Lead
Triage active leaks, backups, no-water calls, and other emergencies separately from fixture replacements, repipes, inspections, and planned projects. Intake captures shutoff status, property type, access, prior work, and whether a homeowner, tenant, or property manager must approve.
Estimate
Turn diagnostic notes, camera findings, fixture choices, material allowances, excavation needs, and permit requirements into clear repair or project options. The office can see what is quoted on site, what needs follow-up, and which option the customer authorized.
Schedule
Dispatch urgent calls by proximity and skill while protecting capacity for scheduled water heaters, repipes, sewer work, and inspections. Required equipment such as cameras, jetters, or excavation support stays attached to the appointment.
Job
Give the plumber the approved scope, site history, access notes, fixture details, and prior diagnostics. Photos, materials, test results, code or permit steps, and newly discovered work are documented before the technician leaves.
Invoice
Carry service fees, approved flat-rate or time-and-material work, parts, deposits, and project progress billing into a clean invoice path. Customer or property-manager authorization remains connected to every added charge.
Insight
Owners can compare emergency demand with scheduled work, monitor dispatch response, estimate conversion, repeat callbacks, technician load, open projects, and unbilled completion. Customer and property history also makes repeat-service patterns easier to act on.