From the emergency call to the paid invoice
CRM for plumbing companies
Take the call, book the plumber, quote from the price book, invoice from the van and ask for the review, all from one customer record that remembers the last three visits to that house.
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JobBoard: the plumbers edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the plumbers demo on its own page.
Who this is for
Built for plumbers
Plumbing businesses from a two person outfit to a 30 van company, doing a mix of emergency callouts, bathroom installs and commercial maintenance, and tired of jobs living on a whiteboard, in texts and in the owner's head.
Emergency calls routed in seconds
The office sees which plumber is nearest and free, books the slot and the customer gets a text with the arrival window and the plumber's name. Missed calls create a callback task automatically.
Quotes from a price book, approved on a phone
Common jobs priced once, quoted in a minute on site, sent as a link the customer can approve with a tap. Approved quotes become jobs with the materials list ready for the supplier order.
Photos and notes that protect you
Before and after photos, meter readings and the customer's signature stored on the job. When a dispute or a warranty claim comes in a year later, the evidence is one click away.
Reviews asked for at the right moment
When the invoice is marked paid the customer gets a text with your Google review link. Businesses using this typically double their review rate in the first quarter.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry or emergency call
- Booked
- On site, quoted
- Approved
- Work complete
- Invoiced
- Paid and reviewed
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- Xero
- QuickBooks
- Google Calendar
- Twilio or ClickSend SMS
- Stripe or GoCardless
- Google Business Profile review link
Questions we get asked
What does a custom plumbing CRM cost?
A plumbing CRM with call handling, quotes, scheduling, invoicing and accounting sync is usually 7,900 to 12,900 US dollars fixed, delivered in five to seven weeks. A lead and quote tracker for a small firm starts at 4,900. No monthly per-user fees, only optional hosting and support at 290 dollars a month.
Does it work on a phone in the van?
Yes. Plumbers get a phone view with today's jobs, the property's history, a quote builder, photo capture, materials used and customer signature. It saves work offline in a basement with no signal and syncs when the phone reconnects. Plumbers can also see the day's route on a map and text the customer an arrival update with one tap.
Can it replace ServiceM8, Jobber or Tradify?
For most plumbing businesses, yes, and without the per-user subscription. We rebuild the parts you use, drop the parts you do not, and add the things those tools cannot do, like your own quoting rules, commercial maintenance certificates or a customer portal for property managers.
How do commercial maintenance contracts work?
Each commercial site has a contract record with visit frequency, the certificates it needs and the contact for access. Visits are generated onto the schedule, certificates are stored against the site with expiry reminders, and the monthly invoice is raised from the contract, not typed by hand.
Tell us how your plumbers business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.