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
Job WorkspaceJobs Workspace: Review all plumbing jobs across the service board with the context needed by dispatch, office, and field teams.

Service tickets and field context

This page keeps every job card presentation-ready: status, time window, technician, notes, access instructions, materials, and closeout context all stay in one place.

Job Filters

Board slices

Job Filters: Narrow the board to all jobs, just today's work, active route items, or work still missing assignment.

Quick cuts for the most important demo scenarios.

Service Board

9 jobs in view

Job Cards: Each card shows the customer, service need, assigned technician, timing, value, priority, and on-site notes.

Cards are arranged for explanation, not just data entry.

Annual tankless flush

Completednormal

Water heater maintenance

1842 Bayshore Ridge Dr, Tampa, FL 33606

12:30 PM - 2:00 PM

Luis Morales

Truck 3

2026-04-16 08:30 - 14:00

Expected value

$289

Job notes

Maintenance plan visit with minor scale buildup.

Access instructions

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

Service checklist

Flush tankless unit

Inspect pressure relief valve

Verify recirculation loop

Materials + field context

Descaling solution, Filter gasket

Duration estimate: 1.5 hours

Photo capture optional for this stop.

Emergency pipe repair follow-up

In progressemergency

Pipe repair

9124 Broadleaf Ct, Brandon, FL 33511

1:00 PM - 3:00 PM

Denise Carter

Truck 2

2026-04-16 09:00 - 15:00

Expected value

$645

Job notes

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

Access instructions

Customer's father will answer side door.

Service checklist

Protect flooring

Replace damaged line

Pressure test repair

Document wall cut

Materials + field context

1/2" CPVC, Couplings, Drop cloths

Duration estimate: 2 hours

Before/after photos required.

Rental turnover fixture swap

Scheduledhigh

Toilet replacement

4802 Henderson Blvd, Tampa, FL 33629

2:30 PM - 5:00 PM

Ava Patel

Truck 1

2026-04-16 10:30 - 17:00

Expected value

$780

Job notes

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

Access instructions

Property manager will leave lockbox code with office.

Service checklist

Protect tile

Install new toilet

Replace stop as needed

Upload photos to turnover folder

Materials + field context

No materials logged yet.

Duration estimate: 2.5 hours

Before/after photos required.

Warranty toilet reset

Dispatchednormal

Warranty service

73 Harbor View Ln, Clearwater, FL 33767

3:00 PM - 4:00 PM

Luis Morales

Truck 3

2026-04-16 11:00 - 16:00

Expected value

$0

Job notes

Check rocking base and verify flange bolts.

Access instructions

Text before entering community gate.

Service checklist

Reset toilet

Replace flange bolts

Check wax seal

Materials + field context

Closet bolts

Duration estimate: 1 hours

Photo capture optional for this stop.

Breakroom drain jetting

Newhigh

Hydro jetting

3118 W Kennedy Blvd, Tampa, FL 33609

6:00 PM - 8:00 PM

Unassigned

Truck unassigned

2026-04-16 14:00 - 20:00

Expected value

$920

Job notes

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

Access instructions

Must confirm office close-out before jetting noise starts.

Service checklist

Scope line

Jet kitchen branch

Verify drainage

Materials + field context

No materials logged yet.

Duration estimate: 2 hours

Photo capture optional for this stop.

Leak detection revisit

On the waynormal

Leak detection

12506 Lake Fern Ct, Riverview, FL 33578

5:30 PM - 7:30 PM

Denise Carter

Truck 2

2026-04-16 13:30 - 19:30

Expected value

$410

Job notes

Verify whether irrigation line or domestic line is the source.

Access instructions

Customer will secure dogs before arrival.

Service checklist

Isolate supply lines

Inspect irrigation manifold

Confirm moisture readings

Materials + field context

Leak detection gel

Duration estimate: 2 hours

Before/after photos required.

Hose bib rebuild

Schedulednormal

Fixture repair

504 Sunset Marina Way, Clearwater, FL 33755

7:00 PM - 8:30 PM

Ava Patel

Truck 1

2026-04-16 15:00 - 20:30

Expected value

$265

Job notes

Bundle with membership renewal conversation.

Access instructions

Marina parking on west lot only.

Service checklist

Rebuild hose bib

Check shutoff

Quote membership renewal

Materials + field context

No materials logged yet.

Duration estimate: 1.5 hours

Photo capture optional for this stop.

Common area flushometer warranty

Follow-up needednormal

Commercial warranty

1800 Park Blvd, Pinellas Park, FL 33781

1:30 PM - 3:00 PM

Ava Patel

Truck 1

2026-04-16 09:30 - 15:00

Expected value

$0

Job notes

Backordered sensor cap. Need return visit next week.

Access instructions

Use east service entrance and sign in with HOA porter.

Service checklist

Inspect flushometer

Confirm serial batch

Schedule return with part

Materials + field context

Temporary cap

Duration estimate: 1.5 hours

Before/after photos required.

Whole-home repipe review

Scheduledhigh

Estimate walkthrough

3309 Valencia Oaks Ct, Lutz, FL 33558

2:00 PM - 4:00 PM

Unassigned

Truck unassigned

2026-04-17 10:00 - 16:00

Expected value

$0

Job notes

Needs financing option packet and emergency bypass summary.

Access instructions

Call before arrival. Customer works overnight.

Service checklist

Review repipe scope

Confirm finish access

Discuss financing and schedule

Materials + field context

No materials logged yet.

Duration estimate: 2 hours

Before/after photos required.

Watch List

Jobs that need discussion

Watch List: Surfaces jobs that are at risk, still unassigned, or likely to create callbacks or payment friction.

A quick office-facing summary for the demo.

Emergency pipe repair follow-up

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

In progressAssigned

Breakroom drain jetting

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

NewNeeds assignment

Common area flushometer warranty

Backordered sensor cap. Need return visit next week.

Follow-up neededAssigned

Whole-home repipe review

Needs financing option packet and emergency bypass summary.

ScheduledNeeds assignment