Every appliance on file
Add your own fields for boiler make, model, install date and warranty expiry, so you know what you are walking into before you arrive.
CRM for heating engineers Never let an annual service or boiler quote go cold.
Your best work comes back every year: services, landlord safety checks and the boiler swap you quoted last winter. Bizora is a free CRM for heating engineers and gas engineers that remembers every appliance, every visit and exactly when each customer is due again.
✓ Free forever plan ✓ No card needed ✓ Set up in a minute
Real Bizora screen, shown with sample data
Built for heating and gas
Your service book and quote list, together.
Whether you mainly fit boilers, service them or look after landlords’ properties, Bizora keeps the details you need on the doorstep.
Services that book themselves back in
Finish a service and set a follow-up for eleven months’ time. When it comes round, it is at the top of your list, ready to ring.
Install quotes chased at the right time
A new boiler is a big decision. Give each quote a value and a call-back date, and Bizora reminds you to chase it automatically after a few days.
How it works
From first call to job won.
Four steps, done in the gaps of a busy day. No training course needed.
1Add the customer
New customerSarah Hughes07700 900123Hughes Lettings LtdOr import your spreadsheet. Bizora links people to their businesses.
2Log the call
Call · 12:304 minWants oak worktops. Measuring Thursday, quote by Friday.Saved to SarahTwo lines from the van. Pick up exactly where you left off, months later.
3Set the follow-up
Next stepTomorrowFridayPick…Ring Sarah with the quoteEvery call-back gets a date. Overdue ones stand out the moment you open Bizora.
4Mark it won
Won this month£8,450+£2,400 Sarah Hughes, kitchenSee what the month is worth and who your best customers are.
Landlords and safety checks
Every landlord, every property, every certificate.
Add each landlord or letting agent as a company with their properties and tenants as contacts. Upload each gas safety record to the customer, set its expiry date, and Bizora reminds you before it is due for renewal.
- Certificate expiry reminders on each document
- Tenants and access notes linked to the landlord
- Search by name, postcode or boiler model
Why it works
Why heating engineers use a simple CRM.
The relationship, not the job sheet
Job apps handle scheduling and invoicing. Bizora handles the relationship: who the customer is, what is installed, what you quoted and when to call. Keep your certification and invoicing software for the rest.
Winter is too busy to remember
When the phones ring all day in a cold snap, quotes and call-backs get lost. A dated follow-up on every enquiry means the summer install work is already lined up.
Repeat work is the best work
A customer whose boiler you service every year is worth far more than one call-out. Bizora shows who is due, who has gone quiet and who your best customers are.
Bring your customer list with you
Keep customers in a spreadsheet or your phone? Save them as a CSV and upload it. Extra columns, such as boiler model or last service date, can come across as custom fields.
Included on every plan
Every CRM feature, free on every plan.
- Contact managementPeople linked to the companies they work for.
- Company managementProfiles, notes and relationships in one directory.
- Deal trackingPipeline, revenue won and what each client is worth.
- Follow-upsEvery next step, dated, assigned and ticked off.
- CalendarMeetings, follow-ups, deals and renewals on one calendar.
- Call loggingCalls, emails and meetings recorded against each contact.
- Document managementFiles stored beside the company they belong to.
- Team permissionsOwner, Moderator and Member roles for your team.
- Workspace searchFind any company, contact or document in seconds.
- Payments by StripeCard payments are handled by Stripe. We never see or store your card number.
- Hosted in EuropeYour customer data is stored on servers in Europe.
- UK GDPRHandled under UK GDPR, which is regulated by the ICO.
- Encrypted connectionsHTTPS on every page, with strict security headers.
- Your data, your exitExport your customers to CSV whenever you like, on every plan.
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Questions
CRM for heating engineers FAQs
Anything not covered here? Email hello@bizora.co.uk and we will get back to you.
What is the best CRM for heating engineers?
One that remembers each customer’s system, brings back annual services and makes install quotes easy to chase. Bizora does all three, and the Free plan has no time limit and needs no payment card.
Can Bizora remind me when a gas safety certificate expires?
Yes. Upload the certificate to the customer, add its expiry date and Bizora creates a renewal reminder before it is due.
Is Bizora a replacement for my Gas Safe certificate software?
No. Keep producing certificates in your certification software, then save the PDF to the customer in Bizora so it sits with their history.
Can I track landlords with lots of properties?
Yes. Add the landlord or agent as a company and each tenant or property contact under it, with notes on access.
Is Bizora free for a one-person heating business?
Yes. The Free plan holds 250 customers and 250 contacts with two users and every feature, for as long as you like.
Free forever plan
Your next call-back is already waiting.
Sign up in a minute, add a few customers and see who you need to ring this week.
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Free plan with no time limit. No card needed.