Plumbing Customer Management Software
You Remember the Job. But Do You Remember the Customer?
JobPulse365 is plumbing customer management software that keeps every customer, lead, and property contact in one place. See full job history, linked contacts for properties with multiple stakeholders, communication logs, and service agreement status. When a customer calls back six months later, you know exactly who they are, what you did for them, and what they paid. Every customer management feature is included on every plan starting at $29/month.
The Plumber’s Customer Tracking Problem
Mrs. Chen calls. She says you did a repair at her house last year and wants you back for a different issue. You think you remember the name, but you are not sure which address, which repair, or what you charged. You scroll through six months of text messages looking for her thread. Her husband is the one who texted you, and his name is not Chen.
Plumbers build long term relationships, but most track those relationships informally. The customer who called you three times this year is worth more than any new lead, but if you cannot instantly pull up their history, you look like a stranger every time they call. And the property manager who sends you work from five different buildings? Without linked contacts, you are constantly confused about which tenant, which owner, and which address.
Every Customer. Every Job. Every Conversation. One Profile.
Know your customers better than your competition does.
Full contact profiles for every plumbing customer.
Name, email, phone, address, company, contact type (customer or lead), and timestamped notes. Every interaction, every job, every invoice, every review is linked to the contact. When a homeowner calls about a new problem, you pull up their profile and see everything: the water heater you replaced last year, the drain cleaning invoice from March, the five star review they left.
Linked contacts for properties with multiple decision makers.
A rental property has a tenant who reports the problem and a landlord who approves the work. A commercial building has a property manager and a building owner. Link related contacts to each other so you always know who to call, who to invoice, and who approved the estimate. No more texting the tenant about payment or calling the landlord about a clogged drain the tenant already reported.
Communication history in one place.
See every email and SMS sent to a customer from one screen. The estimate you sent last Tuesday, the invoice reminder from Friday, the appointment confirmation from this morning. No digging through your email or text messages to find what you said to which customer.
Lead tracking from first contact to first job.
When a new lead comes in and you respond with the AI Lead Agent, that person becomes a contact in your CRM with a type of "Lead." As they move through your pipeline (estimate sent, approved, job scheduled), their record tracks the full journey. You can see exactly which leads converted and which went cold.
Plumbing Customer Management Features — All on Every Plan
Every customer management feature described on this page is included on Starter ($29/month) through Business ($199/month). No CRM add ons. No contact limit upgrades.
- ✓Full contact profiles with name, email, phone, address, company, and notes
- ✓Contact types: customer or lead, with automatic conversion when a job is created
- ✓Linked contacts for properties with multiple stakeholders (tenant, landlord, property manager)
- ✓Timestamped contact notes with author tracking
- ✓Service agreement badges showing active memberships on the contact list and detail view
- ✓Communications hub with email and SMS history per contact
- ✓Lead source tracking to see where each contact came from
- ✓Job history showing every past and current job for each customer
- ✓Estimate and invoice history linked to each contact
- ✓Search and filter contacts by name, type, or agreement status
Plumbing Customer Management Questions
Know Every Plumbing Customer Before You Pick Up the Phone.
Start a free 14 day trial. All customer management features included. Setup takes under 3 minutes.
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Questions? Email hello@jobpulse365.com