Electrical contractors
Rewires, EV chargers and EICRs. Every survey booked, every quote followed up, every landlord on one record.
See the page
Building contractors
Extensions, refits and roofs. A site visit and a quote before the job, and weeks of chasing in between.
See the page
Window & door companies
Showroom visits, measure-ups and installs. Every enquiry worked from the first call to the signed order.
See the pageSee your enquiries the way jobwin shows them.
A walkthrough with someone who knows the product, and straight answers about what it does not do yet.
app.jobwin.cloud
