C.P. Jefferies Streamlines Their Plumbing & Heating Business with Commusoft
With Commusoft, C.P. Jefferies has become more efficient, drastically cut admin time, and are now able to offer a higher quality service to their customers than ever before.
Our office staff are now able to manage their time much more efficiently - I'd estimate we've reduced our office admin time to roughly 30%.
C.P. Jefferies Ltd is a family-run company based in the Cotswolds, UK. With approximately eight office staff and 20 field engineers, they offer plumbing, heating, electrical, and renewable services to the residential market.
We caught up with Rob Williams, owner of C.P. Jefferies Ltd, to hear how Commusoft has been essential in transforming their well-established plumbing and heating business.
How Was Your Business Run Before Commusoft?
“Prior to using Commusoft, the operations were more or less wholly run on a paper-based system. There was some use of Outlook schedules for service technicians. However, every technician had a paper schedule that they would fill out each day. It became clear that this was not a viable process for us going forward with the company growing.”
What Was Your Biggest Challenge Before Using Commusoft?
“One of the main problems with the system that we previously ran was the clunkiness of relying on a paper-based system. Trying to get real-time information e.g. knowing how many customers we’d visited in a week or a month was very hard. Knowing how many jobs we’d completed or how many jobs were still outstanding and hadn’t been completed was also very difficult. Boiler and Aga servicing is a huge part of our revenue stream and contributes a lot to what we do as a business. Trying to maintain a comprehensive service record of all of our customers on a paper-based system was not straightforward.”
How Has Using Commusoft Helped Solve This?
“C.P. Jefferies Ltd prides ourselves on offering a quality service – Commusoft has helped us do that to the best of our ability. Now, with each technician having their own device, they can see which techs previously attended the customer and works that have been carried out. With each of our technicians having their own individual schedules, our office staff are now able to manage their time much more efficiently. I’d estimate we’ve reduced our office admin time to roughly 30%, now that we’re using Commusoft.”
“Working in a rural location, we often find that cellphone signal is not great and techs would end up driving back to the office to find out they were going into the next town along from where they’d just been working. Now, with the vehicle trackers we can see that the technician is still on site and we can phone their next customer to inform them if they’re running late. Rather than relying on the tech finishing their work, driving to cellphone signal, and letting us know – by which time it’s too late for us to preempt it with the next customer.”
Would You Recommend Commusoft to Other Trades Companies?
“For any company working in the plumbing and heating industry or electrical industry – it’s very handy having all the forms that you need for oil, gas, LPG, and electrical – all built into the software. The biggest impact that Commusoft has had on C.P. Jefferies Ltd as a business has been consolidating all of the information into one area, whether that’s customer information, job information, invoicing, product, testing – it’s all in one place for everybody to see.“
"The cost you might outlay to have Commusoft as an operating system is more than worth it. We haven't felt any limits from Commusoft so far."
At the start of 2025, we caught up with Will Hawksley and PJ Luard from WPJ Heating to learn more about their on-going experience with using Commusoft.
Their story begins back in 2004, with the pair meeting through mutual friends.
After working separately for a time, Will and PJ eventually joined forces and established WPJ Heating Services.
They’ve been enjoying a successful partnership for almost 20 years.
Based in South London, WPJ has grown to employ 30 members of staff (25 of whom are using Commusoft) and they have a fleet of 16 vans on the road.
They’ve been using Commusoft for over 15 years and were one of the first businesses to meet with Jason Morjaria (Commusoft’s founder) and started by using the software to manage daily jobs and diaries.
Since that time, both WPJ and Commusoft have grown in tandem and it was amazing to talk with them about their journey and understand more about their successful growth over the years.
Adopting software technology has been instrumental to their hard-won and well-deserved success.
Speaking of their early days with Commusoft, will explained:
Will:It evolved quickly: we started using it for the functions that suited us. Jason was always on the end of the phone. So if there was a problem, or something we didn’t quite understand, he always had the time to explain it and help us bed that in.
As for how support has evolved, thanks to our dedicated Client Success team, it means that help has remained close at hand.
