ValensCRM

The CRM builder made for heating and gas engineers

Boiler service history, Gas Safe certificates, and emergency call-outs — tracked per customer, not per notebook.

What most heating & gas businesses are stuck with

Annual service reminders get missed

A boiler due its yearly service doesn't remind itself — and a missed service is a lost job to a competitor.

Certificates need to be tracked properly

Gas Safe certificates and their issue dates need to be findable months later, not buried in email.

Emergency call-outs need fast triage

A no-heat call in winter needs a different response time than a routine service booking.

A CRM shaped like your business, not a sales textbook

Every object below is one you drag, drop, and rename yourself — or describe your business to the AI builder and get this exact structure generated in under a minute.

👤Customers
NameAddressPhoneNotes
🔥Jobs
StatusJob TypeCustomerVisit Date
🔧Boilers
CustomerMake & ModelInstall DateLast Service
📜Certificates
JobTypeIssue DateGas Safe Number

A pipeline that matches how the work actually moves

Enquiry

New request in

Scheduled

Visit booked

On Site

Engineer arrived

Completed

Job done

Certified

Certificate issued

Automations that quietly do the follow-up for you

When

A boiler's last service date passes 11 months

Then

Send the customer an annual service reminder email

When

A job's status changes to Completed

Then

Email the customer their certificate

A custom CRM builder for other trades too

Browse every industry

Build your heating & gas CRM in the next 10 minutes

Free to start, no card required. 14-day free trial on every paid plan.

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