Calls arrive while you’re on a job
Capture the address, reported issue and callback details, with urgent requests following your rules.
Growth opportunity: more service requests to act on.More plumbing jobs start with a better response.
We connect your calls, website forms, appointments and customer records so your team can capture more opportunities, follow up on estimates and earn repeat work.
BUSINESS GAPS
Where does good business slip away?
A new tool should solve a real gap between a customer showing interest and your team getting the work done.
Estimates wait without a reply
Give each open quote an owner and a follow-up date in your CRM.
Growth opportunity: more consistent follow-through.Past customers are forgotten
Keep service history and send agreed reminders for repeat work.
Growth opportunity: a reason for customers to return.SEE THE CUSTOMER JOURNEY
From a first call to a useful next step.
- 01
Answer the call
Customer callingCUSTOMER“My kitchen pipe is leaking.”
AI RECEPTIONISTDetails captured while you work“What’s your address and best callback number?”
- 02
Save the details
One place for every inquiryYOUR CUSTOM CRMJJordanExample customerNew- Request
- Leak repair request
- Address
- Collected
- Callback
- Collected
Ready for your team to review - 03
Keep it moving
Less chasing. Clear follow-up.Plumbing visit
Visit requestedCUSTOMER’S PREFERENCETomorrow morningYour team confirms Agreed reminder follows
Your team controls pricing, availability and urgent requests. Connections depend on your tools.
MORE THAN A SINGLE TOOL
Connect the parts that help your business grow.
AI answers and collects
A receptionist and website chatbot use your approved information and pass the right details to your team.
Fewer inquiries without a response.Forms lead to a next step
Service, quote and appointment forms capture useful details and route requests for confirmation.
Make it easier for customers to take action.One dashboard shows the work
See customers, visits, open quotes and next actions. Give each task an owner.
Control agreed business data in one place.Automation keeps follow-ups moving
Connect compatible tools and agreed reminders, with review and handover where needed.
Less chasing, more consistent follow-through.YOUR CUSTOM CRM
See the whole job, not just the new lead.
A shared record keeps customer details, notes and agreed next actions with the work.
01New inquiry
02Visit confirmed
03Estimate or repair
04Job completed
05Repeat-service follow-up
An example process we can build around your team. Your staff controls technical decisions, final pricing and availability.
Explore your business dashboard →MEASURE THE BUSINESS RESULT
Know what is improving.
We agree a starting point using your available records, then compare the same measures after launch.
Calls captured ÷ calls received
Baseline → Agreed goal → ReviewBooked visits ÷ qualified inquiries
Baseline → Agreed goal → ReviewAccepted estimates ÷ estimates sent
Baseline → Agreed goal → ReviewWe compare like-for-like periods and account for changes in demand, seasonality and your team’s capacity. Targets are agreed after reviewing your data.
Explore an example using your numbers →Can it answer after hours?
Yes. We set the hours and urgent-call rules with you. Your team confirms visits and availability.
Will AI give repair prices?
It can share prices you approve. Your plumber handles diagnosis and confirms the final quote.
Can we keep our current tools?
We check what can connect to your existing calendar and software before recommending a custom CRM.
FIND THE GAPS. BUILD A BETTER WAY TO GROW.
Let’s look at what your business could be missing.
Bring your website, current process and biggest challenge. We’ll discuss the gaps, useful fixes and what to measure.