As the owner/operator of a small to a medium-sized plumbing business, most of your customers probably think your business is pretty simple. Few will appreciate the coordination, planning, preparation, and professionalism that goes into your everyday tasks.
According to Dataforma.com;
- 76% of field service companies struggle to grow
- 92% of managers feel a need to adopt new service models
- 97% of field service customers say responsive service is a key factor in determining whether or not they will offer repeat business
If you work alone or manage a small team, you have to arrange appointments, send out the right parts and tools for specific jobs, maintain a small fleet of vehicles, and do plumbing tasks. Fortunately, there are some pretty handy software tools out there to help.
Related: Field Service Software Options | Pointman Software Review | Software for Electricians | Smart Service Software Review | Service Titan Software Review | Service Fusion Software Review | ServiceBox Software Review | Tradify Software Review | FieldPulse Software Review | Field Service Software Review
This mobile app helps field service businesses to manage customer interactions and relations, schedule jobs, and create estimates and invoices. It offers digital payments, manages time sheets, delivers customer management solutions, GPS location tracking, a contact database, and more.
With one of the longest lists of features in its category, FieldPulse includes:
- Billing & Invoicing
- Contact Database
- Contract Management
- Inventory Management
- Electronic Signature
- Online Time Clock
- Mobile Access
- Payment Collection in the Field
- Work Order Management
- Service History Tracking
Pricing starts at $39.00 a month for each user.
A common user complaint is that the ability to upload photos is limited. FieldPulse is ideal for field service businesses based in the US, unlike most- it is primarily for US-based businesses.
FieldWire is a construction field management solution for teams of any size. It enables you to coordinate teams and tasks on the fly in real-time. FieldWire gives you; a plan viewer that displays building schematics exactly as they would look on paper, as-built drawings, task management tools, a scheduling tool, construction reports, inspection management tools, and custom construction reports
Currently, it’s only available on Apple and Android products, but a Windows version is in the works. While FieldWire is not built specifically for plumbing, rather for construction in general, it’s still a great tool for plumbers especially when you’re working on large jobs fitting entire facilities with plumbing assets. It’s designed for general and specialty contractors, architects, designers, and construction project owners- not plumbers specifically.
Plans start at $29 a month and go as high as $84 a month. Fortunately, there’s a free version with a five-user, three job limit. That should give you plenty of opportunities to see if this software product is right for your plumbing business.
Read our Fieldwire review.
Running a successful plumbing business means scheduling jobs, planning jobs, outfitting teams properly for each, managing schedules and so much more. Fergus was designed with the trades in mind, knowing that to get jobs like yours done requires logistics, timing, prep, and strategy. Competing in a local market, Fergus could be just the thing you need to give you the edge over the local competition.
It does this by giving you the tools you need to schedule and manage field teams with a drag and drop calendar, real-time job info, instant notifications, communication, and GPS tracking. With Fergus, you know where your staff is, where they need to go, and how the job is going at the moment. Fergus has booked nearly three and a half million jobs, and it can help you track and manage hundreds of jobs at once. Pricing starts at $28.90 a month. It works on Mac, Cloud, Android, Windows, and more.
The thing to keep in mind is that Fergus only a communication tool- not a monitoring device. That means, if your field teams don’t communicate a need, you won’t know about it. It does what it does intuitively and well, letting you prioritize by urgency, keeping you ahead of the competition.
Learn more with our Fergus Business Software Review.
This product is an all-in-one field service administration tool designed to help small to medium-sized businesses manage estimates, quotes, time-sheets, invoices, purchase orders, manage field service work, hand scheduling, and job reports. Those are a lot of things to coordinate, and Tradify gets high marks from its users for ease of use, user-friendliness, and simplicity.
It lets you:
- Track jobs from quote to invoice
- Prioritize jobs by urgency and location
- Creates a complete overview of your total workload
- Delivers job information to field and office staff
The company also gets high marks for customer service, which is important when you’re still learning the language of the app and are in the process of outfitting your teams with Tradify-enabled mobile devices. To date, as many as 12,000 plumbers, electricians, and other professional tradesmen use Tradify and they give it a collective 4.6 out of five stars according to the software review aggregators.
Because Tradify’s job management system is cloud-based, that means it not going to take up much space on your devices. It works on Desktops, Android, and Mobile IOS.
