Google Calendar
Sync appointments and engineer schedules with your calendar.
Active Jobs
In progress & scheduled
Recurring Due / Soon
Annual services reminder
Pending Invoices
Awaiting client payment
Monthly Revenue
Paid heating & plumbing
Monthly breakdown of completed boiler installations, services, and callouts
Instant access for field engineers on mobile or tablet.
Scan every job at a glance, filter by status or switch to the drag-and-drop board.
| Customer | Job title | Job # | Scheduled | Duration | Photos | Status | Assigned | Quotes | Financials | Action |
|---|
Track recurring maintenance, boiler services, and CP12 renewals with advance reminder windows.
Connect the companion service, sync recurring jobs, then review customer booking requests here. Customer emails are taken from the Customers section.
Due / Reminder Active
Within reminder window
Upcoming Scheduled
Active recurring schedule
Total Active Recurrence
Registered in system
| Customer & Address | Service Type | Last Done Date | Next Due Date | Reminder Window | Status | Actions |
|---|
Manage homeowners, landlords, boiler make/model history, and service logbooks.
| Customer Name | Contact Number | Property Address | Boiler / Equipment Asset | Last Service | Actions |
|---|
Click any job card in the diary to open, view details, or amend scheduled dates.
View, filter, preview as PDF, print, convert quotes, and manage client billings.
| Ref & Type | Customer | Issue Date | Total Amount | Status / Chaser | Actions |
|---|
Configure automated email & SMS reminders for overdue heating and plumbing invoices.
Overdue Chasing
Unpaid past due date
Reminders Sent
Total automated notices
System Status
Checking daily at 09:00
Enable Automated Chaser
Automatically dispatch reminders for unpaid invoices
Available variables: {customer}, {id}, {amount}, {days}
| Timestamp | Customer | Invoice Ref | Stage / Notice Type | Status |
|---|---|---|---|---|
| No chaser notifications dispatched yet today. Click "Run Chaser Check Now" to simulate. | ||||
Gas Safe registered CP12 landlord records, flue gas analysis data, and digital sign-offs.
Connect your tools
Connect the services you use to run S2 Heating & Plumbing. Connections now use Zapier as the simple bridge, so you can connect services without building separate OAuth apps in this CRM.
Choose an integration below. The dashboard is in place; live connections require that provider's credentials and server-side setup.
Sync appointments and engineer schedules with your calendar.
Send quotes, invoices, reminders and customer emails.
Connect Outlook email and calendar workflows.
Take card payments and match payments to invoices.
Sync customers, invoices, payments and accounting records.
Keep customer and invoice information aligned with QuickBooks.
Connect invoices and customer records to FreeAgent.
Open customer conversations and future messaging workflows.
Bring reviews and business profile workflows into one place.
Use addresses for maps, routing and customer locations.
Connect Facebook and Instagram enquiry workflows.
Connect S2 CRM to thousands of apps and automated workflows.
Keep a dedicated place for Checkatrade lead integration.
Reserved for a future Sage accounting connection.
Manage business details, invoices, booking defaults and recurring reminders.
Business details shown on quotes and invoices.
PNG, JPG or WebP; stored securely on the CRM server and available on all your devices. The logo appears on documents and in the menu.
Add up to five logos for your document header. PNG, JPG or WebP, each under 250 KB.
Bank details appear on printed invoices. Complete them before sharing documents.
VAT registered
Turn off to create invoices without VAT.
Shown on new invoices and printed documents. Set your actual bank details before issuing an invoice.
First hour charged at the call-out amount; further hours use the selected labour rate. Apply with the calculator when preparing a quote or invoice.
Charge rates by role for the invoice calculator. A private cost rate can help you estimate margin; it is not shown to customers.
Applied to new jobs; existing jobs keep their own saved reminder window.
Choose the colour used on printed quote and invoice headings, dividers and totals.
Document colour preview
Choose whether the document preview shows the full description or a short summary. The full description stays in the saved document.
The companion booking service provides a one-use link for recurring service requests. Sync recurring jobs after changing these settings.
Record payment
Total
Paid
Due
| Quantity | Details | Unit price (£) | Subtotal (£) |
|---|---|---|---|
| 1 |
Bank/Sort Code:
Account Number:
Payment Reference:
Company Registration Number:
VAT Registration Number:
14 Victoria Road, Bolton, BL1 4AN
Tel: 0330 043 9560 | Web: s2heatingplumbing.co.uk
Certificate #S2-94821
Gas Safe Register ID: #584920
| Appliance Make / Model | Location | Flue Safe | Op. Pressure | Outcome |
|---|---|---|---|---|
| Worcester Bosch Greenstar 30i | Kitchen Utility | PASS | 20.4 mbar | SAFE |
Inspecting Engineer:
Sam Smith (Gas Safe #948271)
Inspection Date:
2026-09-20
Statutory Compliance Notice:
This appliance has been inspected and tested in accordance with the Gas Safety (Installation and Use) Regulations 1998. Next service due in 12 months.