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The plumbing & HVAC CRM that runs your office

Your office runs the business. Rosebud runs the admin your plumbing or HVAC team shouldn't be doing: missed calls, qualifying, quote chasing, follow-up. Every inquiry is written into your CRM and every booking goes into your calendar, ready for your team to run the job in the job-management system you already use.

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01 — Win the job

How does a plumbing or HVAC CRM stop you losing jobs?

You answer every inquiry in under 30 seconds, 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 texts get a reply just as quickly. Job type, urgency, access and whether it's a gas job are captured before your office opens the file.

Emergency callouts replied to first

No heating in January, a burst pipe at 7am: the jobs that decide your week get a reply in under 30 seconds, day or night.

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
SMS
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
02 — Run 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 and the “let me think about it” is nurtured.

48-hr cadence

Quote follow-up

The £4k boiler quote chased and nurtured on a set cadence, before the customer calls three other firms.

Sent automatically

Visit reminders

Survey and job reminders sent ahead of every booked visit, so the engineer isn't stood at a locked door.

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.

Job #1284Signed off ✓
Boiler replacementCompleted
Follow-up sentTue 17:04
Check-in · day 3Fri 09:00
Repeat work queued
Follow-up queue
3-month check-inSep
Annual boiler serviceJul ’27
Referral nudgeQueued
03 — Follow up & repeat

How do plumbing and HVAC firms win the repeat work?

Once the job is signed off, every customer is followed up for the annual boiler service, the landlord gas check and the filter change, so the recurring work that fills a quiet week stops depending on someone in the office remembering to call.

Followed up on completion

A check-in goes out on sign-off, written into your CRM.

Service reminders & repeat work

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

04 — Before dispatch

What does a plumbing and HVAC CRM need to do that job management software doesn't?

Answer every inquiry in under 30 seconds, qualify the job before your office opens the file, chase the quote to a decision, and follow up for the annual service, all before dispatch ever gets involved. Every inquiry is written into your CRM and every booking into your calendar; your team runs the job from there in your job-management system.

It books the job, dispatch runs it

Rosebud captures, qualifies, books and chases, writing every inquiry into your CRM and every booking into your calendar. Your team runs the job from there in your job-management system.

The work job management software never touches

Texting back the missed 7am emergency call, qualifying before dispatch, chasing the quote, following up for the annual service: the admin that decides whether the job exists at all.

GH
SMS
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
FAQs

The questions we get on every demo call.

Rosebud is the inquiry layer that comes before dispatch. It captures, qualifies, books and chases the work, writes every inquiry into your CRM and books every job into your calendar. Your team runs the job from there in the dispatch platform you already use.

Under 30 seconds, on every channel. The burst-pipe call that rings out at 7am gets a text back with a booking link, and web-form and text inquiries get a reply just as quickly, 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 a set cadence: the follow-up and the “let me think about it” nurture, with every reply written into your CRM.

In your CRM and your calendar. Every inquiry is written into your CRM and every booked job goes into your calendar, so your team has the full picture when they schedule the work in the dispatch software they already run.

Every build is scoped to how your business already runs, tested against real inquiries, 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 →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 →