Read our Tradify review.
This field management application is designed to work best for small and medium-sized businesses in the trades; including electrical, HVAC, pest control, security, maintenance and more. As such, it is particularly well suited for plumbing contractors. It is one of few such apps that specifically names serving the plumbing industry as one of its core value propositions. That means they understand the specific industry-related challenges you face, such as the need to stock and carry the right tools, components, and products on every job you do in the field- as well as the need to carry job-specific products and tools to each job site.
Synchroteam gives you
- Automated Scheduling
- Employee Scheduling
- Appointment Scheduling
- Facility Scheduling
- Resource Scheduling
Pricing starts at just $22 a month per user. It works on Cloud, Web, Saas, Mobile Android, and Mobile IOS Native.
Synchroteam excels in inventory tracking, information presentation and its ease of use in the field. Where it falls short is in its inability to function well on desktops, and it doesn’t search inventory by serial number.
This app is designed to work well for any field service company, regardless of size or the nature of your trade. It handles job scheduling and tracking from the point of sales through the completion of service. One of its major selling points is the fact that it integrates with Quickbooks– which you’re probably using already. That means, whatever information you already have loaded into Quickbooks will become accessible and can be managed through Smart Service.
Smart Service works as an add on for Quickbooks that handles invoicing, scheduling, billing, customer management, routing, work orders, and more. It attempts to provide a full customer-facing solution for tracking and managing everything you do in terms of customer relations.
Smart Service eliminates the need for in-field paperwork, clipboards, and all that additional office stuff that gets in the way of tradesmen working in the field. Best of all, it eliminates the risk of losing paperwork in the field- as well as the risk of sensitive information, like billing and payment information, falling into the wrong hands.
The one problem users reported most was that employees who are used to using Quickbooks will tend to enter data directly into Quickbooks, which can cause data loss. Employees need to be trained to use Smart Service before starting to work with it in the field. Read our Smart Service review.
This all-inclusive field service application enables you to manage your teams with quotes and estimates, a responsive customer database, work orders, assets, dispatch, inventory, payments, invoicing, and more.
Its list of features includes;
- Contact Database
- Contract Management
- Inventory Management
- Mobile Time Clock
- Mobile Access
- Payment Collection in the Field
- Work Order Management
- Service History Tracking
Pricing starts at $35.00 a month per user.
Unlike most apps in this category, Commusoft has no trial version. But there are plenty of demo videos you can review. Some complaints have come out about Commusoft’s customer service teams, which do not seem as responsive as we would like. Users comment that they love the nimble customization of the app for specific business needs and profiles.
Designed for commercial and residential cleaning companies, WorkWave was not designed with plumbing in mind specifically- but it’s still a great way to streamline your business. WorkWave is a cloud-based mobile app that gives you a list of intuitive and powerful tools to help you run your field service business better.
Its starting price is higher than its main competitors at $59.00 a month per user, however- it does everything the most featureless apps on our list can do- and WorkWave has a great reputation for customer service. The company was founded in 1984 and they are based in the United States, which means they understand US business better than any of their competitors.
Some customers have complained about problems with Quickbooks integration causing lost data. Most recommend starting from scratch with WorkWave , commenting that it works as expected that way.
Unique in this software category, RazorSync is the only app of its kind that claims to make managing your business from a phone or tablet just as easy as managing it from your office. This makes it a great asset for small to medium-sized businesses where the owner/operator is also a service tech.
It handles everything from invoicing to billing to finalization in one simple, and easy to use interface. It even has a streamlined dispatch feature that allows you to find field techs closest to a new job for optimal response times.
RazorSync offers a free trial and plans start as low as $40 a month.
Some users complain about route optimization, though it’s still a great feature when meeting a customer for the first time. Most users report changing to alternative routes after making first contact with the customer.
ServiceTitan has a built-in customer base of over 50,000 plumbing contractors, and its lasting appeal comes from just how comprehensive it is. the ServiceTitan platform covers everything from scheduling and dispatch services to sales and marketing to practical considerations like inventory oversight and payroll. It also scales well to the demands of plumbing companies of any size. As long as you have three or more employees, you can find a subscription plan that meets you. They also offer free demos so you can see what they have to offer before you make an investment.
