A plumber CRM is a customer relationship manager built around the fact that a plumber's customer is a property, not a person. The person changes; the water heater, the main shutoff, the sewer line and the history of what was done to them stay with the address. A generic sales CRM tracks leads through a pipeline and has no idea what a sump pump is. A plumber CRM tracks the property, the equipment, the visits and the agreements, and it puts that record on the technician's phone before the doorbell is pressed.
The property is the record, the person is a field on it
A landlord with six units is one person and six properties; a house sold last year is one property with two people in its history. A CRM built for plumbers starts from the address and attaches the people, the phone numbers and the billing contact to it. When the new owner calls about the same water heater, the technician sees the install date and the model before the call ends. A CRM that starts from the person cannot do that without duplicating the property six times.
Equipment and service history are what make a callback profitable
The value of the record is in what was installed and when. Water heater model and install date, the last time the main line was jetted, the fixture that was replaced under warranty: each of those is a future job that only a record can surface. A plumber CRM should let the technician add equipment on site from the phone and should show the history in the order it happened, because the diagnosis usually starts with what was done last time.
Service agreements and reminders live on the same record
An annual water heater flush or a backflow test is a contract with a date on it. A CRM that stores the agreement against the property and raises the reminder when it is due turns a filing cabinet into scheduled work. The free service agreement tool on this site writes the agreement; the paid product is where it is stored against the customer with a reminder set, which is the part that produces the next job.
What a plumber CRM costs when it is part of a job management plan
Most vendors sell the CRM as part of a job management subscription rather than alone. From the vendors' own pricing pages: Tradify's Lite plan is $47 USD per user per month, Jobber's Core plan is $49 a month including one user with additional users at $29 a month each, and Housecall Pro's Basic plan is $59 a month billed annually or $79 billed monthly. Read the per-user line carefully, because a CRM is only useful if every technician has a login.
Questions people ask about plumber crm
Can I use a general CRM like a sales pipeline tool for plumbing?
You can, and many shops start there, but a sales CRM has no property record, no equipment list and no service history. Those three are what make a plumbing customer worth keeping, so most shops move to a trade CRM once the callbacks start.
What is the minimum a plumber CRM record should hold?
Address and access notes, the billing contact, the equipment on site with install dates, every visit with what was done and what was invoiced, and any agreement with its next due date.
Does the free part of this site include a CRM?
No. The free tools produce the documents; the customer, property and agreement records are the paid product, because keeping records is the part that has to be reliable rather than free.