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IndustriesIndustry file / 03

Plumbing CRM software

Take calls, schedule emergencies, quote from your pricebook, invoice from the truck, and collect before you leave the job.

From the emergency call to the paid invoice — paperless.

What changes when a plumbing business runs on Olynx.

$2.4K

/mo recovered after-hours calls

AI receptionist answers at 3 a.m.

+18%

avg ticket

Flat-rate pricebook, no eye-balling.

5x

LTV with customer history

Equipment + warranties + notes saved.

The same day, before and after.

Today
  • Missing emergency calls while you're under the sink.
  • Quoting from memory without a pricebook — leaving money on the table.
  • Collections that stretch weeks because the invoice was never sent.
  • No clarity on fixtures + DFU to handle — pipe sizing by eye.
  • Water heater and softener warranties forgotten until the customer complains.
  • After-hours emergency pay lost because you only take cash or check.
With Olynx
  • AI receptionist that answers every call and books emergencies by urgency level.
  • Flat-rate pricebook per task (water heater, drain clearing, fixture replacement) ready to quote on site.
  • Invoice generated when the job closes and texted to the customer. Online card payments are coming soon.
  • Customer history: pipes, water heaters, warranties — all on their profile.
  • DFU + pipe sizing calculator for residential bathrooms and kitchens.
  • Drain Club membership with free annual clearing + 15% off repairs.
  • On-call rotation across techs with auto-calculated weekend bonus.
Your kit

The 8 tools you use every day.

01

$2,400

/mo recovered from after-hours calls

Oly Voice — receptionist that understands "the pipe burst"

Saturday 3:12 a.m. Customer calls: "burst pipe in the upstairs bath, water dripping into the living room". You sleep. Customer calls 3 more; the first to answer wins a $1,840 job. Every missed call is worth $400-$2,500.

Olynx Calls (LiveKit + bilingual voice AI) answers 24/7, distinguishes active leak (emergency) from clogged toilet (morning) and only transfers to on-call when it's worth waking you. Every call recorded + transcribed on customer profile.

  • Triage: active leak / no hot water / clogged drain / new install
  • Detects real urgency: "leak in ceiling" → on-call; "drips slow" → tomorrow
  • Captures water heater model if known (rating plate photo)
  • Auto-bilingual — Hispanic customers don't hang up
  • Recording + transcript auto-attached to lead
Saturday 3:12 a.m. Active-leak call. Olynx Calls requests rating plate photo and transfers to Miguel (on-call). Miguel rolls out, arrives in 28 min. Final job: $1,840. Sunday 8 a.m. you have 4 more captured leads.
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02

+18%

avg ticket with standardized pricebook

Plumbing flat-rate pricebook

The average plumber leaves 18% on the table quoting from memory. Each tech bills the same job differently (drain clearing: Iván $200, Carlos $295). Customer asks for the "lowest", you have no idea what was quoted. Margin evaporates.

Olynx brings a complete flat-rate pricebook (50gal gas water heater swap, main drain clearing, Moen faucet replacement, P-trap rebuild). Each task with Good/Better/Best (basic / brand-name / premium warranty) and before/after photo auto-attached to proposal. Freshness indicator: red if price >90 days old.

  • Common tasks pre-loaded with editable materials + labor
  • Good/Better/Best per task (basic / brand-name / premium warranty)
  • Freshness indicator: green <30d, yellow 30-90d, red >90d
  • E-signature valid in all 50 states
  • Before/after photo auto-attached to proposal
Emergency call: kitchen + lav drain clogged. Diagnose in 8 min. Open flat-rate pricebook: "Main line clearing" $295, optional "Camera inspection" $185, optional "Hydro jet" $480. Customer signs "$295 + camera $185" from phone in 4 min, you finish job 11:42 a.m.
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03

5x

LTV of customers with full history

Customer history — pipes, equipment, warranties

Mrs. Hernández calls: "no hot water". Dispatch Miguel. He diagnoses flow sensor — bills customer $640. A week later customer checks her file: Rheem water heater still under warranty. She demands refund + leaves for another plumber. Lost $640 + recurring customer.

