Plumbing Contractor Software
Solutions for plumbing companies
PlanOps helps plumbers manage their service calls, emergencies and maintenance contracts.
A plumber's day rarely starts as planned. A leaking water heater, a clogged drain or a burst pipe jumps ahead of the bathroom remodel scheduled weeks ago. You need to dispatch emergencies, let customers know about delays and keep track of every part installed.
Service calls, remodels and new construction rough-ins all compete for the same plumbers and the same trucks. PlanOps helps you organize service calls, quote bigger jobs and invoice before you even leave the customer's driveway, with every part, photo and hour tied to the right job and the right customer.
Challenges plumbers face
Unpredictable emergencies
Water damage can't wait. Without a clear view of each plumber's availability, dispatching becomes guesswork.
Invoicing that drags
Paper work orders get lost in the truck and invoices go out days later, which delays payment.
Tracking parts and time
Forgetting to log a valve or an hour of labor on a service call is lost margin every single time.
Installation history
Knowing which water heater was installed, when and where makes warranties and follow-up calls much simpler.
PlanOps tools built for your business
Route Optimization
Plan your plumbers' routes to minimize travel and maximize interventions.
On-site Quotes
Your plumbers create quotes directly at the customer's location from their mobile.
On-site Payment
Accept payments directly after the intervention. Simplify your billing.
Geolocation Time Clock
Your plumbers clock in and out at each job site with real-time GPS location tracking.
Built for every type of job
PlanOps covers every side of plumbing: service calls and drain cleaning, water heater replacement, bathroom and kitchen remodels, new construction rough-ins, backflow and backwater valve installs, leak detection and sewer camera inspections. Whether you run a single truck or several crews, you use the same tool for dispatching, quoting and invoicing.
How it works with PlanOps
- 1
Take the call
Create the service call in the CRM with the address, the problem and the customer's history.
- 2
Quote the big jobs
For a bathroom or a water heater replacement, send a detailed quote before starting.
- 3
Assign the right plumber
Place the call on the calendar and the plumber gets it in the mobile app with all the notes.
- 4
Work and log
The plumber clocks in, adds parts used and takes photos before walls are closed up.
- 5
Invoice on site
The invoice is created right away, synced with QuickBooks and followed by a Google review request.
Frequently asked questions
Can I invoice a service call on site?
Yes. When the job is done, the work performed, parts and time are used to produce the invoice, which then syncs with QuickBooks.
How do I dispatch emergencies across my plumbers?
The calendar shows everyone's day. Add the emergency to the most available plumber and they're notified in the mobile app.
Are job site photos kept?
Yes. Photos are attached to the project and the customer record, which is useful for documenting piping before closing a wall or for an insurance claim.
Can the customer approve the quote remotely?
Yes. The quote is emailed and the customer can sign it electronically. You see its status in real time and can schedule the work as soon as it's accepted.
Ready to simplify your operations?
Quotes, scheduling, time tracking and invoicing in one app built for contractors.
All-in-one management software for contractors, built in Mascouche, Quebec.
Gestion Planifix inc.
3235 avenue de la Gare,
Mascouche, Québec, J7K 3C1
(450) 300-7077
[email protected]
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