CRM for Plumbing Companies, Built with AI

A plumbing CRM is a record of properties and what is in them, not just a list of names. Describe how your company works and Mythex builds a CRM where every address carries its boiler make and model, job history, service due date and the landlord who pays.

Who it's for

Plumbing firms whose customer history is spread across a diary, invoices and plumbers' memories, who want the office to answer 'what boiler have they got?' before the van leaves the yard.

What you can build

Properties with boiler make, model, fuel and install year
Full job history per address with parts used
Annual service due list by month and area
Landlords and letting agents owning many properties
Bathroom installation leads from survey to signed
Notes on access, stopcock location and pets

Properties, people and payers

In plumbing, the property is the record that matters. A tenant calls, a letting agent books, a landlord pays, and the boiler belongs to the house. Ask Mythex to model properties separately from contacts, link each property to the people who can book and the person who pays, and keep the job history on the property. When a tenant moves out, the history stays.

Property as the main record
Contacts linked by role: occupant, booker, payer
History stays with the address

Record the boiler at every visit

Make, model, fuel and approximate age, plus a photo of the data plate. Next time the customer calls, the plumber brings the right parts first time. It also tells you which customers have boilers nearing the end of their life, which is a fair conversation to have at the next service.

The service due list

Servicing is the work you can plan. Filter properties by next service date and area, and you have next month's routes. Landlords with a legal deadline for gas safety checks where they operate need their dates kept carefully; a missed one is a problem for them and an awkward call for you.

Installation leads

Bathroom and boiler replacement leads move through enquiry, survey booked, quote sent, accepted and installed. Keep the quote, the options the customer chose and photos from the survey on the lead. Follow up quotes that are two weeks old; many customers are simply waiting to be asked.

A prompt to start from

Build a CRM for my plumbing company. Each property has an address, boiler make, model, fuel, install year and a data plate photo, a job history with parts used, and a next service date. Contacts are linked to properties as occupant, booker or payer, so landlords can own many properties. Add a pipeline for installation leads and a list of services due next month by area.

Questions

Can one landlord have many properties?

Yes. Ask for properties and contacts as separate records, and link a landlord or letting agent to as many properties as they own.

Can plumbers update records from site?

Yes. The app works in a phone browser, and plumbers can add notes, parts and photos to the job. On Pro it can also become Android and iPhone apps.

Can I import my existing customers?

Yes. Export a spreadsheet from your current tool and ask Mythex to import it into the CRM.

Can it send service reminders?

It works out who is due. Sending the reminders needs an email or SMS account you connect yourself.

Do I need to code?

No. You describe the CRM and change it by chatting.

Templates to start from

Waitlist Landing Page Template — Countdown, live counter, lead admin
Sales Pipeline CRM Template — Drag-and-drop deals with forecasting
Portfolio Website Template — Hero, projects, about, and contact
Customer Health Dashboard Template — Churn scoring with explainable charts
Plumbing Business Site Template — Quote calculator with lead dashboard
Build Cost Estimator Template — Five-step calculator with lead capture
Trade Publication Template — Research reports, jobs, memberships
CRM Dashboard Template — Contacts, pipeline, and deal tracking