Industries
Plumbing: from “there's water under the sink” to a visit you can act on
Three calls every plumbing office knows
Tenant in a managed building reports a leak
- done
Problem and unit
in the tenant's words
- done
Who approves
property manager on file for the building
- with the office
Approval
office confirms with the manager before booking
- next
Access
agreed with the manager and tenant
The work is approved by the person who pays, and the tenant knows when to expect you.
Same customer, second property
- done
Customer matched
existing customer, by phone and name
- done
Property
new property added under the same customer
- not needed
Duplicate customer
not created
- with the office
Visit
window offered from the schedule
History stays in one place, and the next visit to either property starts with it.
Inspection finds a corroded supply line
- done
First visit
completed; finding recorded with photos
- with the office
Estimate
sent for the follow-on work
- next
Request
stays open until the estimate is accepted or declined
A finished visit doesn't quietly close a job that still needs work, so the estimate gets followed up.
Known before the van leaves
01
The problem, in the customer's words
Not a guessed job type
If it isn't clear what's wrong, the request says so, and the office calls back instead of guessing.
02
The property
And whether you cover it
Linked to the customer and its history, including other properties they own or manage.
03
Who approves the work
Not always the person calling
Tenant, homeowner, property manager and payer are kept separate, so the right person says yes.
04
How to get in
Who'll be there, or where the key is
Access arranged before the visit, not negotiated on the doorstep.
05
A visit time you can keep
Confirmed by dispatch
Offered from the real schedule, not promised from the phone. Scheduling →
A good fit if callbacks eat your office's day
Good fit
- Your office calls customers back to get details that should have been taken the first time.
- You work for property managers and landlords as well as homeowners.
- Follow-on work gets quoted and then forgotten.
Not the right fit yet
- You want remote diagnosis or fixed prices over the phone. We won't build that.
- Every call is answered live by someone who already knows the customer.
Questions plumbing owners ask
What about emergencies?
The intake follows the urgent-call instructions you approve, including what to tell the customer to do right away and who to alert. Who goes out, and when, is your team's call.
We do a lot of work for property managers. Can it handle that?
Yes. Tenants, managers, owners and payers are kept as separate people, so the right person approves the work and gets the invoice.
Will it create duplicate customers?
It matches repeat callers to existing customers and adds new properties under them. When a match isn't certain, the office confirms it.
Do we need new software?
Usually not. We connect intake to the scheduling and customer records you already have.
Get every call right the first time
Tell us what your office has to chase after a call. We'll show you the intake we'd build so it never has to.