Olynx saves per-customer equipment ledger: brand, model, serial, install date, warranty with expiration alert. Before dispatch tells you if the part is under warranty. Tech private notes (dog, shutoff location, electrical panel), payment history + open balance visible at dispatch.

  • Per-customer equipment ledger: brand, model, serial, install date
  • Warranty tracker with expiration + alert before mis-billing
  • Water meter, shutoff valve, electrical panel photos
  • Tech private notes (dog, gate code, edge cases)
  • Payment history + open balance visible at dispatch
  • Service history: each repair with photo + replaced items
Mrs. Hernández calls. Before dispatch, Olynx shows: Rheem RTGH-95DVN installed March 2022, warranty till March 2027, last PM August. You tell Miguel: "probably flow sensor — that's warranty, only bill $89 trip". Miguel arrives, confirms, swaps with warranty part. Customer pays $89 + you send claim to Rheem. Save customer $551 and earn lifetime loyalty.
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04

0 días

from close to invoice sent

Truck-side invoicing

The plumber who invoices Friday gets paid 3 weeks later. Customer "forgot", "passes it to my wife", "I'll mail a check next week". Cashflow dies. You front the labor and materials.

Olynx generates the invoice at job close and texts it to the customer. Online card payments for your clients are coming soon. 2-way QuickBooks Online sync — each payment in the right category. All before the tech packs the Stillson wrench.

  • Auto-generated invoice at close with materials + labor + trip fee
  • Online card payments: coming soon
  • Drain Club membership (annual clearing + 15% off repairs)
  • Late fee auto-calculated at 30 days
  • 2-way QuickBooks Online sync with per-trade category
Replace Mr. Pérez's water heater. Close 4:25 p.m. with before/after photo. $2,840 invoice auto-texts and is already in QuickBooks. Leave job 4:38 p.m. with everything closed.
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05

−84%

customers waiting >2 hrs on emergency

Urgency-based dispatch + optimized routes

You mix emergencies (burst drain) with scheduled jobs (water heater install) on the same crew. Result: customer with leak waits 4 hrs while Iván finishes an over-running install. Furious customer calls to complain — you lose the repair and the customer.

Olynx orders the route by proximity + prioritizes by urgency. Emergencies (active leak, no hot water) go to on-call rotation; preventives + installs go to regular slots. GPS-optimized day-start route, auto-re-routes when emergency drops in, SMS to customer with real ETA.

  • Priority tiers: emergency / urgent / standard / preventive
  • On-call rotation across techs with auto weekend bonus
  • GPS-optimized day-start route
  • Auto re-routing when emergency drops in
  • Customer SMS: "on the way" / "arrived" / "done"
  • Drag-to-reschedule with realistic between-job buffer
Tuesday 11:48 a.m. Emergency drops in: burst hot-water pipe. Olynx checks map: Carlos (preventive in Frisco, almost done), Miguel (water heater install with 1.5 hr left). Assigns Carlos in 6 min, reschedules his next preventive to tomorrow, SMS to preventive customer with apology + reschedule.
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06

0

"where are you?" calls

Live Map + Crew Tracking

"Where's Miguel?" "Why is Carlos at 6 hrs on a water heater swap?" You spend the day on the phone. Commercial customer asks "what time did you finish yesterday?" and you have no GPS proof.

Live real-time GPS map with each tech (geolocation API). Click pin → identity, what job, time since clock-in. Live job costing: hours × rate vs budget. Predictive payroll forecast for next period.

