Process automation
Approvals, notifications, documents and hand-offs done by software, not by hand.
- Approval workflows
- Notifications and reminders
- Zapier, Make and n8n automations
Part of Business Systems
Software for HVAC, plumbing, electrical and roofing contractors
One system for a trade business: every enquiry and estimate in one pipeline, jobs scheduled and dispatched to the right technician or crew, an app for the field with checklists, photos and signatures, and invoices that go out the moment the job is done.
Flexible payment, agreed with each business.
Tools we connect and automate with
- Off-the-shelf automation, set up properly
- Off-the-shelf automation, set up properly
- Self-hosted automation
- Bots, notifications and enquiries
Where the process needs logic these tools cannot hold, we build it. Names and marks belong to their owners. We build with these tools; no partnership, endorsement or certification is implied.
HVAC, Plumbing, Electrical and Roofing Software
Trade contractors win work on the phone, quote it on site and do it out in the field, and the details usually live in notebooks, spreadsheets and messages. Software built around how your trade works keeps every lead, estimate, job, photo and invoice in one place, so nothing is missed between the call and the payment.
We start from how your business runs: how enquiries arrive, how you estimate (by the job, by price book or by roof measurement), how work is scheduled and who goes where, what a technician records on site, which customers are on maintenance plans, and how you invoice and get paid. Then we build the system around that, in stages your team can use as they arrive, and bring your existing customers and jobs across. It can include a booking and quote page on your website and a customer portal under your name. We host it, keep it secure and support it after launch, and the system is yours.
Why have it built by Baal
From enquiry to signed estimate
Every call and web enquiry in one pipeline, with estimates built on site and approved online by the customer.
The right technician on every job
Jobs scheduled and dispatched by skill, area and availability, with the day's work on each technician's phone.
Invoiced when the job is done
Work, parts, photos and the customer's signature become the invoice, with online payment and reminders.
What we build
Leads and CRM
Calls, web forms and referrals tracked from first contact to won job, with follow-ups so no enquiry goes cold.
Estimates and proposals
Good, better, best options, your own price book or roof measurements, sent from site and approved online.
Scheduling and dispatch
A drag-and-drop board of jobs, crews and technicians, with emergency calls slotted in and customers told when you are on the way.
Technician and crew app
Job details, checklists, parts used, photos, notes and signatures on a phone, synced to the office.
Service plans and maintenance
Recurring maintenance agreements for boilers, AC units and roofs, with visits that schedule themselves and renewal reminders.
Invoices, payments and reports
Invoices from the finished job, online payments through a provider you choose, and reports on jobs, revenue and technicians.
Explore this division
Custom CRM
A CRM built around how you sell, with smart tools built in, and owned by you.
- Lead and enquiry inbox
- Sales pipeline
- Customer records
Internal tools & CRM
Custom CRM, staff portals and admin tools built around how your team works.
- Custom CRM
- Lead and enquiry management
- Customer and staff portals
POS & inventory
Point-of-sale, stock control and multi-branch reporting, with card and QR payments at the till.
- Point-of-sale
- Inventory and stock control
- Barcodes and labels
Spreadsheet to software
Turning spreadsheets and paper into proper systems with permissions, history and reporting.
- Process and spreadsheet mapping
- Data migration
- Forms that replace paper
Church management software
Church management software built around your church: members, groups, giving, attendance and volunteers in one place.
- Member and family directory
- Small groups and ministries
- Giving records and statements
Construction management software
Construction management software built around your company: projects, schedules, site diaries, costs and subcontractors in one place.
- Project tracking and schedules
- Site diaries and photos
- Costs, variations and purchase orders
Property management software
Rental property management software built around your portfolio: properties, tenants, leases, rent, maintenance and owner reports in one place.
- Properties, units and tenants
- Leases and renewals
- Rent tracking and arrears
Field service management software
Field service software built around your jobs: bookings, scheduling, dispatch, a mobile app for your technicians, quotes, invoices and customer history in one place.
- Bookings and job requests
- Scheduling and dispatch
- Technician mobile app
Custom software development
Custom software built around how your business works: web apps, mobile apps, business systems and integrations, designed, built, hosted and supported by one team.
- Web applications
- Mobile apps
- Business systems
Loyalty program software
Your own loyalty program: points or stamps, rewards, member tiers and offers, in your own app and on your website, under your brand.
- Points and stamp cards
- Rewards catalogue
- Member tiers
Legal practice management software
Practice management software built around your law firm: matters, clients, deadlines, documents, time and billing in one system.
- Matters and clients
- Deadlines, tasks and calendar
- Documents and templates
Applicant tracking system
An applicant tracking system and recruitment CRM built around how you hire: jobs, candidates, pipelines, interviews and offers in one place.
