Plumbing CRM software
Business Genie is plumbing CRM software that keeps each customer’s visits, proposals and invoices on one record, so the next call starts from what was done last time. Customers can book online and use a customer portal.
Plans from $50 a monthOne month freeNo credit card
The kitchen line, every quarter
The kitchen line, every quarter
Plumbing’s best customers call on a rhythm: a restaurant’s kitchen line jetted every three months, its backflow tested every year, and the Friday night it backs up anyway. Whoever takes that call needs the record (the last jetting, what the camera found, what the repair cost), not a search through last year’s texts.
One record for the kitchen
The jettings, the Friday-night backup, the backflow test and the line repair, each on the calendar where it happened, and the next jetting booked.
Followed up after the repair
Three weeks after the new line went in, the follow-up goes to La Palma automatically, after three Friday rushes, when the owner knows whether the floor sink drains.
The review, asked for
The review request goes out with it, automatically, to the owner who once had to call at 9:40 on a Friday night with the floor sink backing up.
Your customers, moved over
Landlords, restaurants, dental offices and homeowners: the Business Genie team moves your customer list over as part of setup, at no charge.
What else it does, in every trade: the CRM in Business Genie.
Questions about plumbing CRM software
Does the plumbing CRM ask for reviews?
Yes. An automated review request goes out after each plumbing job, along with an automated follow-up, so neither depends on someone remembering to send it.
Can I keep commercial accounts and homeowners in one CRM?
Yes. Restaurants, property managers, offices and homeowners sit in the same customer list, and each has its own record of the visits, proposals and invoices at that address.
Will my plumbing customers be moved over?
Yes. Moving your customer data over is part of setup, and the Business Genie team does it at no charge, so the record starts with the customers you already have.
Can customers book a plumber online?
Yes. Online booking and a customer portal are part of Business Genie, so a customer can request the next visit without calling.
A plumbing job, from the quote to the follow-up
Business Genie runs the whole job, on the web and in the iOS and Android app. Each stage has its own page: the numbered stops are written for plumbing; the grey rings are the same stage for every trade.
The trade
Plumbing software- 1
- 2
Scheduled
Plumbing scheduling software - 3
Dispatched
Plumbing dispatch software - 4
Invoiced
Plumbing invoicing software - 5
Next · your own jobs
Your plumbing jobs, free for a month
No credit card to start. The team sets up your account and moves your customer data over at no charge. Plans start at $50 a month after the trial.
Start today, free until