Plumbing · Field service software
Plumbing software that connects the first call to the final invoice
Your plumber is under a sink when the next call comes in. Give the office one place to capture it, fit it into the day, quote the fix, and get paid.
Shop plan from $199/mo, billed monthly. Unlimited technicians. See plans
- Unlimited technicians on every plan
- AI answers calls and chat when the crew cannot
- Quotes with options that convert to invoices
- Online payments and a clear view of who owes you
- QuickBooks Online
- Xero
- Google Calendar
- Google Business Profile
- Tradecraft Voice mobile app
What should plumbing software handle end to end?
Plumbing software should carry a job from the moment a customer calls about a leaking water heater to the moment the invoice is paid, without anyone retyping the same details. That means capturing the request, putting it on a schedule that already shows what every plumber is doing, quoting the fix in a way the customer can approve, and turning the approved quote into an invoice with a payment link.
The hard part in a plumbing company is that the day rarely goes as planned. A drain call that was supposed to take an hour turns into a camera inspection and a second visit. A slab leak pushes two afternoon jobs to tomorrow. Software earns its place when the office can see those changes as they happen and move work without a chain of phone calls. AI helps most at the edges: answering the phone when nobody can, and suggesting who should take the call that just landed.
How plumbing companies use Tradecraft
Win the work
Capture the request without pulling a plumber off the job
Most plumbing calls arrive while your team is elbow-deep in someone else's problem. Tradecraft's AI voice and chat agent answers on your business line and your website, collects what a dispatcher would ask, and books into the windows you allow. A customer describing a slow drain, a running toilet, or a water heater that quit overnight becomes a job with the details already written down.
- One agent across phone, website chat, and text
- Collects the symptom, location in the home, and when the customer is available
- Books into your real availability instead of leaving a voicemail
- Follow-up texts on Business plans for quotes that have gone quiet
Who decides: You decide what the agent asks and which time windows it can book. Your office reviews each new job before a plumber is assigned.
- Inbound call
Water heater leaking from the base
- Garage location, 50-gallon gas unit
- Customer home until noon
- New job
Service call, high priority
- Symptom and location captured
- Status: unassigned
- Office
Details ready for the schedule board
- No callback needed for basics
- Notes shared with the team
Run the day
Re-fit the board when the day changes
The schedule board shows every plumber's day, the live map shows where they actually are, and unassigned work sits in its own view. When a high-priority service call lands, the dispatch copilot scores your active plumbers on skills, distance, and workload and writes a recommendation with the reasons. The dispatcher applies it or moves the work by hand. When a drain job runs long, the afternoon can be reshuffled by dragging jobs, not by calling every truck.
- Drag-and-drop schedule with crew and unassigned views
- Live map with plumber and job locations
- Recommendations name the plumber and explain why
- Team chat with rooms and mentions keeps the office and trucks on the same page
Who decides: Recommendations are suggestions. A person on your team applies every assignment, and each one is recorded with who made it.
- Running long
Drain clearing turned into a camera inspection
- Second visit needed
- Next job at risk
- Recommendation
Suggested: Dev for the water heater call
- Gas water heater experience
- Eight minutes away
- Open after 11 am
- Dispatcher
Apply and move the 1 pm job to tomorrow
- Customer notified of the change
- Board updated for the whole team
Finish the job
Turn the agreed scope into a quote the customer can approve
For a water heater replacement, build the quote from your pricebook with labor and materials as separate lines. Offer Good, Better, and Best options when it helps: a like-for-like tank, an upgraded tank with a longer warranty, or a tankless unit. Send it to the customer, mark the preferred option, and let them decide. The selected option converts to an invoice with one action.
- Labor and materials as separate line items from your pricebook
- Optional Good, Better, Best presentation
- Send the quote to the customer and track its status
- The chosen option becomes the invoice without retyping
Who decides: Your plumber sets the scope and your prices apply. Tradecraft does not diagnose the problem or set regional pricing for you.
