CRM for Plumbing Companies

• The problem

  A customer calls about water coming through the ceiling and the line rings out.

  In Kompot.ai

  Calls come in on your connected number and each one is recorded on the caller's record. On the Full Service plan the voice agent picks up at any hour, asks where the water is and whether the main is shut off, and transfers a real emergency to the plumber on call.

• The problem

  Nobody remembers how old the water heater is until it floods the garage.

  In Kompot.ai

  Store the heater's brand, tank size, fuel type and install date as custom fields on the customer, with a date to check it by. A scheduled workflow creates a task when that date comes up, so you offer the replacement before the tank fails rather than after.

• The problem

  The plumber arrives and spends the first half hour hunting for the main shutoff.

  In Kompot.ai

  Notes on the customer say where the shutoff and the cleanouts are, what the supply lines are made of and which fixtures you have already replaced. The plumber opens the job on a phone in the truck and reads them next to the photos from the last visit.

• The problem

  A repipe or sewer line quote is sent and the homeowner goes quiet.

  In Kompot.ai

  Send the spot repair and the full replacement as two estimates built from your price list. You see which one was opened, a workflow raises a call-back task when neither is answered, and the one the homeowner approves turns into the invoice.

• The problem

  The drain is cleared, the plumber leaves, and the invoice goes out next week.

  In Kompot.ai

  Raise the invoice from the job before the truck pulls away and text the customer the payment link. They pay by card through Stripe or PayPal, a larger repair can be billed as a deposit invoice and a balance invoice, and anything still unpaid is flagged as overdue.

What you keep on record

Water heaters and fixtures

Brand, tank size, fuel type and install date of the heater, plus the faucets, toilets and disposals you fitted, as custom fields on the customer.

Shutoffs and pipe material

Where the main shutoff and cleanouts are and what the supply and drain lines are made of, in notes on the customer.

Camera footage and photos

Sewer camera video and photos of the leak and the finished repair, attached to the job as files.

Flat-rate price book

Drain clearing, fixture installs, heater swaps and after-hours rates in the product catalogue, ready for estimates and invoices.

Questions owners ask

Can I keep the age of every water heater I have installed?

Yes. Add custom fields on the customer for the brand, the fuel type and the install date. A scheduled workflow can raise a task when a tank is due for a check, and an email campaign can go to the segment of customers whose heaters are getting old.

How are after-hours emergency calls handled?

They come in on your Twilio, Telnyx or Vonage number and are recorded and transcribed. On the Full Service plan a voice agent answers around the clock, follows your instructions and passes urgent leaks to the plumber on call.

Can plumbers open the job and collect payment from the truck?

Kompot.ai runs in a phone's browser, so there is nothing to install. A plumber opens the job, adds photos and notes, and the customer pays the invoice by card through a payment link sent by text or email.

Does it fit both small repairs and whole-house repipes?

Yes. A dripping faucet is a single job with an invoice. A whole-house repipe is an opportunity with an estimate, a signed contract, a project that groups its jobs and tasks, and separate invoices for the deposit and the balance.