Get a grip on tasks, hours, documentation and invoices.
Fogito helps plumbing & HVAC businesses bring urgent tasks, service visits, materials, hours, documentation and invoicing into one workflow.
Why plumbing & HVAC needs everything connected
When the work happens out at customer sites, the information has to follow from the first enquiry to the finished invoice. Fogito brings tasks, customers, employees, time and documentation into one workflow.
A typical workflow for plumbing & HVAC
Plumbing & HVAC work needs quick coordination, documentation and invoicing. Fogito brings customer, task, time and documentation together.
Customer enquiry
Create the customer and log the work to be done.
Quote
Gather customer details and the agreed scope in the quote.
Task or project
Plan the work, assign employees and track status.
Hours
Log time on the task, customer or project.
Documentation
Save photos, notes, files and any forms with the work.
Invoice
Use the task, hours and documentation as the basis for invoicing.
See it in the product.
See tasks, status, ownership and deadlines in one overview.
Everything that matters, in one workflow.
Plan the work
Create tasks and projects, set deadlines and assign responsibility to employees.
Log hours
Log time on tasks, projects and customers, so the office has a better basis for follow-up and invoicing.
Document the work done
Save photos, notes, files and history on the task, so the documentation is easy to find again.
Connect quotes and invoicing
Create a clear line from customer enquiry to quote, work done and invoicing.
Add GPS where relevant
For businesses with service vehicles or vans, GPS & fleet can be added on. Advanced vehicle data depends on what the installed hardware supports.
Recurring tasks
Set up fixed service visits and repeat jobs without creating everything manually each time.
What it looks like day to day.
Urgent plumbing job
Create a task, assign a technician, log time and save photos from the visit.
Service agreement
Use recurring tasks for fixed customer visits.
Project with several visits
Gather several tasks, hours and documentation in one project.
Fogito Field.
For plumbing & HVAC, Fogito Field is recommended as a starting point.
Typically included
- Tasks
- Projects
- Calendar
- Time tracking
- Customers and contacts
- Quotes
- Contracts
- Invoicing and bookkeeping
- Drive
- Notes
- Forms light
Possible add-ons
- GPS & fleet
- Advanced forms and checklists
- HR and payroll input
- Recurring tasks
- Advanced reporting
Built for businesses with customers, employees and responsibility.
Fogito is built for businesses that handle jobs, customer data, employees, time, documentation and invoicing in one platform.
A DPA and an overview of relevant sub-processors can be provided as part of the procurement process.
Read about technology and securityFrequently asked questions.
Can Fogito handle water, heating and drainage work alike?
Yes. Tasks are created per customer and address regardless of the type of work, and hours and documentation are collected on the task.
How do we handle urgent jobs and on-call duty?
An urgent task can be created and assigned to the technician on duty, straight from mobile. Status and history follow the task.
Can we document the work for insurance cases?
Yes. Photos, notes, files and history are saved on the task, so the documentation can be found again, for example for an insurance case.
Can we manage service contracts on heating systems?
Yes. The agreement can be saved as a contract, and the fixed inspections are planned as recurring tasks with documentation on every visit.
Do hours and usage make it onto the invoice?
Yes. Logged time and documented work form the basis for invoicing, and usage can be noted on the task.
Can GPS be added?
Yes, where it makes sense. Advanced GPS and vehicle data depends on what the installed hardware supports.
See Fogito tailored to plumbing & HVAC.
Book a demo and see how Fogito can help you with tasks, hours, documentation and invoicing.