Inquiry received
completedMembership reminder converted into a booked maintenance request.
Apr 8, 1:10 PM
Customer + Property CRMCustomer CRM: Replace generic lead records with actual service customers, addresses, equipment notes, and billing context.
Service-ready customer records
Every account now includes full CRM workflow visibility from inquiry through call, visit, quote, scheduling, project start, and closeout so the office can see exactly where the client stands.
Customer Directory
Accounts in the demo
Customer Directory: Browse customers by service type, history, tags, and current service or billing needs.Seeded with residential, commercial, and realtor-partner plumbing work.
Customer Record
Sarah Whitmore
Customer Record: Shows the exact information the office and field team need before dispatching or invoicing work.Contact details, property context, preferences, and service notes for the selected account.
Closed
(813) 555-1010
sarah.whitmore@example.com
1842 Bayshore Ridge Dr, Tampa, FL 33606
Billing address: 1842 Bayshore Ridge Dr, Tampa, FL 33606
Preferred arrival: 8:00 AM - 11:00 AM
Contact preference: SMS
Marketing eligibility: Eligible for annual flush reminder and membership upsell.
Property + equipment notes
Tankless water heater installed in 2024
Kitchen disposer replaced July 2025
Internal notes
Prefers text first. Gate code stored with dispatcher.
CRM Workflow
Current client stage
CRM Workflow: Track stage, next action, ownership, quote status, scheduling dates, digging dependencies, and project milestones for each client.This is the end-to-end workflow view for the selected customer, including next action, quote progress, scheduling, and project dependencies.
Maintenance membership service cycle
Tankless maintenance | Service
Queue annual flush reminder for next spring.
Owner Kelsey BooneCoord Mia Santos
Key dates
Call booked: Apr 8, 1:10 PM
Site visit: Not scheduled yet
Quote sent: Not sent yet
Project start: Apr 16, 12:30 PM
Dependencies
Digging: Not required
Permit: Not required
Expected revenue: $289
Last updated: Apr 16, 2:05 PM
Milestone timeline
Service scheduled
completedOffice locked in the morning maintenance window.
Apr 10, 6:20 PM
Work completed
completedTankless flush closed in one visit.
Apr 16, 1:42 PM
Invoice paid
completedCard collected same day in the customer flow.
Apr 16, 2:05 PM
Open Work
Jobs, estimates, and invoices
Estimates: Build plumbing proposals, capture approvals, and convert approved work into scheduled jobs. Invoice Queue: Track sent, viewed, overdue, partial, and paid invoices.Believable operational context tied directly to this customer.
Annual tankless flush
Completed12:30 PM - 2:00 PM • Water heater maintenance
Tankless maintenance visit
Paid$0 open balance
Communication Log
Messages sent
Job Status Updates: Automatically send customer texts when the technician is on the way, has arrived, or the job is completed.Shows the customer-facing SMS trail that supports the field workflow.
Your service is complete. We have wrapped up the job and the office can issue the invoice now.
Apr 16, 1:43 PM
Payment received. Thank you for choosing Peanut Plumbing LLC.
Apr 16, 2:05 PM
Service History
Timeline
Service History: Lets the office or technician understand what has already been done at the property before walking in.Previous work, technician context, and the story behind the account.
Annual water heater flush
Completed maintenance plan visit and cleared scale.
Feb 12, 2:30 PM • Luis Morales
Kitchen drain cleaning
Removed grease buildup and reset trap assembly.
Nov 19, 7:00 PM • Marco Alvarez