Every customer profile includes property addresses, plumbing system details, full service history, and maintenance agreements. Know the complete story before you arrive on-site.
These challenges cost you time, money, and customers. IntelliDrive OS solves them.
A customer calls about a leak and you have no record of what work was done at that property. You send a tech blind, wasting time re-assessing the system.
You sold annual drain cleaning or backflow testing agreements but have no system to track renewal dates. Customers lapse and revenue disappears.
You quoted a repipe or water heater replacement but never followed up. The customer went with someone else because you forgot.
Six capabilities designed specifically for how plumbers work.
Link customers to one or more properties with addresses, access instructions, and plumbing system notes (pipe material, water heater type, etc.).
Every estimate, invoice, payment, and note for a customer in chronological order. See what was done on any past visit.
Track recurring service agreements with renewal dates, included services, and automated reminders before expiration.
Log water heaters, sump pumps, and fixtures by brand, model, age, and warranty date. Know what is installed before you arrive.
Filter customers with pending quotes. One-click resend with updated pricing or a personal follow-up message.
Record who referred each new customer. See which customers generate the most referrals and reward them.
Four simple steps to transform your customer management workflow.
Add the customer with contact info, property address, and any notes about their plumbing system.
Estimates, jobs, invoices, and calls are automatically attached to the customer record.
Create maintenance agreements with service schedules. The system reminds you when service is due.
Follow up on open quotes, renew agreements, and reach out to past customers for seasonal services.
Real improvements from plumbers using IntelliDrive OS.
Techs see the full property and service history before arriving. No wasted time on-site.
Maintenance agreements with automated renewals create predictable monthly income.
Customers return when you remember their property, equipment, and past work.
Join plumbers who use IntelliDrive OS to save time, reduce errors, and grow their business.
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