CRM for PlumbersThat Turns Service Calls Into Repeat Customers
Connect property access notes, installed water heaters, prior repairs, Jobs, estimates, invoices, payments, and callback tasks. Plans run from $19.99/month (Solo, one user) to $99.99/month (Boss, up to 25 users).
Customer Management Challenges Plumbers Face
Repeat customers and referrals drive plumbing businesses. A CRM helps you earn both.
Forgetting Customer History
The problem: A customer calls about their water heater and you have no idea when you installed it, what brand it is, or if it's under warranty.
Our solution: Every job is logged with details. Pull up a customer and see their full service timeline — installations, repairs, estimates, and notes.
Losing Follow-Up Leads
The problem: A homeowner says "call me in the spring about that re-pipe" and the note disappears into a stack of papers.
Our solution: CRM tasks and follow-up reminders keep leads on your radar. Set a date, add notes, and the system reminds you when it's time to call.
No Visibility Into Customer Spending
The problem: You don't know which customers are your best or which ones have outstanding balances without digging through files.
Our solution: Customer profiles show total revenue, payment history, and outstanding invoices at a glance. Know your most valuable customers instantly.
Techs Arriving Blind
The problem: Your plumber shows up at a repeat customer's home with no context — doesn't know the equipment, access issues, or past work.
Our solution: Techs pull up the customer profile on their phone before arriving. They see service history, property notes, and any special instructions.
CRM Features Built for Plumbers
Service and Billing Trail
Supported appointment, Job, document, and payment events appear on the timeline; the crew adds diagnostic context.
Property and Equipment Context
Keep contact details, service addresses, installed units, warranty dates, access notes, documents, and payment history together.
Manual Interaction Logging
Log phone calls, site visits, meetings, and notes alongside the automated timeline. Keep the full story on every customer.
Customer Portal
Customers access their own portal via magic link to view invoices, pay bills, and see appointments. Activity auto-logged in CRM.
Estimate and Callback Tasks
Attach dated tasks to the customer record for quotes, return visits, or planned replacement conversations.
Context Before Entry
Plumbers can review prior work, equipment, shutoff or access notes, and the assigned Job from a mobile browser.
What Gets Automatically Tracked
Every meaningful customer touchpoint is logged without your team lifting a finger.
Logged when you send an invoice or estimate
Logged when Stripe processes a payment
Logged when you send a payment reminder
Logged when a service call is booked
Logged when a job is completed, cancelled, or no-show
Logged when the customer views their portal
Logged when a portal link is created
Logged when a no-show or cancellation fee is collected
Logged when a change order is created or approved
Contractor CRM vs Generic CRM
HubSpot and Salesforce are built for sales teams, not plumbing companies. Pocket Boss CRM is built around jobs, invoices, and service history.
| Feature | Pocket Boss | HubSpot / Salesforce |
|---|---|---|
| Monthly Price | From $19.99 | Varies; often per user |
| Auto-Logged Job Activity | Built in | Manual entry |
| Service History per Customer | Included | Custom setup needed |
| Invoicing + Payments | Included | Separate tool |
| Scheduling + Dispatch | Scheduling on every plan; dispatch on Essentials and up | Separate tool |
| Customer Portal | Included | Enterprise tier |
| Field Tech Access | Mobile-responsive | Limited mobile |
| Included users by plan | Solo: 1 user; Essentials: up to 5; Pro: up to 10; Boss: up to 25 | Verify current vendor plan |
Why Customer Tracking Matters
Picture the difference. A customer calls about a leak, and instead of asking them to explain their whole history, you pull up their profile in seconds: the water heater you installed two years ago, the model, the warranty terms, and the note about the crawl space access.
That record gives the plumber useful context. It cannot guarantee warranty coverage, repeat calls, or referrals; those depend on the actual work, terms, and customer experience.
Frequently Asked Questions
What is a CRM for plumbers?
A CRM (Customer Relationship Management) for plumbers helps you track every customer interaction — service calls, estimates, invoices, payments, notes, and communication history. It gives you a complete picture of each customer so you can provide better service and win repeat business.
Why do plumbing companies need a CRM?
Repeat customers and referrals are the backbone of plumbing businesses. A CRM helps you remember service history, follow up at the right time, track who owes you money, and build relationships that generate repeat calls and word-of-mouth referrals.
Does Pocket Boss automatically track customer interactions?
PocketBoss logs supported events such as sent estimates and invoices, recorded payments, scheduled or updated appointments, and completed Jobs. Calls, diagnoses, access details, and parts context still need a note or record from your team.
Can I see a customer's full service history?
Yes. The customer profile shows every job you've done for them — service dates, work performed, invoices, payments, estimates, and notes. When a customer calls about their water heater, you know exactly when you installed it and what warranty applies.
Can I add manual notes and interactions?
Yes. Log phone calls, site visits, email conversations, and meeting notes alongside the automated timeline. Your whole team can see the full customer history in one place.
Does it track leads and follow-ups?
Yes. CRM tasks and interactions let you track leads from first contact to closed job. Set follow-up reminders so you never forget to call back a customer who asked for an estimate.
How much does a plumbing CRM cost?
Pocket Boss plans run from $19.99/month (Solo, one user) to $99.99/month (Boss, up to 25 users) — CRM, invoicing, scheduling, estimating, and inventory all included. Standalone CRMs like HubSpot or Salesforce typically charge per user and don't include contractor-specific features like invoicing or dispatch.
Can I import my existing customer list?
Yes. Add customers manually or import them in bulk. Each customer record includes name, address, phone, email, and any notes you want to carry over.
Does the customer portal work with the CRM?
Yes. Customers can access their own portal via magic link to view invoices, pay bills, and see upcoming appointments. Portal activity is automatically logged in the CRM timeline.
Can my technicians access customer history in the field?
Yes. Techs can view customer profiles, service history, and notes from their phone before and during a job. They know what work was done previously, what equipment is installed, and any special access notes.
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Know Every Customer Inside and Out
Keep property history, installed equipment, Jobs, billing records, and callback tasks connected for the next service call.
From $19.99/month • Seats from one user (Solo) to 25 (Boss) • No contracts • Cancel anytime