Built for the realities of Plumbers.

The compliance calendar, off your mind

Plumbing work drags a surprising amount of paperwork behind it. Landlord gas safety checks come round every year if you carry Gas Safe registration. Unvented cylinder work needs a G3 qualified engineer and a record of who did it. Boiler services keep manufacturer warranties alive. None of it is hard. All of it is easy to lose in a diary that lives in the van.

OptiTech Automation keeps those dates and records against each customer and each job. Renewals surface before they expire, service histories sit in one place, and when a landlord asks for last year’s paperwork you search a name instead of a shoebox. The platform never issues a certificate; your qualified engineer does that, as always. It just makes sure nothing expires quietly.

Powerflush records, magnetic filter fittings, TMV checks on commercial jobs: whatever your firm keeps, it keeps against the job. The habit that makes it work is not a new habit at all. The engineer photographs and notes what they did anyway; the platform just refuses to lose it.

Emergencies and no-shows, the diary killers

A plumbing week is two calendars fighting. Burst pipes and dead boilers want you now; bathroom refits and boiler services book weeks ahead. Squeeze the emergency in and the booked-ahead customer gets bumped. Hold the line and the emergency goes to whoever answers their phone first. Behind both sits the classic plumbing loss: the customer who books, changes their mind and never rings to say so.

One booking system that knows the difference changes the shape of the week. Emergency call-outs run on their own workflow. Planned work holds its slot. And every booking carries a card deposit taken at the moment of booking, so the customer who books you at 8pm and forgets by morning has a reason to remember.

Weekend rates make this sharper. A Saturday emergency slot is your most expensive inventory, and it is the slot most likely to be booked in panic and abandoned by breakfast. A deposit does not make the customer polite. It makes them committed, which is better.

Booking first, phone second

Most plumbing firms still sell by phone: the customer rings, someone quotes a rough window, everyone hopes. Booking first flips it. The customer picks a real slot on your booking page, pays the deposit by card and gets a confirmation. You find a booked job in the calendar, not a voicemail.

That matters most at the edges of the day. The 10pm boiler-noise customer books tomorrow morning without ringing you at dinner. The landlord with three properties books all three checks in one sitting. The deposit lands in your own Stripe account, not a platform wallet, and there are no per-lead fees on any of it.

Nothing stops you taking phone bookings. Plenty of customers will always ring, and those jobs go into the same calendar in seconds. Booking first just means the phone stops being the only door into your business, and the only bottleneck in it.

The right engineer for the job

Not every plumber on your books can do every job. Gas work needs Gas Safe registration. Unvented cylinders need the G3 ticket. A bathroom first fix just needs someone good. You set who is qualified for what once, and jobs are matched to the engineers who can actually do them.

That is the difference between dispatch and a group chat. No gas job sitting with an engineer who cannot legally touch it. No awkward call back to the customer. The rota fills with jobs that will actually happen, and you keep the final say on every assignment.

It also protects the apprentice pipeline. An improver who only ever gets the jobs they can do builds a clean record of them, and when their tickets come through you update their profile and their job mix changes overnight. No retraining the rota.

One flat price

OptiTech Automation Standard is £599 a month plus a one-off £249 setup. Flat within your plan: not per user, not per lead, not per booking. The Standard plan covers teams up to fifteen on the tools; grow past that and you move up a plan, never onto a per-user meter. A busy month costs the same as a quiet one.

There is no contract. Cancel any month with 30 days notice and take your data with you as CSV. If the numbers do not work for your business, the honest answer is to leave, and the platform makes that easy on purpose.

Who this is not for

An honest note. If you are a one-person band with a paper diary you love, a steady round of regulars and no ambition to grow past the van, you may not need this. A monthly bill, £199 at the Start-up Stage, has to earn its keep, and it earns it on saved no-shows, faster booking and admin you stop doing by hand.

OptiTech Automation is built for plumbing teams: two vans and up, or a sole trader hiring their first engineer this year. If that is the direction you are pointed, the platform is built for the week you are about to have, not the one you used to have.