Sample desk · fictional jobs

Plumbing CRM

A desk built for plumbing work.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

Clearwater Plumbing Co. · sample business

See Plumbing templates Choose a plan

Pipeline stagesNew request → Estimate → Scheduled → On the way → Completed → Follow-up
Job-type tagsLeak / burst, water heater, drain camera, faucet, sewer
Emergency badgeAfter-hours and burst flags on the card
Photo notesCabinet damage, meter reading — on the job card
Sample estimatesDollar amounts shown as sample only
AI draftsYou review and press send — never auto-sent

New request

2

Dana M.

Kitchen sink leak

Leak / burstPhoto note

Pine Grove · Requested today

Photo of cabinet base in request

Chris R.

Water heater not heating

Water heater

Maple Flats · Wants evening

40-gal tank · ~12 years

Estimate sent

1

Jordan P.

Main drain backup

Drain camera

Cedar Hollow · Estimate out Tue

$285 · sample

Camera before any dig

AI draft — sample

Hi Jordan — I can camera the main line Thursday morning and send a clear price before any work. Does 9:30 work?

Scheduled

1

Sam K.

Toilet running

Faucet / fixture

North Fork · Fri 10:00–12:00

$145 · sample

Guest bath · flapper likely

On the way

1

Alex T.

Emergency

Burst pipe under vanity

Leak / burstAfter-hours

Stone Creek · Today 8–10a

Water shut at meter · photo of floor

Completed

1

Riley B.

Kitchen faucet swap

Faucet / fixture

Example Bay · Done Wed

$220 · sample

Paid · sample

Follow-up

1

Morgan L.

Sewer camera follow-up

Drain camera

Pine Grove · Ask about annual check

Root intrusion noted on video

Static preview. Nothing here saves, dials, or emails. Stages match how plumbing jobs usually move.

Choose a plan See templates for this trade View a finished sample