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
Marketing Center + Paid AdsPaid Ads Hub: Launch, monitor, and optimize search, LSA, Performance Max, Meta, YouTube, and Microsoft campaigns from one command center.

Paid acquisition and lifecycle growth

Run Google Search, Local Services Ads, Performance Max, Meta retargeting, YouTube nurture, and Microsoft Search from one plumbing-first ads hub. Genius AI watches booked-job quality, budget pacing, and channel mix in real time.

Ready AI moves

5

Booked revenue

$209,600

Ads Spend Month

Ads Spend Month: Shows how much paid media is actively being deployed across the full plumbing acquisition stack.

$31,460

Combined spend across search, LSA, Performance Max, social retargeting, video, and Microsoft.

Leads From Ads

Leads From Ads: Track top-of-funnel response generated by the paid media engine.

425

Qualified lead volume from all paid acquisition channels in the active month.

Booked Jobs

Booked Jobs: Shows how paid media is being measured against actual service work, not vanity clicks.

138

Jobs attributed back to ads channels using booked-work and invoice feedback.

Cost / Booked Job

Cost Per Booked Job: Ties ad spend to real plumbing work so channel decisions stay revenue-aware.

$228

5 Genius AI recommendations are ready to apply right now.

Paid Ads Hub

Live acquisition control center

Paid Ads Hub: Centralize campaign launch, channel health, booked-job attribution, and AI-guided optimization for plumbing paid media.

This mirrors the operational feel of Felix Marketing Hub, but tuned for the channels and revenue mechanics a plumbing company actually runs.

Search

Google Search

Homeowners searching for same-day plumbing help, water heater installs, sewer inspections, and repipes.

Genius AI readout

Emergency and water-heater terms are outperforming blended account averages. Genius AI is favoring these campaigns for same-day budget protection.

Spend month

$12,640

Booked revenue

$78,100

Leads month

188

CPA

$207

Campaign Control

Launch, pause, and monitor active campaigns

Campaign Control: Start campaigns, pause budget, and inspect daily performance across the plumbing paid-media stack.

Every campaign has a clear service line, performance readout, and AI automation layer so the client can see what is live and what should happen next.

Search | Emergency Plumber | Tampa Core

ScalingEmergency leak + no-water service

Same-day emergency calls | South Tampa, Seminole Heights, Carrollwood

Emergency Search: The highest-intent same-day acquisition layer for burst lines, no water, leaks, and urgent service calls.

Daily budget

$265

Spend today

$198

Leads today

11

Revenue tracked

$6,820

Genius AI automation

Genius AI is widening budgets during answer-ready windows and holding back after-hours call-only traffic.

Conversion type

Calls + booked jobs

Last optimized

10:42

Emergency plumber near you. Fast dispatch and call-first routing.

Search | Water Heater Install | High Intent

ActiveWater heater replacement

Booked installs | Tampa Bay residential install zones

Water Heater Search: Capture install demand with financing and emergency replacement messaging.

Daily budget

$185

Spend today

$114

Leads today

6

Revenue tracked

$9,400

Genius AI automation

Genius AI is favoring install keywords tied to financing-ready visitors and suppressing repair-only traffic.

Conversion type

Form + call assisted

Last optimized

09:58

Fast water heater install campaigns tied to financing and call tracking.

Search | Sewer Camera + Hydro Jetting

ReadySewer camera inspection and hydro jetting

Launch a high-margin specialty campaign | Older home clusters and repeat clog zones

Specialty Search Launch: Turn service history and repeat-clog demand into a focused paid acquisition lane.

Daily budget

$96

Spend today

$0

Leads today

0

Revenue tracked

$0

Genius AI automation

Genius AI built this from recurring drain and inspection demand already showing in job history and customer tags.

Conversion type

Calls + booked inspection leads

Last optimized

07:40

High-margin sewer and hydro jetting campaign ready to launch from existing CRM demand signals.

Genius AI

Real-time recommendations

Genius AI Suggestions: Surface the next best paid-media moves based on demand mix, service quality, and booked-job feedback.

A high-level AI operator layer that can launch, refine, and pressure-test paid ads based on plumbing job quality and booked revenue.

Protect same-day emergency budget before noon

HighReady

Emergency leak calls are closing faster than average this week. Genius AI recommends shifting budget into the emergency search lane during staffed phone windows.

Expected to add 4 to 6 more answer-ready emergency calls this week without increasing blended CPL.

