Plumbing & home services. Quotes approved, parts tracked, customers told.
Plumbers, electricians and other home-service shops with jobs that run over days or weeks, and customers who want to know when the crew arrives.
A morning at Clearwater Plumbing. An example practice.
Clearwater Plumbing and everyone in it are invented to show the app in a shop’s own words: jobs, fixture choices, quotes and service calls.
Thursday
Good morning, Nate. Four things need you.
Needs you 4
Invoice 5512 viewed three times, unpaid
The Kaplans · $4,800 · due FridayJoel Kaplan approved the PEX manifold
Bexley Repipe · manifold + 14 shutoffsLinda Osei asked for an emergency call-back
Leak under the sink · 12 min agoWater heater quote Q-2207 opened a third time
The Brandts · tankless option · undecided 4 daysToday Thu
In motion 7 jobs
Bexley Whole-House Repipe
Parts · crew starts WednesdayClintonville Disposal Call-back
Leak reported againGrandview Bath Rough-in
Inspection TuesdayUpper Arlington Water Heater
Tank or tanklessYour words. On every screen.
- Client
- customer
- Project
- job
- What they decide
- fixture choice
- Proposal
- quote
- Invoice
- invoice
- Order
- parts order
- Visit
- service call
- Lead
- lead tech
- Part of a project
- location
- What they sign
- service agreement
Your phases. As the client’s timeline.
- 1Request
- 2Diagnosis
- 3Quote
- 4Parts
- 5Install
- 6Inspection
The queue. What needs you, and what’s out with clients.
Example rows from Clearwater Plumbing’s morning, in the order the app puts them.
Needs you
- Invoice 5512 viewed three times, unpaidThe Kaplans · $4,800 · due FridaySend reminder
- Joel Kaplan approved the PEX manifoldBexley Repipe · manifold + 14 shutoffsOrder parts
- Linda Osei asked for an emergency call-backLeak under the sink · 12 min agoReply
- Water heater quote Q-2207 opened a third timeThe Brandts · tankless option · undecided 4 daysFollow up
Waiting on clients
- Permit inspection booked for TuesdayLindgren Bath · 8–12 windowSchedule
- The Ferreiras’ tankless unit is on backorderSupplier ships MondayTrack
- The café’s annual service plan is unsignedJetting + backflow test · sent 5 days agoSend reminder
What you’d use. Plainly, including what isn’t built yet.
- Quotes
- Good, better and best options, approved in the portal with a deposit.
- Service calls
- Booked visits with arrival windows on the customer’s timeline.
- Parts orders
- Parts on order by supplier, with what’s on backorder and when it lands.
- Service agreements
- Annual plans and maintenance agreements signed once and renewed on time.
- Invoices
- Paid online on the day the job is done, with photos of the work attached.
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Tell us how you work with clients today, and we’ll say honestly whether Dovelumen fits.