Plumbing CRM software
Plumbing CRM software for work that gets sold, done, and paid inside a single visit. The property history is on screen before the van arrives and the card is taken at the door.
14
$3,780
$9,120
2
Nguyen Residence
Water Heater Replacement
Riverside Apartment Complex
Main Line Drain Cleaning
Castellano Home
Bathroom Fixture Install
Software a plumbing business runs on
One van or six, the plumbing day has the same shape. A call comes in hot. Somebody has to know the property before the van arrives, and the money has to be collected before it leaves. Smarfle covers that whole stretch, history on screen, invoice built from the work order, card taken at the door.
Plumbing scheduling software
Out-of-hours calls go to whichever plumber picks up, and if nobody does they go to your competitor. Smarfle takes those bookings through a page that never closes, so the job is yours before the caller works further down their search results.
Learn morePlumbing dispatch software
You have six vans out and you are guessing which one finishes next. Smarfle keeps every job's status current on one board, so the emergency that lands at eleven goes to whoever is actually free instead of whoever picks up first.
Learn morePlumbing billing software
Your service plans are small money per household and real money across the book, but only if renewals run themselves. Smarfle keeps each plan on the customer with its own cadence, so the charge and the visit both arrive without anyone prompting them.
Learn morePlumbing invoicing software
You fit the fittings, the valves and the shut-off, and half of them never make it onto the bill. Smarfle pulls the parts off the job with your prices already applied and sends the invoice with a payment link before you leave, so the small items stop being free.
Learn moreThe growth side, built in
Plumbing call tracking
A burst-pipe call at 7 AM is worth hundreds. Call tracking records every call per campaign, so you know if the ad spend produced emergencies or robocalls.
Reviews and Google Business Profile
Review requests fire after the water is back on, and your Google Business Profile stays fresh, the two levers that decide local plumbing search.
Website and lead follow-ups
Water-heater quote requests from your site land in the CRM with photos attached, and automatic follow-ups close the ones comparing three bids.
CRM plans that grow with your plumbing business
All plans include a 7-day free trial. No credit card required.
Solo
Sole operators getting started
- 1 user
- Up to 100 clients
- 1 GB storage
- Public booking link + calendar
- Client management
- Work orders with photos
- Invoices + Stripe payments
- Activity log, tags, custom fields
- Mobile PWA + CSV import/export
Starter
Small teams adding tools and growth
- Up to 5 users (1 owner + 4 techs)
- Up to 200 clients
- 1 GB storage
- Everything in Solo
- Voice AI receptionist (usage-based)
- GMB rank tracking
- Search Console integration
- API access + webhooks
- Branded client portal
Professional
Growing service businesses
- Up to 10 users
- Up to 500 clients
- 3 branch locations
- 5 GB storage
- Everything in Starter
- AI email & SMS drafts
- AI work order summaries
- GBP Posts + Dashboard
- Workflows automation
- Website builder + AI content
Business
Multi-location operations
- Up to 30 users
- Up to 1,000 clients
- 10 branch locations
- 20 GB storage
- Everything in Professional
- Priority support
- Higher AI credit limits
SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →
What an inefficient plumbing business looks like
A plumbing business is judged on how fast it answers and how cleanly it collects. Both get harder with every van you add. Neither shows up in the accounts until the month is already thin.
Emergency calls with no job history
A burst pipe at midnight means a technician arrives cold, with no record of the home's plumbing layout, past repairs, or water shutoff location. That adds time to every emergency and frustrates the homeowner.
Parts and labor hard to track per job
Plumbing jobs involve variable parts costs, hourly labor, and sometimes subcontractors. When tracking happens on paper or memory, invoices are underpriced, margins erode, and disputes arise.
Collecting payment after the crew leaves
Mailing invoices after residential jobs adds days to your cash cycle. Clients forget, question line items, and pay late. Chasing payment pulls the office team away from scheduling new work.
Every plumbing call, handled your way
The number behaves differently at 2pm and 2am. You decide how. Whichever mode is running, the call lands on the customer record and the caller gets a response rather than a voicemail tone.
Plain forwarding
$0.04/min
Just rings your phone. Every call logged as answered or missed.
Forward with call tracking
$0.10/min
Rings your phone. Recorded, transcribed, summarized, and logged to the customer record.
Busy message + text-back
~$0.05/call
Plays your message, hangs up, and texts the caller. Replies land in your Inbox as leads.
AI receptionist
$0.25/min
The AI answers, qualifies the caller, and books the job. Great after hours if you want it.
Spam screening is included in every mode
Turn it on and unknown callers hear one sentence and press a key before the call connects. Dialer software does not press keys, so it never reaches you. How screening works
- Your customers skip it. Known clients and callers on mobile numbers are never screened.
- You are not billed for it. Screened, silent, and blocked calls cost nothing.
- One blocklist. Block a number once and it stops calling and texting.
Curious how the AI option sounds? Call (866) 355-9645 and try booking a consultation with it.
