A plumbing CRM that remembers where the cleanout is and what the camera found at the sidewalk.
Plumbing work is many short visits, and what matters from each one is specific: which heater, which valve would not close, what the camera showed near the property line. Generic field software stores that as a note someone has to find. We build the CRM so the next plumber walks in already knowing.
Short jobs, hidden conditions and accounts that pay for someone else's toilet
A plumber's day is a fill valve, a kitchen line, a leaking supply stop, a disposal, and then a burst pipe call that moves everything. The dispatcher reshuffles, the truck has to carry the right stock, the price comes from the flat-rate book once the problem is found, the customer signs on the tablet and pays before the van leaves. Then there is the other kind of job: a sewer replacement that runs through a utility locate, a permit, a day of excavation or a liner, an inspection and a lawn to put back; a repipe that takes several days and leaves drywall to patch. The same system has to handle both without treating a sewer job as a very long service call.
The property is the real record. Pipe material, water heater type and age, where the main shutoff is, where the cleanout is, the pressure reading from the last visit, what the camera found and at what distance, whether there is a softener, a sump, a backflow device with a test due. The homeowner does not know most of that. Your last plumber did, and if it left with them, the next visit starts from zero.
Then the accounts. A property manager with forty addresses, approval limits per call and an accounts payable department that only pays invoices sent one way. A tenant who calls but does not pay. A builder with rough-in and trim-out draws. Off-the-shelf software folds all of that into one customer field and makes the office keep the truth in a spreadsheet.
What a plumbing CRM has to hold
Each of these is a place where money leaks when it lives in someone's head.
The flat-rate book with your margins built in
Tasks with book hours, parts, options and add-ons, a sliding margin that puts less on the water heater and more on the labor, the trip fee, the emergency rate and the approval and payment on site. Change a price once and every tablet has it.
A property record a new plumber can trust
Shutoff and cleanout locations, water heater details, pipe material, prior camera findings, pressure readings, the gate code and the dog's name, visible before the plumber knocks. It is the difference between a professional visit and a scavenger hunt.
Emergency dispatch that reshuffles the day
The on-call rotation lives in the system. An active-water call floats to the top of the board with its summary, the dispatcher sees drive times, and the customer who gets bumped gets a text with a new window instead of silence.
Camera inspections as records, not videos in a phone
The video link, the distance markers, the findings and the stills live on the property and attach to the quote, so a line replacement quoted six months later starts from the footage rather than from memory.
Multi-day sewer and repipe jobs with stages
Locate requested, permit pulled, crew assigned, excavation or liner day, inspection scheduled and passed, restoration, final walk-through and photos. Each stage has a date and an owner, and the board shows which jobs are waiting on the inspector.
Property manager and builder accounts
Many addresses under one account, approval limits, billing contacts separate from site contacts, tenant scheduling by text, statements by property, and draws tied to rough-in and trim-out for builders.
How we build a plumbing CRM
We built the first version for our own service companies, and yours is shaped around how your shop actually works.
Pipelines by kind of work
Service calls, water heaters, sewer and drain, repipes, remodel rough-ins and maintenance contracts each run through stages named the way your shop names them, and the stage counts and dollars show on the board without an export.
Memberships with inspection and backflow due dates
Annual inspections, the member discount and priority, renewals billed to the card on file on terms the member agreed to, and backflow test certificates generated and submitted to the water authority when they come due.
Photo proof for the insurance claim
Before-and-after photos and the invoice packaged for the homeowner's insurer after a flooded basement, so the customer gets reimbursed and remembers who made it easy.
Signatures, deposits and financing by link
Options shown on the tablet or sent as a link, a signature, a deposit, and financing offered on the big tickets. The server checks the math again when the customer approves, so nothing can be altered in a browser.
The numbers an owner asks for
Average ticket, jobs per plumber per day, close rate on sewer quotes, callbacks per plumber, revenue by job type and by account, on one screen, compared with last year.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for plumbing, answered.
Is a custom CRM better than Housecall Pro or ServiceTitan for a plumbing shop?
They are capable products for the average shop, and our comparison says what they do well. A custom build is shaped to one shop, your price book, your property records, your accounts and your reports, and it runs in accounts you own, so there is no seat fee and no vendor who can raise the rent.
Can it hold our flat-rate book and keep prices consistent?
Yes. Tasks, options, parts and margins load once. Every plumber quotes from the same book on the same tablet, and a price increase is one edit that reaches every tablet at once.
Can it track backflow tests and send the certificates?
Yes. Each device carries its test date, the test results are entered on the job, the certificate is generated in the format your water authority accepts, and the next due date creates the reminder.
Does it work for property managers with many buildings?
Yes. One account holds all the addresses, each with its own record, approval limits and site contact, with invoices going to the billing contact and a statement per property at month end.
Can we bring our data from the software we use now?
Customers, jobs and invoices usually export cleanly; property notes and camera links depend on the vendor. We check what your account can export, map it, and keep both systems running in parallel until the dispatcher has checked the open jobs in each. See how to switch without losing data.
Custom CRM for plumbing. Owned by you.
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