CRM & job management for Gas Engineers
Gas engineering is one of the most urgent trades there is. A boiler breakdown in January, a gas leak that needs checking immediately, a landlord certificate that’s expired and a tenancy at risk — these are not situations where customers browse options and compare quotes at their leisure. They need someone qualified, they need them fast, and they’re calling whoever picks up first.
The gas engineers winning the most work aren’t just the most qualified. They’re the most responsive. They answer calls, they follow up enquiries, and they have a system behind them that makes sure nothing slips through while they’re on a job.
Our CRM is built for gas engineering businesses that want to respond faster, follow up better, and convert more of the work that’s already coming in — all from your phone, all pay monthly, no big upfront fees.
How Our CRM Works for Gas Engineers
Every lead that comes in — through your website, through the chatbot, through a phone call — lands in one place. Your pipeline. Instantly, automatically, and ready to action the moment it arrives.
Manage everything from the One Base Media app on your phone or from a full desktop dashboard. Between callouts, check the pipeline from your phone. Back at base, pull up the full dashboard and see every live lead, every outstanding quote, and every job in progress across the business.
Staff accounts are included at no extra cost. Office staff taking calls, engineers on the road — everyone works from the same pipeline. Nobody misses a follow up because they thought someone else was handling it.
Phone calls feed directly into the pipeline. In gas engineering where the majority of urgent work comes in by phone, this is critical. Every call logged, every lead captured, nothing falling through because an engineer had wet hands when the phone rang.
Existing customers in a spreadsheet? Upload a CSV in minutes. Your full database — domestic clients, landlords, commercial accounts, service contract customers — all in the system immediately.
The chatbot on your website captures leads when you can’t answer. Boiler breakdowns on bank holidays, gas safety checks searched for on Sunday evenings, landlords looking for a certificate at short notice — every visitor gets qualified and fed into your pipeline around the clock.
Your Pipeline, Built Around How You Work
Gas engineering businesses handle everything from emergency callouts to planned servicing schedules and landlord certificate programmes — so the pipeline is fully customisable to manage that full range.
Set your stages up to match how you work. Emergency Callout, Enquiry Received, Survey Booked, Quoted, Booked In, Service Due, Certificate Renewal, Complete, Invoice Sent — whatever reflects how your business actually operates. Manage reactive work and planned maintenance from the same system.
Add job values and the dashboard tracks revenue automatically. Emergency callouts, boiler installations, landlord gas safety certificates, annual service contracts — all visible in real time. See what’s come in, what’s been won, and what the month looks like financially without having to work it out yourself.
Send invoices directly from the system the moment a job is complete. Get paid faster, look more professional, and keep cash flow healthy without chasing payments through WhatsApp at the end of the week.
No Big Upfront Fees — Just a Simple Monthly Plan
Gas engineering businesses run on the volume of jobs coming through — and cash flow matters. A large upfront fee for a CRM platform before you’ve seen any return from it doesn’t make sense for a trade business with variable income.
Everything is pay monthly. No setup fees, no onboarding charges, no long contracts. A simple monthly investment that pays for itself from the first job it helps you win or the first follow up it reminds you to make.
No risk. No big upfront cost. Just a system that works from your phone every single working day.
Streamline Your Operations
Between emergency callouts, planned services, landlord certificates, and new enquiries coming in, a busy gas engineering business moves fast. Managing all of that without a proper system means things get missed — and in a safety critical trade, missed jobs and forgotten follow ups have real consequences.
Go completely paperless. Every lead, every job note, every certificate detail stored digitally and accessible from anywhere. No more paperwork in the van, no more end of evening catch up logging jobs that happened hours ago.
Respond immediately. In gas engineering, the business that answers and responds first wins the job every time. The moment a lead lands in your pipeline you get notified — so you can call back before the customer moves on to the next Gas Safe engineer on the list.
With the whole team on the same system there’s no confusion between office staff taking calls and engineers on the road. One pipeline, one view, everyone on the same page.
Win More Work
The gas engineering businesses that grow most consistently aren’t just winning emergency callouts — they’re building a base of service contract customers and landlord clients who generate regular, predictable work every single month.
The pipeline keeps every opportunity visible. Every quote is tracked. Every customer who hasn’t responded has a follow up date. Service contracts due for renewal show up before they lapse. Landlord certificates due for renewal get flagged in advance. You stay on top of the relationships that matter and the work keeps coming in.
The revenue dashboard shows what’s been won, what’s in the pipeline, and what recurring contract revenue is locked in — so you always know where the business stands financially.
Invoice the moment the job is done. Clean, professional invoices sent from the system, payments tracked automatically, outstanding amounts visible at a glance.
What’s Included
- Full CRM pipeline setup tailored to your gas engineering business
- One Base Media phone app
- Full desktop dashboard
- Staff accounts at no extra cost
- Call tracking — phone enquiries feed directly into the pipeline
- CSV upload
- Chatbot installation on your website
- Customisable pipeline stages
- Revenue tracking dashboard
- Invoice sending from the system
- Ongoing support
- Pay monthly — no big upfront fees
FAQ
No. If you can use WhatsApp you can use this. We set everything up and you’re ready from day one.
Yes — the One Base Media app works on any smartphone. Manage leads, update jobs, and send invoices from wherever you are.
Every incoming call logs automatically in the pipeline alongside web and chatbot leads — so every enquiry, however it came in, ends up in one place.
Yes — staff accounts at no extra cost. Office staff and engineers all on the same pipeline with the same visibility.
Yes — the pipeline stages are fully customisable so you can set up stages that reflect your planned maintenance and certificate renewal process alongside reactive work.
Pay monthly, no upfront fees. Get in touch for a full breakdown of what’s included.
Yes — consistent job completion and regular review collection both improve Local Service Ads performance significantly. The CRM helps you stay on top of both.
Ready to Stop Missing Gas Engineering Leads and Win More Work?
Every missed call is a job that went to another Gas Safe engineer. Every cold quote is revenue that didn’t need to be lost. Our CRM gives gas engineers one simple system to capture every lead, follow up every quote, and build a base of recurring service contract customers — all from your phone.
No big upfront fees. No long contracts. Just a system that pays for itself every single month.
Get in touch today and let’s get your leads under control.