AI automation for plumbing companies, built around the pricebook and the emergency board
Plumbing offices live between two speeds: an active leak that needs a truck now and a routine drain clearing that can wait until Thursday. We build custom AI that sorts that work, follows up on good-better-best options, chases open invoices and tracks backflow certifications, inside ServiceTitan, Housecall Pro, Jobber, FieldEdge or Service Fusion.
- Leaks and sewage backups flagged ahead of routine work
- Water heater and repipe options followed up by the book
- Backflow test due dates tracked per device, not per memory
The plumbing office problems software alone has not fixed
Water on the floor reads like any other request
A web form that says "water coming through the ceiling" sits in the same inbox as a faucet swap. CSRs sort by gut, and the urgent ones get found late.
Three options presented, zero followed up
The tech builds a good-better-best from the flat-rate pricebook, the homeowner says "let me think about it," and the tankless option never hears from you again.
Annual backflow tests live in a spreadsheet
Commercial customers need their assemblies tested every year and results filed with the water authority. Miss the reminder and the account, and the certification fee, walk.
What our AI for plumbing companies takes on
Custom code on the major model APIs, connected to your field service and accounting tools through their official APIs. CSRs, dispatchers and service managers approve what it does until each step has earned trust.
Emergency vs routine sorting
Web, text, email and Google Local Services Ads requests are read for active leak, sewage backup, no hot water and gas smell language, then queued by urgency for a CSR.
Board suggestions by skill
Sewer camera, jetting, water heater and repipe jobs are matched to the techs who carry the gear and the license, with the dispatcher confirming.
Option follow-up
Unsold good-better-best estimates get a timed sequence that names the option the homeowner looked at, with financing questions routed to staff.
Backflow certification tracking
Each assembly's test due date, serial number and last result are tracked, reminders go out ahead of the deadline and filing paperwork is drafted.
Receivables chasing
Open invoices get payment-link reminders, and commercial accounts with net terms or a PO number are routed to a person instead.
Permit and inspection follow-through
Jobs that pulled a permit are watched for the inspection date, so a water heater or repipe job is not closed before the final passes.
Specific services for plumbing companies
AI agents
AI agents for plumbing companies: water heater quote, sewer camera report, backflow certification and permit agents, each approved by your office staff.
Learn moreDispatch automation
Plumbing dispatch automation that ranks leaks, backups and no-hot-water calls, matches jetter and camera trucks to jobs, and keeps dispatchers in control.
Learn moreEstimate follow-up automation
Plumbing estimate follow up automation for water heater, sewer line and repipe options, with camera footage, permit notes and financing routed to staff.
Learn moreInvoice follow-up automation
Plumbing invoice follow up automation for homeowner balances, property manager POs, home warranty claims and backflow test fees, synced with QuickBooks.
Learn moreWhere plumbing shops usually begin
Dispatch automation
Leaks and backups sorted ahead of routine calls, with techs suggested by skill and zone.
Estimate follow-up
Water heater, sewer line and repipe options followed up until the homeowner picks one.
Invoice follow-up
Residential balances, commercial net terms and backflow test fees chased on a schedule.
AI agents for plumbing
Named agents for water heater quotes, sewer camera findings, backflow renewals and more.
Vendor and supply house invoices
Supply house bills matched to jobs and POs before they reach QuickBooks.
Customer inbox
Where-is-my-plumber and warranty questions drafted from your approved answers.
Why plumbing owners trust how we build
Emergencies never wait on a model
Anything that reads like active water, sewage or gas goes straight to a person. The automation only speeds up routing; it never decides an emergency can wait.
Your flat-rate pricebook is the only price source
Follow-up messages quote the task codes and options already on the estimate. Nothing invents a price, a discount or a scope.
Texting built around TCPA consent
Customers only get texts where your records show consent, opt-outs are honored on the first STOP, and your counsel signs off on the wording.
Integrations that respect each vendor's limits
ServiceTitan, Housecall Pro, Jobber and Service Fusion connect through their official APIs. Where a vendor offers less, we work from exports, in accounts you own.
“He got me 9 sales in my first 7 days of launching our campaign, which exceeded my expectations!”
Common questions
What can AI automate for a plumbing company?
The office work around the truck: sorting emergency and routine requests, suggesting the board, following up on good-better-best options, chasing invoices, tracking backflow test dates and watching permits through final inspection.
Does it work with our pricebook in ServiceTitan or Housecall Pro?
Yes. It reads the estimate and the pricebook items already on it through the official API, so follow-ups reference your actual task names and options. It does not edit your pricebook.
We use FieldEdge. Is that a problem?
FieldEdge offers less open access than ServiceTitan or Jobber. We use what your account exposes and fill gaps with scheduled exports, and we tell you up front which workflows that limits.
Can it handle leads from Google Local Services Ads?
Yes. LSA leads can be pulled in alongside web and text requests, tagged by job type and urgency, and placed in the same CSR queue so nothing sits in the Google dashboard.
Will it file backflow test results with the water authority for us?
It drafts the report from your tester's results in the format your water authority asks for. A certified tester or office staff reviews and submits it, since formats and portals vary by jurisdiction.
Will it dispatch a tech to an emergency without a person?
No. It moves emergencies to the top and suggests the closest qualified tech. A dispatcher confirms before any assignment or customer message goes out.
Find the plumbing workflow costing you the most
Take the 2-minute AI audit and see whether triage, option follow-up or backflow tracking pays back first for your shop.
- Pull 90 days of jobs and estimates
We export recent requests, estimates and invoices from your field software to see where emergencies were mis-sorted and options went quiet.
- Write the triage and follow-up rules with you
Your service manager decides what counts as an emergency, which options get followed up and what wording customers see.
- Start with one queue, CSRs approving
One workflow goes live in 2 to 4 weeks, usually request sorting or option follow-up, with your staff approving every draft.
- Tune it as pricebook and season change
We watch the logs monthly, update rules when your pricebook or tech roster changes and add the next workflow when you are ready.