CRM for Plumbers
Track service calls, property details, and job history
A plumbing CRM tracks customer contact details, property information, service call history, parts used, and scheduling records. SchedulingKit includes CRM alongside appointment booking, automated reminders, and invoicing for plumbing businesses.
Plumbers handle a mix of emergency calls, scheduled repairs, and recurring maintenance. Having a client's property history — what was fixed before, where the shutoffs are, and what parts were used — saves time on every return visit. SchedulingKit gives plumbing businesses a CRM that builds job history automatically from every booking, so dispatchers and technicians have context before arriving on site.
Client Management Challenges for Plumbers
No record of past service calls when a customer calls back
Technicians arrive without knowing property history or past issues
Emergency calls mixed with scheduled work without prioritization
Parts used and warranty information not tracked per job
Manually following up on estimates for larger jobs
Customer information stored in individual technician phones
How SchedulingKit CRM Helps Plumbers
Complete service history per property available before arrival
Customer profiles with property notes and plumbing details
Job prioritization between emergency and scheduled work
Parts and warranty tracking per service call
Estimate follow-up automation for larger projects
Customer data owned by the business, not individual technicians
CRM Features for Plumbers
Customer Profiles
Contact details, property addresses, and service preferences per customer.
Service History
Every service call logged with issue, resolution, parts, and technician notes.
Property Details
Plumbing system details, shutoff locations, and access instructions per property.
Parts Tracking
Record parts used, model numbers, and warranty dates per service call.
Estimate Management
Track estimates sent for larger jobs with automated follow-up.
Priority Scheduling
Differentiate emergency calls from scheduled maintenance in the booking system.
Popular CRM Use Cases for Plumbers
Also Included with SchedulingKit
Frequently Asked Questions
Can technicians see property history before arriving?
Yes. Each property profile includes past service calls, system details, and access instructions. Technicians can review this before or en route to the job.
Does it track parts and warranties?
Yes. Log parts used, model numbers, and warranty periods per service call. When a customer calls about a warranty issue, you have the details instantly.
Can customers book emergency calls online?
Yes. Create separate booking types for emergency and scheduled service. Emergency bookings can trigger immediate notifications to your dispatch team.
Further Reading
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