While mHelpDesk isn’t exclusively built as plumber business software, the wide range of services it offers are well suited to the demands of a plumbing company. mHelpDesk’s features are targeted at field service businesses, and that’s reflected in the offline mode. That allows your technicians to keep using the mobile app even if they enter an area without cell or internet reception. mHelpDesk is completely cloud-based, and that allows you to scale the services to the size of your company. Particularly valuable are the tools designed for on-site staff, including schedules, a dispatch system, and the ability to send alerts to workers in the field.
While FieldEdge got its start creating a software platform for HVAC companies, they’ve been in business for three decades and have since customized their software to specifically accommodate the needs of plumbers. The options here are thorough enough to assist everyone from field techs to office staff, and they include financial software with QuickBooks integration, scheduling options, and the tools you need to run a marketing campaign. Especially attractive is the mobile field dashboard which allows plumbers to access all the information they need for customers, deal with billing, and communicate with the office in one handy interface.
Kickserv (read our Kickserv review here) was built by a plumber for plumbers, and three separate subscription plans are available making it a good choice for plumbing companies of any conceivable size. But regardless of the plan you sign up for, you’ll get access to online invoice payments, directory listings, and time tracking for your staff. Apps for both Android and iOS provide team members with the tools they need in the field, and the platform also includes sales and marketing components like Yelp integration, reputation management, and website contact forms. Just keep in mind that some of the more advanced features – like GPS check-ins and job expense tracking – are locked away from the cheapest subscription plan.
Housecall Pro is built for companies that want to do away with traditional paperwork entirely and integrate automation directly into their business model. A coordinated scheduling and dispatch system is a critical boon for companies with a larger staff, and GPS tracking and invoicing create a higher level of convenience for plumbers in the field while giving more oversight to those in the office. There are also tools to improve customer engagement directly. These include an automated postcard and email marketing system and an online booking portal for your customers.
Verizon Connect Work
Connect Work leverages the infrastructure of Verizon’s network to create a powerful plumber software platform that unifies your back office with workers in the field. Technicians have the capability to digitize paper forms in the field and deliver them directly to the back office databases. A powerful online dashboard puts all of your critical metrics in one place, while productivity utilities help you create more efficient routes in the field. Their scheduling software makes use of Gantt charts to help you more effectively match workers to the jobs that meet their specific qualifications.
Service Cloud Field Service
Salesforce is one of the most respected customer relationship management platforms in the business and its Service Cloud Field Service platform lets you access a more robust collection of specialized tools that integrate naturally with the existing Salesforce app. The Service Cloud Console can turn your office into a fully connected nerve center, and your field technicians can submit and access the information they need in real-time. One unique advantage of this platform is the Knowledge module, which provides both team members and customers with answers to the most commonly asked questions, and an agent collaboration chat tool is built right into the platform.
Wintac is one of the oldest plumbing software solutions around. They’ve been around since 1988, and their robust platform includes back-office features like inventory oversight, scheduling and dispatching, and fleet management. Field technicians get access to devoted mobile apps that connect directly to the cloud. Quotes and estimates can be made right in the field, giving your agents more freedom to get the job done, and Wintac is supported by an extensive selection of training options that include comprehensive documentation, webinars, and live customer service support during business hours. Wintac also offers standard business management options like purchasing, financial management, and a dedicated point of sale system.
Jobber may not be as comprehensive as some other platforms, but it’s a great tool for maximizing the efficiency of your business. A well-built dashboard makes the process of tracking quotes easy so that you can find the most profitable jobs when your resources are limited, and a drag and drop interface simplifies the process of adding contacts to your queue. Administrators have a lot of control over access privileges, and targeted insight gives you a birds-eye view of your overall bottom line with just a glance. Custom job forms and checklists can also be created with ease.
We took Jobber for a test spin – read the Jobber review here.
You never have to worry about per-user fees or contracts with Service Fusion, and that makes it one of the most affordably scalable plumbing solutions on the market. Fieldworker mobile tools allow you to get a digitized paper trail with less oversight, and your technicians can get informative snapshots of customer information sourced directly from your office database. Service Fusion even comes with a front end app that your customers can use to more conveniently get in touch with you. Further tools include an impressive GPS fleet tracking system and a signature capture tool for field techs.
