Plumbing service calls range from a straightforward fixture replacement to an active leak with an unknown cause. The office needs the address, shutoff access, affected fixtures, symptoms, prior work, photos, occupancy, and urgency before promising a response. FieldCRM keeps that intake connected to diagnostic work, estimates, customer approvals, scheduled jobs, parts, payment, completion notes, and follow-up for owner-led plumbing teams.
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Each stage stays attached to the same customer and work history.
Record the service location, affected fixture or system, symptoms, when the problem started, active water or damage, shutoff status, access, occupancy, prior repairs, and customer photos. Distinguish an emergency request from ordinary service and state when pricing requires on-site diagnosis. Never use intake software as a substitute for safety instructions or professional assessment.
Build the estimate with diagnostic or trip charges, labor, fixtures, parts, permits, access work, disposal, and clear repair or replacement options. Document assumptions about concealed conditions and customer-supplied materials. Keep the accepted option and any later change approval visible so the job does not drift from the customer's decision.
Schedule the plumber with location, symptoms, shutoff, access, prior-history, and approved-scope notes attached. Record diagnosis, parts, work performed, testing, photos, exceptions, customer instructions, payment, and warranty context. Create a follow-up for ordered parts, reinspection, restoration by another trade, recurring maintenance, or unresolved symptoms.
Keep reported symptoms, fixture location, shutoff information, photos, diagnostic findings, repair choice, and completion notes connected from first call to closeout. A later callback starts with the original service facts.
Store unit type, model, age, symptoms, location, venting or access context, repair options, replacement decisions, and warranty follow-up. Future visits reference the correct installed equipment and date.
Document affected fixtures, recurrence, access points, observed conditions, service performed, customer guidance, and whether further inspection or excavation is proposed. Deferred recommendations stay visible after immediate relief.
Track plans, fixtures, rough-in expectations, customer-supplied items, permits, schedule dependencies, inspections, changes, and staged payments across a longer project. Each milestone preserves the latest approved responsibility.
Capture issue, fixture, urgency, shutoff, and access details
Build estimates with diagnostics, trip charges, labor, parts, and fees
Track jobs, photos, warranty notes, and customer follow-up
Yes. Owners can price diagnostic fees, labor, fixtures, parts, permits, emergency charges, and custom items, then keep customer approval connected to the job.
Yes. Symptoms, prior work, fixture or equipment notes, photos, quotes, jobs, payments, and follow-ups can stay associated with the correct service location.
No. Licensed professionals remain responsible for diagnosis, code, permits, product instructions, testing, and safe work. FieldCRM organizes customer and operational records.
See how the same connected workflow fits other kinds of field service work.
View all solutionsKeep the customer, the work, the money, and the next action connected.
Capture incoming work once, then move it toward pricing, approval, and delivery.
See which work is ready, scheduled, underway, delayed, or completed.
Price the work, present it clearly, and keep the customer decision attached.
Add a card to try the full core workflow for 14 days and pay $0 today. Choose your business type during setup.
