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Contact Management Platforms for Plumbers
Albert Richer

Plumbing contractors managing simultaneous service calls, emergency dispatches, and equipment warranties across multiple properties require specialized contact management capabilities that extend far beyond basic CRM functionality. Knowify excels at bi-directional QuickBooks sync for real-time Work-In-Progress reporting, eliminating double-entry errors when tracking job costs across ongoing projects—critical for contractors juggling multiple installations. If sophisticated lead nurturing and automated follow-up sequences are priorities, Ontraport's marketing automation engine surpasses typical plumbing software, though its complexity often requires third-party consultants to implement effectively. For teams working in cellular dead zones or basement installations, mHelpDesk's offline mobile capabilities ensure technicians can access client equipment histories and warranty details without connectivity, automatically syncing when signals return. Contactzilla addresses a specific operational pain point by pushing contacts directly into native phone address books via CardDAV, ensuring caller ID recognition during emergency service calls, though it lacks the revenue reporting capabilities found in comprehensive platforms. Planado offers transparent pricing starting at $12 per user monthly with free view-only access for dispatchers and managers, but contradictory data deletion policies create compliance concerns for larger operations. Plumbing contractors managing simultaneous service calls, emergency dispatches, and equipment warranties across multiple properties require specialized contact management capabilities that extend far beyond basic CRM functionality.

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1
Expert Score
9.8 / 10
394
26
EFFICIENT SCHEDULING

Knowify Plumbing Software

Knowify Plumbing Software
View Website
Knowify is a specialized SaaS solution designed to address the unique requirements of plumbing contractors. It integrates scheduling, estimating, and billing into one platform, significantly enhancing productivity and enabling seamless business growth.
Knowify is a specialized SaaS solution designed to address the unique requirements of plumbing contractors. It integrates scheduling, estimating, and billing into one platform, significantly enhancing productivity and enabling seamless business growth.
EFFICIENT SCHEDULING

Best for teams that are

  • Contractors focusing on construction projects and renovations
  • Businesses needing detailed job costing and AIA billing
  • Companies requiring strict budget management per project phase

Skip if

  • Pure service-and-repair businesses needing quick dispatching
  • Solo operators looking for a simple scheduling tool
  • Users needing a fully featured mobile app for all admin tasks

Expert Take

Our analysis shows Knowify stands out for plumbing contractors who straddle the line between service work and long-term construction projects. Research indicates its bi-directional QuickBooks integration is deeper than most competitors, offering real-time job costing and WIP reporting that accountants love. While the mobile app has some limitations for admins, the ability to manage AIA billing and service dispatch in one platform is a significant advantage.

Pros

  • Bi-directional QuickBooks Online sync
  • Handles both service and projects
  • Real-time WIP and job costing
  • Transparent pricing structure
  • U.S.-based customer support

Cons

  • Mobile app lacks admin features
  • Reporting customization is limited
  • Service features require add-on
  • Steep learning curve for some
  • No native payroll (integrations only)
2
Expert Score
9.7 / 10
507
105
COST-EFFECTIVE PLANS

Contactzilla CRM for Plumbers

Contactzilla CRM for Plumbers
View Website
Contactzilla offers a specialized CRM for plumbers, designed to streamline customer data management and enhance business growth. It addresses industry-specific needs such as scheduling, job tracking, and invoicing, making it a comprehensive tool for plumbing businesses.
Contactzilla offers a specialized CRM for plumbers, designed to streamline customer data management and enhance business growth. It addresses industry-specific needs such as scheduling, job tracking, and invoicing, making it a comprehensive tool for plumbing businesses.
COST-EFFECTIVE PLANS

Best for teams that are

  • Teams needing simple contact syncing across multiple devices
  • Small businesses overwhelmed by complex CRM features
  • Groups requiring shared address books with granular permissions

Skip if

  • Companies requiring job scheduling, dispatching, or invoicing
  • Businesses needing field service management tools
  • Teams looking for project management or job costing

Expert Take

Our analysis shows Contactzilla solves a specific, critical pain point for plumbers: identifying client calls in the field without opening an app. Research indicates its CardDAV protocol uniquely syncs contacts directly to native phone dialers, a feature often missing from complex CRMs. Based on documented features, it offers a streamlined, secure alternative for teams who need centralized address books without the complexity and cost of bloated field service management software.

