Capture the call while details are fresh
Add customer name, phone, property, source, and plumbing job type through one compact lead flow that works on narrow screens.
Plumbing CRM software
An affordable plumbing CRM with no training maze
Move an urgent call or quoted project into scheduled work without copying customer details between a notebook, calendar, estimate tool, and group text.
No credit card · Every feature included · Web, tablet, and phone
HomePipelineSchedule4 crew online
12
Leads to follow up
6
Estimates awaiting reply
$46.5k
Scheduled this week
Active pipelineStageValue
Martinez Residence
QuotedThompson Office
ContactedWilson Home
NewToday's route
Wednesday, Aug 12
8:00
Martinez roof repair
Team AlphaIn progress
11:30
Chen AC service
Sarah L.Scheduled
2:00
Wilson gutter install
Mike T.Scheduled
Unpaid completed work$12,400
Who this is for
Built for solo plumbers and small plumbing companies that need fast estimating, practical dispatch, and a clear mobile workday instead of a complicated rollout.
The customer should not have to explain the same plumbing job twice.
When phone notes, property details, quote scope, and technician updates live separately, context disappears at every handoff. That costs office time and makes the customer repeat information.
FlowSimple carries the original lead, customer property, estimate, scheduled job, field notes, photos, and payment state through one record.
What FlowSimple changes
One record follows the work from interest to income.
Send estimates from the property
Use saved Price Book lines or freehand work, set tax and discounts, and send a branded link before leaving the job site.
Dispatch without precision dragging
Use calendar tools on desktop and an agenda-first, action-based schedule on phones, with native directions when coordinates are available.
Preserve service history
Keep notes, photos, tasks, estimates, and completed plumbing jobs attached to the customer and service property for the next call.
Lead to paid
A clear next step at every stage.
- 1Capture the customer, property, job type, and lead source in one quick flow.
- 2Log contact and create the follow-up task that keeps the opportunity moving.
- 3Build and send a branded estimate from saved or custom line items.
- 4Turn an accepted estimate into one job, ready to schedule and assign.
- 5Give assigned Crew directions, checklists, notes, and photo capture.
- 6Complete the work, record payment separately, and review the result in Insights.
Clear pricing
$20 for the Owner. $10 for each additional seat.
Owner, Manager, and Crew get the complete product. Start with a 30-day full-feature trial without entering a card.
FAQ
Questions about plumbing crm software
Can I send a plumbing estimate from my phone?
Yes. Owners and Managers can build and send an estimate from the responsive web app. Saved Price Book lines reduce typing, while custom lines handle unusual work.
Does FlowSimple support emergency and quoted plumbing work?
Yes. New opportunities can be followed through the lead pipeline, while accepted or immediately approved work can be scheduled and assigned as jobs.
Can customers approve plumbing estimates online?
Yes. Customers can accept with their typed name and explicit consent, decline, or request changes from a secure public page without signing in.
Can plumbers attach photos and notes to a job?
Yes. Assigned Crew can add timestamped notes and upload site, damage, receipt, before, or after photos from the field.
How much does plumbing CRM software cost with FlowSimple?
FlowSimple costs $20 per month for the Owner seat plus $10 per month for each additional Manager or Crew seat. The complete product is included, and the 30-day trial requires no credit card.
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