Plumbing Operations CRM

A custom plumbing operating system for scheduling, dispatch, invoicing, customer communication, and marketing.

Live demo workspace

Tampa Bay, St. Petersburg, Clearwater, Brandon, and realtor partner accounts across Hillsborough + Pinellas

Role
Executive DashboardDashboard: Track today's service load, cash flow, technician pace, and urgent issues from one command center.

Peanut Plumbing LLC operating snapshot

See booked revenue, estimate conversion, overdue cash, and membership growth in one glance. Scenario mode lets the same plumbing data pivot into a normal day, a route crunch, an emergency response story, or a cash recovery conversation without looking staged.

Role emphasis

Owner / Admin

Active scenario

Standard Day

Scenario Mode

Switch the operating story

Scenario Mode: Instantly swap the workspace into a believable operational storyline without losing the product's overall continuity.

Each mode reshapes the board so the demo can lead with dispatch urgency, field automation, or collections pressure.

Today's Jobs

Today's Scheduled Jobs: Everything the office and field team need to cover during the active service day.

8

Service visits and estimate-driven work currently on the active day board.

In Progress

Jobs In Progress: Active service work that dispatch and office staff should monitor in real time.

2

Plumbers actively traveling or working on site.

Revenue Booked

Daily Revenue Booked: Total service value captured from completed jobs on the board.

$289

$48 average active ticket on today's board.

Emergency Mix

Emergency Mix: Shows how much of today's schedule is being pulled by emergency demand instead of planned service work.

13%

Share of today's board currently driven by urgent service work.

Aging Bucket

Invoice Aging Bucket: Count of overdue and partial invoices that still need office follow-up.

2

$920 needs collection attention.

Clients In Workflow

Client Visibility: See every client from first inquiry through call, visit, quote, scheduling, digging, project start, and closeout in one shared workflow view.

9

Open accounts still moving from inquiry through quote, schedule, start, or closeout.

Quotes Pending

Quotes Pending: Shows how many clients are currently sitting in the proposal stage and need office follow-up.

2

Clients waiting on a pricing decision before the team can schedule work.

Approved To Schedule

Approved To Schedule: Keeps sold work from stalling between acceptance and dispatch.

1

Quoted work that is sold but still needs a date locked into the board.

Dig / Start Queue

Dig / Start Queue: Highlights projects with excavation, permitting, or project-start dependencies that need tighter coordination than a basic service call.

2

1 digging items and 1 start-date commitments need coordination.

Client Lifecycle Visibility

Inquiry to closeout board

Client Visibility: See every client from first inquiry through call, visit, quote, scheduling, digging, project start, and closeout in one shared workflow view.

Every client can be tracked from first contact through visit, quote, acceptance, scheduling, digging, project start, and closeout in one owner-grade workflow view.

1 inquiry received1 call booked1 site visit scheduled2 quote sent1 quote accepted1 scheduled1 digging scheduled1 in progress1 closed

James Holloway

In progress

Emergency leak correction

Keep customer updated while the active repair closes and close invoice before end of day.

Call: Apr 16, 11:12 AM

Visit: Apr 16, 11:58 AM

Quote: Apr 16, 12:18 PM

Schedule: Apr 16, 12:40 PM

Dig: -

Start: Apr 16, 1:05 PM

Nina Flores

Digging scheduled

Yard line reroute with excavation

Confirm trenching start, utility locate, and homeowner access before the pipe crew arrives.

Call: Apr 10, 2:24 PM

Visit: Apr 10, 5:40 PM

Quote: Apr 10, 7:05 PM

Schedule: Apr 18, 12:00 PM

Dig: Apr 18, 12:00 PM

Start: Apr 21, 1:00 PM

Parkside Lofts HOA

Site visit

HOA warranty assessment

Complete the site visit, confirm warranty responsibility, and turn the findings into either a claim or a billable scope.

Call: Apr 16, 12:32 PM

Visit: Apr 17, 5:00 PM

Quote: -

Schedule: -

Dig: -

Start: -

Sarah Whitmore

Closed

Maintenance membership service cycle

Queue annual flush reminder for next spring.

Call: Apr 8, 1:10 PM

Visit: -

Quote: -

Schedule: Apr 16, 12:30 PM

Dig: -

Start: Apr 16, 12:30 PM

Daniel Pierce

Quote sent

Whole-home repipe approval path

Follow up on financing choice and move the repipe proposal from sent to accepted.

Call: Apr 9, 11:05 PM

Visit: Apr 15, 1:10 PM

Quote: Apr 15, 2:30 PM

Schedule: -

Dig: -

Start: -

Olivia Grant

Call booked

Warranty bathroom follow-up

Confirm tomorrow's warranty visit window and prep the prior install notes for the tech.