- Good
Like-for-like 50-gallon gas tank
- Unit, labor, haul-away
- Same-day install possible
- Better
Upgraded tank with expansion tank
- Longer manufacturer warranty
- Marked as preferred
- Best
Tankless unit with venting
- Higher equipment cost
- Scheduled as a full-day job
Finish the job
Carry the quote into invoicing and payment
Once the customer approves, the invoice is created from the selected option and sent with an online payment link. The office sees invoice status without asking the plumber how the job ended. Documents such as agreements or completion forms can be generated and signed electronically from the same job, and everything stays attached to the customer for the next visit.
- Invoices created from approved quotes
- Online payments through Stripe with status tracking
- Find, generate, revise, and send documents with e-signature
- Customer history: jobs, quotes, invoices, and notes in one record
Who decides: Your team decides what to send and when. Payment processing fees and AI usage are separate from the platform fee; the pricing page has the details.
- Invoice
Created from the Better option
- Status: pending
- Payment link sent by email and text
- Payment
Paid online the same evening
- Status: paid
- Receipt delivered
- Customer record
Water heater installed, photos and notes attached
- Next visit starts informed
- Quote and invoice linked to the job
Example workflow
Example workflow: from service call to approved replacement
A fictional Thursday for a four-truck plumbing company. Names and details are illustrative. Each step is something Tradecraft does today.
The call comes in at 8:15 am
The owner is driving to the first job and the office manager has not arrived. The AI agent answers, learns a gas water heater is leaking from the base in the garage, confirms the customer is home until noon, and books a high-priority service call.
The job appears as unassigned
The office manager opens the schedule board at 8:30 am and sees the job with the address, the unit description, and the time window already filled in.
The dispatch copilot suggests a plumber
The recommendation names the plumber with gas water heater experience who is eight minutes away and open after 11 am, with the reasons listed.
The dispatcher applies it and moves one job
She applies the recommendation and drags his 1 pm drain job to tomorrow morning. That customer receives a text about the new time.
The plumber confirms the tank has failed
From the mobile app he adds photos of the corroded base and notes about the venting. Replacement is the right conversation.
The company presents three options
The quote shows a like-for-like tank, an upgraded tank with an expansion tank, and a tankless unit, each itemized from the pricebook. The customer chooses the upgraded tank.
The approved option becomes the invoice
The invoice is created from the selected option and sent with a payment link. The customer pays online that evening, and the customer record now holds the photos, notes, quote, and invoice for next time.
See this Plumbing workflow with your own jobs
Bring a real week from your shop. We will walk through intake, the schedule board, quotes, and invoices using your scenario.
What Tradecraft does not do for plumbing companies
Tradecraft runs the business side of plumbing work. These boundaries are worth knowing before a demo.
- It does not diagnose plumbing problems or tell your plumber what is wrong. The AI agent captures what the customer describes; your plumber makes the call on site.
- It does not publish or set service prices for your market. Your pricebook holds your numbers.
- The dispatch copilot recommends plumbers. It does not assign them automatically and does not promise arrival times to customers.
- It is not a permit or inspection system, and it does not track code requirements for your jurisdiction.
- Outbound AI follow-up calls, the fleet console, and the bid desk are Business plan features. AI usage beyond the included monthly credits is billed as additional usage.
How to choose plumbing software
Use this list with every vendor, including us. Tradecraft's honest answers are beside each question.
- Can planned work and new service calls share one schedule?
- Tradecraft: Yes. One board with crew and unassigned views, plus a live map.
- Who answers when every plumber is on a job?
- Tradecraft: The AI agent answers, captures details, and books into your availability. Your office reviews the job.
- Are field technicians charged per seat?
- Tradecraft: No. Technicians are unlimited. You pay for office seats: 3 on Shop, 10 on Business.
- Can we quote options for a replacement job?
- Tradecraft: Yes. Good, Better, Best options from your pricebook, with labor and materials itemized.
- Does an approved quote become the invoice?
- Tradecraft: Yes. The selected option converts to an invoice with the same line items.
- Can customers pay online, and can we see who has not?
- Tradecraft: Yes. Stripe payments with invoice status tracking. Processing fees apply and are separate from the platform fee.
- How is AI usage billed?
- Tradecraft: Included credits each month, 1,000 on Shop and 5,000 on Business, with additional usage metered after that.
- Does it connect to our accounting?
- Tradecraft: QuickBooks Online and Xero are included on every plan, along with Google Calendar.
