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mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk has multiple... Read More
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mHelpDesk is a field service solution that helps customers automate everything from first customer contact to getting paid. This includes customer management, quoting, dispatching, invoicing, billing and reporting. mHelpDesk has multiple... Read More
 
 
Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
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Housecall Pro is a cloud-based field service management app for service professionals to automate their workflows. This solution includes a native mobile app and complementary web portal and serves a wide range of industries, such... Read More
 
 
WorkWave Service is a cloud-based field service solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications allow field... Read More
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WorkWave Service is a cloud-based field service solution. It offers mobile and desktop applications to connect field workers to the office to provide visibility into what’s happening in the field. The mobile applications allow field... Read More
 
 
Service Fusion is a cloud-based field service management software. It caters to businesses of all sizes across multiple industries. It offers field service management, GPS fleet tracking, credit card processing and mobile applications... Read More
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Service Fusion is a cloud-based field service management software. It caters to businesses of all sizes across multiple industries. It offers field service management, GPS fleet tracking, credit card processing and mobile applications... Read More
 
 
Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More
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Verizon Connect Work is a cloud-based field service solution that allows users to organize schedules, manage and track job progress and manage dispatching process. Office and field workers can receive job information and updates on... Read More

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ServiceTitan for HVAC, plumbing and electrical home service businesses is a cloud-based field management platform that offers scheduling, dispatch, invoicing, sales, and more. The platform offers marketing ROI and conversion tracking... Read More
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ServiceTitan for HVAC, plumbing and electrical home service businesses is a cloud-based field management platform that offers scheduling, dispatch, invoicing, sales, and more. The platform offers marketing ROI and conversion tracking... Read More
 
 
Mobiwork MWS is a suite of field service solutions that features GPS tracking, inventory management, billing and invoicing, work order management, electronic forms, scheduling and dispatch and contact management. It offers cloud-based... Read More
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Mobiwork MWS is a suite of field service solutions that features GPS tracking, inventory management, billing and invoicing, work order management, electronic forms, scheduling and dispatch and contact management. It offers cloud-based... Read More
 
 
Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
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Service Cloud from SalesForce is a cloud-based customer service management solution that is designed to initiate customer service activities from anywhere. Built on the Salesforce1 Platform, Service Cloud works to centralize and optimize... Read More
 
 
FieldEdge by dESCO is a cloud-based Field Service Management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The solution allows companies to manage business operations remotely. The... Read More
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FieldEdge by dESCO is a cloud-based Field Service Management solution for home service contractors in fields including HVAC, plumbing, electrical and more. The solution allows companies to manage business operations remotely. The... Read More
 
 
Medulla Pro is a field service management solution for businesses of any size. The solution offers features for dispatching, scheduling, inventory, mobile reporting, work orders, parts, contracts, job checklists, field service tracking,... Read More
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Medulla Pro is a field service management solution for businesses of any size. The solution offers features for dispatching, scheduling, inventory, mobile reporting, work orders, parts, contracts, job checklists, field service tracking,... Read More

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Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning offers... Read More
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Visual Planning is a hybrid resource management and scheduling platform that helps businesses to manage their assets and day-to-day operations. The solution can be deployed on-premise or hosted in the cloud. Visual Planning offers... Read More
 
 
SkyBoss is a cloud-based field service solution suitable for businesses of any size across a variety of industries. Key features include modules for scheduling and dispatch, invoicing and work orders, client tracking, task management,... Read More
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SkyBoss is a cloud-based field service solution suitable for businesses of any size across a variety of industries. Key features include modules for scheduling and dispatch, invoicing and work orders, client tracking, task management,... Read More
 
 
MSI Data’s Service Pro is a cloud-based field service management solution for field service businesses in a variety of verticals including manufacturing, construction, telecommunications, transportation and distribution. The platform... Read More
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MSI Data’s Service Pro is a cloud-based field service management solution for field service businesses in a variety of verticals including manufacturing, construction, telecommunications, transportation and distribution. The platform... Read More
 
 
Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management... Read More
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Wintac is an on-premise business management solution that caters to field service, installation and service contracting organizations. The key features of the solution include work order management, customer relationship management... Read More
 