Pros

  • Native iPhone/Android contact sync
  • Instant Caller ID for field staff
  • Highly affordable flat-rate pricing
  • Simple read-only permissions
  • Zapier integration for automation

Cons

  • No job scheduling or dispatch
  • No invoicing or estimates
  • Lacks revenue reporting tools
  • Not a full-service CRM
  • Requires separate app for Android
3
Expert Score
9.6 / 10
604
110
ALL-IN-ONE SOLUTION

Ontraport Plumbing Business Management

Ontraport Plumbing Business Management
View Website
Ontraport is a comprehensive SaaS solution tailored to meet the unique demands of the plumbing industry. It consolidates marketing, billing, client communication, and more into one platform, streamlining operations and improving efficiency in managing your plumbing business.
Ontraport is a comprehensive SaaS solution tailored to meet the unique demands of the plumbing industry. It consolidates marketing, billing, client communication, and more into one platform, streamlining operations and improving efficiency in managing your plumbing business.
ALL-IN-ONE SOLUTION

Best for teams that are

  • Plumbers focused on scaling through advanced marketing automation
  • Businesses needing sophisticated sales funnels and lead nurturing
  • Companies wanting to build custom membership sites or portals

Skip if

  • Teams needing operational field dispatching or GPS tracking
  • Businesses looking for inventory or work order management
  • Technicians requiring a mobile app for field service tasks

Expert Take

Our analysis shows that while Ontraport is not a traditional Field Service Management tool, it offers unrivaled marketing power for plumbing businesses focused on growth. Research indicates its 'Custom Objects' feature allows sophisticated businesses to build their own tailored operational systems, bridging the gap between a CRM and an FSM. It is best suited for plumbing companies that prioritize lead generation and automated customer nurturing over complex dispatching logistics.

Pros

  • Advanced marketing automation & funnels
  • Pre-built plumbing website templates
  • Highly customizable relational database
  • Excellent screen-share support included
  • No long-term contracts required

Cons

  • No native dispatch or scheduling board
  • Lacks built-in plumbing price book
  • Steep learning curve for beginners
  • Strict no-refund policy on renewals
  • Inventory requires complex custom setup
4
Expert Score
9.5 / 10
650
154
EASY DISPATCH
24/7 SUPPORT

Workiz Plumbing Software

Workiz Plumbing Software
View Website
Workiz is an industry-specific SaaS solution that caters directly to the needs of plumbing businesses. It streamlines operations with features such as scheduling, dispatching, estimating, and invoicing. Additionally, it enhances customer relationships with its CRM and client hub.
Workiz is an industry-specific SaaS solution that caters directly to the needs of plumbing businesses. It streamlines operations with features such as scheduling, dispatching, estimating, and invoicing. Additionally, it enhances customer relationships with its CRM and client hub.
EASY DISPATCH
24/7 SUPPORT

Best for teams that are

  • Plumbing businesses needing integrated call tracking and recording
  • Small to mid-sized teams wanting an easy-to-use interface
  • Companies dealing with high volumes of ad-hoc jobs

Skip if

  • Large teams needing advanced custom reporting capabilities
  • Businesses requiring unlimited automations on lower tiers
  • Users needing complex project management features

Expert Take

Our analysis shows Workiz stands out for its 'communication-first' approach, integrating a full phone system and AI answering directly into the FSM workflow. Research indicates this centralization significantly reduces app-switching for dispatchers. Furthermore, the documented equipment tracking capabilities allow plumbers to maintain detailed service histories for specific assets like boilers and heaters, a critical feature for warranty management that is often missing in generic competitors.

Pros

  • Integrated phone system with call masking
  • AI-powered 'Genius' scheduling and answering
  • Robust equipment and warranty tracking
  • Intuitive drag-and-drop dispatcher interface
  • Real-time inventory management features

Cons

  • High starting price ($225/mo)
  • Mobile app performance issues reported
  • Additional cost for extra users
  • Advanced reporting limited to high tiers
  • Steep learning curve for automation setup
5
Expert Score
9.4 / 10
445
131
CLIENT SATISFACTION
USER-FRIENDLY

Jobber Plumbing CRM

Jobber Plumbing CRM
View Website
Jobber's Plumbing CRM is a tailored solution designed for plumbers to manage and track client history. It helps organize notes and attachments, ensuring improved customer satisfaction levels by maintaining a well-structured and easily accessible client database.
Jobber's Plumbing CRM is a tailored solution designed for plumbers to manage and track client history. It helps organize notes and attachments, ensuring improved customer satisfaction levels by maintaining a well-structured and easily accessible client database.
CLIENT SATISFACTION
USER-FRIENDLY

Best for teams that are

  • Residential service businesses wanting a professional client portal
  • Small to mid-sized teams needing easy quoting and invoicing
  • Companies wanting to offer a seamless customer self-service hub

Skip if

  • Large enterprises with complex custom workflow needs
  • Businesses requiring detailed job costing analysis
  • Companies needing to bulk-schedule jobs for multiple clients

Expert Take

Our analysis shows Jobber strikes an exceptional balance between power and simplicity, making it the ideal choice for residential plumbing businesses that need to automate their quote-to-cash workflow without the complexity of enterprise software. Research indicates its mobile app and client hub significantly improve customer experience, while its integration ecosystem compensates for limitations in native inventory tracking. Based on documented user reviews, it is a top-tier solution for ease of use and adoption.

