A CRM for plumbers is sales software that tracks the commercial side of a plumbing business: which estimates are outstanding, which commercial bids are still open, which maintenance agreements renew next, and what each customer has already had done. It sits on the customer record rather than the work order, so the value shows up when a homeowner who was quoted in March calls back in July, or when an agreement is about to lapse and nobody would otherwise notice.

Pipeline CRM covers that with an estimate and bid pipeline, unlimited custom fields for system type, equipment age and service history, agreement renewal reporting, branded estimates generated from your own Word templates with Instant Docs, and native QuickBooks Online sync. It is not field-service management, so it connects to ServiceTitan, Housecall Pro and Jobber instead of duplicating them. Pricing starts at $25 per user per month (billed annually) with a 14-day free trial.

It depends which problem is costing more. If the bottleneck is getting technicians to the right address with the right parts, that is field-service management and ServiceTitan, Housecall Pro or Jobber are built for it. If the bottleneck is that replacement estimates go out and nobody follows up, commercial bids disappear for months, and no one can say which maintenance agreements expire next quarter, that is a CRM problem.

Pipeline CRM is a strong fit for plumbing contractors with roughly 5 to 50 office and sales staff: an estimate pipeline with stalled-deal visibility, agreement renewal reporting, unlimited custom fields for fixture and equipment detail, branded estimates from your own templates, native QuickBooks Online integration, and US-based live chat on every plan. Many contractors run it alongside a field-service platform, connected through a managed integration.

Pipeline CRM is a general sales CRM configured for the trade rather than a single-vertical product, and that distinction is worth being honest about. What makes it fit HVAC and plumbing is unlimited custom fields and conditional logic: you model system type, tonnage, fixture count, equipment make and age, warranty expiry and agreement renewal date as real fields, so the CRM speaks your trade without you paying for a rigid vertical product.

The practical test is whether the software can answer trade questions. With those fields in place you can pull every system over fifteen years old in a given area before the season starts, every agreement expiring in ninety days, or win rate on residential replacement versus commercial work. A generic CRM with a notes box cannot answer any of those.

Yes, and it is one of the main reasons service contractors adopt it. Store the agreement start and renewal date as custom fields on the customer, then build a saved report for everything expiring in the next ninety days. An automation opens a task for the office when a contract crosses that threshold, so the renewal call happens before the agreement lapses rather than after the customer has already called someone else.

Be clear about the boundary: Pipeline CRM tracks the agreement as data on the customer record and drives the renewal follow up. It is not a recurring-billing engine and does not invoice the agreement on a schedule. Billing stays in QuickBooks Online or your field-service platform, and Pipeline CRM keeps the relationship and the renewal visible.

Field-service management runs the work: booking calls, dispatching technicians, routing trucks, tracking parts and closing work orders. It is the system of record for jobs already sold. A CRM runs the relationship and the pipeline: the estimate that has not been accepted yet, the commercial bid still with the general contractor, the customer whose system is fifteen years old, the agreement expiring in March.

The two overlap on the customer record and are usually connected. Pipeline CRM has managed integrations for ServiceTitan, Housecall Pro and Jobber, plus an open API, so a won estimate can flow into the dispatch system without anyone rekeying it. Most growing contractors run both rather than forcing one tool to do both jobs.

The measurable ones are follow up and retention. Estimates that get a follow-up task two days after they go out close at a noticeably higher rate than ones that depend on someone remembering, and maintenance agreements that get a renewal call before they lapse simply stay on the books. Both are process problems a CRM solves by making the next action visible and assigned.

The second benefit is institutional memory. When equipment age, system type, past quotes and service history live on the customer record, the business stops depending on which technician or estimator happens to remember the property. That matters when someone leaves, and it turns a service history into a replacement forecast you can actually sell from.

Yes. Pipeline CRM has managed integrations for all three: ServiceTitan, Housecall Pro and Jobber. The usual setup pushes a won estimate from the CRM into the field-service platform as a job or customer, so the office is not entering the same information twice.

Each integration page sets out exactly what syncs and in which direction, which is worth reading before you assume a particular field moves. For anything not covered, Pipeline CRM exposes an open API your developer team can build against, and Zapier handles lower-volume workflows without code.

Pipeline CRM does not include AI lead scoring, and it would be misleading to imply otherwise. Prioritisation is driven by rules and fields you define: filter by job value, equipment age, property type or agreement status, and route or flag on that basis. Most contractors find explicit rules easier to trust and easier to change than a score they cannot interrogate.

Where Pipeline CRM does use AI is in composing and improving sales emails through the AI email assistant. If a predictive lead-scoring model is a firm requirement, that is worth verifying carefully in any product you evaluate, because the term is applied loosely across this category.

Yes. Unlimited custom fields on customers and deals let you record system type, make, model, install date, equipment age, warranty expiry, refrigerant type, fixture count, access notes and anything else your team needs. Conditional fields keep the record readable, so a boiler job does not prompt for refrigerant and a drain job does not ask for tonnage.

Because they are structured fields rather than notes, they become a sales tool: filter for every system over a given age in a service area and you have a replacement campaign list built from your own service history. Custom fields are available on every paid plan, with higher caps on the larger tiers. See the pricing page for the limits on each plan.

Pipeline CRM pricing is $25 per user per month for Start, $33 per user per month for Develop, and $49 per user per month for Grow. All three are billed annually, and enterprise pricing is custom. Every plan includes the QuickBooks Online integration, the mobile app with business card scanner, unlimited custom fields and US-based live chat support.

Most contractors license the office and sales staff rather than every technician, because the technicians work in the field-service platform. That usually makes a CRM a smaller line item than contractors expect when they first compare it against per-technician FSM pricing. You can try Pipeline CRM on a 14-day free trial with no credit card.

Yes. Pipeline CRM has native iOS and Android apps included on all plans, so an estimator can pull up the customer, the equipment history and the last quote from the truck. Site-visit notes get logged before pulling off the driveway rather than at nine that night, and the built-in business card scanner captures contacts from supply houses and builder events.

The mobile app covers the CRM record itself: contacts, companies, deals, notes and tasks. Technician scheduling and work orders stay in your field-service platform, which is where the field team should be working anyway.

Most contractors are live within one to three weeks. The fastest rollouts follow a simple sequence: import existing customers and open estimates from a CSV, set up the pipeline stages and the handful of custom fields that describe your systems and agreements, connect QuickBooks Online and the team’s email, then train estimators and office staff in a single one hour session.

Pipeline CRM’s standard CSV and Excel import handles most migrations in about three business days, and it is worth importing the agreement renewal dates first because that report pays for itself immediately. US-based live chat support is available throughout setup at a 97.6 percent satisfaction rate. Onboarding training packages start at $750. Plan tiers are on the pricing page.