Call: Apr 16, 1:42 PM

Visit: Apr 17, 3:00 PM

Quote: -

Schedule: -

Dig: -

Start: -

Harbor Crest Realty

Quote accepted

Condo turnover rush package

Lock crew slot for the vacant-unit turnover block and confirm access codes.

Call: Apr 15, 12:45 PM

Visit: Apr 15, 2:30 PM

Quote: Apr 15, 3:40 PM

Schedule: -

Dig: -

Start: -

Bayline Dental

Quote sent

After-hours commercial jetting review

Follow up with the practice manager for after-hours approval and access confirmation.

Call: Apr 15, 6:10 PM

Visit: Apr 15, 7:05 PM

Quote: Apr 15, 7:40 PM

Schedule: -

Dig: -

Start: -

Luna Property Group

Scheduled

Vacant unit turnover install

Confirm access photos and keep the turnover window on the morning board.

Call: Apr 14, 5:20 PM

Visit: Apr 14, 6:10 PM

Quote: Apr 14, 8:00 PM

Schedule: Apr 16, 1:00 PM

Dig: -

Start: Apr 16, 1:00 PM

Mason Clarke

Inquiry received

Membership renewal and hose bib repair inquiry

Call back during the marina-safe time window and turn the inquiry into a booked visit.

Call: -

Visit: -

Quote: -

Schedule: -

Dig: -

Start: -

Workflow Hotspots

What could stall the pipeline

Workflow Hotspots: Surfaces the accounts where sales follow-up, scheduling, excavation, or project-start coordination is the next critical move.

A quick owner and office readout for clients that need follow-up before revenue slips.

Harbor Crest Realty

Quote accepted

Lock crew slot for the vacant-unit turnover block and confirm access codes.

$1,180

James Holloway

In progress

Keep customer updated while the active repair closes and close invoice before end of day.

$860Start Apr 16, 1:05 PM

Luna Property Group

Scheduled

Confirm access photos and keep the turnover window on the morning board.

$730Start Apr 16, 1:00 PM

Olivia Grant

Call booked

Confirm tomorrow's warranty visit window and prep the prior install notes for the tech.

Bayline Dental

Quote sent

Follow up with the practice manager for after-hours approval and access confirmation.

$920

Nina Flores

Digging scheduled

Confirm trenching start, utility locate, and homeowner access before the pipe crew arrives.

$3,420Digging requiredStart Apr 21, 1:00 PM

Live Dispatch

Route pulse

Dispatch Board: Assign plumbers to jobs by time, priority, and territory.

The board now reads like a dispatch command center instead of a static job list.

Annual tankless flush

Completednormal

1842 Bayshore Ridge Dr, Tampa, FL 33606

12:30 PM - 2:00 PM | Luis Morales | $289

Maintenance plan visit with minor scale buildup.

Emergency pipe repair follow-up

In progressemergency

9124 Broadleaf Ct, Brandon, FL 33511

1:00 PM - 3:00 PM | Denise Carter | $645

Re-open wall, replace damaged section, pressure test before close-up.

Rental turnover fixture swap

Scheduledhigh

4802 Henderson Blvd, Tampa, FL 33629

2:30 PM - 5:00 PM | Ava Patel | $780

Install owner-approved toilet package and replace angle stop if brittle.

Warranty toilet reset

Dispatchednormal

73 Harbor View Ln, Clearwater, FL 33767

3:00 PM - 4:00 PM | Luis Morales | $0

Check rocking base and verify flange bolts.

Breakroom drain jetting

Newhigh

3118 W Kennedy Blvd, Tampa, FL 33609

6:00 PM - 8:00 PM | Unassigned | $920

Needs late-day slot after patients. Unassigned until route clears.

Territory map preview

South Tampa

82% loaded
Route density82%

Stacked around maintenance and turnover work.

Brandon / Riverview

74% loaded
Route density74%

Leak response and revisit traffic active.

Clearwater / Beaches

61% loaded
Route density61%

Commercial and warranty stops still balanced.

Urgent Alerts

What needs office attention

Urgent Alerts: Highlight the operational issues the owner or office should act on before they become customer problems.

Late trucks, cash risk, and callbacks are pulled into one queue.

Breakroom drain jetting is still unassigned

6:00 PM - 8:00 PM | West Tampa | HIGH priority

Commercial drain service is overdue

$920 outstanding | Office should place follow-up call with facilities lead.

Common area flushometer warranty needs return scheduling

Backordered sensor cap. Need return visit next week.

