Guided problem descriptions
Help customers explain symptoms or planned upgrades in ordinary language.
FOR PLUMBING & HEATING BUSINESSES
Know the job before the call.
From leaky taps to radiators, boilers and bathroom upgrades, guide the customer through what they can tell you, without expecting them to diagnose the problem.
LIVE INDUSTRY PRESET BUILT ON FORGERATE EXPERIENCE OS™
FOR THE WORK YOU ACTUALLY DO
Leaks and repairsBoilers and heatingBathrooms and fixturesProperty areas
Try the preset →FROM FIRST ENQUIRY TO CLEARER SCOPE
Your customer can describe the issue. ForgeRate helps turn that into a useful starting scope.
Ask the right follow-up questions for the type of work, capture location and complexity, and move towards the appropriate quoting process.
See how the journey worksTHE INCOMING ENQUIRY
“There’s a leak somewhere. Can you come out?”Not much to work with.
THE FORGERATE APPROACHFrom scattered details to a structured job brief.Your business rules. A guided customer experience.
PURPOSE-BUILT JOURNEYSBuilt around your work.
Built around your work.
Not a generic contact form.
Choose a relevant starting point, guide customers through the right questions, and carry their answers into the next commercial step.
Property-aware questions
Account for the bathroom, kitchen, utility room or heating system as appropriate.
Flexible commercial steps
Use your own pricing rules to guide estimates, proposals and follow-up.
THE LIVE PLUMBER & HEATING PRESET THREE STEPS. ONE CLEARER ENQUIRY.Walk through the live experience
Give customers a better way to say “here’s the job.”
01
Identify the issue
The work or symptom comes first.
02
Add useful details
Location, fixtures and project context.
03
Progress the enquiry
A clearer picture of the requested work.
GOOD QUESTIONS
The practical details.
No hype. Just a realistic look at what this preset is designed to do.
Do customers need technical plumbing knowledge?
No. The plumbing preset is designed around work requested and symptoms the customer can reasonably describe.
Will every repair receive a guaranteed fixed price?
Not necessarily. The platform can provide indicative pricing under your rules, but on-site diagnosis may still be required for some jobs.
Can I change the services and pricing?
ForgeRate is designed around the business's own services, questions and pricing logic. Presets provide a useful starting point, rather than a fixed catalog of rates.
BUILT FOR PLUMBER & HEATING
Make the first enquiry count.
See what a more confident customer journey could look like for your business.
Interactive demo. Indicative examples, not binding quotes.