How a plumbing job flows through Smarfle
One emergency, five steps, and the money collected before the van leaves the driveway.
- 1
Emergency call comes in
Whatever mode is covering the line answers, and the leak, clog, or install details are captured on the call. A client record opens with the property address before anyone rings back.
- 2
Office books and dispatches
Pick service type and tech on the calendar. Work order captures the issue, fixtures involved, and any custom fields like commercial vs residential or property manager contact.
- 3
Tech gets the route + history
Route optimization batches nearby stops. Tech sees navigation, prior service notes, and any open warranty work on their phone before they pull up.
- 4
Repair logged with photos + parts
Tech logs the fix, parts pulled from inventory, time tracking, and before/after photos of the leak/install. Checklist enforces shutoff verification, pressure test, and cleanup.
- 5
Invoice + review + recurring set up
Auto-invoice with line items, Stripe payment link, review request workflow, and for recurring drain or backflow customers, the next visit auto-generates via recurring work orders.
Same flow for every plumbing business, only the terminology and details change.
The plumbing businesses Smarfle suits
It comes down to whether you own the customer. If the homeowner calls you and pays you, the rest of this works at any size.
We built this for you if...
Tap the ones that resonate
This probably isn't for you if...
And that's okay
Everything Smarfle does for a plumbing business
You are doing three things at once. Getting a van to the call, collecting before it leaves, and making sure the phone rings again next week.
Priority dispatch queue
Manage emergency, same-day, and scheduled jobs in a single queue. Assign the closest available plumber and send them a navigation link instantly.
Property plumbing notes
Log water shutoff locations, pipe materials, fixture brands, and known issues per address. Any tech dispatched walks in prepared.
Photo documentation
Before-and-after photos on every work order protect against disputes, support warranty claims, and give the next technician a visual baseline.
What plumbing CRM software does between calls
Any plumber you hire can pull a water heater on day one. What they cannot do is know the order your shop does things in, which steps you want done before the water goes back on, and roughly how long that should take. That knowledge sits with your senior guys and nowhere else. It moves onto the service as a checklist and onto the job as logged minutes, and then it belongs to the company.
The trade knowledge that makes a plumber worth keeping belongs on the service record, where the next hire can read it.
Water on, tested, cleaned up
Isolating the line, pressure testing the repair, running the fixture and cleaning the area separate a finished job from a callback. Keep those on the service and any tech you send sees them on the work order and checks each one off.
How long the call really ran
Minutes attach to the job with a chargeable switch and a rate kept on each of your plumbers, so a call that ran long reads as hours rather than a guess. Completing it records an entry automatically, and chargeable ones land in what you bill for that job.
The neighbor with the same old pipes
Subdivisions age together, so a water heater you replace at one address is the conversation happening three doors down. The homeowner passes a code along, it takes money off the visit by itself, and credit for the job settles on the person who made that call happen.
The booking email carries the invite
Schedule a plumber and the homeowner is sent an invite file, putting the service window into the calendar they already check. Behind that, the schedule shades each job by plumber and flips between month and week.
Get more customers for your plumbing business
Plumbing lead generation
You lose the burst pipe to whoever picks up first. Smarfle puts you in that conversation with the job type and the urgency already on screen, so your callback quotes a water heater instead of interviewing a stranger. Anything you do not want costs nothing to pass.
Flat pricing per accepted lead
Plumbing leads run about $35 each. You see the job and the ZIP first, then accept or pass free. No monthly lead budget, no bidding wars.
When leads start
We expand the directory around every business that joins, and Google needs time to rank new pages, so plan for up to two months before leads ramp up. You pay per lead, never for waiting. A Google Business Profile with real reviews brings them sooner.
Requests arrive pre-qualified
Every quote request already answers what do you need and where is the problem, so your callback quotes instead of interviews.
Fair by design
Your existing customers and repeat requests are always free, and a bad lead can be disputed with a refund to your wallet.
The questions plumbing owners lead with
Related industries
Other trades using Smarfle to run their book of business.
Restoration CRM
Plumbing emergencies are the most common trigger for water mitigation. Many plumbers add restoration.
ExploreHVAC CRM
Emergency-driven trade with equipment service history + recurring contracts.
ExploreElectrical CRM
Licensed-trade workflow. Permits, panel records, inspection tracking.
ExploreSwitching to Smarfle from another plumbing CRM?
Changing systems should not cost you a day of dispatch. Customer records with their property history and your flat rate pricing arrive from an export of what you run today, and every plumber on a van is added by us individually. The crew handling that sits in the US.
Why businesses stay
Who you are buying from
We answer requests the same day. If your business needs a new feature, or an existing one changed, it gets built fast, often by the next day. Ihor Lavrenenko puts his name on this product: he has helped hundreds of local businesses grow, and Smarfle is how that experience shows up in your operation every morning.
Ready to run your plumbing business from one place?
Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.
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