Pros

  • Intuitive interface requires minimal training
  • Robust client hub for self-service
  • Seamless QuickBooks Online integration
  • Reliable mobile app for field teams
  • Excellent customer support via phone/chat

Cons

  • No native advanced inventory management
  • Pricing gets expensive as teams grow
  • Limited project management for complex jobs
  • Offline mode has functional limitations
  • Reporting customization is limited
6
Expert Score
9.4 / 10
466
49

Dataforma Field Management

Dataforma Field Management
View Website
Dataforma Field Management is a powerful tool designed to streamline plumbing business operations. Its range of features, from contact management to scheduling and dispatching, addresses the unique challenges faced by plumbing professionals, enhancing efficiency and customer service.
Dataforma Field Management is a powerful tool designed to streamline plumbing business operations. Its range of features, from contact management to scheduling and dispatching, addresses the unique challenges faced by plumbing professionals, enhancing efficiency and customer service.

Best for teams that are

  • Commercial plumbing contractors managing large projects
  • Businesses needing detailed bid tracking and document storage
  • Companies managing large fleets and complex contracts

Skip if

  • Small residential service plumbers or solo operators
  • Businesses that do not handle complex commercial contracts
  • Users wanting a simple, plug-and-play mobile app

Expert Take

Our analysis shows Dataforma stands out for its specialized depth in the roofing and mechanical trades, leveraging over 20 years of industry-specific development. Research indicates that while the platform has a steeper learning curve, it replaces fragmented systems by unifying CRM, project management, and field dispatch into a single robust ecosystem. Based on documented features, the inclusion of a branded client portal and granular GPS tracking provides contractors with enterprise-grade visibility and customer retention tools.

Pros

  • Comprehensive industry-specific CRM
  • Branded client portal access
  • Integrated GPS and fleet tracking
  • Robust document and photo management
  • Responsive customer support team

Cons

  • Steep learning curve for new users
  • High cost per user for small teams
  • Mobile app interface issues
  • Potential for data duplication
  • Complex initial setup process
7
Expert Score
9.0 / 10
697
39
MOBILE ACCESS

FieldPulse Plumbing Business Software

FieldPulse Plumbing Business Software
View Website
FieldPulse is a comprehensive SaaS solution designed specifically for the needs of the plumbing industry. It streamlines scheduling, estimates, and customer communication from one simple platform, enabling businesses to run more efficiently and effectively. Its features are tailored to meet the unique operational requirements of plumbers, providing an all-in-one solution for contact management.
FieldPulse is a comprehensive SaaS solution designed specifically for the needs of the plumbing industry. It streamlines scheduling, estimates, and customer communication from one simple platform, enabling businesses to run more efficiently and effectively. Its features are tailored to meet the unique operational requirements of plumbers, providing an all-in-one solution for contact management.
MOBILE ACCESS

Best for teams that are

  • Growing small to mid-sized plumbing businesses (5-20 techs)
  • Teams needing a highly customizable mobile-first application
  • Users who prioritize responsive customer support

Skip if

  • Large enterprises requiring complex asset management
  • Operations in areas with poor internet connectivity
  • Very small businesses with extremely limited budgets

Expert Take

FieldPulse is a game-changer for plumbing businesses, offering a comprehensive solution to manage critical business operations. It offers industry-specific functionalities which make it a one-stop solution for plumbers. The software's ability to centralize scheduling, estimating, and customer communication minimizes administrative burden and boosts efficiency. Moreover, its user-friendly interface and mobile app allow plumbers to manage their business on-the-go, making it an invaluable tool in today’s fast-paced environment.