  • Live GPS map with pin per tech
  • Click pin → identity, job, time since clock-in
  • Live job costing: hours × rate vs budget in real-time
  • Alerts if crew is 30 min past ETA
  • GPS report exportable for commercial customers
  • Predictive payroll: next-period forecast
2:14 p.m. Open map. Carlos 🟡 at 4h 50min on a 2h job. Click: foreman replies "found roots in main line, recommends $480 hydro jet + $185 camera". CO signed by customer from phone in 8 min. Carlos finishes with $665 extra collected.
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07

$380

/wk saved on buddy-punching

GPS Time Clock + Company Camera

Buddy-punching: tech's cousin clocks in from couch. Payroll inflated $300-$500/wk. Customer claims "they didn't come Tuesday" and you have no timestamped photo. In a basement with no signal the photos get lost.

Giant "Clock In" button → captures lat/lng + photo + timestamp + auto-assigns to active project. OT detection >8hr/day or >40hr/wk. Camera with timestamp + GPS + logo watermark, annotation canvas (draw arrows on pipe leak photo). With no signal (basements, crawlspaces), the camera's photos wait on the phone and upload on their own when the signal returns; clocking in needs a connection.

  • Clock In with photo + GPS — buddy-punching impossible
  • Auto-assigns to active project (no manual selection)
  • OT detection >8hr/day or >40hr/wk
  • Camera with timestamp + GPS + watermark + annotation
  • Photos wait for signal and upload on their own
  • Per-shift notes (weather, equipment, safety)
Basement job, no signal below. Miguel clocks in 7:12 a.m. upstairs, where there is signal, with photo + GPS. Documents 18 photos of the leak, new P-trap, shutoff valve; with no signal, they wait on the phone. Back upstairs at 2:48 p.m., the photos upload on their own and Miguel clocks out. Full report to commercial customer next day.
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08

−2.5 hr

/wk on Home Depot runs

Truck-stock parts inventory

Arrive at Mrs. López for flow sensor swap: don't have the part. 45 min to Home Depot, 1 hr finding the model, $130 in gas + time lost. Mrs. López watches you flounder = lose her trust.

Olynx tracks per-truck inventory: each tech has their stock list (Moen faucets, P-traps, common flow sensors, Sharkbite fittings). QR/Barcode scanner from phone for receive/issue/transfer. Olynx warns you before accepting a job if you don't have the part in stock.

  • Per-truck inventory + central warehouse
  • QR/Barcode scanner from phone for receive/issue/transfer
  • Pre-dispatch alert if part not in truck
  • Auto reorder point with purchase order
  • Cycle counting to detect shrinkage
  • Vendor spend report (Ferguson, Home Depot Pro, local supplier)
Mrs. López calls about her Rheem flow sensor. Olynx Calls captures model. Before dispatch, Olynx checks inventory: Miguel has 2 flow sensors in truck. Miguel arrives 25 min later with right part, swaps in 18 min, leaves with $89 trip + $245 labor collected. Mrs. López leaves 5★ review.
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Just another Tuesday.

  1. 02:14

    Night emergency

    Active-leak call. Olynx Calls transfers to Miguel (on-call). Miguel rolls out.

  2. 07:00

    Day dispatch

    11 jobs across 4 techs. Route optimized by zip + skill. Marco takes camera inspection, Iván takes water heater unit.

  3. 10:42

    On-site close

    Kitchen fixture replacement. $389 flat-rate. The invoice goes out at close and QuickBooks already has it.

  4. 13:30

    Customer history

    Mrs. Hernández — Olynx shows Rheem warranty till 2027. Tech bills only trip + labor. Saves customer $640.

FAQ

What plumbing contractors ask most.

  • Yes. Olynx Calls detects the customer's language and responds in Spanish or English accordingly.

  • Yes. The receptionist classifies by urgency and books the right slot — emergencies go to the on-call tech.

  • Yes. You import your current pricebook (CSV or Excel) or build one from pre-loaded industry templates.

Ready to scale?

Join the service professionals who run their business on Olynx — and grow without the growing pains.

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