Plumbing Business Management Software

Job Management for Plumbing Companies An all-in-one platform to streamline your plumbing business: schedule service calls, manage work orders, and ensure quality every time. Planado helps plumbing teams respond faster, cut costs, and deliver outstanding service that keeps clients coming back.
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Main / Industries / Plumbers

Do these challenges sound familiar?

1
Plumbers delaying jobs or taking on side projects?
2
Work orders assigned manually, causing overlaps and uneven workloads?
3
Clients complaining about poor service quality?
4
Job reports done by hand, taking too long and riddled with errors?

Planado makes your plumbing business more efficient, transparent, and profitable

Simplify your planning process

Planado simplifies task management and allows to control plumbing service schedule in a few clicks

  • Staff schedule with statuses
  • Task and work shift scheduler with automation capability
  • Different scenarios and work types (single, multi-stage, recurring)

Mobile Application for Field Staff

In the mobile app, your plumbers see all scheduled tasks and receive notifications about new assignments.

The built-in job checklists ensure that workers won't overlook any tasks on their to-do list.

When a task is completed, the employee fills out a customizable report with photos and other fields that is automatically saved in the database and transmitted to the office.

Maintain Oversight of Your Workforce

Monitor your plumbers' movements during work hours, assign tasks based on their real-time location. The history of tasks and movements is recorded and accessible anytime.

GPS location tracking helps calculate mileage and assign the closest worker to an urgent job.

Discover How Planado Can Benefit Your Business

Experience Planado's full capabilities for managing your plumbing business firsthand, or reach out to us—our experts are ready to address all your queries.
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Elevate Your Service Standards

When plumber starts the job, he will receive a checklist with the list of actions so he doesn't forget anything to do.

After completion, he will fill out a customizable report with photo, text and other various field types.

All reports with photos and other fields are saved in a database and can be useful, for example, in case of a warranty visit

Track Materials and Services with Ease

Give plumbers a simple way to log every part and service on-site.

All items are recorded, auto-calculated, and added to reports — with instant updates that keep your office and warehouse in sync.

Client Portal

Give customers a branded portal with real-time updates on completed jobs, service visits, and photo reports.

They can track past and upcoming appointments, review results anytime, and share feedback directly.

You decide what to share — giving clients full transparency while you stay in control.

Monitor Employee Performance

The Reports dashboard shows clear stats on every job and technician.

Track completed and scheduled work, uncover reasons for delays, and measure individual performance — all in one place.

Flexible Settings & Integrations for Plumbing Businesses

Planado adapts to the workflows of plumbing companies of any size

Custom checklists

Templates for emergencies, maintenance, installations, and diagnostics.

Flexible work orders & forms

Configure fields and steps to match your services and client needs.

Automated notifications

Send SMS or push updates on job statuses, schedule changes, and important alerts.

Seamless integrations

Connect with Salesforce, Zoho, QuickBooks, or your own systems for smooth data exchange.

Your Benefits with Planado

All requests in one place — manage inquiries, jobs, and statuses in a single system, assigning the right technician instantly
Client transparency — customers track progress, see assigned technicians, and review photo reports
Smart scheduling — optimize routes and cut downtime with intelligent dispatching
Automated CRM tools — customer records, feedback, and reminders handled automatically
Quality control — checklists and photo reports keep service standards consistent
Build loyalty & repeat business — transparency, speed, and convenience keep clients satisfied and coming back

Still not sure? Test Planado out for yourself!

Sign up for your free trial and get full access to all features for 14 days. Get started with Planado right now!
.planadoapp.com

Planado subscription plans

Basic
$1190 /month per user billed annually
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Key features
Tasks management
Scheduling
Employee GPS tracking
Employee's mobile app
Checklists & reports
Standard
$1870 /month per user billed annually
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Key features
All Basic features, plus:
Teams & work shifts
Customer notifications
Create jobs in mobile app
Pro
$2805 /month per user billed annually
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Key features
All Standart features, plus:
CRM integration
Mileage tracking
Documents signing
Recurring jobs
Product catalog and pick list
API & Webhooks
Compare Plan Features

FAQ for Plumbing Companies

How does Planado help control plumbers’ work?

With Planado, you always know where your technicians are, when jobs start and finish, and what was done — backed by photo proof from every site. This prevents unauthorized side jobs, ensures accountability, and guarantees consistent service quality.

Can Planado be customized for our company’s needs?

Yes. You can create custom checklists, work order templates, request forms, and reports. Planado also integrates with CRM, ERP, and accounting tools to adapt seamlessly to your existing business processes.

How do clients get updates on their requests?

Clients automatically receive SMS or push notifications at every stage: request accepted, technician en route, job in progress, job completed. They also receive photo reports and can provide instant feedback after service completion.

Is it difficult to implement and train staff?

Not at all. The mobile app is intuitive and easy to learn, even for non-digital users. Most technicians start using it confidently within 1–2 jobs. We provide guides, training, and onboarding support for a smooth rollout.

Can I track materials and spare parts?

Yes. Planado tracks which materials and spare parts were used, where, and when. This helps manage inventory, control costs, and ensure proper replenishment of stock.

What types of reports can I generate?

You can generate reports on:

  • completed jobs,
  • technician work hours,
  • material and spare part usage,
  • customer satisfaction and feedback,
  • financials and billing,
  • performance metrics by employee or team.
Can Planado integrate with CRM or ERP systems?

Yes. Planado integrates with Salesforce, Zoho CRM, HubSpot, QuickBooks, Xero, and other global platforms via API for seamless data exchange across your business.

Why is Planado better than competitors for plumbing companies?
  • End-to-end transparency: GPS tracking, photo proof, and time logs.
  • Custom workflows: checklists, work orders, and request forms tailored to plumbing jobs.
  • Real-time client communication: automatic notifications and feedback tools.
  • Inventory control: track spare parts and material usage.
  • Scalability: works for small local teams and nationwide service providers alike.
  • Integrations with global tools: Salesforce, Zoho, QuickBooks, HubSpot, and mor
How do I implement an FSM system like Planado for plumbing step by step?
  1. Define objectives — e.g., reduce side jobs, improve client communication, optimize material tracking.
  2. Set up templates for work orders, checklists, and job reports.
  3. Import staff and client database into Planado.
  4. Train technicians on the mobile app (usually takes less than a day).
  5. Connect integrations with your CRM/accounting tools for smooth data flow.
  6. Launch a pilot program with a few jobs to test processes.
  7. Roll out fully across the company, using analytics to continuously improve.
What are the best tools for managing a plumbing company?
  • FSM (Field Service Management): Planado for scheduling, technician tracking, and reporting.
  • CRM: Salesforce, Zoho, HubSpot for client management and sales.
  • Accounting & Billing: QuickBooks, Xero for invoicing and financial control.
  • Communication: Microsoft Teams, Slack, or WhatsApp for technician coordination.
  • Inventory control: Planado material tracking + ERP integrations.
How does Planado help reduce costs and increase profitability?
  • Eliminates revenue loss from unreported or side jobs.
  • Cuts admin time with automated scheduling and reporting.
  • Reduces wasted materials by tracking usage in real time.
  • Optimizes technician routes and job allocation.
  • Improves customer satisfaction with faster response times and transparent reporting.