 
Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps contractors... Read More
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Dataforma Roofing Software was originally designed for roofing contractors, but it is now utilized by other construction trades, including electrical, plumbing and HVAC. It is a web-based business management system that helps contractors... Read More

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ServiceVelocity is a field service solution that enables service teams to schedule jobs, access work orders, update tickets, find relevant manuals and knowledge bases and track inventory. ServiceVelocity securely connects information... Read More
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ServiceVelocity is a field service solution that enables service teams to schedule jobs, access work orders, update tickets, find relevant manuals and knowledge bases and track inventory. ServiceVelocity securely connects information... Read More
 
 
ServMan by Cube Six is an on-premise enterprise management and accounting solution designed for businesses in the field service industry. ServMan has been used by industries including electrical, plumbing, Construction, IT Services... Read More
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ServMan by Cube Six is an on-premise enterprise management and accounting solution designed for businesses in the field service industry. ServMan has been used by industries including electrical, plumbing, Construction, IT Services... Read More
 
 
SAMPro Enterprise by data-basics is a field service and construction management solution that offers modules such as Service Dispatching, Mobile Workforce, CRM, Analytics, Quoting, PO, Inventory and Requisitioning, Preventative Maintenance... Read More
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SAMPro Enterprise by data-basics is a field service and construction management solution that offers modules such as Service Dispatching, Mobile Workforce, CRM, Analytics, Quoting, PO, Inventory and Requisitioning, Preventative Maintenance... Read More
 
 
IFS Field Service Management (FSM) offers tools that cover the entire service lifecycle. The solution is available on-premise or in the cloud, and it can be configured to meet the needs of organizations in a number of field service... Read More
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IFS Field Service Management (FSM) offers tools that cover the entire service lifecycle. The solution is available on-premise or in the cloud, and it can be configured to meet the needs of organizations in a number of field service... Read More
 
 
Astea Alliance Enterprise is an end-to-end field service management (FSM) and mobility platform that provides large and enterprise service companies with functionality to support the full service lifecycle, from the initial customer... Read More
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Astea Alliance Enterprise is an end-to-end field service management (FSM) and mobility platform that provides large and enterprise service companies with functionality to support the full service lifecycle, from the initial customer... Read More
 

Buyer's Guide

by Taylor Short,
Market Research Associate
Last Updated: November 27, 2018


Plumbing businesses are not exempt from the widespread digitalization transforming all industries. This digital wave has ushered in tech-focused customer expectations and increased competition due to operational advantages gained from using new systems.

As such, plumbers and plumbing business managers must invest in the proper technologies to stay competitive in their markets.

Fortunately, there's a vast market of field service management solutions that perfectly address the needs of different types and sizes of plumbing businesses. This Buyer's Guide will help software buyers trying to gain an understanding of this complex software market.

Here's what we'll cover:

What Is Plumbing Software?

Common Features of Plumbing Software

What Type of Buyer Are You?

Benefits of Adopting Plumbing Services Software

Market Trends to Understand

 

What Is Plumbing Software?

Maybe you're fortunate enough to have a few employees supporting your plumbing business—or perhaps you're going it alone. Either way, plumbing service software will help you get a better handle on your business as you execute on the dozens of daily operational responsibilities.

These field service systems help companies just like yours create work orders, assign appointments and manage employee schedules. These systems support optimized routing to direct drivers the best way to the next job, allowing them to do more work in the day and save on fuel costs. And service software often offers systems for recording, storing and analyzing valuable customer contact information and past work histories.

 

Common Feature of Plumbing Software

The most important features of plumbing software help newfound organizations grow. These systems typically support appointments and schedule management, work order creation and collection/storage of valuable customer data.

Beyond that, some plumbing service software also tracks plumbing equipment and parts inventory, both across the operation and even within each vehicle. This way you have an accurate idea where your tools are and if you need to order more equipment/parts to complete scheduled jobs.

Here's a detailed description of these functionality:

Work order management Create, store and track all job requests as well as provide monitoring capabilities to get a snapshot of open jobs across the entire business.

