For plumbing, heating and air conditioning

Everyone is out on a job. The request still gets through.

When nobody can answer the phone, our phone assistant Theo takes the request and reads it back for confirmation. On request, customers report faults and book maintenance appointments online themselves. We connect your existing systems. You decide what gets scheduled.

  • Theo answersTakes the request when nobody can pick up
  • Your software staysWe connect your existing systems
  • You decideJobs and replies only after your review
Example: heating down, everyone on a jobAwaiting scheduling
  1. CallTheo takes the fault report

    Name, address, callback number and what happened. He reads everything back and only saves after a clear yes.

  2. MatchCustomer and installation matched
    • Maintenance contract found for the address
    • Installation and last service on file
  3. CheckYou decide on the job
    • Flagged as urgent
    • Callback by your office
Schedule the job?

Our phone assistant Theo in pilot operation: he takes the request while your team is out on a job and reads it back for confirmation.

Meet Theo
Sound familiar?

Three workflows from a plumbing and heating business.

Examples from typical businesses.

Calls during work

Theo takes the request, your office calls back in a targeted way.

TodayThe phone rings under the sink or up on the roof. Whoever cannot answer misses the call, and in the evening there is no time left for callbacks.

AfterwardsTheo takes name, address and request and reads them back. The note lands in your system, and your office calls back in a targeted way, urgent cases first.

Faults and emergency service

The report arrives complete, with photo and installation.

Today“The heating is not working.” Which installation, which error code and whether there is a maintenance contract only becomes clear on the callback, often after several attempts.

AfterwardsCustomers report faults online or by phone, with error code and photo. The report is attached to the right installation, you see the contract and decide on the job.

Maintenance contracts

Due services arrive as a proposal, not as a list.

TodayThe maintenance contracts are kept in a spreadsheet. Someone works out who is due when, and customers are called one by one.

AfterwardsDue services appear as a proposal with address and installation. Customers get a message and choose an appointment themselves; you approve the route.

Three more

Quotes after the site visit

TodayAfter the visit, notes, photos and measurements sit on the phone. The quote is written in the evening at the desk, items are copied over by hand.

AfterwardsNotes and photos from the visit land with the job. A draft quote is created from your items and prices, which you check and send.

Appointment requests

TodayCustomers ask for appointments by phone, email and message. Someone checks the calendar, confirms and enters it.

AfterwardsCustomers choose free slots for maintenance or advice that fit your planning. They get a confirmation and a reminder.

Service report and invoice

TodayThe service report is filled in on paper, the material is on the delivery note. In the office everything is typed in again before the invoice goes out.

AfterwardsThe technician records report and material once on site. This produces the record for the customer and a draft invoice; the office only checks.

What we connect

We connect your existing systems.

  • Trade software
  • Phone and inbox
  • Calendar and scheduling
  • Wholesalers
  • Invoicing and accounting
Details

One layer across your whole business

We add a technical layer over the programs you already have. Through it the systems talk to each other instead of someone retyping. Your software remains the leading system.

01

Trade software

Customers, installations, jobs and maintenance contracts: the source everything else connects to.

02

Phone and inbox

Theo on the phone, plus emails and messages from customers, filed with the right job.

03

Calendar and scheduling

Free slots for maintenance and advice, technicians’ routes, reminders and cancellations.

04

Wholesalers

Item data, prices and orders through the channels your software already uses today.

05

Invoicing and accounting

Invoices and payments arrive in order at your tax adviser.

And if something has no interface?

Then we use exports or the user interface. If it does not make sense with your software, we tell you in the first call.

How you can work with us

A good place to start is a single workflow, such as the phone or maintenance contracts. We set everything up in your own accounts. Support on request for a monthly flat fee.

Once the portal launches, you see your fixed price there before you commit. The account is free; registration is still closed.

Get notified at launch
Our best reference

Proven in our own business.

We took this path first in our own spare-parts business. Different industry, same problems: calls, queries, double entry. We currently no longer hire anyone for back-office work.

See the reference
Read more

Emergency service, maintenance, quote, invoice: in a plumbing and heating business a lot gets entered twice, once on the phone or on paper and once in the office. And the phone often rings exactly when everyone is out on a job. We connect your software, phone and calendar into one flow and automate what repeats.

