Case study 01 · Heating and plumbing

From first enquiry to paid invoice. One tidy system.

J Hacking needed something simpler than generic trade software. GSD Lab built around one engineer, his phone and the way the business actually runs.

The problem wasn't the work. It was everything between the jobs.

Customer details, property notes, messages, quotes and invoices all needed to stay connected. The system also had to be comfortable for someone who openly dislikes computers. That ruled out a complicated, desk-first setup.

The answer was a focused job system with a simple mobile day for James and a fuller admin desk behind it. Each piece earns its place by removing a real point of friction.

Built around the actual day

An enquiry becomes a customer, property and job without retyping the same details. Quotes can offer up to three complete options, ready for the customer to accept through a simple link. The accepted work moves into the booking queue.

On site, visits, access notes, appliances, service records and gas safety certificates live with the property. When work is complete, the same record flows into the invoice, payment link, paid status and future service reminder.

The automatic route

The admin follows the job, rather than chasing it.

01

Enquiry becomes a job

Customer, property and job details stay together from the first message.

Human input
02

Quote becomes a choice

Branded options go to the customer and their choice updates the job.

Customer decision
03

The visit lives on a phone

Today's work, notes, appliances and certificates are ready between jobs.

Engineer workflow
04

Finished becomes paid

Invoice, payment status, chasing and the next service reminder stay joined up.

Automatic follow-through
No more lost invoicesClient-reported outcome
Quote to paidOne connected workflow
Up to three optionsOne-tap customer choice

“Shaun has transformed the way I work. I'm organised, no more lost invoices, everything is efficient. I hate computers and tech, but everything is built around how I work and it's so simple to use.”

James Hacking

Your week can join up too.

If quotes, visits, paperwork and payments are spread across too many places, let's map the simplest route through them.

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