What does plumbing software do from the first call to the paid invoice?
Plumbing software books the call, schedules the plumber on a service clock, lets the plumber present good, better and best options from the price list, turns the work into an install job and invoice, and records the payment, all on one customer record.
This walkthrough follows one water heater job at Summit Home Services, a demo plumbing company on Fieldproxy: the booked repair visit, three replacement options presented on site, the install job, and the invoice paid by card.
Chapters
Summit Home Services is a demo company with fictional customers. Every screen is the real Fieldproxy product; some sequences are sped up.
Step by step
Book the call
The office books the no-hot-water call by phone, and the job's service clock starts.
Visit on time
The plumber arrives in the arrival window; first response, on-site and resolution times are tracked.
Build options on site
Three replacement options come from the price list, each with equipment, removal, permits and startup.
Present them
The customer sees prices with tax, what's included, warranties and monthly financing side by side.
Run the install job
The install is its own job, completed the next morning.
Invoice and get paid
The invoice carries the quoted price plus tax; the card payment is recorded with who collected it.
Questions people ask
- What is plumbing software?
- Software that runs a plumbing business's jobs end to end: booking, scheduling, quoting options, the job itself, invoicing and payments, on one customer record.
- Can plumbers quote options on site?
- Yes. Good, better and best options come from the price list, with warranties and a financing figure, and the customer sees them side by side.
- Does the invoice match the quote?
- In this example the install invoice carries the forty-gallon heater at the quoted price, plus tax, for $2,716.43.
- Can plumbers take payment in the field?
- Yes. Here the customer paid by card ten minutes after the job was completed, and the payment shows who collected it.
- How long does it take to set up?
- Fieldproxy builds your own field service management system around your workflows, and it can be live within a day.
- Is Summit Home Services a real company?
- No. Summit is a demo company with fictional customers. The screens are the real Fieldproxy product, recorded live and sped up.
Transcript
Show
- 0:00What does plumbing software actually do, from the first call to the paid invoice?
- 0:05It books the call, runs the visit on a service clock, lets the plumber quote options on site, turns the work into an install job, and records the payment, all on one customer record, so nobody re-types anything between the phone, the truck and the office. Here's one real water heater job, start to finish.
- 0:26Julie called on a Saturday: no hot water, and the water heater was leaking.
- 0:30The office booked it by phone, the plumber arrived inside the arrival window, and the service clock was met from first response to resolution.
- 0:39The job page shows every stage, from booked to completed.
- 0:44On site, Leah put three replacement options together from the price list: a forty-gallon gas heater, a fifty-gallon, and a tankless. They sit right on the job, so the office sees exactly what was offered.
- 0:57Each tier lists the exact equipment, with removal of the old heater, permits and startup included, so the price the customer sees is the price of the whole job.
- 1:08Presented side by side, the customer sees each price with tax, what's included, the warranty, and a monthly financing figure.
- 1:16The forty-gallon install ran as its own job, booked by phone and tied to the same customer. The crew was on site at seven fifty-five the next morning, and the job was completed by noon, inside every service promise.
- 1:30The invoice carries the heater at the price she was quoted, plus tax: two thousand seven hundred sixteen dollars. Paid by card ten minutes after the job was done, collected by Leah. Balance: zero.
- 1:43From no hot water to paid in full, on one record. Get your own custom field service management within a day, tailored to your workflows. Start at fieldproxy dot ai.