Pros

  • Industry-specific features
  • Simplified scheduling and estimating
  • Integrated customer communication
  • User-friendly interface
  • Mobile app available

Cons

  • Requires internet connection
  • Lacks offline functionality
  • Learning curve for non-tech savvy users
8
Expert Score
9.0 / 10
544
114
REAL-TIME UPDATES
TIME SAVER

HouseCall Pro Plumbing Software

HouseCall Pro Plumbing Software
View Website
HouseCall Pro is a robust plumbing business management software solution designed to streamline scheduling and dispatching tasks. It uniquely addresses the needs of the plumbing industry by allowing real-time updates for teams and customers, enhancing organization and productivity.
HouseCall Pro is a robust plumbing business management software solution designed to streamline scheduling and dispatching tasks. It uniquely addresses the needs of the plumbing industry by allowing real-time updates for teams and customers, enhancing organization and productivity.
REAL-TIME UPDATES
TIME SAVER

Best for teams that are

  • Residential plumbing businesses needing an all-in-one solution
  • Small to mid-sized teams (1-20 employees) focused on growth
  • Users wanting built-in marketing and online booking tools

Skip if

  • Commercial contractors requiring complex purchase orders
  • Large enterprises needing advanced inventory management
  • Businesses that require detailed progress invoicing

Expert Take

Our analysis shows Housecall Pro excels for residential plumbers through its strategic integration with Profit Rhino, enabling industry-standard flat-rate pricing directly within the app. Research indicates that while the base price is accessible, the platform's true power lies in its 'Good, Better, Best' sales proposal tool, which drives higher ticket values. We also value the rare support for both QuickBooks Online and Desktop, bridging the gap for established businesses.

Pros

  • Seamless QuickBooks Online & Desktop integration
  • Industry-standard Profit Rhino flat-rate price book
  • User-friendly interface with easy setup
  • Robust mobile app for field payments
  • Visual 'Good, Better, Best' sales proposals

Cons

  • Offline mode is read-only (no editing)
  • Expensive add-ons for essential features
  • Limited native inventory management
  • Support primarily chat-based
  • QuickBooks sync can cause duplicate entries
9
Expert Score
8.6 / 10
391
26
PLUMBER-FRIENDLY
INTEGRATED INVOICING

mHelpDesk Field Service Software

mHelpDesk Field Service Software
View Website
mHelpDesk offers a comprehensive solution specifically designed for plumbing contractors, addressing their unique needs for estimating, invoicing, scheduling, dispatching, and tracking jobs. Its robust features streamline workflow, reduce administrative tasks, and ultimately save time and money for the professionals in this industry.
mHelpDesk offers a comprehensive solution specifically designed for plumbing contractors, addressing their unique needs for estimating, invoicing, scheduling, dispatching, and tracking jobs. Its robust features streamline workflow, reduce administrative tasks, and ultimately save time and money for the professionals in this industry.
PLUMBER-FRIENDLY
INTEGRATED INVOICING

Best for teams that are

  • Mid-sized field service teams needing robust offline capabilities
  • Businesses requiring strong job tracking and automation
  • Companies needing to handle high volumes of work orders

Skip if

  • Users looking for a modern, intuitive user interface
  • Very small teams or solo operators due to pricing
  • Businesses needing advanced payroll integrations

Expert Take

Our analysis shows that mHelpDesk leverages its ownership by ANGI Homeservices to offer a unique advantage: a direct, native pipeline for Angi Leads that competitors cannot match. Research indicates it is one of the few cloud platforms that maintains a robust 2-way sync with QuickBooks Desktop, bridging the gap for established businesses. While mobile stability has been a reported friction point, the documented offline capabilities remain a critical asset for technicians working in low-connectivity environments.

Pros

  • Robust offline mode for field access
  • Seamless QuickBooks Desktop & Online sync
  • Native Angi Leads (HomeAdvisor) integration
  • Transparent flat-rate payment processing
  • User-friendly interface for non-techies

Cons

  • Mobile app stability and sync issues
  • No public subscription pricing listed
  • Lacks native payroll and break tracking
  • Limited third-party integrations beyond QB
  • Reporting features lack deep customization
10
Expert Score
8.5 / 10
420
156

Planado Plumbing Management

Planado Plumbing Management
View Website
Planado is a comprehensive SaaS solution specifically designed to streamline operations in the plumbing industry. It offers robust features for job management, team coordination, and automatic scheduling, addressing the unique challenges of running a plumbing business.
Planado is a comprehensive SaaS solution specifically designed to streamline operations in the plumbing industry. It offers robust features for job management, team coordination, and automatic scheduling, addressing the unique challenges of running a plumbing business.

Best for teams that are

  • Teams requiring strict quality control via field checklists
  • Businesses needing reliable GPS tracking and route optimization
  • Managers wanting to enforce photo reports for every job

Skip if

  • Companies needing advanced marketing automation features
  • Businesses requiring complex accounting integrations
  • Users looking for extensive CRM relationship management tools

Expert Take

Our analysis shows Planado stands out for its exceptional value proposition, specifically the 'free turnkey setup' service where they configure the system for you—a rarity in SaaS. Research indicates the offline mobile capabilities are robust, ensuring plumbers can work without interruption in basements or remote areas. The pricing model is also highly favorable, offering free access for view-only users like managers.

