Plumbing Customer Management Software

Customer records built around the property, not just the person

Plumbing work follows the property. When a customer calls about a leaking pipe, what matters is what was done there before: what pipes were fitted, what repairs were made, what was flagged as needing attention. A generic CRM stores contact details and call notes. It doesn't store the boiler service history, the last fault description, or the parts fitted three years ago. We build customer management systems around the property record, not just the account: every job is stored against the address, service agreement customers are tracked separately, and priority status is visible on every booking.

  • Customer and property records with full job history

  • Service agreement tracking and renewal management

  • Follow-up automation for unresolved issues and maintenance reminders

  • Customer lifetime value and churn reporting

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See our work

The problem

Sound familiar?

  • Customer history living in the head of whoever did the last job, no record of previous faults, installed fittings, or outstanding issues when a return visit is booked?

  • Service agreement customers getting the same one-off treatment as new enquiries because there's no system flagging their priority status or upcoming annual service?

Short answer

Custom plumbing customer management software centralises customer and property records, job history, service agreements, and communication logs in one system. It automates follow-up for unresolved issues, tracks service agreement renewals, and reports on customer retention and lifetime value. RaftLabs builds plumbing CRM software and delivers in 12-14 weeks at a fixed cost.

Key takeaways

  • Equipment records track warranty expiry per installation, so the office knows immediately whether a return call is a billable job or a warranty claim before dispatching a technician.
  • Service agreement coverage is checked automatically at job creation, flagging work outside contract scope for separate quotation rather than absorbing it into contract margin.
  • Unaccepted quotes and parts-on-order jobs trigger automated follow-up sequences, closing the most common source of lost plumbing revenue: work that was identified but never booked.
  • A system with property records, service agreements, follow-up automation, and reporting delivers in 12-14 weeks, often built alongside a scheduling and dispatch system.

Trusted by

Vodafone logo
Aldi logo
Nike logo
Microsoft logo
Heineken logo
Cisco logo
Calorgas logo
Energia Rewards logo

Plumbing CRM delivery, by the numbers

products shipped
100+
industries served
24+
cost delivery
Fixed
week delivery cycles
12-14

Customer records built around the property, not just the person

We build customer management systems around the property record, not just the account. Any plumber or admin can pull up the full site history before a visit or a call, without asking the last technician what they did.

Capabilities

What we build

  • 01
    Customer and property records

    Full job history and warranty-tracked equipment records per address, with lifetime value calculated automatically per property.

  • 02
    Service agreement management

    Auto-generated service jobs from contract terms, renewal alerts, and coverage checks flagging out-of-scope work at job creation.

  • 03
    Follow-up and recall automation

    Automated reminders, parts-on-order rebooking, unaccepted-quote sequences, and post-visit NPS and review requests.

    Built with
    Twilio · SendGrid
  • 04
    Estimate and quote management

    On-site quoting with e-sign capture, conversion tracking, and automatic sync of accepted quotes to accounts.

    Built with
    QuickBooks
  • 05
    Customer communication log

    Every call, email, and SMS logged against the customer record with complaint escalation tracking and exportable history.

  • 06
    Reporting

    Retention rate by acquisition source, lifetime value, agreement renewal rate, and churn flagging for proactive outreach.

How we work

From scope to live CRM

  1. Week 1
    01

    Data loss and follow-up scoping

    We map what customer data you're losing today and what follow-up is falling through. You leave week 1 with a written scope document and a fixed-price quote.

  2. Weeks 2-4
    02

    Property and agreement data model design

    Property record structure, service agreement logic, and scheduling integration designed against your operation.

  3. Weeks 5-11
    03

    Build and integrate

    Customer records, service agreements, and follow-up automation built in parallel, tested against real job scenarios.

  4. Final 2-3 weeks
    04

    Launch and team training

    Office staff and technicians trained on the new workflow before full rollout.

Why us

Why plumbing companies choose RaftLabs

  • 01
    Senior engineers build what they scope

    The engineers who assess your property records also build the solution. No bait-and-switch, no offshore handoff after the contract is signed.

  • 02
    Fixed price before development starts

    We scope the work, calculate the cost, and lock it in writing before any development starts.

  • 03
    9 years and 100+ products shipped

    Clients include Vodafone, T-Mobile, Aldi, Nike, Cisco, and Lockheed Martin. Track record building field service and CRM platforms.

  • 04
    Integrates with your scheduling tool, not a rip-and-replace

    We connect to ServiceTitan, Jobber, or Simpro via API where you already have one you like.

  • 05
    Built to close the follow-up gap

    Every open issue and unaccepted quote gets a tracked task and a named owner.

Have a plumbing CRM project?

Tell us what customer data you're losing today and what follow-up is falling through. We'll tell you what a custom system would do differently.

Talk about your plumbing CRM project

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Frequently asked questions

Each agreement holds covered equipment, service intervals, pricing tier, and renewal date, generating scheduled service jobs automatically. Interval and renewal alerts fire at configurable lead times, and agreement status is visible on every booking so the office knows whether a visit is covered.

Yes, and the integration is the point. Customer and property records feed directly into scheduling and dispatch, with job records writing back automatically so parts, photos, and notes attach to the property history without double entry. We integrate with ServiceTitan, Jobber, or Simpro via API, or build both layers together.

Follow-up automation puts a task in the system for every open issue and unaccepted quote, assigns it to a named staff member, and tracks it to completion, so recommended work gets booked at a higher rate without manual chasing.

A customer management system with property records, service agreement tracking, follow-up automation, and reporting typically takes 12-14 weeks. If built alongside a scheduling and dispatch system, the combined project is scoped and delivered together.

Work with us

Tell us what you need. We'll tell you what it would take.

We scope Plumbing Customer Management Software in 30 minutes. You walk away with a clear cost, timeline, and approach. No commitment required.

  • Scope and cost agreed before work starts. No surprises. No obligation.
  • Working prototype within 3 weeks of kickoff.
  • Pay by milestone. You see progress before each invoice.
  • 60-day post-launch warranty. Bug fixes, UI tweaks, and deployment support. No retainer.
  • All conversations are NDA-protected.

Go deeper

Browse our case studies

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