Your Shop Desk
Plumbing · Custom Shop Desk CRM

A Custom CRM for Plumbing Companies

A leak does not wait, and neither does the homeowner. Your desk answers the call, gets a plumber rolling, and has a flat rate price in front of the customer before a wrench comes out.

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A Shop Desk set up the way a plumbing business would run it
A Shop Desk set up the way a plumbing business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Plumbing Words

Every service call moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Dispatch
  3. 03Diagnose
  4. 04Flat Rate Options
  5. 05Repair
  6. 06Paid

A service call on your desk hangs off the home and its plumbing.

So the card asks for what you actually need, and nothing a plumbing business would never fill in.

  • Fixture or system
  • Main shutoff location
  • Pipe type
  • Before and after photos
  • Parts used
  • Membership status
Where it leaks

Where Plumbing Businesses Lose Work

Missed Calls Go to the Next Plumber

Your techs are under sinks and the office line rings out. A homeowner with water on the floor calls the next number on the list.

Prices Invented in the Driveway

Two techs quote the same job two different ways. Customers notice, and your margin moves around from truck to truck.

Parts That Never Hit the Bill

A tech grabs a supply line and a wax ring from the truck and forgets to write it down. Small parts add up fast over a month.

What we would build

Fitted to How You Already Work

  • Every Call Answered

    Calls and texts get a reply in your voice, even when everyone is on a job. The desk books the visit or hands it to a person if it is an emergency.

  • Your Price Book on the Tech's Phone

    Each tech builds options from the same flat rate book. The homeowner picks one and approves it before the work starts.

  • Parts Straight to the Invoice

    Parts pulled from the truck go on the job as the tech works. The invoice is ready when the job is done and paid from a link.

  • Memberships That Bring Them Back

    Members get their yearly check up reminders and their perks show on the job card. Your techs see who is a member before they knock.

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Questions

What Plumbing Owners Ask

Can my techs show the homeowner a few repair options?
Yes. They pick from your flat rate book and show two or three options on the phone. The homeowner taps one to approve it.
Can it tell me which calls are emergencies?
The desk asks what is going on and flags things like active leaks or no water. Those get handed to your on call plumber right away.
Can I see which jobs were quoted but not done?
Yes. Open quotes sit on your board with a chase schedule you set. You can see who said not today and follow up later.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Plumbing Business Runs

We will tell you honestly what a desk fitted to it would take.

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