Launch sewer camera and hydro jetting campaign

HighReady

Recurring drain and sewer jobs in the CRM indicate enough profitable demand to support a dedicated specialty search campaign.

Turns existing field demand into a visible high-margin lead channel tied to inspection and jetting jobs.

Automation Feed

What the system is doing right now

Automation Feed: Show the client that budgets, feedback loops, and launch decisions are being actively managed.

Makes the hub feel alive by showing AI and operator actions as they happen.

Genius AI widened emergency call coverage

10:48

Google Search emergency budgets were expanded 14% between 7:00 AM and 1:00 PM after same-day close rates beat the account average.

Booked-job feedback synced into install bidding

09:24

Completed water heater and repipe invoices were pushed into the install revenue model to improve Performance Max quality signals.

Meta audience tightened to warmer traffic

08:41

Broad homeowner audiences were reduced and financing-page visitors now anchor the retargeting pool.

Channel Strategy

How the paid stack works together

Channel Strategy: Explain how search, call-first, install acquisition, remarketing, and retention channels support different plumbing growth goals.

A clean client-facing explanation of why each paid channel exists in the mix.

Google Search captures emergency and install demand when homeowners are actively looking for help.
LSA protects high-intent call volume when the office is staffed and dispatch can convert quickly.
Performance Max extends profitable install demand using booked-job revenue and financing signals.
Meta and YouTube retargeting bring warm visitors back for replacement, memberships, and follow-up offers.
Microsoft Search quietly adds commercial and desktop-heavy demand at lower CPC.

Owned + Lifecycle Campaigns

Retention campaigns tied to service history

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

Paid ads bring demand in, then lifecycle campaigns keep revenue moving with reminders, reviews, win-back, and partner outreach.

Annual Water Heater Flush Reminder

Active

Maintenance reminder

412 homeowners with heaters over 18 months since last flush

2026-04-16

Why this exists

Targets existing homeowners for recurring preventative service and membership retention.

Expected result

Reactivates maintenance-plan customers before summer demand peaks.

Drain Cleaning Special

Ready

Postcard + SMS combo

Recent clog customers, older homes, and high-review-value neighborhoods

2026-04-15

Why this exists

Promotes a quick-win service that converts well and opens the door for larger repair opportunities.

Expected result

Fills slower weekday windows with fast-turn residential work.

Realtor Partner Turn Service

Active

Partner outreach

27 realtors and property managers with turnover or inspection volume

2026-04-16

Why this exists

Keeps the team in front of real-estate partners who need fast service during listings and closings.

Expected result

Builds referral relationships for inspection, repair, and make-ready jobs.

Win-Back Membership Upsell

Draft

Email + call task

86 past customers with 10+ months since last service

2026-04-14

Why this exists

Brings older customers back into the funnel before they call a competitor during an emergency.

Expected result

Reactivates quiet accounts with annual inspection and priority dispatch offers.

Audience Builder

High-value segments

Audience Builder: Define who should see ads, reminders, postcards, and partner outreach based on service history, tags, and property context.

Plumbing-specific customer groups that can feed both paid remarketing and owned follow-up.

Maintenance-plan customers due for annual water heater flush and membership renewal
Drain-cleaning customers with older homes eligible for sewer camera and hydro jetting upsell
Satisfied customers with recent completed jobs for review-request retargeting
Past customers with 10+ months since last service for win-back offers
Realtor and property-manager accounts ready for turnover and inspection outreach

Growth Plays

How paid and owned channels work together

Growth Plays: Show how paid ads, review requests, reminders, and partner programs reinforce each other over time.

Makes the strategy feel like one revenue system instead of disconnected campaigns.

Postcard follow-up

Neighborhood mailers and direct-mail reminders can support seasonal plumbing specials after paid traffic warms the area.

Membership upsell

Install and service customers can roll into maintenance membership messaging after the job is complete.

Realtor partner growth

Paid demand is one side of growth. Realtor and property-manager outreach builds repeat referral volume on top of it.

Genius AI loop

Booked jobs, invoices, and service history help Genius AI refine who to retarget, which campaigns to scale, and which channels to suppress.

Live Snapshot

Marketing system health

Marketing Snapshot: Summarize the health of the paid ads engine and lifecycle campaigns in one place.

A quick proof that both acquisition and retention are active.

Paid channels active

6

Lifecycle campaigns live

2

Campaigns ready to launch

2

AI actions available

5