Commusoft’s own Help Center has evolved into a comprehensive online knowledge base, and the recent launch of an online training academy means users can learn in their own time, too.
Alongside our support staff, all this means that clients like WPJ can get support and guidance whenever they need it.
PJ:I think actually every time we ring in, someone will answer the phone. Or we just email and you get an email back very quickly.
Will:[Commusoft seems] well sorted out with back end support. It’s quick and helpful and you’re not left hanging. Queries and questions and suggestions aren’t left unheard at all.
These days, WPJ is using Commusoft to manage almost every part of their business and its impact is being felt:
PJ:It’s just the convenience, isn’t it? Everything now in one place. Your database, your diary, your invoicing, your debtors. And now it’s moved on, it’s transformed with the automation and self-service tools.
Will:That’s one of the beauties of it, that the product has kept evolving and allows us more functionality as the world moves forward, as well. Commusoft has always really kept moving forward. It’s allowed us to progress hand in hand.
For their office staff and engineers in the field, PJ shared that the software has had a huge impact on productivity and efficiency, saying:
PJ: It’s transformed their lives. Shakes (their Office Manager) has used it right from the beginning, so it’s bulletproof with him. And for everyone else, the more you educate them, the more they understand it, the more it clicks.
When it comes to standout features, Will & PJ have high praise for Service Reminders and Invoicing, in particular:
PJ:Beforehand, you would just print everything off, but now it’s just a question of pressing a button. In the old days we’d go through our diary, we’d do a service, and we’d probably put in next year’s diary a year in advance to chase that client up.
Now, it’s automatic.
And I love that the engineer will leave one year and may turn up the next year without any interaction with the client or office. It’s all done in the back which saves time, money, and makes it so efficient.
For Will, it’s the benefits brought about by Invoicing software:
Will:It’s great because it pulls all the threads together. Using Commusoft we can look at all the diary events against a [customer’s address] and that particular job, and we can call in all the costs that are associated with it. We can work out exactly what we spent and thism that, and the other. It allows us to pull up an accurate invoice at the end of it all. Because all the costs and times are there.
More recently, WPJ began making use of Commusoft’s automated debt chasing workflows and payment integrations.
These send reminders to customers at a set cadence, all without office staff having to get directly involved, but the system is also able to prompt staff through automated office task, should customers continue to be inactive.
In most cases, though, Wll and PJ say that time spent on debt chasing has massively improved.
PJ: It was incredible. Time to pay has sped up. So has cash flow, it’s brilliant. Absolutely brilliant.
Giving customers accessible payment options—via Stripe, BACS, and GoCardless—also have had a huge impact on cash flow:
Will:You have to look at it from the customer’s point of view. They want ease, and there’s a level of expectation that they can pay straight away from their phone and not have to think about it again. So you’ve got to facilitate that. And so customers using a payment link is the easiest way to go and cash flow has vastly improved.
It’s been brilliant to hear how Will and PJ have been using Commusoft over the years and the value it’s brought to their business.
They had these final thoughts for any other service business who might be considering Commusoft’s job management software as a solution for their business:
Will: I would say that Commusoft buys you a lot more time. And, you know, the cost you might outlay to have [Commusoft] as an operating system is more than worth it.
Instead of scrambling around trying to remember things and organise things manually from diaries, this allows you to see it all in one place and to work remotely if you need to. Important information is there with a click of a [button].
Commusoft just makes running a business much more efficient and so if you want to grow, if you want to free up your time and make space for working on the business rather than in the business, then Commusoft lets you do that.
PJ: If you haven’t used it, use it. Commusoft will transform the business. It makes everything much more efficient. It’ll save you money. It’ll save you time. It’ll keep the cash flow up. And you’ll regret not having done it years ago.
Learn more from WPJ Heating
For more, check out the video interview above, or you can click to see their testimonial playlist on YouTube.
You’ll be able to hear from Operations Manager, Shaker, and Admin Manager, Harry, who share their experience of using Commusoft, too (particularly for service reminders)!
Their fleet of tradesmen includes gas technicians, plumbers, a drainage and pressure jetting team, multi-trade bathroom fitters, electricians and decorators.
