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Industries/Plumbing/CRM

Plumbing CRM

Plumbing CRM for the calls that can’t wait

ECHOPS is a plumbing CRM built around the phone: calls ring your team, texts and photos land on the customer’s record, and every lead is booked, quoted and followed up from one board.

How it works

How a plumbing CRM turns a call into a job

  1. The phone rings people, not a mailboxWith Phone & texts, a call rings the people you choose in the browser, then a cell phone, then voicemail. The recording is summarized onto the lead, and missed calls wait under the Missed filter with the voicemail.
  2. Web and marketplace leads join themWebsite forms, Google Ads lead forms, CallRail and forwarded Angi or Thumbtack emails land on the same board with their source. Speed-to-dial rings your team when a form lead comes in during your hours.
  3. Book the visitPress Book appointment, pick the visit type and the lead, then the plumber and an open time, and tick to email the customer. The visit type can hold the intake questions you always ask: where’s the water, is the main off, how old is the heater.
  4. Offer repair or replacePrice the fix and the replacement from your price book and send both as options. For a part you don’t stock, search a home-improvement store’s catalog near your ZIP and add it at your cost times your markup.
  5. Run bigger jobs as projectsA repipe or a sewer line gets stages with checklists, job photos and a Permits folder. What you find behind the wall becomes a change order the customer signs online, billed on its own invoice.
  6. Close the loopBill from the payment plan and record the payment. Ask for a review and the rules send it with one follow-up. If the leak comes back, a service ticket gives the warranty answer from the completion date.
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On real jobs

How plumbing work runs through ECHOPS

Job
How it runs
Leak or clogged drain
The call comes in, the visit is booked, a short quote is signed on your tablet, and the payment is recorded against the invoice.
Water heater replacement
Tank and tankless as two options with your fittings, permit and haul-away lines, a deposit and balance from the payment plan, and the warranty dated from completion.
Repipe or sewer replacement
A project with stages, permit papers in the Permits folder, a labor sheet for the sub if you sub out the digging, change orders and progress invoices.

Features

What a CRM for plumbers has to handle

Every call on the record

The call log, recordings, transcripts and AI summaries sit on the lead, so whoever picks up next knows the story.

Picture texts

Customers text a photo of the leak or the heater’s label, and it shows in the thread. STOP and START are honored.

Online booking

Customers pick a visit type and an open time, then get a link to move or cancel it.

Your prices, ready to quote

Put a toilet swap, a disposal or a heater install in your price book at your price, and the builder pulls it in.

Follow-ups counted

Every call, text and email counts, and the follow-up buttons open the message with the words written.

Which leads pay

Leads, booked visits, jobs won and cost per lead for each source, marketplaces included.

Buying advice

Choosing plumbing CRM software: what matters

A plumbing shop lives on its phone, so start there and work down the list.

  • What happens on a missed call. Check who rings, in what order, and where the voicemail goes. ECHOPS rings the browser, then a cell, then voicemail; it doesn’t send an automatic text back.
  • Photos in the conversation. A picture of the leak can save a wasted trip. Picture texts should land on the customer’s record, not on someone’s personal phone.
  • Repair and replace side by side. One quote with two options is easier to say yes to than two separate quotes.
  • Your price book, not a generic one. Flat prices only help if they’re yours. Check how fast you can load your list from a spreadsheet.
  • Ticket volume. If you run many short calls a day, take cards on the spot and sell service plans, a dispatch-first tool may fit better. Compare ECHOPS vs Housecall Pro and ECHOPS vs Jobber.

Straight answers

What plumbers ask about and where ECHOPS stands

  • Card payments on the job or online: online, yes. Clients pay invoice links by card, Apple Pay, Google Pay or ACH. There’s no card reader.
  • Google Local Services leads: live; they come in on their own as new leads.
  • Missed-call text-back: no.
  • Service plans: yes, recurring visits billed per visit or monthly; no membership discounts.
  • A ready-made flat-rate book: not a full one. A plumbing workspace starts with a sample service book (service calls, drains, toilets, faucets, water heaters) at example prices, so you change them or load your own list.
  • App-store apps, offline mode and GPS: ECHOPS runs in the phone’s browser and adds to the home screen, with an iPhone app on the way. It needs a connection and doesn’t track vans.
  • QuickBooks Online: live; clients, jobs, invoices, payments and job costs go to your books on their own.

Lots of one-visit repairs? ECHOPS bills from a signed quote’s payment plan. Run a few quick calls end to end in the trial and see whether the flow suits your day.

Price

What a plumbing CRM costs here

What
Price
Plans
Solo $149 a month with 3 users, Crew $299 with 8, Company $599 with 20. Each extra user is $25 a month; a year costs 10 months.
Phone & texts
$79 a month on Solo and Crew, included in Company, with extra numbers at $10 a month. You need it for calls, texts and speed-to-dial.
Special price
Your first two months are $49 (Solo), $59 (Crew) or $69 (Company) a month, then the regular price. Spots are limited.
Your own automation rules
Crew and Company. That covers the built-in automations, like reminders and follow-up lists, and your own rules. Solo has no automations.

Start free. 14 days, no credit card, and your workspace is ready in minutes. Details on the pricing page.

Questions

Plumbing CRM questions

What CRM is best suited for plumbing businesses?

One that handles the phone well, keeps photos and texts on the customer’s record, books the visit and sends repair-or-replace quotes. If you depend on service plans or card payments in the field, check those first: ECHOPS doesn’t do them yet.

How much does a plumbing CRM cost with ECHOPS?

Solo is $149 a month with 3 users, Crew $299 with 8 and Company $599 with 20. Extra users are $25 a month, and yearly billing costs 10 months. Phone & texts costs $79 a month on Solo and Crew and comes with Company. No setup fee; the 14-day trial needs no card.

Can customers text me photos of the problem?

Yes, with Phone & texts. Picture messages show in the conversation on the lead, deal or project, so the next person who opens it sees them too.

Can I set flat prices for common jobs?

Yes. Any task can be a Price Book item at a set price or with a minimum charge, and the quote builder pulls it in. ECHOPS doesn’t ship a plumbing flat-rate book, so you enter or import your own.

Does it work with Angi and Thumbtack leads?

Yes, through their lead emails. Forward them to an inbound-email service that posts to your lead door, and ECHOPS reads the name, phone, email and job into a new lead.

Can I bring my customer list over from another system?

Yes, by CSV. Import leads with an ID column so a second import updates them instead of doubling them, and bring past jobs and old service tickets in too.

Does ECHOPS also handle plumbing quotes?

Yes. The lead turns into a quote built from your price book, with options and a payment plan, signed online. See plumbing estimating software.

Related

Keep reading

ECHOPS for plumbers

Calls, jobs, routes and invoices in one place.

See the trade page →

CRM for contractors

Leads, follow-ups, deals and contacts.

See the CRM →

Phone and texting

The business number, recordings and picture texts.

See phone and texting →

Calendar and online booking

Visit types, open times and the booking page.

See the calendar →

Estimates and quotes

Your price book, options and quote links.

See estimating →

Starting a plumbing business

A step-by-step guide for new shops.

Read the guide →

Your next job,
from one place

Try ECHOPS free for 14 days with your own leads and jobs. No credit card, and your workspace is ready in minutes.

Start free trialBook a demo

Special price: your first 2 months from $49/mo. Limited spots, so sign up today.