| Time | Customer | Issue | Tech | Status |
|---|---|---|---|---|
| 7:00 AM | Adler (emergency) | Pipe burst basement | Mike (T1) | Done · $1,840 |
| 9:00 AM | Williams | Water heater no hot water | Carlos | On site · 30 min |
| 10:00 AM | Garcia | Garbage disposal jam | Eddie | En route |
| 11:30 AM | Sterling | Toilet rebuild + faucet | Mike | Scheduled |
| 1:00 PM | Cooper · estimate | Whole-house repipe quote | Owner | Estimate visit · $12K target |
| 2:30 PM | Bergman | Annual maint · maintenance plan | Carlos | Plan member |
| 4:00 PM | Hilltop HOA | Common-area leak diagnosis | Mike | Commercial · billable hr |
Always-on call routing. After 6 PM, calls hit on-call tech directly. Emergency dispatch fee: $200 + standard service.
Dispatch Operations
Real-time dispatch with GPS-aware tech selection.
- Drag-drop dispatch board (calls → techs)
- GPS-based nearest-tech routing
- Skill-match dispatch (drain vs water heater vs gas)
- Real-time customer ETA texts
- Auto-replacement on tech delay
Service Call Pipeline
From phone ring to invoice paid.
- Auto-capture from phone (Aircall/Dialpad integration)
- Triage scripting (emergency / urgent / standard)
- Skills-required tagging
- Photo + video capture on site
- Invoice generated on completion
Big-Job Estimating
For jobs over $1,500 — re-pipes, heater swaps, sewer lines.
- On-site photo capture
- Materials + labor estimating
- 3-option estimate (good/better/best)
- Customer-side e-sign
- Financing offered at presentation
Tech + Fleet Management
Per-tech licensing + per-van inventory + maintenance.
- Per-tech master/journeyman license tracking
- Per-van inventory (parts + tools)
- Van maintenance scheduling
- GPS tracking
- Per-tech revenue scorecard
Customer Database
Per-customer history + per-home plumbing layout + lifetime value.
- Per-customer service history
- Per-home fixture inventory + age
- Recommendation engine (anode rod replace, etc.)
- Maintenance plan eligibility
- LTV + visit frequency
Maintenance Plan Engine
The lifeblood of a modern plumbing business. Recurring revenue + service-call pull-through.
- Gold + Silver tier auto-bill
- Annual + bi-annual visit scheduling
- Member-only pricing applied auto
- Failed-payment recovery
- Churn risk scoring
Invoicing
Tech captures invoice on tablet, customer taps to pay on the spot.
- Per-job invoice generation
- Tap-to-pay on site (Stripe Terminal)
- Auto-text invoice if customer prefers
- QuickBooks Online sync
- Aged AR collection sequence
Business Reports
Numbers a plumbing operator needs.
- Per-tech revenue + efficiency
- Per-marketing-source CPA
- Maintenance plan growth + retention
- Service-vs-replace mix
- Emergency vs scheduled mix
↘ Shared engine — from Audit Practice · plumber-flavored: materials taxable, labor varies by state, sublet 1099s, master-plumber license, EPA backflow cert
↘ Shared engine — from Audit Practice · plumber-flavored: master/journeyman licenses, GL + WC insurance, per-job permits, backflow certifications
| Doc | Type | Status |
|---|---|---|
| Master Plumber License.pdf | Licensure | Current |
| Workers Comp.pdf | Insurance | Active |
| Backflow Tester Cert.pdf | Specialty | Annual renewed |
↘ Shared engine — from Furniture cockpit · plumber-flavored: GreenSky, EnerBank, Synchrony for jobs > $1,500
| Customer | Job | Amount | Lender | Status |
|---|---|---|---|---|
| Cooper | Whole-house repipe | $12,400 | GreenSky | Approved 18-mo SAC |
| Williams | Tankless heater install | $4,800 | EnerBank | App pending |