London, UK
30 employees
Plumbing & Heating
Custom Heat
"There is no way we could run our business efficiently and effectively... we just simply could not run it without Commusoft."
"There is no way we could run our business efficiently and effectively... we just simply could not run it without Commusoft."
Lincoln Smith, a director at Custom Heat Ltd, sat down to discuss why Commusoft is essential for running their heating and plumbing business.
Custom Heat is a family-run business that started with Lincoln’s parents in 1980 and has been operating for 40 years since in and around Rugby, UK. Since implementing Commusoft in 2016, the Custom Heat team has grown from 60 in 2020, to over 100 in 2023!
How Was Your Business Run Before Commusoft?
“We had a paper-based system that we’d had for many years. The system was not internet based, so you couldn’t download a mobile app. We had technicians that would call in on a Friday afternoon to ask if they could pick another job up, or we’d have a customer that would all in at 3 o’clock on a Friday afternoon and say ‘We’ve got no hot water, can you come fix the boiler?’. So we’d call the technician and say we’ve got another job. He’d then jot it down on a sticky label or something in his van – or probably not write it down at all. He’d drive there, do the job – but then we’d never get paid.”
“We were growing as a business, our customer-base was growing, the demand for our services was growing, so we needed a system that could cope with the increase in jobs.”
What Was Your Biggest Challenge Before Using Commusoft?
“Before we used Commusoft, our invoicing was done manually. A lady in the office would produce an invoice and at the end of the week she would send all those invoices out in the post. So you could complete a job on a Tuesday – by the Thursday or Friday you’re posting the invoice – by the Monday they’ve received it – and a few days later, they’re paying it. The whole process could be a week or more.”
How Has Using Commusoft Helped You Improve This?
“Now, you click a button – and send an invoice! In fact, the technicians do it from site. Not only do invoices not get missed, but the technician can go to a boiler service, complete the work, and click a button – all within a second. The office staff doesn’t have to do any of it.”
How Has Commusoft Transformed Your Operations?
“We now have customers call our office, who are ready to handle the call and can book the appointment into a live calendar. If it’s a call-out for that day, which happens very often, it will appear in real time in the technician’s schedule. The technician can then travel to that job and carry out the work. If they need a part, they communicate easily back with the office – just click to select who to communicate with. Once they hit complete, it lets the office know they need those parts. The technician can then invoice and it will automatically send off the after-care email asking for a review. It’s all made very technician friendly and very easy to use. The communication between the office and technician is instant.”
Would You Recommend Commusoft to Other People?
“The way that Commusoft tracks every part of every single job – you will not lose anything – it gives you complete confidence in the whole system. Complete confidence to grow. Complete confidence to push on with your business. There is no way that we could run our business efficiently and effectively, presenting ourselves the way we do with our customers, with our reminders the night before, with our text messages that say ‘we’re on our way’… we just simply could not run our business without Commusoft, it would be impossible.“
Lincoln Smith
Managing Director
A trusted, family-run heating and plumbing company with decades of experience.
Rugby, UK
100+
Electrical
G Jassal All Trades
"Commusoft is a big player; it really puts it all together for us, and without it, genuinely, we would be lost. "
"Commusoft is a big player; it really puts it all together for us, and without it, genuinely, we would be lost. "
G Jassal All Trades, based out of Glasgow’s West End, provides a variety of field service services to customers. Company Director Gurminder Jassal spoke to us about how his multi-trades business has flourished since implementing Commusoft’s Customer Journey plan in 2017.
Plugging Away With a Disjointed System
Gurminder describes his previous daily workflow as “a jumbled mess” before finding Commusoft.
“We used to run things was remarkably different from what we do now. I would have WhatsApp sent to an technician, a text message sent to another technician, a handwritten note…and a calendar, which, simply, ran out of room because if you made a mistake or had to alter anything, you had to put a line through it…I was up till all hours of the morning trying to sort things out”.
Gurminder and his team knew this workflow wouldn’t support their business’s growth.
Revamping Daily Operations
Trading a chaotic workflow for a streamlined digital system wasn’t a difficult decision, but it was intimidating.
