Follow up on enquiries and estimates
Keep new enquiries in one place, acknowledge requests, and remind your team to follow up on open estimates. Give customers a clear next step while you're on a job.
HVAC, plumbing & electrical
Keep the jobs moving. Spend less time chasing the paperwork.
Running an HVAC, plumbing, or electrical business means keeping track of enquiries, estimates, crews, and customers while the work keeps coming in. Wonderboard helps you connect the tools you already use and cut down the admin that follows every job.
You know the trade. We build the systems around the way your business works.
More time for the work that pays
Keep the office and the crew in sync
Connect job details, schedules, and customer updates so the office and technicians have the same information. Reduce the calls and messages needed to find an address, check a job status, or pass on a change.
Get completed jobs ready to invoice
Bring job notes, photos, labour, and materials into your invoicing workflow. Cut down on re-entering details and chasing information before an invoice can go out.
Stay on top of recurring service
Set up reminders for HVAC maintenance, plumbing inspections, and electrical service visits. Follow up with customers when work is due and make it easier to book the next appointment.
We work with your existing field service, scheduling, and accounting tools. We start by finding where information gets lost or entered twice.
Ways to work together
Fix one bottleneck
Start with a specific problem, such as estimate follow-ups or the handoff from a completed job to an invoice.
Connect your tools
Link the systems your office and crews already use so job and customer details can move between them with less manual entry.
Build around your business
When your existing tools leave a gap, we can build a focused tool for tasks such as collecting site details or tracking service agreements.
Our approach
Listen → Map → Train → Implement
Listen
Walk through a typical job with the owner, office, and crew to understand where admin slows the work down.
Map
Follow the job from first enquiry to payment and choose the handoff that would make the biggest practical difference.
Train
Help the office and technicians get comfortable with the workflow using the devices they use each day.
Implement
Put one useful improvement into everyday use, then adjust it with feedback from the people doing the work.
Small, focused engagements that fit around a working business. You keep ownership of your systems and decide what to tackle next.
What's slowing things down between jobs?
If you run an HVAC, plumbing, or electrical business, let's talk about the admin taking up your day and where a practical fix could help.
