Plumbing Lead CRM
Track homeowners, commercial contacts, service requests, project opportunities, notes, history, and pipeline stage.
Plumbing CRM + Dispatch
Plumbing CRM that keeps sales and service moving.
ProfX helps plumbing companies manage new leads, estimates, follow-up, service scheduling, technician dispatch, customer texting, field notes, invoices, and payments without stitching together separate systems.
For service plumbers, install teams, repipe projects, water heaters, remodel work, and growing multi-tech operations.
Open Estimates$96K
Jobs Today14
Needs Follow-Up6
Techs Active9
$8,900 repipe quote needs follow-upNo reply for 4 days • cadence active
Emergency service call assignedCustomer and job details sent to technician
Completed job ready to invoiceKeep field work and payment connected
Plumbing Sales & Service
One system for new work, service calls, and field execution.
ProfX gives plumbing teams stronger follow-up on profitable work while keeping daily scheduling and technician operations organized.
Estimate Follow-Up
Use automated SMS cadences to keep larger repair, repipe, replacement, and installation estimates from going cold.
Sales Pipeline Analytics
See open quote value, stale deals, close rates, lost reasons, and which opportunities deserve attention.
Service Scheduling
Book calls, manage the calendar, see availability, and keep customer requests connected to jobs.
Technician Dispatch
Assign employees, coordinate job timing, and give field staff the information they need before arrival.
Customer Texting
Keep confirmations, arrival updates, estimate questions, and follow-up inside the customer record.
Field Notes & Photos
Technicians can view job information, add notes and photos, update status, and complete work from the field.
Automated Reminders
Send structured appointment reminders so the office spends less time manually confirming customers.
Invoices & Payments
Track invoice status, partial payments, balances, payment links, and customer history after work is complete.
Plumbing Workflow
From first call to collected payment.
ProfX keeps the office, sales process, technicians, and revenue connected.
LeadCapture request
EstimatePrice the work
Follow-UpKeep deal active
ScheduleBook the job
DispatchSend technician
PaymentInvoice & collect
Why Plumbing Teams Use ProfX
Keep profitable project work from getting buried under daily service calls.
A busy plumbing office can handle dozens of urgent jobs while higher-value estimates quietly wait. ProfX keeps both visible in one system.
- Automate follow-up on open plumbing estimates
- Track project pipeline separately from daily service activity
- Schedule and dispatch technicians without duplicate entry
- Keep field notes and photos attached to each job
- Centralize customer texting and reminders
- Connect completed work to invoices and payments
SalesLeads, estimates, pipeline, follow-up and deal analytics
OfficeCalendar, scheduling, reminders and customer communication
FieldDispatch, technicians, job details, notes, photos and completion
RevenueInvoices, balances, payments and job history
Plumbing CRM FAQ
Common questions from plumbing contractors.
What is plumbing CRM software?
Plumbing CRM software helps plumbing businesses manage leads, customers, estimates, sales follow-up, scheduling, dispatch, communication, jobs, technicians, invoices, and revenue.
Can ProfX help with larger plumbing estimates?
Yes. ProfX can keep open project estimates in structured follow-up and surface stale opportunities so sales activity does not disappear behind day-to-day service work.
Does ProfX support technician workflows?
Yes. Field staff can access assigned jobs, customer information, directions, notes, photos, job status, and completion workflows.
Does ProfX include customer texting?
Yes. Two-way SMS and automated reminders keep customer communication connected to the CRM and job record.
Run Plumbing Sales + Service Together
See ProfX handle the customer journey from lead to payment.
Explore plumbing CRM, estimate follow-up, scheduling, dispatch, technician workflows, customer texting, invoicing, and payments.
Book a 25-Minute Demo