Gurminder expands,
“Using a new system can be daunting…you’re thinking ‘how much time is it going to take me to learn this? Am I ever going to get good at this? I don’t have time for it’, but my advice would be, definitely take the time for it…The service from Commusoft was great…They were always there, and that’s why we’re still here after all these years”.
After settling in with Commusoft, Gurminder and his team wanted to organize their tasks. As a multi-trade business, easily distinguishing services was a necessity.
Gurminder elaborates,
“We can actually group the jobs into ‘plumbing’, ‘heating’, ‘decorating’, ‘miscellaneous’; having those separate files, I can simply pull them up and go ‘how much decorating did we do between July and August 2018’? I can [compare this], to July and August 2021. And I can say ‘that portion of the business is doing really well, let’s get a painter on our books’. Or I can look at something and say ‘why has it declined? Can we push it forward? Can we generate more social media? Can we gather more customers to increase the workload?’ And really, separating those out is very, very, important and it gives you information at a glance”.
With Commusoft, the G Jassal All Trades team is able to separate jobs by type and can generate reports to keep track of all the moving parts. Learn more about Commusoft’s work order management and reporting software.
Focusing On Customer Satisfaction
Gurminder works to provide full transparency, availability, and service to his customers.
He explains,
“Communication for any business is really important. For a customer journey, it’s massive. In the trades business, unfortunately, there’s this stigma of ‘the plumber didn’t call me back’, or ‘the electrician didn’t turn up’, so people have their backs up sometimes. But Commusoft has helped us overcome that fear with our customers”.
Gurminder expands, “Having Commusoft, and having a good admin team, combining those both together, has dramatically changed it because we get advanced warning of when a customer is going to be needing a service”.
Commusoft’s Service Reminders software keeps both our clients, and their customers on track, supporting PPM workflows, increasing the number of jobs booked, and boosting company profits. Gurminder explains, “[Commusoft] lets us gain more business as well because instead of a customer possibly forgetting our details, can’t find us anymore, they go online…we’re actually capturing them before they have a chance to go somewhere else, it’s really, really important for us”. Learn more about winning continued business with Commusoft’s service reminder software.
Custom Service Plans
On top of being a multi-trades business, G Jassal All Trades also offers tiered service plans for customers with their Homecare packages.
Gurminder explains,
“One of the sides of the business we have is Homecare… We have silver, bronze, gold packages, and this [offers] different levels of cover from whether they’re allowed call outs, how much parts are allowed, what the labor is, and really, what benefits they can capture from using our services…”
He continues,
“[With] Commusoft, we can look at the customer’s file, see how many properties he’s got, and what level of Homecare plan they’re on, and when the service is due. So we’re not being held back from providing a great service either… we’re happy because if we get in early, carry out the service early, we can pick up problems early, and that can save us a whole host of money. So it’s a really good benefit for us”.
With customized service plans, Gurminder and his team can ensure they’re always providing uenrivalled service to their customers. Learn more about creating custom service agreements with Commusoft’s service contract management software.
Moving Forward With Commusoft
Gurminder’s technicians thrive with Commusoft and their new workflows.
He explains,
“So from their side, it’s a fantastic tool. They know where they’re going, what they have to do, and they can target and base their day around that…And the great thing is, because it’s all digital, we can actually add in what happened during the last service…[The technicians] can view who’s been there before, what actually happened, what’s the best course of action, and the customer’s having a seamless enjoyment of using our business”.
With Commusoft, Gurminder knows G Jassal All Trades can grow comfortably, and continue offering exceptional service. He explains, “[we] captured over 60% more services now than we did before…Anyone that’s out there, thinking of utilizing a system, I would definitely recommend Commusoft… Anyone sitting on the fence thinking about doing it, I would definitely do it”.
Gurminder Jassal
Director
G Jassal All Trades, a multi-trades field service business based in Glasgow, Scotland, works to deliver exceptional customer care and provide unparalleled services.
Glasgow, Scotland
10+
Maintenance
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We’ll discuss your current challenges and identify the key areas Commusoft can help
In a personalized follow-up demo, you’ll see the software in action for yourself
Once signed up, you’ll onboard and start your business on the path to 4x growth!