Appointment and scheduling

Receive calls/emails/messages (from social, chatbot on site, etc.) requesting plumber appointment. Confirm details of appointment and assign to qualified plumber/employee.
Routing Direct drivers on best routes to take to get from a to be. More and more common this is an onboard integration with Google Maps or Waze.
Customer management Helps companies collect, store, view, and analyze valuable customer account details such as contact information, payment options and service history.
Invoicing and payments Enable plumbers to generate invoices via mobile devices and accept payment on site with mobile payment processing.
Equipment/parts tracking Keep accurate count plumbing equipment and parts, track the location of parts and equipment whether in your shop or in company vehicles.
Customer portal Service customers can view available appointment windows, submit service requests, pay invoices and check expected arrival times.

One particular feature of most plumbing software that you must acquire is GPS tracking. This capability infers having a tracking system that's either embedded into the vehicle or the plumber. These systems provide multiple, very tangible revenue boosting benefits that plumbing services can achieve.

A few of these include:

Revenue-Boosting Benefits of Field Service GPS Tracking Software
Revenue-Boosting Benefits of Field Service GPS Tracking Software

GPS tracking also enables managers to hold mobile employees/plumbers accountable for safe, efficient, and agreeable vehicle/driving usage.

 

What Type of Buyer Are You?

Before starting your research, it's important that you determine what kind of buyer you are. The majority of plumbing businesses looking for operational software fall into one of these categories:

Solopreneur/Owner: These are plumbers that own or "are" their business. They have straightforward needs that are addressed by a wide range of providers and would benefit greatly from automations and other software support.

Small business buyers: These plumbers work for small operations that are moving beyond Microsoft Outlook, Excel spreadsheets, and paper work order management. They realize the need to adopt software in order to grow/sustain the growth of their business.

Contract buyers: These are businesses that contract out plumbing work. They need all the core features but have additional needs for managing work orders for contract plumbers, maintaining communication with contract plumbers and tracking request customer satisfaction.

Enterprise buyers: These buyers work for large regional or national plumbing organizations. They may have multiple locations/franchises to manage and place a premium on integrations across all business units.

 

Benefits of Adopting Plumbing Services Software

We've reviewed the features of plumbing software, so let's dive into the benefits plumbers can expect by using this software:
Newfound transparency Establishing a formal process for tracking job from initial call through to completion revolutionizes your operation by enabling you to drill down from a high-level view of all open jobs to details of a specific job.
More accurate scheduling Many businesses using manual scheduling process are losing money because of the need for large "windows" of appointment times. Plumbing service software can more accurately schedule appointments, enabling more work to be scheduled and get done within each day.
Smarter routing Integrating dynamic routing via Google Maps or Waze with the job locations for that day enable plumbing services to most effectively set their schedules and get from on job to the next without having to unnecessarily go across town and back.
Improved customer experiences The ability to record valuable customer information gives plumbers in the field a head start on providing excellent customer experience. Employees taking calls from customers about appointments and plumbers in the field can both add notes citing valuable information to improve overall experience.
Meet customer expectations Systems that support capabilities for customers to submit job requests and appointment times online meet ever-evolving customer expectations and generate qualified leads for following up with.

These are the five key benefits of adopting plumbing services software. But in spite of these benefits, there is a significant potential issue plumbing service businesses might encounter when adopting new software:

Failed implementation and adoption. Businesses must do everything they can to effectively adopt and get employees using any new software. Change management best practices are a great place to start, and don't be afraid to lean on your software vendor for training.

 

Market Trends to Understand

Mobile service apps. Microsoft debuted their tablet PC version of Windows in 2001, and field service organizations (like plumbing businesses) haven't been the same since. Now mobile field service apps are available across all major mobile platforms for plumbing businesses to use in the field.

Mobile payment processes. One huge benefit of mobile payment processing is the ability to accept and process payments immediately upon completion of the job. This puts the money owed for work more quickly into the hands of the business rather than sending an invoice and waiting on the customer to submit payment.

Software-as-a-Service (SaaS). Most all service software vendors for plumbers to consider now all offer cloud-based products, typically through a monthly subscription plan. This means you'll access and log into your system via internet connection or mobile data usage in the field. This is different than on-premise systems that you'd purchase and install totally on your own server.

 

How it Works

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Our service is simple and 100% free to customers like you because software vendors pay us when we connect them with quality leads. You save time and get great advice. Vendors get great referrals. It's a win for everyone!

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