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Solutions > Plumbing > CRM Software

CRM for Plumbers to Turn More Service Calls Into Booked Jobs

Every quote you don't follow up on is a job your competitor books. FieldPulse's CRM for plumbers keeps every lead, quote, and conversation in one place. Your team knows who to call back, and no job dies waiting on a follow-up.

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View Customer Profiles Before Every Job

See customer contact info, service locations, communication history, job notes, and payment records for every job before starting it.

Talk to Customers With Full Context

See every email and text on the customer's profile before you reply, so customers never have to repeat themselves to whoever answers next.

Turn Finished Jobs Into the Next Booking

Send automatic follow-ups after each job to promote maintenance plans, inspections, and seasonal services, so finished work keeps feeding your schedule.

CRM for Plumbers With Complete Customer Records

View All Customer Profiles From a Single System

FieldPulse’s CRM lets plumbers see customer profiles with past repairs, job notes, service locations, and payment records before they start work. They walk in fully prepared, so fewer jobs need a second trip.
  • Centralized Customer Hub: Consolidate contact details, service history, communication history, jobs, estimates, invoices, and files in one record.
  • Multiple Contacts: Store the homeowner, tenant, and property manager on one profile, each with their own phone and email.
  • Related Customer Record: Set up a parent customer with linked locations, each with its own jobs.
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CRM for Plumbers to Manage Sales Pipeline

Track Leads and Close More Plumbing Jobs

Tag every lead by sales stage and lead source in FieldPulse. You'll know which quotes are waiting on a callback and which ads bring in paying customers.
  • Customer Statuses: Tag each customer as a lead, opportunity, current customer, or lost customer from their profile.
  • Custom Sales Pipeline: Move customers through sales stages you define in a custom pipeline.
  • Lead Source Tracking: Record where each customer came from, such as referrals, your website, or online ads.
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Plumbing CRM for Customer Communication

Send Automated Texts Before Arriving on Jobsite

Every email and text with a customer lands on their profile. Whoever picks up next sees the full conversation, so customers never have to repeat themselves.
  • On-the-Way Texts: Text customers when the plumber heads to the job, so nobody waits by the door wondering.
  • Communication Hub: View every email, text, and call with a customer in one place with the full conversation history.
  • Real-Time Notifications: Get an alert the moment a customer messages you or requests a service call, so you answer before they call someone else.
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Field Service Mobile App for Plumbers

Give Plumbers Customer Details for Every Job Site

The FieldPulse mobile app lets your plumbers pull up customer records, so they don’t have to call the office every time.
  • View Customer and Job Details: View customer details, job history, and notes from the mobile app before and during each job.
  • Customer Creation: Create new customers with account status, pipeline status, lead source, and contact details.
  • Offline Mode: Access cached customer and job records, save job notes, and upload photos without signal. Changes sync once you reconnect.
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Invoicing Software for Plumbers

Generate Invoices and Bill Customers Faster

Get paid before you leave the driveway. Invoices in FieldPulse link to each customer’s record and job. Your plumbers can send the invoice before leaving the job site, and the customer’s profile shows what’s paid and what’s due.
  • Invoice Creation: Turn an approved estimate into an invoice with every line item carried over, or build invoices from scratch with pre-built templates.
  • Customer Billing History: View every invoice, payment, and open balance on the customer’s profile.
  • Integrated Payment Processing: Accept debit and credit card or mobile payments from the mobile app.
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Reporting Software for Plumbers

See Which Customers and Lead Sources Make You Money

FieldPulse gives you real-time visibility into lead source, pipeline status, and invoices. Track which customers spend the most, which leads stall, and where your best customers come from.
  • Live Performance Dashboards: Track team productivity, work order status, and revenue as it happens.
  • Customizable Reports: Filter your data by job type, team, or location to focus on the numbers you need.
  • Financial Insights: Review revenue streams, expenses, and job costs to see where your margins stand.
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FAQs

A CRM for plumbers is customer relationship management software that helps you store contact details, service history, equipment used, job notes, and conversations under a single record. You can also keep plumbing-specific details like past repairs, water heater installs, and shutoff valve locations.

What Could Your Plumbing Team Close With Full Context on Every Customer?

FieldPulse's CRM puts every lead, conversation, and job history in front of your team before they pick up the phone.

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