A Plumber's Day in One Login
Today's jobs and schedule, job photos, a good-better-best price sheet the customer signs at the door, and invoices with a pay page, in one login beside the books he already keeps.
Owner-run plumbing business · pilot · Set up Jul-Aug 2026 · in daily use
MODULES · ONE LOGIN
MODULES
6
PRICE OPTIONS
3
LOGINS
1
ONE LOGIN · QUOTE → JOB → INVOICE
1
Login
jobs, schedule, quotes, invoices, photos
3
Price options
good, better, best, signed at the door
Daily
In use
by the owner, for the day's jobs
The challenge
In an owner-run plumbing business, every quote, job, photo and invoice runs through the owner. The day needed one place for all of it, without replacing the books he already keeps in QuickBooks.
What we built
We started from a trades system we already run and set it up for his day: today's jobs and the schedule, an On my way text and one-tap calls from his own phone, and photos on the job. At the door, a good-better-best price sheet shows three options side by side, and the customer signs with a finger to approve. Invoices come straight from the job, with a pay page that puts Zelle first. Customers and items import from QuickBooks, which stays his books. A marketing site with a quote-request form was built alongside it.
- Today's jobs and the schedule, built for a phone
- On my way text and one-tap calls from his own phone
- Job photos, on the job
- Good-better-best price sheet, signed at the door
- Invoices from the job, with a Zelle-first pay page
- Customers and items imported from QuickBooks
- A marketing site with a quote-request form
By the numbers
What worked
Built for the day, not the office
- Today's jobs and the schedule come first
- Call, text and On my way from his own phone
Priced at the door
- Three options side by side
- The customer signs with a finger to approve
Paid, then in the books
- An invoice straight from the job, with Zelle first
- QuickBooks stays the books
Started from a system we run
- A trades system we already run, set up for his work
- Changes shipped in passes while he used it
A job, start to finish
Step
What happens
Quote
Good, better, best, side by side
Approve
The customer signs at the door
Job
On the schedule, with photos on the job
Invoice
From the job, with a Zelle-first pay page
Books
QuickBooks stays the books
More we build