Custom Web-Based CRM for Plumbing Business
Budget: $250 – $750 AUD
**Overview:**
Piper is an advanced CRM system designed specifically for my plumbing business. It combines comprehensive field service management with powerful scheduling, automation, and integration capabilities to streamline operations and enhance customer satisfaction.
**Field Service Management:**
1. **Job Management:**
- Access all client and job details from the field, anywhere, anytime.
- Field staff have all the information they need to get the job done efficiently.
2. **Job History:**
- Access a complete history of work done for every client, including notes, photos, emails, and messages.
3. **Checklists & Tasks:**
- Use checklists and task lists to ensure jobs are done right the first time, every time.
4. **Photos & Videos:**
- Take photos and record videos within the app, saved instantly to the job.
5. **Signature Capture:**
- Record proof that your customer is happy to proceed with a job or pay for completed work.
6. **Dispatch Map :**
- Visually see where your staff are in real-time to make better decisions.
7. **Powerful Job Search:**
- Instantly bring up past jobs by searching client names, job numbers, or materials used.
**Scheduling:**
1. **Drag-and-drop Scheduling:**
- Easily drag new jobs onto the desired time and staff member.
2. **Access Anywhere, Anytime:**
- Access your business's full job schedule from anywhere.
3. **Schedule Updates):**
- Employees are instantly notified of any changes to their schedule.
4. **Allocation Windows :**
- Allocate flexible jobs to a booking window rather than a specific time.
5. **Instant Dispatch ):**
- Instantly dispatch urgent jobs by dragging the job directly onto the desired staff member.
**Customer Communication:**
1. **Booking Confirmations:**
- Send clients an email or text confirmation of their booking with a single tap.
2. **SMS Booking Links:**
- Coordinate booking times using SMS Booking links, allowing clients to choose a time that works for them.
3. **Quote Follow-Up:**
- Automatically follow up with clients via email & text about their quote.
4. **Customer Replies:**
- See all client communication on jobs, with customer reply emails automatically synced to the CRM.
5. **Email & Text Templates:**
- Save time and provide a consistent, professional message to clients with templates.
6. **On-the-Way Messages:**
- Automatically SMS clients to notify them you're on the way to the job, with an estimated time of arrival.
**Advanced Features:**
1. **AI Photo Tagging:**
- Automatically tag images captured with the app’s camera.
2. **Diagrams:**
- Draw and save diagrams through the app, saved directly against the job record.
3. **Video Transcription:**
- Transcribe voice notes in videos to text.
4. **Online Booking:**
- Enable 24/7 online booking for services, allowing customers to book your services day or night.
5. **Smart Scheduling:**
- Match staff capabilities with service needs when booking online.
6. **Record & Transcribe Calls:**
- Automatically save phone call recordings and transcripts to the job card.
**Add-ons ):**
1. **Feedback & Google Reviews:**
- Automate email & texts to clients requesting feedback or inviting them to leave a Google review.
2. **Automation:**
- Automate communication with your customers, follow up quotes, send booking reminders, and request invoice payment.
3. **Convert Emails to Jobs:**
- Convert email enquiries into new jobs with a single click, saving all information and attachments into the job diary.
**Job Costing & Payroll:**
1. **Job Costing:**
- Quickly gauge how profitable a job will be while quoting, then see how much you made after the job is complete.
2. **Weekly Timesheets:**
- Track total hours and review start & finish times. Make workers log their job locations, durations, and activities.
3. **Auto Payroll Timesheets:**
- Export staff timesheets to Xero to streamline payroll processing.
**Integrations:**
1. **Xero:**
- Sync clients, items, invoices, and payments to avoid double entry and reduce admin time.
2. **Zapier - App Integrator:**
- Build customized connections between Piper and over 500 supported apps.
3. **Mailchimp Email Marketing:**
- Sync client emails daily with Mailchimp, ensuring your mailing list is always up-to-date.
Piper is an advanced CRM system designed specifically for my plumbing business. It combines comprehensive field service management with powerful scheduling, automation, and integration capabilities to streamline operations and enhance customer satisfaction.
**Field Service Management:**
1. **Job Management:**
- Access all client and job details from the field, anywhere, anytime.
- Field staff have all the information they need to get the job done efficiently.
2. **Job History:**
- Access a complete history of work done for every client, including notes, photos, emails, and messages.
3. **Checklists & Tasks:**
- Use checklists and task lists to ensure jobs are done right the first time, every time.
4. **Photos & Videos:**
- Take photos and record videos within the app, saved instantly to the job.
5. **Signature Capture:**
- Record proof that your customer is happy to proceed with a job or pay for completed work.
6. **Dispatch Map :**
- Visually see where your staff are in real-time to make better decisions.
7. **Powerful Job Search:**
- Instantly bring up past jobs by searching client names, job numbers, or materials used.
**Scheduling:**
1. **Drag-and-drop Scheduling:**
- Easily drag new jobs onto the desired time and staff member.
2. **Access Anywhere, Anytime:**
- Access your business's full job schedule from anywhere.
3. **Schedule Updates):**
- Employees are instantly notified of any changes to their schedule.
4. **Allocation Windows :**
- Allocate flexible jobs to a booking window rather than a specific time.
5. **Instant Dispatch ):**
- Instantly dispatch urgent jobs by dragging the job directly onto the desired staff member.
**Customer Communication:**
1. **Booking Confirmations:**
- Send clients an email or text confirmation of their booking with a single tap.
2. **SMS Booking Links:**
- Coordinate booking times using SMS Booking links, allowing clients to choose a time that works for them.
3. **Quote Follow-Up:**
- Automatically follow up with clients via email & text about their quote.
4. **Customer Replies:**
- See all client communication on jobs, with customer reply emails automatically synced to the CRM.
5. **Email & Text Templates:**
- Save time and provide a consistent, professional message to clients with templates.
6. **On-the-Way Messages:**
- Automatically SMS clients to notify them you're on the way to the job, with an estimated time of arrival.
**Advanced Features:**
1. **AI Photo Tagging:**
- Automatically tag images captured with the app’s camera.
2. **Diagrams:**
- Draw and save diagrams through the app, saved directly against the job record.
3. **Video Transcription:**
- Transcribe voice notes in videos to text.
4. **Online Booking:**
- Enable 24/7 online booking for services, allowing customers to book your services day or night.
5. **Smart Scheduling:**
- Match staff capabilities with service needs when booking online.
6. **Record & Transcribe Calls:**
- Automatically save phone call recordings and transcripts to the job card.
**Add-ons ):**
1. **Feedback & Google Reviews:**
- Automate email & texts to clients requesting feedback or inviting them to leave a Google review.
2. **Automation:**
- Automate communication with your customers, follow up quotes, send booking reminders, and request invoice payment.
3. **Convert Emails to Jobs:**
- Convert email enquiries into new jobs with a single click, saving all information and attachments into the job diary.
**Job Costing & Payroll:**
1. **Job Costing:**
- Quickly gauge how profitable a job will be while quoting, then see how much you made after the job is complete.
2. **Weekly Timesheets:**
- Track total hours and review start & finish times. Make workers log their job locations, durations, and activities.
3. **Auto Payroll Timesheets:**
- Export staff timesheets to Xero to streamline payroll processing.
**Integrations:**
1. **Xero:**
- Sync clients, items, invoices, and payments to avoid double entry and reduce admin time.
2. **Zapier - App Integrator:**
- Build customized connections between Piper and over 500 supported apps.
3. **Mailchimp Email Marketing:**
- Sync client emails daily with Mailchimp, ensuring your mailing list is always up-to-date.