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Your office runs the business. We run the office.

The office admin your plumbing or HVAC team shouldn't be doing — missed calls, qualifying, quote chasing, certificates, follow-up — run by Rosebud around the job-management system you already use. It's the CRM layer that sits in front of the dispatch platform you run, like ServiceTitan, Jobber or Housecall Pro, never another one to replace it.

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01Win the job

How do plumbing and HVAC firms stop losing jobs to missed calls?

You answer every enquiry in under a minute, on every channel. The burst-pipe call that rings out at 7am gets a text back with a booking link before the customer dials the next plumber; web forms and WhatsApp get an instant reply. Job type, urgency, access and whether it's a gas job are captured before your office opens the file.

Emergency callouts answered first

No heating in January, a burst pipe at 7am — the jobs that decide your week get a reply in seconds, not a voicemail.

Qualified before dispatch

Job type, urgency, access, and whether it's gas-safe work or a two-person lift — captured up front so the right engineer goes to the right job.

Booked against the live diary

Survey and quote slots offered against your real availability, so nobody sends two vans to the same postcode.

GH
WhatsApp
Tuesday · 07:02
Boiler’s dead — can someone come today?
07:03
An engineer has 9:30 this morning — shall I book him in?
07:03 · auto ✓✓
Urgency: EmergencyAccess: home until 12
Engineer diaryTue 09:30
09:30Boiler breakdownBooked ✓Gas-safe · 90 min · SE12
Replied in 41s
02Run the job

Who chases the quote that decides the job while you're on the tools?

Rosebud does, in the background. A £4,000 boiler swap or a re-pipe lives or dies on the follow-up, so every quote is chased on a set cadence, the “let me think about it” is nurtured, and the price objection is handled before it kills the job. Deposit invoices, Gas Safe certificates and sign-offs are collected in the conversation.

48-hr cadence

Quote follow-up & conversion

The £4k boiler quote run like a sales pipeline — chased, nurtured, and the price objection handled before the customer calls three other firms.

Filed automatically

Certificates & paperwork

Gas Safe certificates, deposit invoices, signed quotes and site photos collected in conversation and filed into the job-management system you already run — not chased by email.

Before it's asked

“When's the engineer coming?”

Answered automatically at every stage, so the office phone stops ringing with status chases and only rings for new work.

Every quote chased on a set cadence — nothing left to the memory of a busy office.

Invoice #1284Paid ✓
Boiler replacement£2,340
Sent automaticallyTue 17:04
Reminder · day 3Fri 09:00
Paid in 4 days
Follow-up queue
3-month check-inSep
Annual boiler serviceJul ’27
Referral nudgeQueued
03Get paid & repeat

How do plumbing and HVAC firms get paid faster and win the repeat work?

Invoices go out the moment the job is signed off, with reminders on the cadence that gets them paid. Then every customer is followed up for the annual boiler service, the landlord gas check, the filter change — so the recurring work that fills a quiet week stops depending on someone in the office remembering to call.

Invoiced & chased on completion

Invoice out on sign-off, reminders on the cadence that gets you paid — written into the job-management system you already run.

Service reminders & repeat work

Annual boiler services, landlord gas checks and filter changes followed up automatically, so repeat work and referrals stop being accidental.

FAQs

The questions we get on every demo call.

No. Rosebud is the enquiry and CRM layer that sits in front of dispatch platforms like ServiceTitan, Jobber and Housecall Pro. It captures, qualifies, books and chases the work, then writes the job into the job-management system you already run. It feeds your dispatch software; it doesn't replace it.

Under 60 seconds, on every channel. The burst-pipe call that rings out at 7am gets a text back with a booking link within seconds; web-form and WhatsApp enquiries get an immediate reply — so the emergency reaches you before the customer dials the next plumber.

It captures job type, urgency, access and whether it's gas-safe work in the first exchange, so your office opens a file that's already triaged. Emergency callouts are flagged and time-wasters filtered before anyone on your team picks up.

Every quote is chased on the cadence that converts — the follow-up, the “let me think about it” nurture, the price objection handled before it kills the job. Gas Safe certificates, deposit invoices and sign-offs are collected in the conversation, not chased by email.

Yes. Rosebud is built to sit in front of the job-management system you already run and write jobs into it — your dispatch platform stays the source of truth. It complements the software you use rather than asking you to switch.

Every build is scoped to how your business already runs, tested against real enquiries, and goes live with your sign-off at each stage. Nothing is switched on until it behaves the way your office would.

The capabilities behind it

Every plan runs all seven flows end to end.

Capture Qualify Book Retain Reactivate Follow through Closed-loop attribution
The offer

Put your office on autopilot.

One system that replies, qualifies, books, chases & follows up — built around how your business already runs.

See plans & pricing