Plumbing · CRM with AI receptionist
The CRM that answers the 2 a.m. burst-pipe call — and books the job
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking plumbing: the jobs pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
Rosa Delgado
“Repipe: 1950s ranch”
Captured on the call
Fixture: Whole house
Value: $9,800
Sample caller — the fields and the stage are the real Plumbing template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Plumbing template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Job Type
asked every call- Repair
- Install
- Emergency
- Inspection
- Drain Cleaning
- Repipe
- Remodel
Fixture / System
- Water Heater
- Tankless Water Heater
- Toilet
- Faucet/Sink
- Shower/Tub
- Sewer Line
- Gas Line
- Sump Pump
- Garbage Disposal
- Other
Water Heater Age (Years)
→ a number
Permit Required
- Yes
- No
Emergency Call
- Yes
- No
Warranty Expiry
→ a date
Access Notes
→ in the caller's own words
Your pipeline, pre-built
Jobs move through 6 real stages.
Estimate Requested, Estimate Sent, Scheduled, In Progress, Invoiced, then Paid — the pipeline a plumbing business actually runs, not a generic sales funnel. Drag jobs across stages, and every stage, color, and label is yours to edit.
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
- Estimate Requested
- Estimate Sent
- Scheduled
- In Progress
- Invoiced
- Paid
Repipe: 1950s ranch
Rosa Delgado
Water heater swap
Sam Fielding
Sewer line camera scope
Byrd Rentals
Real template data — these stages and fields exist the moment you pick Plumbing.
Everything included, from day one
The whole front office, tuned for plumbing.
Omnichannel AI Receptionist
Flags emergencies, asks which fixture — water heater, sewer line, sump pump — and captures access notes before hanging up.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Win-back campaigns when water heaters hit year ten; postcards to the streets around every repipe.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions plumbing owners ask.
- Can it quote plumbing jobs over the phone?
- Standard work — water-heater swaps, drain cleaning — quotes from your price book, checked on the server, never invented. Repipes and sewer lines get the fixture, age, and access details collected and an estimate visit booked.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Plumbing template tracks — property type, job type, fixture / system — and creates the job in your Estimate Requested stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Plumbing at signup provisions the 6-stage pipeline — Estimate Requested → Estimate Sent → Scheduled → In Progress → Invoiced → Paid — plus 10 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Plumbing template does it for you.
Your next job could book itself.
Pick Plumbing at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.