Executive Layer

Owner-grade KPI framing

Executive Layer: Surfaces average ticket, utilization, emergency load, and campaign-connected revenue for the owner view.

This pushes the board closer to a true operating platform.

Estimate acceptance rate

33%Approved proposals keep feeding dispatch.

Campaign-attributed booked revenue

$2,6344 service tickets tied to retention and follow-up demand.

Marco Alvarez

Central Tampa | Lead Drain Specialist

On Route
0.0 booked hours0%

No route committed yet.

Denise Carter

North Tampa | Senior Service Plumber

On Job
4.0 booked hours64%

Next route commitment: Emergency pipe repair follow-up during 1:00 PM - 3:00 PM.

Luis Morales

St. Petersburg | Water Heater Installer

Wrapping Up
2.5 booked hours40%

Next route commitment: Annual tankless flush during 12:30 PM - 2:00 PM.

Ava Patel

Clearwater / Beaches | Commercial Service Tech

Available
5.5 booked hours88%

Next route commitment: Rental turnover fixture swap during 2:30 PM - 5:00 PM.

Automation Chain

Status to message to invoice

Automation Chain: Shows the sequence from dispatch and technician updates into customer SMS history and invoice state changes.

Makes the app feel alive by showing how one field action ripples through the system.

job

Leak detection revisit

On the way

Customer text sent with 20 minute ETA.

Apr 16, 5:04 PM

sms

Nina Flores

technician on the way

Your plumber is on the way and is expected to arrive within 20 minutes.

Apr 16, 5:04 PM

job

Warranty toilet reset

Dispatched

Truck 18 released after first stop closed out.

Apr 16, 2:11 PM

sms

Parkside Lofts HOA

follow up reminder

We have flagged your service for follow-up and our office will reach out with the next appointment window shortly.

Apr 16, 2:06 PM

job

Common area flushometer warranty

Follow-up required

Part unavailable. Office needs to reschedule once stock arrives.

Apr 16, 2:05 PM

sms

Sarah Whitmore

payment received

Payment received. Thank you for choosing Peanut Plumbing LLC.

Apr 16, 2:05 PM

invoice

Sarah Whitmore

invoice paid

Tankless maintenance visit | $0 balance

Apr 16, 2:05 PM

sms

Sarah Whitmore

work completed

Your service is complete. We have wrapped up the job and the office can issue the invoice now.

Apr 16, 1:43 PM

job

Annual tankless flush

Completed

Maintenance finished and routed to invoicing.

Apr 16, 1:42 PM

job

Emergency pipe repair follow-up

Work started

Denise began repair after arrival confirmation.

Apr 16, 1:14 PM

Demo Guidance

Best next clicks

Demo Click Path: Gives the presenter a believable story arc from dispatch to field work to invoicing and marketing.

The walkthrough adapts cleanly to the active scenario.

Scenario focus: Best default walkthrough across dispatch, field workflow, and billing.

Open Dispatch and move an unassigned or emergency job into a technician lane.

Open Technicians and press Start Travel, Arrived, and Complete Work on the active stop.

Open Messages to show the customer text log updating from that workflow.

Open Invoices to show the sent or paid state changing from the same service event.

Finish on Marketing to tie completed jobs back into reminders, reviews, or partner outreach.

Current outcome

Shows the platform as a daily operating system rather than a crisis-only tool.

Customer + Marketing

Recent engagement

Marketing Center: Launch postcards, review requests, membership reminders, and partner outreach from one place.

Confirms the platform is handling both operations and growth.

James Holloway

Denise Carter has been dispatched and is heading toward your service area.

Apr 16, 11:12 AM

Nina Flores

Your plumber is on the way and is expected to arrive within 20 minutes.

Apr 16, 5:04 PM

Sarah Whitmore

Your service is complete. We have wrapped up the job and the office can issue the invoice now.

Apr 16, 1:43 PM

Sarah Whitmore

Payment received. Thank you for choosing Peanut Plumbing LLC.

Apr 16, 2:05 PM

Parkside Lofts HOA

We have flagged your service for follow-up and our office will reach out with the next appointment window shortly.

Apr 16, 2:06 PM

Plumbing Storyline

Why this feels custom

Demo Storyline: Summarizes the specific plumbing workflows that separate this app from a generic CRM.

Client-facing language that reinforces the vertical fit.

Dispatch-first

Jobs, territory, ETA pressure, and route ownership sit at the center of the workspace.

Cash-aware

Completed work becomes billing and collections visibility without leaving operations.

Customer updates

Field actions ripple directly into believable text updates and message history.

Marketing built in

Reminders, reviews, win-back, and realtor outreach connect growth to service data.