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

Scheduling and route control

Scenario mode is currently set to Standard Day. This board now includes a three-truck calendar so dispatch can lock real time windows instead of dragging generic cards around.

Route Value

$3,309

Route Value: Combined revenue potential for today's assigned and unassigned service tickets.

Total service value on the active day board.

Unassigned Work

1

Unassigned Work: Service calls that dispatch still needs to assign or reassign.

Stops still waiting for truck ownership.

Emergency Pressure

1 live

Emergency Pressure: Tracks how many urgent calls are distorting the board and forcing route changes.

Urgent service load affecting the route.

Three-Truck Fleet

Conflict-safe

Truck Calendar: See the three-truck fleet in a real calendar with color-coded truck lanes and conflict-safe schedule windows.

Truck 1, 2, and 3 will reject overlapping bookings.

Truck Calendar

Three-truck service schedule

Truck Calendar: See the three-truck fleet in a real calendar with color-coded truck lanes and conflict-safe schedule windows.

Every scheduled job is color-coded by truck so dispatch can see the day compressing in real time.

Truck Editor

Annual tankless flush

Truck Editor: Dispatch can set exact windows and assign truck ownership while the system blocks double-booking.

Set estimated start/end times and lock the job to Truck 1, 2, or 3.

CompletednormalTruck 3

1842 Bayshore Ridge Dr, Tampa, FL 33606

Luis Morales

Live Route Map

Technician positions and stop locations

Live Route Map: Click technician and job pins to show route ownership, tech phone numbers, job addresses, and site photos from the active board.

Pins show where the trucks are, where the jobs sit, and what route ownership looks like at a glance.

Clearwater
St. Pete
Tampa
Lutz
Riverview
ETA 52 min
ETA 40 min
ETA 46 min
Completed

Annual tankless flush

Sarah Whitmore | 1842 Bayshore Ridge Dr, Tampa, FL 33606

Annual tankless flush

Seeded demo image

Job details

Technician: Luis Morales

Window: 12:30 PM - 2:00 PM

ETA: Dispatch calculating

Value: $289

Site notes

Maintenance plan visit with minor scale buildup.

Access: Use front drive. Customer is remote but garage keypad is shared.

Unassigned Lane

1 jobs need routing

Unassigned Jobs Lane: Holds incoming service tickets until dispatch places them with the right technician and route window.

Drag a card into a technician lane, then tighten the actual truck window in the editor.

Breakroom drain jetting

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

high

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

$920 potential value

Time Grid

Route compression by service window

Time Grid: Shows how today's schedule is stacking up across the most important service windows.

This gives dispatch a quick read on where the day is bunching up.

7-10 AM

0 jobs

No service windows stacked here yet.

10 AM-1 PM

1 jobs

1-4 PM

4 jobs

After 4 PM

3 jobs

Technician Lanes

Drop a job into a route

Technician Lanes: Shows each plumber's route so dispatch can balance urgency, travel, and workload.

ETA pressure, drive load, and booked hours make the board feel more alive than a static list.

Marco Alvarez

Central Tampa | Truck 1

On Route
0.0 booked hours0%

Next ETA

Open capacity

Drive load

12 min between stops

Drop a job card here to assign this lane.

Denise Carter

North Tampa | Truck 2

On Job
4.0 booked hours64%

Next ETA

1:00 PM - 3:00 PM

Drive load

28 min between stops

Luis Morales

St. Petersburg | Truck 3

Wrapping Up
2.5 booked hours40%

Next ETA

12:30 PM - 2:00 PM

Drive load

28 min between stops

Ava Patel

Clearwater / Beaches | Truck 1 Relief

Available
5.5 booked hours88%

Next ETA

2:30 PM - 5:00 PM

Drive load

36 min between stops

Dispatcher Context

Board notes

Dispatcher Context: Highlights what the dispatcher is optimizing beyond simply dragging cards around.

This is where the board stops feeling generic.

Fleet control

Truck IDs are now first-class schedule fields, so route ownership is visible beyond technician names.

Territory

Zones keep Clearwater, Tampa, Brandon, and Lutz routes from crossing unnecessarily.

Recovery moves

Scenario mode can force reassignment and reveal how dispatch protects service windows.