Plumbing Business Software

Scheduling board with drag-and-drop job assignment, technician availability management, and job duration estimates by work type. Real-time dispatch view showing job status, technician location, and estimated completion time. Automated customer notification when the technician is en route, with name, photo, and ETA. Emergency job insertion with automatic schedule rebalancing for urgent call-outs. Recurring job management for maintenance plan customers with automated scheduling at the contracted interval. Zone-based dispatch logic routes technicians by geography to cut drive time and get the right person to each job faster.

Mobile app for technicians to accept jobs, view job details and customer history, navigate to site, log arrival and departure, photograph work before and after, and complete digital work orders without paper. Job notes have structured fields for fault description, work completed, materials used, and recommendations. Offline mode keeps the app working in areas with poor signal, and data syncs when connectivity returns. Digital signature capture confirms work completion on site. On-site quote creation uses pre-loaded labour rates and parts pricing. Payment collection by card or digital wallet closes the job at the door. Push notifications handle new job assignments and schedule changes as they happen.

Work order management with job status tracking from booking through completion. Every previous job, every piece of equipment serviced, every quote and invoice is visible to the technician in the field and to the office at the same time. Equipment records include installation date, service history, warranty status, and manufacturer details. Service recommendations are logged against the equipment record so follow-up work doesn't fall through the cracks. Automated appointment confirmation, reminder, and completion summaries handle customer communication. Property management for commercial customers covers multiple locations or units under one account.

On-site and office-based quote generation with itemised labour, parts, and callout charges applied from pre-loaded rate cards. Good-better-best quote presentation supports repair vs. replace decisions. Quote approval workflow captures digital customer sign-off before work begins. Invoices are generated from the completed work order with no double entry. Payment processing is integrated into the mobile app with card, digital wallet, and finance option support. Invoice delivery by email or SMS includes an online payment link. Integration with Xero and QuickBooks handles automatic accounting reconciliation. Aged debtors reporting tracks commercial accounts with outstanding balances.

Per-truck inventory tracking with stock levels for the parts each technician carries. Parts usage is logged automatically when added to a job, so there's no manual stock reconciliation. Low-stock alerts trigger automated purchase orders to your preferred suppliers. Parts return and damaged stock management is built in. Supplier price list management propagates cost updates to your quote rate cards. Central warehouse stock management covers businesses with a depot. Parts consumption reporting by technician, job type, and period informs purchasing decisions before stock runs short.

Maintenance plan management for residential customers: annual service agreements with contracted visit scheduling, priority booking, and discounted rates. Automated renewal reminders and direct debit billing for plan subscribers keep revenue predictable. Loyalty programme for repeat residential customers, with points for every completed job, rewards for referrals, and priority status for high-frequency customers. Customer portal lets homeowners view their service history, schedule a job, manage their maintenance plan, and track loyalty rewards. We've shipped a plumbing loyalty app and know the retention mechanics that work for trade service businesses. See our Loyalty Programme Development page.