CRM for Plumbing

Plumbing CRM Software That Gets Your Crew Paid Faster

Whether you run emergency service calls or scheduled installations, Smarfle keeps your team dispatched, your paperwork clean, and your invoices collected without the end-of-day scramble.

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Smarfle CRM - Plumbing Dashboard
Jobs Today

14

Awaiting Payment

$3,780

Collected This Week

$9,120

Open Emergency Calls

2

Recent Jobs

Nguyen Residence

Water Heater Replacement

In Progress

Riverside Apartment Complex

Main Line Drain Cleaning

Scheduled

Castellano Home

Bathroom Fixture Install

Completed
Plumbing CRM

Plumbing CRM That Treats Emergencies Like Emergencies

Most CRMs treat every customer record like a long-running sales lead. Plumbing doesn't work that way: 40% of calls are emergencies that need a tech on-site within 4 hours, and the other 60% are recurring water-heater swaps, drain cleanings, and re-pipe projects. A plumbing CRM has to flip between rescue-mode and project-mode in seconds. Smarfle's CRM for plumbers does exactly that, emergency dispatch sits next to scheduled tune-ups on the same calendar, and your tech sees the customer's fixture history before they ring the doorbell.

A plumbing CRM that switches gears between emergency and recurring service, and lets the tech collect payment before pulling away from the curb, is what separates a 15-truck plumbing company from a 2-truck operation.

Emergency triage built in

Inbound AI receptionist asks the right plumbing questions: water shut off, gas smell, sewage backup. Routes urgent calls to the on-call tech, scheduled jobs to the next-day calendar. No same-shape script for every caller.

Fixture + water heater warranty per home

Smarfle tracks the brand and install date of every water heater, sump pump, and softener you've installed. Tech sees the warranty status from the truck before quoting a replacement.

Plumber CRM with the wallet, not just the contact

Customers expect to pay the tech on-site for service calls. Smarfle's plumber CRM accepts card or ACH from the work order in 30 seconds, no separate Stripe app, no QuickBooks dance afterward.

Re-pipe and remodel projects, multi-phase

Big jobs need phase billing. Smarfle handles 30/30/30/10 progress invoices and tracks deposits separately from final balance. Crew sees deposit status before they show up to start work.

Where plumbing businesses lose time and money

The day-to-day friction every plumbing owner recognizes.

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.

Built for plumbing businesses

Not a generic CRM. Every feature is tailored to how plumbing companies actually work.

Job History and Property Notes per Address

Log plumbing notes, past repairs, water shutoff locations, and fixture details per client property. Any technician dispatched to that address walks in prepared.

Detailed Parts and Labor Line Items

Add parts from your service catalog, log hours, and include any material markups directly on the work order. Invoices reflect the real cost of every job automatically.

Same-Day Payment via Stripe

Technicians send invoices from their phone the moment the job is done. Clients pay via the Stripe link in the email. No paper, no follow-up calls, and no waiting.

Photo Documentation for Every Job

Before-and-after photos attached to work orders protect against disputes, support warranty claims, and give the next technician a visual baseline for the property.

Dispatch Queue With Priority Routing

Manage urgent, same-day, and scheduled jobs in a single queue. Filter by technician, date, or status to keep the crew moving and avoid double-booking.

Is Smarfle the right fit for your plumbing business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

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And that's okay

Top feature for plumbing

Property Plumbing Notes That Follow Every Job

Log water shutoff locations, pipe material type, fixture brands, and known issues directly on the client record. The next technician dispatched to that address gets all of this on their phone before they arrive, cutting diagnostic time and avoiding repeat mistakes.

Property NotesFixture RecordsRepair HistoryBefore/After Photos

Everything your plumbing business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

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.

2

Property Plumbing Notes

Log water shutoff locations, pipe materials, fixture brands, and known issues per address. Any tech dispatched walks in prepared.

3

Photo Documentation

Before-and-after photos on every work order protect against disputes, support warranty claims, and give the next technician a visual baseline.

A day in the life

How a plumbing job flows through Smarfle

From the midnight leak call to the recurring drain maintenance contract — one system end-to-end.

  1. 1

    Emergency call comes in

    AI receptionist takes the call, gathers the leak / clog / install details, and creates a client record with the property address. Daytime calls go straight to your office.

  2. 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. 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. 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. 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.

AI Receptionist

Stop losing plumbing calls at 2 AM

Plumbing emergencies don't keep business hours. Burst pipe at midnight, sewer backup on a Sunday morning, water heater out the day before Thanksgiving — the first plumber to answer wins the job.

How AI Receptionist works
  • Burst pipes and active leaks in the middle of the night
  • Sewer backups on weekends when no other plumber is answering
  • Water heater failures that can't wait until Monday
  • Commercial property managers with 24/7 lease obligations
  • After-hours leads get an SMS confirmation while the AI logs the address for first-light dispatch

Always on. Never misses an after-hours plumbing call.

Plans that grow with your plumbing business

All plans include a 7-day free trial. No credit card required.

Solo

Sole operators getting started

$19/mo
  • 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
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 3 users (1 owner + 2 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
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Most Popular

Professional

Growing service businesses

$199/mo
  • 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
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Higher AI credit limits
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Plumbing CRM questions

Yes. Every client record stores property notes, past work orders, photos, and technician comments. When a tech opens their assigned job, they see the full history for that address on their phone.
New jobs can be added to the dispatch queue at any time and assigned to an available technician. The tech gets a notification on their phone, and you can send them a navigation link from the dispatch view.
Yes. Work orders support multiple line items. You can add parts from your service catalog, enter labor hours separately, and apply material markup. All of this flows into the invoice automatically.
Immediately. The tech closes the work order on their phone, reviews the line items, and taps send. The client receives the invoice by email with a Stripe payment link within seconds.
Before-and-after photos are attached to every work order. You can pull up the documentation instantly, show the client exactly what was done, and resolve disputes without guesswork.
Yes. Client records support any property type, multiple contacts, and custom notes. You can manage both residential service calls and commercial maintenance contracts in the same system.

Switching to Plumbing CRM from another tool?

Most plumbing businesses arrive at Smarfle from one of the tools below. See a side-by-side comparison.

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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