CRM for plumbers
Plumbing software that keeps up with the van.
Take the call, send the crew, quote on site and invoice before you are back in the van. Built for South African plumbers.
A plumbing job, start to finish
From the burst pipe to the paid invoice.
- 01
Take the call
Log the caller and the job site on a job card, with a map link for the crew.
- 02
Send the crew
Assign the crew, vehicle and ETA. The office sees every crew on the live dashboard.
- 03
Quote and work
Quote on site, record the work by voice, take photos and get the customer’s sign-off.
- 04
Invoice and get paid
Invoice from the job card in one click, take a card payment with Yoco and snap the hardware-store slip.
The plumber set-up uses the Job Card, Slip Capture and Yoco Card Payments modules, each free for 30 days.
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Built for plumbing businesses
In the van and in the office.
In the van
Everything the plumber needs, on the phone.
- Job cardsCaller, site, map link, materials to bring and access notes.
- Work notes by voiceDictate what was done instead of typing on a small screen.
- Photos and sign-offBefore-and-after photos and the customer’s signature.
- Quote on siteA professional quote with 15% VAT, accepted and signed online.
- Card paymentsGet paid by card on the invoice with Yoco (module).
- Slip capturePhotograph the hardware-store slip and the expense is captured (module).
In the office
Every crew, every job and every rand, in one place.
- Crew plannerPlan the week by crew on a calendar, including sub-contractors.
- Live dashboardWhere each crew is today and which jobs are done.
- Done, not invoicedNever lose money on finished jobs that were not billed.
- Invoices and statementsInvoice in one click and send monthly statements.
- Who owes whatAge analysis with reminders on email or WhatsApp (module).
- Customer historyEvery quote, job card and invoice on the customer’s record.
Pricing
One plan. Add what you need.
More staff
R287.50/ month per 5 extra staff
- Add five more staff logins at a time
- Switched on inside your CRM
- Billed monthly with your plan
- Remove it again when you no longer need it
CRM Online
R575/month
No VAT is added: CRM Online is not a VAT vendor at present.
- Up to 5 staff logins
- 10 GB of storage
- Your own web address: yourname.crmonline.co.za
- Customers, quotes, invoices, projects, tasks, expenses, reports
- Hosted in South Africa, backed up daily
- Month to month, cancel any time
- 24/7 customer support
Modules
From R20/ month per module
- Every module free for 30 days
- WhatsApp Connect: R1,000 / month
- Statement Manager: R20 / month
- Age Analysis: R20, or R50 with WhatsApp Connect
- Yoco payments & Subscriptions: free
US-dollar prices use one fixed rate:
Plumbing software questions
Straight answers.
Anything else? Email us at support@crmonline.co.za.
What is the best software for a plumbing business?
One that follows the whole job: the call-out, the crew, the quote, the work on site and the invoice. CRM Online does all of that in one system, with job cards made for plumbing call-outs, from R575 per month for up to 5 staff.
Can my plumbers use it on their phones?
Yes. Job cards, notes by voice, photos, sign-off and quotes all work in the phone’s browser, and it can be added to the home screen like an app.
Can I see where my crews are?
The live dashboard shows each crew’s jobs for the day, what is done and what is still unscheduled.
Can customers pay on the spot?
Yes, with the Yoco Card Payments module customers can pay by card straight from the invoice.
How do I keep track of material costs?
Photograph the slip with the Slip Capture module and the expense is captured, so job costs are not lost in the van.
What does it cost?
Nothing for the first 30 days, and no card is needed. After that it is R575 per month for up to 5 staff. No VAT is added: CRM Online is not a VAT vendor at present. The Job Card module is R250 a month, also free for 30 days.
Start today, decide later
Your own CRM, live in minutes. Free for 30 days.
No card. No setup fee. Then R575 per month for up to 5 staff.