Industry Solution

    Field Service CRM Software for Plumbing Contractors

    Run your plumbing business with confidence using the best plumbing CRM software. From emergency drain calls to water heater installations, our AI-powered field service software for plumbing helps you dispatch faster, invoice on-site, and keep customers coming back.

    Start your free 60-day trial today
    24/7
    After-hours coverage
    +38%
    More jobs booked
    94%
    Membership renewal rate
    <48 hrs
    From signup to live

    Dispatch Board

    Tuesday · Nov 12

    5 techs active14 jobs scheduledLive
    MRMike
    CTCarlos
    SPSarah
    DLDave
    TKTom
    8A

    Water heater

    Garcia

    Drain clear

    Chen

    Inspection

    Brooks

    Repipe

    Patel

    10A

    Faucet install

    Nguyen

    Leak repair

    Davis

    Repipe

    Patel

    Sump pump

    Reyes

    12P

    Drain clear

    O'Brien

    + Auto-fill

    Leak repair

    Davis

    Water main

    Cole

    Sump pump

    Reyes

    2P

    Hydro jet

    Singh

    Heater swap

    Park

    Toilet install

    Hayes

    Water main

    Cole

    + Auto-fill
    4P

    Service call

    Lopez

    Heater swap

    Park

    Toilet install

    Hayes

    Inspection

    Yang

    Now

    Booked today

    14

    Avg response

    22m

    Revenue today

    $8,420

    “No other software company runs four trade businesses on their own product. We do. That's the difference.”
    — WorkflowPros founder·HVAC·Plumbing·Electrical·Appliance Repair·Ontario
    The Hidden Cost Of Chaos

    Every missed call is a job your competitor just won

    If you're running a plumbing business without the right CRM, this is what your week looks like — whether you notice it or not.

    The 2am voicemail problem

    A burst pipe doesn't wait for business hours. When your phone goes to voicemail at 11pm, 67% of customers don't leave a message — they call the next plumber on Google.

    Sticky-note dispatch

    Group texts. Notebooks. Three apps that don't talk. Your techs drive to wrong addresses, return for forgotten parts, and you lose 3 hours per truck every week to chaos.

    Slow quotes, lost jobs

    By the time you measure, write up the estimate, and email it back, the customer has already booked someone else. The first plumber to respond wins 78% of the time.

    Money sits in the truck

    Paper invoices in glove boxes. Checks waiting to clear. Net-30 customers ignoring you. Without on-site payment, your cashflow is always two weeks behind the work.

    You

    02:34 AM

    John M. — basement flood

    Voicemail full · 0:00

    Missed call

    −$840

    2 min later

    Your competitor

    02:36 AM

    J.M.

    John M. — basement flood

    Picked up on ring 2

    Job booked · Tech dispatched

    Ticket won

    +$840

    How We Help

    Purpose-Built Solutions

    Every feature designed specifically for businesses like yours.

    AI Dispatcher

    Never miss another midnight emergency

    Burst pipes don't wait for office hours. Our AI-powered plumbing dispatch software picks up every inbound call within two rings—day, night, weekend, and holiday. It qualifies the lead, books the emergency, and texts your on-call tech before the customer is off the phone.

    $840emergency booked at 2:34am—while you're asleep
    Never miss another midnight emergency
    Estimates & Quotes

    Quote any job from the truck

    Built-in plumbing estimating software lets your techs generate Good-Better-Best quotes from the truck in under 60 seconds. Preloaded with plumbing services, parts pricing, and labor rates. Customers sign and pay on the spot—no callbacks, no chasing emails.

    35%close rate up with on-site option presenting
    Quote any job from the truck
    Job tracking & history

    Every job, every detail, one screen

    Track every job from first call to final invoice in one place. Our plumbing job management software shows full customer history, equipment installed, parts used, photos, signatures, and notes—accessible from any device, instantly.

    3hsaved per tech on paperwork every week
    Every job, every detail, one screen
    Ready when you are

    See your dispatch board fill itself

    60-day free trial. You're live in 30 minutes.

    ✓ No setup fee✓ Cancel anytime
    Book My Demo
    Payments & books

    Know your margins in real time

    Stop reconciling bank deposits with paper invoices. Built-in plumbing accounting software handles on-site card payments, ACH, and financing — every transaction logs to your books automatically. Real-time margin per job. No double entry, ever.