How Tradecraft compares for plumbing companies
Plumbing companies usually shortlist one of these. Each comparison explains where the other product fits and where Tradecraft fits better.
- Jobber alternativeUnlimited techs + AI OS vs per-user laddersJobber is commonly cited from about $39/mo for a solo Core plan, with higher Connect and Grow tiers as you add users and features. Choose Jobber for clean quoting and scheduling simplicity; choose Tradecraft when you want unlimited field techs and an AI-native OS without stacking AI add-ons.Read the comparison
- Housecall Pro alternativeIncluded AI stack vs marketing-led FSM tiersHousecall Pro commonly publishes tiered plans (often cited near $79–$279/mo depending on seats and features) with strong mobile and consumer marketing tools. Choose Housecall Pro for polished booking and reviews; choose Tradecraft for AI-first ops with zero per-tech fees.Read the comparison
- Workiz alternativeFull AI OS vs phone-forward field CRMWorkiz is commonly discussed as a phone-forward field CRM with AI answering options and tiered plans often cited from the mid-$60s/mo. Choose Workiz if call masking and phone-first booking are the wedge; choose Tradecraft when the whole operating system should be AI-native.Read the comparison
Plans for plumbing companies
Flat platform fees billed monthly. Technicians are unlimited on every plan; you pay for office seats and get a pool of AI credits each month. AI usage beyond the pool is metered as additional usage, and card processing fees apply to online payments.
Shop
$199/mo
- Technicians
- Unlimited
- Office seats
- 3 office seats
- Included AI
- 1,000 AI credits per month
Inbound AI voice and chat agent, scheduling and dispatch recommendations, quotes, invoices, documents with e-signature, online payments, internal assistant, and team chat.
Business
$399/mo
- Technicians
- Unlimited
- Office seats
- 10 office seats
- Included AI
- 5,000 AI credits per month
Everything in Shop, plus outbound AI text and call follow-ups, the fleet console, the bid desk, advanced reports, and more integrations.
Enterprise plans have custom pricing and unlimited office seats. Full plan details and annual billing
Plumbing questions, answered
Can I schedule planned plumbing work alongside new service calls?
Yes. Repipes, remodel rough-ins, and maintenance visits sit on the same schedule board as the service call that just came in. The board has crew and unassigned views, and the live map shows where each plumber is. When something runs long, you drag jobs to a new time and the affected customers are notified.
What happens when an incoming request needs a different plumber than the one nearby?
The dispatch copilot scores your active plumbers on skills, distance, and current workload, so a gas water heater call is not recommended to the plumber who only does drains just because he is closest. The recommendation lists its reasons. Your dispatcher can apply it or choose someone else.
Can I quote options for a water heater replacement?
Yes. Build the quote from your pricebook with labor and materials as separate line items, then offer Good, Better, and Best options such as a like-for-like tank, an upgraded tank, and a tankless unit. Mark a preferred option, send it to the customer, and track its status until they decide.
Does an accepted quote turn into an invoice automatically?
When the customer chooses an option, your team converts it to an invoice with one action. The invoice carries the same line items and is linked to the quote and the job, so nothing is retyped and the history stays together.
Are my field plumbers charged per seat?
No. Technicians are unlimited on every plan. The platform fee covers office seats: 3 on Shop at $199 per month billed monthly, and 10 on Business at $399 per month billed monthly. Adding a truck does not change the price.
Which AI features are included, and which need the Business plan?
Shop includes the inbound AI voice and chat agent, dispatch recommendations, the internal assistant, and 1,000 AI credits per month. Business adds proactive outbound text follow-ups, AI outbound calls, the fleet console, and the bid desk, with 5,000 credits per month. AI usage beyond the included credits is metered as additional usage on both plans.
How do online payments and fees work?
Invoices go out with a Stripe payment link, and the office can see which invoices are pending and which are paid. Card processing fees are charged by the payment processor and are separate from the Tradecraft platform fee. The pricing page explains what is included in each plan.
Other trades and more to explore
Bring a real plumbing day to a demo
Tell us about the morning a water heater call landed while everyone was on a job. We will walk through intake, the schedule board, the quote, and the invoice with your scenario.
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