Big estimates go unanswered
The water heater replacement or the sewer line repair is quoted on site and emailed. The homeowner gets two more quotes and goes quiet. Nobody at the office knows whether to call.
Plumbing companiesCRM and follow-up
Emergency calls booked, estimates answered, recommended repairs scheduled.
Calls, website forms, ad leads and Google profile messages land on one homeowner record with the source. The estimate follow-up, the inspection reminder and the review request go out from it.
Where it goes wrong today.
Inspection findings never become jobs
The camera inspection shows roots in the line and the plumber recommends a repair. The homeowner says “not today.” The finding lives on a paper invoice, and nobody brings it up again.
After-hours emergencies hit voicemail
A burst pipe at 10 p.m. does not wait for the morning. If the call rolls to voicemail, the homeowner calls the next plumber on the list and remembers that name next time.
How it works for plumbing companies.
One record per homeowner and property
A tracked call, a form from your water heater page, a Google message or a booking taken by the AI phone agent creates the record with the address, the issue and the recording. Missed calls get a text back while the plumber is under a sink.
Stages for service, estimate and recommended work
Call booked, visit done, estimate sent, estimate accepted, job scheduled, recommended repair open. The dispatcher owns scheduling; the estimator owns open quotes; the office owns recommended work that has not been booked.
Follow-up sent from the record
A reminder before the visit, a check-in a few days after the estimate, the annual water heater flush reminder, the backflow test reminder for commercial accounts and the review request all send from the homeowner record. See email & SMS.
Illustrative example
What a day looks like.
- Monday, 10:20 p.m.A homeowner calls about a leak under the kitchen sink. The phone agent books the first morning slot and texts the confirmation.
- Tuesday, 12:00 p.m.The estimator marks the sewer line estimate sent from his phone. The record schedules a check-in for later in the week.
- Wednesday, 9:00 a.m.Homeowners with estimates older than a few days get a text asking whether they have questions. One asks about financing and the office calls.
- Thursday, 2:30 p.m.Recommended repairs from last quarter’s inspections with no job booked are listed for the office, each with the finding and the last message.
- Friday, 4:30 p.m.Jobs finished this week get a thank-you and a review request from the record that holds the visit.
An illustrative example of how the system runs, not a measured result.
More for plumbing companies.
Plumbing companiesThe whole system for this work: pages, phones, follow-up and reviews.AI phone agentBurst-pipe calls answered while every tech is under a sink.WebsitesA page for no hot water, for the clogged drain, for the water heater, and for every town on the route.ReviewsThe homeowner who called at midnight with a burst pipe gets the request once the job is done and paid.
Questions plumbing companies ask
How is this different from our invoicing or dispatch app?
Those run the job and the payment. Ottimo runs what happens before and after: the call, the estimate follow-up, the recommended work and the source. Many shops run both. Tell us what you use and we will confirm how they connect.
Can the plumber add a recommended repair from the job site?
Yes. A note on the homeowner record from the truck creates the follow-up. The office sees it on the open-recommendations list without anyone retyping it.
What does the automated text say?
Only what you approve: confirmation, times, a check-in and reminders. It does not quote prices or diagnose. Anything it cannot answer goes to a person with a note on the record.