    Instantpayment hits your account before the truck leaves
    Know your margins in real time
    Smart scheduling

    Fill your board without lifting a finger

    Our plumbing scheduling software fills your dispatch board automatically. Drag-and-drop assignments, GPS-based routing, and same-day rescheduling without phone tags. Customers self-book through your website—directly into your calendar.

    +22%more jobs per truck per week
    Fill your board without lifting a finger
    Customer Experience

    Customers who feel remembered, not processed

    The plumbing CRM that remembers everything so your team never has to. Automated booking confirmations, tech-on-the-way SMS, post-job review requests, and follow-up sequences. Every customer feels like your most important customer—because to your system, they are.

    4.9★average rating across our own companies
    Customers who feel remembered, not processed
    Memberships & Recurring Revenue

    Turn one-time jobs into lifetime revenue

    The CRM for plumbing companies that turns one-time calls into long-term revenue. Set up memberships and maintenance plans that renew themselves automatically. Reactivation SMS campaigns wake up dormant customers when your board has gaps. Predictable income, even in slow months.

    $9,400generated from one January reactivation SMS
    Turn one-time jobs into lifetime revenue
    Everything included

    One platform. One price.

    $299/ month

    Unlimited users · No seat fees · Cancel anytime

    Answer & Book

    Convert every lead
    • AI Dispatcher — 24/7 inbound
    • Smart Scheduler — self-serve booking
    • Two-Way SMS — automated sequences
    • Reputation & Reviews — auto-request
    • Speed-to-Lead — every source

    Fill Boards & Win Back

    Grow recurring revenue
    • Reactivation Campaigns — SMS
    • Memberships & Service Plans
    • Customer Financing — point of sale
    • Automated appointment reminders
    • Estimate follow-up sequences

    CRM & Field Ops

    Run the operation
    • Command dispatch board
    • Full customer CRM & history
    • iOS & Android field app
    • Option presenting — Good-Better-Best
    • On-site payments — card, ACH, finance
    • Pricebook & timesheets

    Intelligence & Coaching

    Know what works
    • AI call scoring — every CSR call
    • Revenue intelligence — by channel & tech
    • Job costing — real-time margin
    • Tech leaderboards
    • GPS tracking & ETAs

    All plans include

    • Unlimited users
    • No seat fees
    • No setup fee
    • Month-to-month
    • 60-day free trial
    • Financing included
    • Auto review requests
    • Canadian-native (HST, TSSA)
    • Live in 30 minutes
    • Free onboarding & support

    Cancel anytime

    Replace All Your Tools With One Platform

    $1,847/mo of separate tools — or $299/mo for everything

    Most contractors stitch together 6–8 different tools to run their business. Here's what each one costs separately versus what's included in WorkflowPros.

    ToolAvg. monthly costIn WorkflowPros
    AI receptionist & call answering$399 / mo
    Field service CRM & dispatch$398 / mo
    Estimating & quoting software$129 / mo
    SMS & customer communication$289 / mo
    Review management$119 / mo
    Payment processing & invoicing$89 / mo
    Customer financing platform$149 / mo
    Membership & service plan tool$179 / mo
    GPS tracking & routing$96 / mo
    Total cost of separate tools$1,847 / mo
    WorkflowPros — all features, one platformUnlimited users · No setup fee · Cancel anytime$299per month, flat

    Your monthly savings: $1,548 ($18,576 per year)

    Customer Success

    Trusted by Service Professionals

    "Workflow Pros transformed how we run our business. Dispatching is faster, invoicing is easier, and our customers love the communication."

    Mike R.

    Owner, Premier Service Co.

    "The AI features are a game-changer. It's like having an extra office manager who never sleeps."

    Sarah T.

    Operations Manager, All-Pro Services

    "We've doubled our daily job capacity without adding staff. The route optimization alone paid for the software."

    James L.

    Fleet Manager, Citywide Solutions

    Take the First Step

    Get Started Today — We Handle the Setup

    Tell us about your business and we'll do the rest. AI training and dispatch board configuration — all done for you in under 48 hours.

    No commitment required. We'll reach out within 1 business day.

    FAQ

    Common Questions

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