Win more jobs
Leads keep their source, quote and next action — so follow-ups happen before the customer hires someone else.
Free CRM for plumbing businesses
Turn service calls into recurring customers
Every leak, install and maintenance call keeps its history — so the next visit starts with what was done before, not a blank sheet.
Make the customer record useful
- Tag repair, install and maintenance work separately.
- Record equipment and warranty notes on the customer record.
- Follow up on quotes before the water heater does it for you.
Get paid faster
Invoice from completed work, accept payment, and e-sign contracts without printing or driving around.
Keep the margin
See every job and dollar in one board, and spot a scope change before it quietly eats your profit.
Start with the core CRM
Keep unlimited contact records and CRM users, lead stages, tags, CSV import/export and basic job organization on the free plan. Specialized dispatch, payments, automated messaging and accounting depend on paid modules and connected services. Check current availability.
Questions plumbing businesses ask
Can technicians see job history in the field?
On paid tiers, crews see the job, address and notes on their phone — including what was done before — so they show up prepared.
How do I keep maintenance agreements straight?
Keep the agreement and schedule on the customer record, and generate each visit as a job with the history attached.