Best CRM for plumbers
- Annual plan price
- $268.18
- Your annual cost of the plan
- $147.50
- Monthly plan price
- $22.35
Every figure on this page is computed from the inputs you enter, by the method stated below it. RoughInDesk publishes no market averages and quotes no survey: the defaults are a worked example to replace with your own. The pipe dimensions in the pipe-size tool are the published standard sizes, cited on that page.
The best CRM for plumbers is the one that holds the property and its equipment, not the one with the best sales pipeline: the water heater and its install date, the main shutoff, the sewer clean-out, the last visit's findings, the agreement and its visit dates. Those fields generate the next job; a deal stage does not. The plumbing service agreement tool on this site prices the plan that the CRM's best customers are on, free; RoughInDesk Pro keeps the property record and produces the recall list every week.
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Judge it on the property record
Open the demo and look for where the heater model, the install date and the shutoff location go. If the answer is a notes field, it is a sales CRM wearing a trade logo. The record has to be per property with equipment attached, because one landlord is fourteen heaters and each one has its own date.
Judge it on the recall list
The CRM's weekly output should be a list: agreements with a visit due, heaters past the age the company replaces at, estimates not accepted in the last month, properties not visited in a year. If producing that list takes a report builder, it will not be produced. Pro produces it every week from the property records.
Judge it on the agreement
The service agreement is the CRM's best customer and the CRM has to hold it as a schedule, not a tag: the visits, the dates, the price, the renewal. The agreement tool on this site prices the plan and sets the schedule; Pro keeps it against the property and books the visits.
Judge it on what the tech sees at the door
The tech opens the job and sees the history: last visit, what was found, what was recommended, what was declined. That is the CRM doing its job at the moment the customer is standing there. From the vendors' own pricing pages: Tradify lists Lite at $47, Pro at $51 and Plus at $61 per user per month; Jobber lists Core at $49 per month for one user with additional users at $29 each; Housecall Pro lists Basic at $59 per month billed annually or $79 monthly. RoughInDesk Pro is $47 per month for the whole crew.
RoughInDesk Pro
Keeping what you make
The answers are free forever. Pro turns them into your paperwork: your logo and license number on it, no watermark, every estimate and invoice saved against the customer and the job, and clean exports.
- Download as PDF
- No RoughInDesk watermark
- Save and reopen later
- Your logo and license on it
- Bulk export documents
- Appointment reminders emailed to your customers
- Connect your own Stripe account and get paid online
- Connect your QuickBooks Online or Xero
$47per month, whole crew
Start RoughInDesk Pro Free for 14 days. No card needed. PricingThe first 14 days are free and no card is asked for. Add a card during the trial and the first charge is on the day it ends; do not, and your workspace becomes read-only with nothing deleted. Renews monthly at the price above until you cancel. We email you before any price change.
Best CRM for plumbers: common questions
Is a general CRM good enough for a plumber? It holds the customer and the conversation and has nowhere sensible for the heater, the shutoff or the agreement schedule. Those are the fields that generate work, and that is most of the difference.
What should the CRM produce every week? The recall list: agreement visits due, equipment past its replacement age, estimates not accepted, properties not visited in a year.
Is the service agreement tool free? Yes. It prices the plan and prints the visit schedule with no account. Pro keeps the agreements against the property and books the visits.
Will it do what you need for Best CRM for plumbers?
Tell us what your business needs and we will tell you straight whether RoughInDesk Pro does it today, whether it is coming, or whether you are better off with something else. A person reads these and replies.