Six workflows from a plumbing and heating business

Examples from typical businesses. What is possible for you depends on your software; we build it step by step with you.

What would you get out of it?

Enter your own values. The calculator starts with no tasks; the minute fields are input aids, not measured industry values. The result is a calculation aid, not a promise of savings.

Calmer work on siteThe phone does not have to come out of your pocket for every call. The request still gets through.
Notes instead of unknown numbersInstead of a list of missed calls, a note with name, address and request is ready.
Maintenance without searchingDue services arrive as a proposal. Nobody has to go through spreadsheets for it.
Closing time means closing timeQuotes and invoices are created from what has already been recorded, not in the evening at the kitchen table.
Privacy

Customer data stays where it belongs.

Names, addresses and photos from homes only go to AI services with processing in the EU, without training. Quotes and messages to customers are approved by a person by default.

AI only with EU processingWe do not pass personal data to AI services outside the EU.
You decide how independentlyYou set one of four autonomy levels for each process and can change it at any time. Our default is level 2: “Software does it, a person approves”. At level 4, software decides according to your rules. The level also applies to money, contracts and customer contact. Your solution checks it before every action and logs what happens. You handle approvals directly in your solution, for example by email, Teams or app.
Clear deletion periodsEvery type of data gets a retention period, and deletion runs automatically and traceably.
Data processing agreementBefore we work with customer data, we put the processing in writing.

By default we set everything up in your own accounts; they belong to you, we are only invited. On request we check in regularly for a monthly flat fee. You can also book advice only and implement it yourself.

Implementation

We build, test with real data and hand everything over documented. Code and data belong to you.

Care on request

Everything runs in your own accounts. On request, we check in for a monthly fee.

Consulting

Assessment and concept: where things get stuck, what pays off, in which order. You implement yourself or with your IT partner.

On request, we host the solution ourselves; this is then stated in the offer.

How we work

Four steps, each with a clear result and your approval before we move on.

  1. 01

    Understand

    After the portal launches, describe processes or upload documents. Until then, get notified or email hallo@fesity.de.

  2. 02

    Define

    A written description: what gets automated, and within which limits.

  3. 03

    Build & test

    Implementation and testing with real data before anything goes live.

  4. 04

    Care on request

    Runs in your accounts, check-ins on request. We hand over the solution with documentation.

Proven in our own business.

We took this path first in our own spare-parts business. Different industry, same problems: calls, queries, double entry. We currently no longer hire anyone for back-office work. The workflows on this page are examples from typical businesses, not a customer reference.

Frequently asked questions

Do we have to switch our trade software?

No. We connect what you have: via interfaces, exports or, where necessary, the user interface. Your software remains the leading system.

What does Theo do when a customer reports an emergency?

Theo takes the request, reads it back and only saves it after a clear yes. On request he flags urgent cases and notifies whoever you choose; what is set up is stated bindingly in your offer. The decision stays with you.

We are a small business. Is it worth it?

That depends on the workflow. In a small business especially, every hour on the phone or at the desk is missing on site. In the first call we tell you honestly which workflow is worth it and which is not.

Will we depend on you afterwards?

No. We set everything up in your own accounts. Code and data belong to you. Support is available on request for a monthly flat fee.

How do we find out the price?

For the implementation you get a fixed price per outcome. You see it in the portal before you place the order. Usage costs of third-party providers, for example for telephony or AI, you pay directly to the provider.

Does this replace our office staff?

No. Advice, planning and decisions stay with your people. What should go away is the retyping, searching and chasing in between.

How to get started

We are opening sign-up for the customer portal shortly. Ask to be notified and you will hear from us first. Would you rather talk right away? Write to us at hallo@fesity.de.

Get notified

Free and without obligation. We store the portal database and project files in the EU.

  1. 01After launch: create an accountName, company and business email. Sign in with a code, without a password.
  2. 02Then: describe a processDescribe your processes in the portal or upload documents. A few sentences are enough. We review your information personally and prepare your preview.
  3. 03Then: talk in person30 minutes by video to get to know each other, free of charge. We tell you honestly which next step pays off for you.