No matter how big or small your plumbing company is, an industry-specific software solution will be able to handle the more complex needs of your business from tracking expenses and scheduling jobs to dispatching plumbers. The right plumbing software will maximize efficiency and reduce overhead, letting you take care of more projects while minimizing errors–keeping your customers happy.
This buyer’s guide will go over:
Plumbing software is a field service system that ties operational and financial modules together in one comprehensive solution. Having software specifically tailored to your industry will help your business run smoothly whether you’re a one-person company or a large company with multiple locations.
Plumbing software will help your business grow and increase efficiency by streamlining work order management, improving document organization and management, simplifying scheduling and job costing, and tracking financial transactions.
|Estimating||Create an accurate estimate of the cost to perform the job based on the materials, equipment, and labor needed.|
|Job Costing||Assigns costs to things like labor, equipment, and materials to monitor the profitability of any particular job and improve cost control.|
|Scheduling||Keep track of already scheduled appointments and schedule new appointment requests based on date/time availability.|
|Work Order Management||Coordinate the field work a plumber will perform by assigning labor to the most qualified employee.|
|Accounting||Record and track payments made to vendors (accounts payable) and invoicing/payments from customers (accounts receivable). The general ledger provides insights into your business’s financial performance, so you can find where you’re profitable and where improvements could be made.|
|Inventory Control||Track the materials and parts you currently are needed to complete a job to know when you need to order more.|
|Asset Tracking||Track the equipment, tools, and machinery you own, know who is using it, and where it is with barcoding or RFID.|
|Document Management||Store and record essential documents and files including photos from a job, service agreements, purchase orders, daily reports, and customer contact information.|
|Customer Relationship Management||Maintain your business-customer relationships by tracking customer contact information and work history and scheduling follow-up appointments. Bring in new business with outreach automation, marketing campaign management, and cross-selling. Many plumbing companies rely on repeat business and referrals as part of their growth. Having a good customer relationship management system will help you leave a positive impact on new and existing clients.|
|Fleet Management & Dispatching||Keep track of your company’s vehicles and vehicle inventories to ensure plumbers are arriving at job sites on time and have the equipment they need with them. Map service calls to optimize driving routes, allowing plumbers to move between jobs as efficiently as possible.|
|Project Management||Coordinate project scheduling, resource allocation, planning, time tracking, task management, quality management, and document management for new construction, large jobs, and other complex projects.|
One-person company - As a one-person company, the most important plumbing software functionalities will be used to keep yourself organized to optimize the number of jobs you take on and keep track of your financials to make sure you’re profitable. Scheduling, document management, and accounting will be useful features to look for in a software solution.
Small businesses - A small business with a few plumbers on staff need software that will help you grow as your client base grows. Keeping track of appointments, project details, and customer information in spreadsheets or on paper will only slow you down. Look into a plumbing software that provides work order management, scheduling, document management, and accounting functionalities.
Large businesses with many locations or franchises - Large companies with many plumbers, office staff, and even multiple locations need a more complex software solution. In addition to work order management, scheduling, document management, and accounting, you should also consider having inventory control, asset tracking, payroll, and customer relationship management.
Implementing a new system - Switching to new software or getting a software solution for the first time can be tough to get used to, especially for employees that have been with the company for a long time using old fashioned methods for things like work order management or accounting. If implementing a new system sounds daunting, some vendors will provide training to you and your staff to make the transition as smooth as possible. Many plumbing software solutions today are user-friendly and easy to learn.
Finding the right solution specifically for the plumbing industry - Some people refer to plumbing software as “field service software,” lumping together other service-based industries into one solution. Your business won’t need some of the same functionality as other industries like HVAC technicians or electricians. Plumbing software will have more features that are specifically meant for your industry because many developers and resellers of these solutions come from a background in plumbing and know what functionalities are most important.
Real-time tracking. GPS tracking on vehicle fleets helps to let you know where your vehicles are and who is using them but also gives you the ability to provide customers with estimated arrival times. Dispatchers can even give the driver real-time directions to avoid slow areas and optimize the driving route, so your plumbers get to the job as efficiently as possible.
Cloud-based software. Having the ability to access your plumbing software from anywhere is extremely important today. Your plumbers will be able to give quicker estimates, answering dispatch calls for unexpected emergencies, collecting payment on the spot, and more.
Having software specifically tailored to the plumbing industry is most likely the ideal solution for you. However, plumbing software might not be practical or cost-effective for your particular situation. Some other software you might benefit from include: