CRM and job pipeline in short
The LYD Plumber CRM keeps every enquiry, quote and job in one pipeline, from first call to paid invoice. It follows up quotes automatically, reminds customers about appointments and brings back past customers when their service is due.
The problem it solves
Quotes go cold because nobody has time to chase them, and customer details sit across texts, emails, notebooks and job apps.
How it works
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Every enquiry is captured
Calls, texts, web forms, Facebook and Instagram, in one inbox.
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Quotes follow up themselves
Texts and emails until the customer books or says no.
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Jobs move through stages
From enquiry to quoted, booked, done and paid.
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Past customers come back
Service reminders and seasonal campaigns, sent automatically.
What is included
- Pipeline from enquiry to paid
- Automatic quote follow-up
- Appointment reminders to cut no-shows
- Date-based reminders for compliance paperwork and recurring services
- Mobile app for the team
For plumbers
Custom date fields and reminders for annual backflow tests, hot water servicing, Certificates of Compliance and expiring compliance certificates. The CRM keeps the record and reminds you; the licensed plumber still lodges the paperwork.
For handymen
A quote value alert flags jobs approaching your state licence limit before you quote them, for example $5,000 in New South Wales or $3,300 in Queensland.
Included in: All plans. Compare plans and prices (all prices + GST).
Questions about CRM and job pipeline
- No. It works alongside your job management software: the CRM wins and follows up the work, and your job system keeps running the job.
- No. It records the dates and reminds your team. The licensed plumber lodges the certificate with the regulator.