Pros

  • Free turnkey setup and customization service
  • Robust offline mode for field workers
  • Free licenses for view-only users
  • Transparent and affordable pricing tiers
  • Battery-efficient GPS tracking

Cons

  • Low review volume on major platforms
  • QuickBooks sync relies on Zapier/API
  • Google Play label cites deletion limits
  • Fewer native marketing tools than suites
  • Limited direct accounting integrations

Product Comparison

Product Has Mobile App Has Free Plan Has Free Trial Integrates With Zapier Has Public API Live Chat Support Popular Integrations Supports SSO Starting Price
1 Knowify Plumbing Software
Yes No Yes - 14 days Yes Yes Yes QuickBooks, Stripe, Zapier No $54/month
2 Contactzilla CRM for Plumbers
No Yes Not specified Not specified Not specified Not specified Not specified Not specified $15/month
3 Ontraport Plumbing Business Management
Yes No Contact for trial Yes Yes Yes Stripe, PayPal, Google Workspace Enterprise plans only $79/month
4 Workiz Plumbing Software
Yes No Yes - 14 days Yes Yes Yes QuickBooks, Google Calendar, Mailchimp No $65/month
5 Jobber Plumbing CRM
Yes No Yes - 14 days Yes Yes Yes QuickBooks, Stripe, Mailchimp No $29/month
6 Dataforma Field Management
Yes No Contact for trial No Not specified Email/Ticket only Custom integrations only No Contact for pricing
7 FieldPulse Plumbing Business Software
Yes No Yes - 7 days Yes Yes Yes QuickBooks, Xero, Stripe No $65/month
8 HouseCall Pro Plumbing Software
Yes No Contact for trial Yes Yes Yes QuickBooks, Google Calendar, Mailchimp Enterprise plans only $49/month
9 mHelpDesk Field Service Software
Yes No No Yes Yes Yes QuickBooks, Google Calendar, Mailchimp Enterprise plans only Custom pricing
10 Planado Plumbing Management
Yes No Yes - 14 days No Not specified Email/Ticket only Limited integrations No $15/user/month
1

Knowify Plumbing Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Stripe, Zapier
Supports SSO
No
Starting Price
$54/month
2

Contactzilla CRM for Plumbers

Has Mobile App
No
Has Free Plan
Yes
Has Free Trial
Not specified
Integrates With Zapier
Not specified
Has Public API
Not specified
Live Chat Support
Not specified
Popular Integrations
Not specified
Supports SSO
Not specified
Starting Price
$15/month
3

Ontraport Plumbing Business Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
Stripe, PayPal, Google Workspace
Supports SSO
Enterprise plans only
Starting Price
$79/month
4

Workiz Plumbing Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Google Calendar, Mailchimp
Supports SSO
No
Starting Price
$65/month
5

Jobber Plumbing CRM

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Stripe, Mailchimp
Supports SSO
No
Starting Price
$29/month
6

Dataforma Field Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
Popular Integrations
Custom integrations only
Supports SSO
No
Starting Price
Contact for pricing
7

FieldPulse Plumbing Business Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 7 days
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Xero, Stripe
Supports SSO
No
Starting Price
$65/month
8

HouseCall Pro Plumbing Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Contact for trial
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Google Calendar, Mailchimp
Supports SSO
Enterprise plans only
Starting Price
$49/month
9

mHelpDesk Field Service Software

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
No
Integrates With Zapier
Yes
Has Public API
Yes
Live Chat Support
Yes
Popular Integrations
QuickBooks, Google Calendar, Mailchimp
Supports SSO
Enterprise plans only
Starting Price
Custom pricing
10

Planado Plumbing Management

Has Mobile App
Yes
Has Free Plan
No
Has Free Trial
Yes - 14 days
Integrates With Zapier
No
Has Public API
Not specified
Live Chat Support
Email/Ticket only
Popular Integrations
Limited integrations
Supports SSO
No
Starting Price
$15/user/month

Similar Categories

How We Rank Products

Our Evaluation Process

Evaluation of Contact Management Platforms for Plumbers involves assessing key features such as integration capabilities with other business software, like billing and scheduling tools. Pricing transparency is crucial, allowing buyers to understand the total cost of ownership. Compatibility with existing systems and scalability to accommodate business growth are also considered. Additionally, third-party customer feedback provides insights into user satisfaction and platform reliability, aiding in the decision-making process.

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Score Breakdown

0.0 / 10

What This Award Means