Plumber CRM Software That Knows Every Customer
Track service history, property details, and customer preferences. When they call, you know exactly who they are and what you've done for them.
Everything You Need for Plumbing CRM
Customer Profiles
Complete records: contact info, property details, preferred plumber, billing history. Know your customers instantly.
Property Details
Track property info: pipe material, water heater type, well or city water, septic or sewer. Arrive prepared.
Service History
Every job, every part, every note. Reference what was done before when diagnosing new issues.
Photo Records
Store photos from past visits: pipe conditions, equipment locations, problem areas. Visual reference for future work.
Service Reminders
Remind customers when water heater flushes, drain cleaning, or inspections are due. Generate repeat business.
Customer Value
See lifetime spend, service frequency, and payment history. Identify your best and most valuable customers.
Frequently Asked Questions
What customer information should plumbing companies track?
A good plumbing CRM stores: customer contact info, property address and details (pipe material, water heater type and age, well vs. city water, septic vs. sewer), complete service history with technician notes, photos from past visits showing pipe conditions or access points, preferred plumber, and billing/payment history. When a customer calls about a slow drain, you can instantly see their service history, what was done before, and any notes about their plumbing system.
How does service history help plumbers diagnose problems?
When a customer calls with an issue, their history often contains the answer. If they're calling about a clog, you can see when the line was last cleared, what was found, and whether there are recurring issues suggesting a bigger problem. Plumbers arrive knowing the history—they don't have to ask "when was the last time someone came out?" This speeds up diagnosis and builds customer confidence in your expertise.
Can plumbers access customer info in the field?
Yes. The Business Genie mobile app shows plumbers complete customer profiles: contact info, property address with navigation, plumbing system details, service history, photos from past visits, and any notes. Before arriving, they know what equipment is there, what was done previously, and any ongoing issues. This means they can bring the right parts and approach the diagnosis with full context.
How do service reminders generate repeat business for plumbers?
Business Genie can automatically remind customers when maintenance is due: water heater flushing (annual), drain cleaning, backflow testing, or water softener service. Set rules like "remind 11 months after water heater flush." Customers receive email or text reminders with easy booking links. This turns one-time customers into recurring revenue without manual tracking. Many plumbing companies increase repeat business 30-40% with automated reminders.
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