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
EstimatesEstimates: Build plumbing proposals, capture approvals, and convert approved work into scheduled jobs.

Plumbing proposals that turn into jobs

Estimate records use plumbing-specific line items, taxes, discounts, approval states, and a visible conversion path into the schedule.

Estimate Queue

Open proposals

Estimate Queue: Track sent, approved, and follow-up proposals while preserving pricing detail and service scope.

Each proposal has enough detail to feel real in a live demo.

Whole-home repipe proposal

Sent

Daniel Pierce

Sent 2026-04-15 • Valid until 2026-04-22

Estimate total

$8,239

Line items

PEX repipe

Replace active domestic water lines throughout home

1 × $6,850

Drywall access + patch allowance

Open wall access and patch-ready close-up

1 × $1,200

Proposal notes

Presented with financing option and two-day install window.

Discount: $350

Tax rate: 7%

Turnover toilet package

Approved

Luna Property Group

Sent 2026-04-14 • Valid until 2026-04-21

Estimate total

$781

Line items

Toilet replacement

Supply and install owner-approved toilet

1 × $640

Angle stop replacement

Replace stop if seized during install

1 × $90

Proposal notes

Approved by property manager for vacant unit turnover.

Discount: $0

Tax rate: 7%

Commercial jetting package

Follow-up

Bayline Dental

Sent 2026-04-15 • Valid until 2026-04-19

Estimate total

$984

Line items

Sewer camera inspection

Confirm line condition before jetting

1 × $255

Hydro jetting

Jet branch line and main tie-in

1 × $715

Proposal notes

Office is waiting on practice manager approval for after-hours access.

Discount: $50

Tax rate: 7%

Conversion

Estimate to job flow

Estimate Conversion: Turn approved plumbing work into scheduled jobs without recreating the scope from scratch.

Makes the commercial story obvious during the demo.

Build the proposal with plumbing line items, materials, taxes, and discounts.
Mark the estimate approved or keep it in follow-up while the office chases approval.
Convert the estimate into a scheduled job with a service window and dispatch-ready notes.

Plumbing Examples

Common proposal line items

Plumbing Estimate Library: Examples that show this system is tuned for drain, leak, install, and emergency service work.

Keeps the scope grounded in the service business.

Drain cleaning
Water heater install
Leak detection
Pipe repair
Toilet replacement
Emergency service call
Sewer camera inspection
Hydro jetting

Why It Matters

Approval and scheduling are connected

Estimate Strategy: Owners and office staff can see how approved proposals become scheduled revenue instead of getting lost after approval.

The estimate workflow is presented as part of operations, not a separate sales silo.

Approved work can be handed straight to dispatch with the original scope preserved.

Follow-up proposals stay visible so office staff can close them before the calendar goes soft.