Plumbing Software for Your Field Service Business
A Software Meant for Your Thriving Business
From scheduling appointments to managing invoices, our plumbing software has you covered, ensuring your business runs smoothly and profitably. Make more money while getting more time back in your day. One application that keeps you and your entire team connected.
|Service Contractor - ThermoGrid
|Trade Contractor - Bolt
|Do you primarily service and install plumbing for residential or commercial customers?
|Do you need to schedule and dispatch field technicians to jobs?
|Do you directly invoice homeowners for completed jobs?
|Do your primarily work with builders on new residential construction projects?
|Do you need to create a contract to track extra POs that can then be sent to a home builder?
|Do you need to manage a constantly changing schedule with a home builder?
Ensuring Comfort on Scheduling
Reduce admin work and maximize bookings with real-time calendar views. Your team will see where they need to be and can update their availability on the spot.
With at-a-glance calendar views, it's easy to see where you need to be next. Elevate your response times, customer satisfaction, and first-time fix rates by sending the right person with the right skills to every job.
Mastering Your Finances
A complete, comprehensive platform with end-to-end workflows helps you easily create estimates with accurate profit margins and convert them into booked jobs without all the paperwork and double entry.
Streamlining Payments for Improved Cash Flow
A simple mobile app for field workers with on-the-spot invoicing and payment acceptance not only provides a great customer experience but also reduces the time you have to spend chasing payments.
Finish Tasks Without Disruptions
Plumbing software for mobile devices must work, even when you're in a spot where the internet has dropped. Offline mobile app support means that you can continue to work, access job info, and update work orders, even when you lose your network.
Key Plumbing Software Capabilities
Centralized customer contact information, equipment, and job history for a better customer experience.
Calendar views display your team's schedule, status, and availability to help jobs get scheduled quickly and completed on time.
Send the right person to the right job every time, based on skill level, location, or availability.
Simplify the creation of estimates that ensure job profitability. Easily convert estimates to jobs without data re-entry.
Find what you need, when you need it. Track inventory from warehouse to truck and be alerted when parts arrive.
Reports & KPI Tracking
Visualize your business performance. Gain insight into job profitability, recurring revenue, expenses, and performance metrics.
Keep your team connected, even when offline. Upload notes and photos, access customer info, invoice customers, and accept on-the-spot payments.
Schedule maintenance reminders, share promotions, solicit reviews, and drum up new business with automated marketing communications.
Easily manage recurring revenue strategies to reduce seasonal revenue fluctuations and prepare for offpeak business cycles.
Reputation: Your Most Valuable Asset
For residential service contractors, building trust is key, and word-of-mouth references can make or break a business. Outstanding service will lead to recommendations and repeat business. ThermoGrid helps to deliver great service and turn customers into advocates for your business. Learn how to do it right.
Plumbing Software FAQs
How will the plumbing software benefit your business?
Scheduling software for plumbers is used by plumbing contractors and businesses who seek to streamline and enhance the management of their business operations.Plumbing contractors use plumbing software to manage scheduling, work orders, inventory, billing, and dispatch field technicians.Field Workers: Plumbers who manage installations, maintenance, and repairs rely on plumbing scheduling software that supports mobile devices, enabling them to access job details, update service records, and communicate with the office.Other field service businesses, like HVAC, electricians, or any small-to-medium-sized business that specializes in providing home services, often find the features of plumbing estimating software also meet the needs of their field service industries. These businesses have similar requirements to schedule and dispatch field technicians, manage customer information, estimate and work orders, and manage invoicing and payments.
How does the software handle invoicing and payment processing?
Choosing the right plumbing software really comes down to what suits your needs and what makes your plumbing business run smoothly.Keep an eye out for key features that will truly make a difference:Scheduling and Dispatch: A plumbing software benefit that will help you speed dispatch and increase first-time-fix rates by considering not just which skilled worker is closest to the job but also what their skillset and track record are for various plumbing tasks.Customer Management: Seek out plumbing software that keeps track of customer details and preferences, making every interaction feel personal and special.
Inventory Management: If your software doesn't have integrated inventory management, it's harder for your team to find the parts they need and set expectations with your customers. If your team can locate parts on service vans and coordinate in-field transfers without ever having to call your office, work is completed faster, and fewer people are involved in the hunt for parts.
Invoicing and Billing: Choose invoicing software for plumbers that simplifies invoicing and billing processes, accepts credit card payments directly from your customers, and integrates with your accounting software.Employee Time Tracking: Keeping tabs on your team's performance is another plumbing software benefit. Look for tools that help you monitor and support your employees effectively.Reporting: Knowledge is power. Seek plumbing software that provides insightful reports that help you track KPIs and provide the data you need to make informed decisions to drive your business forward.Ease of Use: Plumbing software may seem complicated because it manages so much of your business. Find a user-friendly app that will be accepted by even your most technology-resistant team members.
Can plumbing software assist with hiring and retention of skilled workers?
Plumbing software can be a great asset to help address the labor challenges prevalent in this industry.