- Jobs and careers page
- Candidate pipelines
- CV parsing and search
Restaurant management software
One system for your restaurant: orders, table bookings, the kitchen screen, stock, staff and reports, under your own brand.
- Orders and kitchen screen
- Table bookings
- Stock and suppliers
HR management software
An HR management system built around your company: staff records, leave, attendance, documents, reviews and payroll exports in one place.
- Employee records
- Leave and absence
- Attendance and timesheets
Order management system
An order management system built around how you sell: every order from every channel, stock, picking, shipping and purchase orders in one place.
- Orders from every channel
- Stock across locations
- Picking, packing and shipping
Hotel management software
One system for your hotel: rooms and rates, direct bookings, the front desk, housekeeping, guest requests and reports, under your own brand.
- Rooms, rates and availability
- Direct booking
- Front desk
Maintenance management software (CMMS)
A maintenance management system built around your sites: assets, work orders, preventive maintenance, spare parts and reports in one place.
- Assets and equipment
- Work orders
- Preventive maintenance
Fleet management software
Fleet management software built around your vehicles: live map, drivers, jobs and trips, servicing, fuel and reports in one place.
- Live map and trip history
- Driver app
- Dispatch and jobs
Dance and yoga studio software
Studio software for dance schools, yoga, pilates and fitness studios: class timetable, online booking, memberships and class packs, check-in and reports, under your studio's name.
- Class timetable
- Courses and terms
- Memberships and class packs
Childcare and daycare software
Childcare management software and a parent app for nurseries, daycares and preschools: sign-in and sign-out, daily updates and photos, attendance, fees and messages, under your centre's name.
- Sign-in and sign-out
- Daily reports and photos
- Rooms and attendance
Self storage software
Self storage management software for storage facilities: unit availability, online rentals, recurring billing, access codes, a tenant portal and reports, under your facility's name.
- Unit map and availability
- Online rental
- Recurring billing
Campground software
Campground reservation and management software for campgrounds, RV parks and glamping sites: a site map, online booking, deposits, check-in, extras and reports, under your park's name.
- Site map and availability
- Online booking
- Rates, deposits and extras
Restaurant POS system
A restaurant POS system under your own name: a fast till on tablets, table and counter orders, a kitchen display screen, split bills and tips, stock and reports for every outlet.
- Tablet till
- Tables and floor plan
- Kitchen display screen
Transportation management software
Transportation management software built around your freight: orders and loads, carriers and rates, dispatch, live tracking, proof of delivery and invoicing in one place.
- Orders and loads
- Dispatch and planning
- Live tracking
Catering software
One system for your catering business: enquiries and quotes, events and menus, banquet event orders, kitchen and staff sheets, online orders and invoices, under your own brand.
- Enquiries and quotes
- Events and menus
- Banquet event orders
Pool and lawn care software
Software for pool service and lawn care businesses: recurring visits, routes, a crew app with checklists and photos, customer reports, quotes and invoices, under your own brand.
- Customers and properties
- Recurring scheduling and routes
- Technician and crew app
Business Systems
The tools your team works in every day, built around how your business actually runs.
- Internal tools and dashboards
- Process and workflow automation
- CRM and customer management
How we work
- 01
Understand
We learn how the business works day to day and where the friction actually is.
- 02
Propose
We set out what we would build and the timescale in a written quote before anything starts.
- 03
Build
We build in stages and put working software in front of your team as it progresses.
- 04
Support
We stay on for updates, fixes, and changes as the way you work changes.
Weighing a white-label platform?
See what a custom build gives you that renting does not: your own app listing, your code, your data, and changes when you ask.
Frequently asked questions
Can it handle emergency calls as well as booked jobs?
Yes. Urgent jobs can be added to the board and sent to the nearest free technician, alongside the planned work. How your call-outs are handled is set out in the proposal, then the written quote.
Can roofers build estimates from measurements?
Yes. Estimates can be built from roof measurements, materials and labour, with photos from the inspection, and sent to the customer to approve. Your estimating method is part of the proposal, then the written quote.
Can it work with the tools we already use?
Yes. It can connect to your accounting software, payment provider, phone system, email and maps, and we bring your existing customers and jobs across. Which connections you need is set out in the proposal, then the written quote.
How is it quoted?
Every system is quoted to your budget. Tell us how your trade business runs, we send a proposal, then a written quote, then an invoice.
Ready to build something?
Want a ready-made app? Pick it, tell us your business name and you can be live in about 7 to 14 days. Something custom? Tell us about it on WhatsApp or Telegram and we send you a proposal and a written quote.