SkyBoss‘ modular approach to features means that it’s a great platform if you have an existing software ecosystem and you’re looking to fill in the gaps. But if you want to use SkyBoss as a holistic cloud-based solution, they cover practically everything you could need. That includes a drag and drop calendar you can use to match technicians up to the work they’re best qualified for and GPS-enabled routing services for your whole team. A customizable price book and inventory management system combine to make pricing a breeze. Through the use of a connected mobile app, technicians can create estimates and quotes in the field.
Knowify has some of the most impressively deep metrics around when you’re looking to track the long term patterns of your business. These can be condensed into a wide variety of reports that you can customize to suit your own needs. The purchase order and expense management system operates in real-time and is coordinated between the office platform and mobile apps. The mobile platform includes a chat system, but the addition of multimedia sharing allows plumbers in the field to take pictures and ask for advice as necessary. Knowify supports easy integration for top-shelf third-party services like PaySimple and Zapier.
simPRO is designed for businesses with five or more employees, and it does an admirable job of connecting your field staff to the office. A preventive and reactive maintenance utility allows you to avoid inefficiencies in the field, and payments can be collected on-site, online, or over the phone. Vendor catalogs can be imported directly to your database to ensure more accurate quotes and estimates Integrations with Quickbooks, Profit Rhino, and Outlook allow you to take better advantage of the tools you already use. VoIP integration allows for clear and clean communications even in areas with lower quality cell coverage.
Pointman understands that knowing how to run a business is different from knowing how to be a great technician, and they’re focused on handling the former so you can focus on the latter. Their dispatch and scheduling system offers a greater level of control than other alternatives, letting you prioritize emergency jobs and note the specific demands of specialty work. A comprehensive map allows you to maintain a granular level of oversight on all of your existing customers, expediting and improving the service process when you need to diagnose recurring or related problems.
ServMan may not be the right choice for smaller plumbing companies, but it’s a smart option for businesses with 50 or more employees. Their core interface is highly customizable, allowing you to essentially develop a platform catered to your business’ needs. The calendar system offers both a drag and drop interface and an automated system that will match technicians to jobs based on proximity, expertise, and availability. A dedicated point of sale system allows plumbers to process cards, create new orders and quotes, or place inventory requests wherever they happen to be.
While IFS offers robust services that cover everything from scheduling optimization to billing to inventory oversight, it’s also a platform that plays well with others. This software’s seamless integration with existing enterprise resource planning and customer relationship management platforms makes it a good choice for bulking up your office’s existing software ecosystem. Internet of things capabilities are baked right in, and IFS includes portals for partners and customers as well. Particularly useful is the ability to manage outstanding warranties, a feature that isn’t available in many of IFS’s contemporaries.
Vonigo is a cloud-based plumbing software solution that makes use of a modular approach. You can mix and match from a variety of different modules that include CRM, work order management, estimates, routing and GPS, and financial reporting. It’s one of the most feature-rich service management platforms around, but users have a lot of control over how they use it and how much they pay. An online booking system lets customers reach out to you directly to book jobs or schedule estimates. Vonigo scales well to larger plumbing franchises with multiple offices.
Many of the best business management tools for plumbers are designed to accommodate the needs of multiple different service industries, but ServiceBox was built explicitly for the needs of plumbing companies. Their scheduling system is highly flexible and makes it easy to not just coordinate singular jobs but also oversee follow-up appointments. A coordinated infrastructure connects your office with technicians in the field and provides accurate tracking of employee hours. Work orders are synchronized between the office and job sites, making it easier to get the right plumbers to the right jobs quickly, and an accurate quoting system means that you won’t have to worry about costly miscommunications between your techs and your office.
While Less Paper is suitable for the needs of multiple service businesses, they offer a customized version of their platform made exclusively for plumbing companies. This platform combines custom-built work order management systems, scheduling systems, and inventory management systems into a single package, and it integrates these three pillars smoothly, so every member of your team will have the information they need. Powerful reporting and notification tools are highly customizable, and a robust integrated map system simplifies the process for both your drivers and your fleet managers.
ThermoGRID sells itself as an all-in-one solution for field contractors. Their smart scheduling and dispatching tool allows you to assign contractors to jobs using a wide variety of different metrics, while their pull reports can offer you dense but clearly displayed metrics to help you evaluate the effectiveness of your marketing campaigns. A calendar system lets everyone be on the same page regarding appointments, and time tracking is directly built into the mobile app and the core desktop platform.