Efficient Scheduling and Dispatching: Plumbing software helps to optimize job scheduling and dispatching for plumbing companies greatly. When people are assigned to jobs that are better suited to their skills, certifications, and availability, this reduces downtime and ensures that plumbers are kept busy on jobs that match their abilities, making their work more fulfilling.
Streamlined Onboarding: Plumbing software offers customizable workflows that will help facilitate the onboarding of new hires by providing easy-to-follow, straightforward, standard procedures. This allows new team members to get up to speed quickly, reduces confusion and mistakes, builds their confidence quickly, and shrinks the time and effort required for training.Workload Balancing: Another plumbing software benefit is the balancing of workloads amongst your team to prevent overloading certain individuals. Reduce worker burnout and dissatisfaction, and ensure that a fair distribution of work promotes a more positive work environment.Performance Tracking: Plumbing software allows you to track the performance of your team better. You can monitor job completion times, customer satisfaction ratings, and other key performance indicators. Recognizing and rewarding high-performing plumbers with specific KPI results can boost morale and retention.Superior Communication: Communication issues are a universal challenge, regardless of your industry. But for plumbing contractors, the software helps to keep the teams better informed about job updates, changes to schedules and emergency calls, inventory status, and customer feedback. Clear and efficient communication is a huge factor in reducing stress and frustration among your team and improving job satisfaction.Enhanced Job Satisfaction: By streamlining and automating tasks, plumbing software relieves your team from tedious administrative responsibilities and allows them to focus more on their core job responsibilities. Because no plumber looks forward to managing paperwork and performing repetitive data entry.Improved Customer Service: Satisfied and motivated employees are likelier to provide excellent customer service. This can lead to increased customer retention, which can, in turn, create a more stable workload for your team.Plumbing software can contribute to overcoming labor hiring and retention challenges by making your technician's jobs more satisfying and creating a positive and well-managed work environment.
Is my company too small for plumbing software?
The size of your plumbing business isn't the main factor when choosing to adopt plumbing software. Your current business challenges and the vision for your future business should be your main considerations.
There is sometimes the perception that if a given technology is powerful, it must also be complicated and expensive. This isn't always the case.
Suppose you are evaluating plumbing software designed for plumbing professionals for use by plumbing contractors and their teams. In that case, this should be an application built for ease of use and easy adoption by small, busy entrepreneurs.
Modern plumbing software and mobile applications offer licensing options for small businesses, so you never have to pay for more software than you need. Using a cloud-hosted application means you don't have to invest time or manpower into maintaining a system in your office. It's all taken care of for you.
The truth is that small businesses are often the ones who reap the most benefit from using plumbing software. Smaller operations are often so busy just keeping their plumbing businesses running that it's challenging to prioritize the time needed to analyze profitability and performance and discover efficiencies and growth opportunities that might be right within their grasp. Plumbing software could end up being your hardest working and least expensive employee.
Can multiple users access the software simultaneously?
Yes, plumbing software like ThermoGrid allows your entire team to access the application in real time, whether using the mobile app or a web browser. Each user can update information and have it immediately available for everyone's visibility, including these critical capabilities for efficiently managing a successful plumbing business:
- Scheduling: Visual calendar views and GPS-enabled clock in and out provide a crystal clear picture of where your team is at any time during the day.
- Dispatch: Improved dispatch capabilities are fueled by the easy selection of the best-matched person for the job; whether by skill level, distance, or previous job performance, dispatchers can identify who will generate the most revenue for each job
- Estimating: Easily create accurate estimates for installs. Built-in load calculation tools help to identify how much heating and cooling a building needs quickly.
- Service Agreements: Manage your membership programs easily using out-of-the-box templates that help to create programs and automatically book plumbing services, send reminders, and invoice program members.
- Inventory Management: Enjoy efficient stock levels, right-on-time availability, and carry far less overhead. Track and audit the movement of every part, from warehouses to trucks to jobs
- Invoicing: Your team can invoice customers and receive on-the-spot payments before leaving the job site. Integration with QuickBooks means that everything is synced with your accounting.
Does it offer mobile access for plumbers in the field?
Field service companies in the plumbing industry know that your field team has to have access to customer and job information, as well as inventory and invoicing. ThermoGrid's mobile plumbing app provides all this and more. When your field staff is in a remote location with spotty internet service, the mobile app keeps working, allowing them to continue to input job records and update customer information, with the assurance that all information will automatically sync with your hosted service as soon as they regain network connectivity.
Plumbing Business Resources
The Ultimate Guide to KPIs for Service Businesses
Learn how KPIs enable owners and managers of home service businesses to operate with high visibility and performance.
Recurring Revenue: The Future of your Business
A guide to generating consistent, predictable revenue, that provides a steady cash flow, long-term customer retention, and…
How to Start Managing Your Inventory
This report offers an easy-to-follow plan with a checklist and master spreadsheet to help you start on a path to profits.
Understanding the Needs of Field Service Professionals
Are you ready to take your plumbing business to the next level?
Chat with one of our industry experts about how ThermoGrid plumbing software can streamline your business with end-to-end management of your plumbing services operation.