TRADES & HOME SERVICES
Plumbing CRM — enquiries, jobs and maintenance
Every enquiry answered, every job closed out, and the compliance work that pays the quiet months.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“The enquiry that came in on Saturday got rung back on Tuesday, and they had already booked someone else.”
- 02
“The job finished on Thursday and the invoice went out the following Friday.”
- 03
“Backflow testing and cylinder checks are due somewhere, but nothing reminds you until the customer does.”
THE SYSTEM
The plumbing system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
3 boards
- Leads & Quotes
- Jobs & Scheduling
- Maintenance & Compliance
3 forms
- Tell us what needs doing
- Landlord and property manager enquiry
- How did we do?
2 booking links
- Book a site visit (30 min)
- Fifteen minutes on the phone
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- website enquiry creates the card and the callback task
- meeting booked moves the card and prompts the access check
- quote sent triggers a follow-up on day three
- won opens the job card
THE INSIGHT
“Variations are where trust is lost. The quote email in this system says up front what happens if a wall gets opened and something is found behind it — so it stops being a surprise and starts being a process. **CTA** · See how a plumbing business runs on it **Meta** · *Plumbing CRM Software for NZ Plumbers | Penguin Pilot* — Answer every enquiry the same day, close jobs out properly, and never lose a backflow test to a forgotten reminder. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES