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
MessagesJob Status Updates: Automatically send customer texts when the technician is on the way, has arrived, or the job is completed.

Customer SMS workflow

Status-triggered customer texts are visible, believable, and tied directly to jobs and invoices so the communication story lands during the demo.

Templates

Auto-send message library

Notification Templates: Define the exact text that is sent when an appointment is confirmed, a technician is on the way, work is completed, or payment is received.

Templates are already framed around plumbing service milestones.

Appointment confirmed

Sent when a job is scheduled or rescheduled.

Your plumbing appointment is confirmed for {{window}}. Reply if you need gate or access instructions updated.

Technician dispatched

Sent when the dispatcher releases the job to a technician.

{{technician}} has been dispatched and is heading toward your service area.

Technician on the way

Sent when the technician begins travel to the address.

Your plumber is on the way and is expected to arrive within {{eta}}.

Technician arrived

Sent when the truck has reached the property.

{{technician}} has arrived and is checking in for your plumbing service now.

Work completed

Sent after field work is finished.

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

Invoice sent

Sent when the office sends the invoice.

Your service is complete. Your invoice is now available and can be paid online.

Payment received

Sent after the invoice is paid.

Payment received. Thank you for choosing Peanut Plumbing LLC.

Review request

Sent after payment so the office can turn closeout into reputation growth.

Thanks again for trusting Peanut Plumbing. If we earned it, please leave a quick Google review here: {{reviewLink}}

Follow-up reminder

Sent when the team is waiting on parts, approval, or a return visit.

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

Delivery History

Messages sent

Messages Sent: Gives dispatch and office staff proof that the customer communication workflow is working and logged.

Recent job-triggered texts across the customer base.

James Holloway

technician dispatched

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

Apr 16, 11:12 AM

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

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

Sarah Whitmore

payment received

Payment received. Thank you for choosing Peanut Plumbing LLC.

Apr 16, 2:05 PM

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

Luna Property Group

appointment confirmed

Your plumbing appointment is confirmed for 10:00 AM - 1:00 PM. Reply if you need gate or access instructions updated.

Apr 15, 8:23 PM

Opt-in Status

Customer preferences

SMS Opt-In: Controls whether job status texts can be sent automatically to each customer.

The demo includes both opted-in and opted-out contacts.

Sarah Whitmore

SMS preferred

SMS On

Harbor Crest Realty

Email preferred

SMS On

James Holloway

Phone preferred

SMS On

Luna Property Group

Email preferred

SMS On

Olivia Grant

SMS preferred

SMS On

Bayline Dental

Phone preferred

SMS Off

Nina Flores

SMS preferred

SMS On

Mason Clarke

SMS preferred

SMS On

Workflow

How the messaging loop works

Messaging Workflow: Explains how dispatch, field, and billing actions automatically keep the customer informed.

Presentation-ready explanation of the operational value.

Scheduled jobs send a confirmation text with the arrival window.

Technician buttons trigger on-the-way, arrived, and completed updates.

Invoice sent and payment received updates keep the customer journey closed-loop.