Plumbing Service Software That Keeps Jobs on Track
Track every service call from dispatch to payment. Manage emergency repairs, scheduled installs, and warranty work in one board built for plumbers who run their own trucks.
Shopping for a CRM, not just a template? See how RadiusOS works for plumbing service →
You diagnosed a problem last week and the customer has not approved the quote -- did you follow up?
Emergency calls come in and your scheduled installs get shuffled with no record of what moved
Past customers who need annual water heater service never hear from you proactively
Template preview
Plumbing Service
From service call to invoice paid. Track emergency calls, scheduled installs, and warranty work in one board — built for plumbers running residential and small-commercial service trucks.
+1 more stage
RadiusOS gives plumbing contractors a pipeline that matches how service calls actually work. Every customer moves from initial call through dispatch, diagnosis, approval, and completion to paid. AI scoring flags unapproved quotes going cold so you follow up before the customer calls another plumber. You see your entire job board at a glance -- what needs dispatch, what is waiting on approval, what is in progress today. Walk & Talk lets you photograph the leak, the fixture, and the access path while you talk through the diagnosis on your phone -- the recap, photos, and follow-up tasks land on the customer record before you leave the basement. Email templates for appointment confirmations, diagnosis summaries, and seasonal reminders let you communicate professionally without spending your evenings writing emails.
Pipeline stages (7)
Vocabulary
Included modules
Custom fields (5)
Job Address
text
Issue / Symptoms
textarea
Fixture / System
text
Quote Amount
currency
Warranty Period
text
Terminology
How this pipeline works
Service Call
A customer called with a problem. Log the issue, address, and urgency. For emergencies, get a dispatch ETA confirmed immediately. For scheduled work, book the appointment and send a confirmation.
On Site
You or your tech is at the property. Document the issue, take photos if needed, and prepare to explain the diagnosis in language the customer can understand.
Diagnosis
You know what the problem is and what it will cost to fix. Present the repair-vs-replace options clearly. Customers who understand their choices approve quotes faster.
Approved
The customer approved the quote. Order parts if needed and schedule the work. Confirm the appointment with a clear service window so the customer knows when to expect you.
In Progress
Work is underway. If the scope changes -- additional damage found, an unexpected part needed -- communicate immediately and get approval before the bill changes.
Completed
The job is done. Walk the customer through what you did, explain warranty terms, and ask for a review. A clean explanation builds trust and earns referrals.
Paid
Invoice collected. This customer is now a future lead for water heater service, fixture upgrades, and annual inspections. Keep them in your pipeline for seasonal outreach.
Frequently asked questions
What software do plumbing companies use?
Many plumbing companies use paper invoices and notebooks or expensive field service tools like ServiceTitan. RadiusOS is a free CRM built for plumbers with a pipeline that tracks service calls from dispatch to payment, with AI follow-up reminders for quotes and seasonal service.
How do I follow up on plumbing quotes that have not been approved?
RadiusOS flags quotes stuck in the Diagnosis or Approved stage without movement. AI scoring watches for dropped engagement and prompts you to follow up before the customer calls another plumber. Pro users can automate quote follow-up emails.
Can I use RadiusOS for both emergency and scheduled plumbing work?
Yes. Emergency calls and scheduled installs flow through the same pipeline. Use the priority field or tags to distinguish between them. The Kanban board shows you everything at a glance so emergencies do not cause you to lose track of scheduled work.
Is there a free CRM for plumbers?
RadiusOS is free to start with a pipeline built for plumbing service companies. Track service calls, manage quotes, follow up with customers, and send seasonal maintenance reminders. Pro adds email sequences and AI-drafted messages for $19 per month.
Can my customer approve and sign a plumbing quote from their phone?
Yes. After you finish the diagnosis, send the quote for approval from your phone. The customer gets an email with a link to a mobile page showing the repair-vs-replace options and the total. They sign with a finger or by typing their name, and approve. The signature, timestamp, and IP address are recorded on the quote and the job auto-advances from Diagnosis to Approved so you can order parts. Useful when the homeowner needs to confirm before you head to the supply house. Included on every plan.
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