CRM for Plumbers · FieldMetrx™

Why most plumbing CRMs do not fit a small shop

A CRM is supposed to help you close the next job. Most plumbing CRMs help you file the last one. They were designed around office workflows, not truck workflows. You end up with 12 screens, 40 fields, and a tech who never opens the app once he leaves the driveway.

FieldMetrx™ is a CRM for plumbers that lives on the phone in the tech's pocket. It captures the call, holds the price book, builds the proposal, and closes the job before the homeowner has a chance to call the next name on Google.

What a plumbing CRM has to do before anything else

You do not have a data problem. You have a leak. Every plumbing owner has three leaks the CRM has to plug, or nothing else matters.

·Answer the call. A missed call is a job that went to the next guy on Google.
·Price on the spot. The number you quote at the curb is the number you win or lose on.
·Send the proposal now. The homeowner buys from the shop that makes the yes easy tonight, not tomorrow.

The plumbing CRM that answers the phone for you

Axel™ is the AI voice built into FieldMetrx™. He answers day or night in a calm voice, gathers the address and the actual problem, and books the visit. Then he texts you the details.

You do not need a virtual assistant company that charges per minute. You do not need a dispatcher. You need the phone to get answered every single time it rings, and Axel™ answers it.

The plumbing CRM that prices the job at the curb

A flat rate price book on every truck means every tech quotes the same job the same way. No calling the office to check a number. No underquoting because the tech wants to close. No overquoting because the tech is guessing.

The number is the number, and it lands in the proposal the second the tech taps the line item.

The plumbing CRM that closes from the driveway

Homeowners do not approve a five figure sewer job off a scribbled number. They approve a clean good, better, best proposal with the camera footage attached and a signature button on their phone.

FieldMetrx™ builds that proposal in the driveway and the homeowner signs from the couch. Close rates go up because you removed every reason to say maybe.

Built for the 2 to 15 tech residential plumbing shop

We are not chasing 200 truck operations. FieldMetrx™ is built for the owner operator who still runs a call himself, still knows every tech by name, and still gets angry about a missed lead because he knows what it cost him.

If you own the shop, this CRM is built for you.

Frequently asked

Do I have to move off my current plumbing CRM to try FieldMetrx™?

No. Most shops run FieldMetrx™ next to their existing tool for the first 30 days. You compare close rates side by side and decide.

Will my techs actually use a new CRM?

They will if it lives on the phone and it takes fewer taps than doing nothing. That is the whole product bet.

Does the CRM handle the phone and the price book, or just contacts?

Both. Answering the phone, quoting the job, and closing the proposal are the three things this CRM does before anything else.

Is this a Housecall Pro or ServiceTitan replacement?

For small residential sewer and drain shops, yes. Bigger offices with dispatchers may still want a heavier tool. FieldMetrx™ is built for the owner on the truck.

Run It

The Best CRM for a Plumbing Business Is the One Your Techs Will Actually Open

Buy It

How to Choose a CRM for a Plumbing Business (Without Getting Sold)

Run It

The Best ServiceTitan™ Alternative for a Small Sewer and Drain Shop

The CRM for Plumbers Built for Owner Operators, Not Big Offices