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
Technician ViewTechnician Mobile View: Gives the field tech a simple route-first experience with customer details, checklist items, and status actions.

Field-ready mobile workflow

Technicians see today's jobs, route details, customer notes, service checklist, invoice status, and status buttons that drive customer updates. Scenario mode is currently set to Standard Day.

Technician Roster

Choose a field view

Technician Roster: Swap between plumbers to show how each route and workload is represented in the field view.

Mobile emphasis is visible even on desktop so the demo can show the technician experience cleanly.

Active Job Card

Emergency pipe repair follow-up

Next Job Card: Shows address, customer, checklist, and action buttons for the technician's current stop.

This panel is structured like a field-friendly mobile screen.

In progress

9124 Broadleaf Ct, Brandon, FL 33511

Tech mobile: (813) 555-0115

(813) 555-1033

1:00 PM - 3:00 PM | North Tampa

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

Status actions

Invoice summary

Invoice will generate after completion.

Job amount: $645

Route Map

Truck position, active stop, and site view

Technician Route Map: Click the truck or stop pins to see technician photo, phone number, site photo, and job details.

The field team can see where the truck is, what stop is active, and the site context from one route-first panel.

Clearwater
St. Pete
Tampa
Lutz
Riverview
ETA 58 min
In progress

Emergency pipe repair follow-up

James Holloway | 9124 Broadleaf Ct, Brandon, FL 33511

Emergency pipe repair follow-up

Seeded demo image

Job details

Technician: Denise Carter

Window: 1:00 PM - 3:00 PM

ETA: Dispatch calculating

Value: $645

Site notes

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

Access: Customer's father will answer side door.

Field Add-ons

Materials, photos, signature

Field Add-ons: Capture what the technician used on site and what the office may need for documentation.

Supporting details that make the technician module feel complete.

Parts / materials used

1/2" CPVC, Couplings, Drop cloths

Before / after photos

Photo capture required for this stop.

Signature area

Customer signature placeholder ready for future field collection wiring.

Automation Chain

What this action triggers

Field Automation Chain: Shows the downstream effects of technician actions on customer messages and invoice state.

A visible proof panel for the field-to-office sequence.

Job activity

Emergency dispatched

Dispatcher escalated as emergency priority.

Work started

Denise began repair after arrival confirmation.

Customer texts sent

technician dispatched

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

Billing state

Once work is completed, the office or field payment flow can create and send the invoice automatically.

Today's Jobs

Route stack

Today's Jobs List: Shows the current stop plus what is next on the technician's route.

The technician can see the whole day, not just the current stop.

Emergency pipe repair follow-up

In progress

1:00 PM - 3:00 PM | 9124 Broadleaf Ct, Brandon, FL 33511

Leak detection revisit

On the way

5:30 PM - 7:30 PM | 12506 Lake Fern Ct, Riverview, FL 33578