Calendar
Google Calendar
Sync appointments and engineer schedules with your calendar.
Not connected
Dashboard
Active Jobs
0
In progress & scheduled
Recurring Due / Soon
0
Annual services reminder
Pending Invoices
£0
Awaiting client payment
Monthly Revenue
£0
Paid heating & plumbing
S2 Revenue Performance
Monthly breakdown of completed boiler installations, services, and callouts
S2HeatingApp Shortcuts
Instant access for field engineers on mobile or tablet.
Today's Appointments
Jobs Pipeline
Scan every job at a glance, filter by status or switch to the drag-and-drop board.
| Customer | Job title | Job # | Scheduled | Duration | Photos | Status | Assigned | Quotes | Financials | Action |
|---|
Enquiry (0)
Scheduled (0)
In Progress (0)
Completed (0)
Invoiced (0)
Cancelled (0)
Recurring Jobs & Annual Service Reminders
Track recurring maintenance, boiler services, and CP12 renewals with advance reminder windows.
Automatic reminders & customer bookings
Connect the companion service, sync recurring jobs, then review customer booking requests here. Customer emails are taken from the Customers section.
Due / Reminder Active
0
Within reminder window
Upcoming Scheduled
0
Active recurring schedule
Total Active Recurrence
0
Registered in system
| Customer & Address | Service Type | Last Done Date | Next Due Date | Reminder Window | Status | Actions |
|---|
Customer & Boiler Asset Database
Manage homeowners, landlords, boiler make/model history, and service logbooks.
| Customer Name | Contact Number | Property Address | Boiler / Equipment Asset | Last Service | Actions |
|---|
Engineer Diary & Dispatch Schedule
Click any job card in the diary to open, view details, or amend scheduled dates.
Quotes & Invoices Management
View, filter, preview as PDF, print, convert quotes, and manage client billings.
Filter:
| Ref & Type | Customer | Issue Date | Total Amount | Status / Chaser | Actions |
|---|
Purchase Orders
Create, issue and track supplier purchase orders against jobs.
| PO | Supplier | Job | Date | Status | Total | Actions |
|---|
Automated Invoice Chaser System
Configure automated email & SMS reminders for overdue heating and plumbing invoices.
Overdue Chasing
£0
Unpaid past due date
Reminders Sent
0
Total automated notices
System Status
Active
Checking daily at 09:00
CRM Email System
Checking…
Invoices, quotes and automatic payment chasers are sent through your business mailbox.
Chaser Rules & Days Overdue
Enable Automated Chaser
Automatically dispatch reminders for unpaid invoices
Chaser Email Templates
Email wording is managed centrally
Reminder 1 and Reminder 2 use Chaser Reminder. Final Notice uses Chaser Final. Edit both under Settings → Email Templates.
Automated Chaser Execution Log
| Timestamp | Customer | Invoice Ref | Stage / Notice Type | Status | |
|---|---|---|---|---|---|
| No chaser notifications dispatched yet today. Click "Run Chaser Check Now" to simulate. | |||||
Gas Certificates & Service Records
Create, retain and print S2 domestic gas records against the customer, property and job.
Connect your tools
Integrations
Connect the services you use to run S2 Heating & Plumbing. Connect services used by S2 Heating & Plumbing. FreeAgent now connects directly through its secure OAuth API; other providers can continue to use the Zapier bridge.
0 connected
Your connected workspace
Choose an integration below. The dashboard is in place; live connections require that provider's credentials and server-side setup.
Email
Gmail
Send quotes, invoices, reminders and customer emails.
Not connected
Email & Calendar
Microsoft Outlook
Connect Outlook email and calendar workflows.
Not connected
Payments
Stripe
Take card payments and match payments to invoices.
Not connected
Accounting
Xero
Sync customers, invoices, payments and accounting records.
Not connected
Accounting
QuickBooks
Keep customer and invoice information aligned with QuickBooks.
Not connected
Accounting
FreeAgent
Directly sync CRM customers and invoices with FreeAgent accounting using secure OAuth.
Not connected
Messaging
Open customer conversations and future messaging workflows.
Not connected
Business
Google Business Profile
Bring reviews and business profile workflows into one place.
Not connected
Maps
Google Maps
Use addresses for maps, routing and customer locations.
Not connected
Leads
Meta
Connect Facebook and Instagram enquiry workflows.
Not connected
Automation
Zapier
Connect S2 CRM to thousands of apps and automated workflows.
Not connected
Leads
Checkatrade
Keep a dedicated place for Checkatrade lead integration.
Not connected
Coming soon
Sage
Reserved for a future Sage accounting connection.
Not connected
S2 Heating & Plumbing Settings
Manage business details, invoices, booking defaults and recurring reminders.
Your business
Business details shown on quotes and invoices.
PNG, JPG or WebP; stored securely on the CRM server and available on all your devices. The logo appears on documents and in the menu.
Certifications & accreditations
Add up to five logos for your document header. PNG, JPG or WebP, each under 250 KB.
Trade types
If jobs are scheduled that day, the daily job schedule is emailed here at 06:30.
Bank details & invoice defaults
Bank details appear on printed invoices. Complete them before sharing documents.
VAT registered
Turn off to create invoices without VAT.
Invoice & payment defaults
Shown on new invoices and printed documents. Set your actual bank details before issuing an invoice.
How your business works
First hour charged at the call-out amount; further hours use the selected labour rate. Apply with the calculator when preparing a quote or invoice.
Labour rates
Charge rates by role for the invoice calculator. A private cost rate can help you estimate margin; it is not shown to customers.
Booking & recurring defaults
Applied to new jobs; existing jobs keep their own saved reminder window.
Email Templates
Edit all operational emails sent by the CRM from one place. Invoice/quote Terms & Conditions attachments are also managed here.
Use [billing_or_contact_email] for the customer's saved email address.
📄 Document PDF is attached automatically
Message
Email Log
Permanent server-side record of CRM email attempts. Sent means the SMTP server accepted the message; it does not guarantee inbox delivery.
Loading…
| Date & Time | Recipient | Type | Reference | Subject | Status | Details | |
|---|---|---|---|---|---|---|---|
| Open Email Log to load records. | |||||||
Email details
Customer portal
The companion booking service provides a one-use link for recurring service requests. Sync recurring jobs after changing these settings.
Backup & Export
Download a complete portable backup before major CRM updates.
Full CRM backup
Includes CRM records, customers, jobs, invoices, settings, integration connection state, job uploads and saved invoice PDFs. Server environment secrets are deliberately excluded.
Data-safe updates: S2 release ZIPs do not contain
data.json, email-log.json, uploads/, invoice-pdfs/, certificate-pdfs/ or certificate-files/. These are protected persistent/live-data items and application updates must leave them in place. Take a backup before major updates.Face ID / Passkey Login
Register this device for secure biometric sign-in. On iPhone/iPad this can use Face ID; other devices can use their supported passkey authentication.
Change Password
Password changes for the primary administrator are controlled by the secure server configuration.
Administrator email: —
Reset CRM Data
Clears jobs, customers, quotes, invoices, recurring jobs, purchase orders and other operational CRM records. Business settings are kept.
Danger Zone
Irreversible and destructive actions
Delete Account Data
Permanently deletes CRM records, secondary users and uploaded CRM files. This cannot be undone.
User Management
Manage CRM access. The primary administrator account is protected.
Automatic security logout
When on, users are signed out after 15 minutes with no activity and must sign in again after the browser is closed. When off, the login can remain available after reopening the browser.
Loading users…