Plumbing Operations Pro

One platform to run your entire service business — from the first call to the final invoice. Built for plumbers, HVAC techs, electricians, and every trade that works in the field.

Paperwork is costing you jobs

Paper work orders get lost, misread, or left in the truck. Missed details mean callbacks — and callbacks cost money and reputation.

Slow invoicing delays cash flow

When invoices go out days after a job closes, payment follows weeks later. Plumbing Operations Pro generates invoices the moment a job is complete.

No visibility into your business

Without real-time data you can’t see which jobs are profitable, which techs are performing, or which customers are overdue — until it’s too late.

Real-time command center — active jobs, revenue, dispatch board, and team status at a glance.

Create, assign, and track jobs from scheduling to completion with photos, notes, and printable documents.

Full customer profiles with service history, access notes, and tag-based organization.

Log incoming calls, assign techs, and track call-to-dispatch-to-resolution time.

Build itemized quotes and convert approved estimates directly into work orders or invoices.

Generate invoices from jobs or estimates. Track payment status from Draft to Paid.

Log parts used per job with part numbers, quantities, and per-job material cost rollup.

Techs clock in/out per job. Labor hours feed directly into job costing and invoices.

Log job and business expenses by category with receipt photos, tied to work orders or techs.

Track tech licenses with expiry monitoring, document upload, and status alerts.

Asset registry for tools, machines, and safety gear with condition tracking and inspection history.

Full fleet registry with mileage, condition, insurance expiry, and service schedule tracking.

Track permit applications, inspection dates, fees, and approval status per job.

Internal team announcements, shift handoff notes, and safety alerts with priority levels.

Revenue trends, technician leaderboards, callback rate tracking, and job completion metrics.

Work Orders — The Heart of the Platform

Create, assign, and track every job from scheduling through completion. Set priority levels, track status in real time, attach field photos, log parts and notes, and generate a professional printable invoice — all from the same record. Estimated vs. actual hours are tracked automatically so you always know your true job cost.

Estimates → Work Orders → Invoices

Build an itemized quote, send it for approval, convert it to a work order with one click, and generate an invoice the moment the job closes. Track payment status from Draft to Paid — including partial payments — without leaving the platform. The job-to-cash cycle that used to take days now takes minutes.

Certifications, Permits & Fleet — All Tracked

Technician licenses flag as Expiring Soon before they lapse. Permit status moves from Applied through Inspection to Approved per job. Fleet vehicles show insurance expiry and next service dates. One screen shows everything that’s overdue or coming up — no more compliance surprises on a job site.

Real-Time Dashboard & Reports

The dashboard gives owners and managers a live view of active jobs, revenue, and team performance the moment they open the app. Reports show technician leaderboards, callback rates, job type distribution, and revenue trends — so you can make decisions based on data, not gut feel.

Who Uses It

Built for every role in your business.

From the owner reviewing revenue to the tech logging parts in the field — every role has the right tools and the right level of access.

Ideal For

Any business with technicians in the field.

Do my technicians need to install an app?

No. The platform runs entirely in a web browser. Technicians open it on their phone or tablet, bookmark it to their home screen for easy access, and use it just like an app — without any download or installation required.

Can I use it for both residential and commercial jobs?

Yes. Customer profiles support Residential, Commercial, and Industrial property types. Work orders, estimates, and invoices all handle both job types — with the same workflow, the same documentation, and the same reporting.

How does time tracking work for payroll?

Technicians clock in and out on each job directly in the platform. Hours are calculated automatically at your configured rate and feed into job costing and invoicing. All time data is available in reports for payroll processing.

Can I track which parts were used on each job?

Yes. Technicians log every part used — with part numbers, quantities, and costs — directly on the work order. The per-job material cost rolls up automatically so you always know your true job profitability.

How does the estimate-to-invoice workflow work?

Build an itemized estimate with labor and materials, send it to the customer, and track its status (Draft → Sent → Approved/Declined). When approved, convert it to a work order and then an invoice with a single click — no re-entering data.

How quickly can my team get set up?

Most businesses are operational within a single session — adding technicians, entering existing customers, and configuring job types and rates. No IT support required. Schedule a free walkthrough and we’ll guide your team through setup step by step.