CRM for the Plumbing Trade

Job booking diary and appointment schedule software for plumbers

Plumbing businesses face a range of unique challenges that really set them apart from other companies. Generally speaking, you’ll have a team of plumbers on the books, all of whom need to have jobs assigned in a timely manner. On top of that, you need to think about acquisition of new customers as well as the maintenance of existing ones. Luckily, it’s these two areas that the AutoVu system really shines. For your team of plumbers, of Field Service Management features are really second-to-none. From anywhere in the world you can email job details to plumbers, print job tickets, assigned tasks to workers, and check on progress.

In addition to the advanced CRM and FSM features that the AutoVu system offers, you can delve even deeper into customisation. We can provide custom widgets and plugins that are tailored to your specific plumbing business, or you can create your own. What this means for you is that the AutoVu system is always growing and adapting with your business.

Accounts & Invoicing

AutoVu Solutions Accounts module allows you to invoice every sale of product or parts with the ability to link each invoice to its respective plumbing or installation job. Plumbers can apply job costing directly from site with an invoice issued before leaving the premises.

Full profit and loss can be accomplished through AutoVu by recording the cost invoice of each product issued by your suppliers which is offset against your sales invoice.

Details of any invoice from utility bills through to sales can be recorded providing a full accounting feature that can be exported for direct use by your accountant, eliminating the need to operate a separate accounts package.

Accounts and invoicing for plumbers and the plumbing trade

Why AutoVuSolutions

We understand that not all plumbers are the same. Some may want to focus on managing the field team’s workload, others may prefer to focus on bringing in new customers. For that reason, and many more, we designed AutoVu to offer the ultimate in customisability.

  • Sub Contractors and Main Contractors
  • Document and Site Drawing Storage and Viewer
  • Timed Response and Service Level Agreements
Plumbers and plumbing trade facilities management CRM

Purchase Orders

Easy to Create and Track

With AutoVu you can create purchase orders linked to individual plumbing projects. Whether this is a product purchase, or parts required to rectify a problem, every purchase order can be tracked back to its origin.

Delivery and courier details can be specified with a reference number for easy searching on their respective order/details. This makes finding records in AutoVu a simple task when external companies specify their own reference numbers.

Track each stage of a purchase order from initial purchase date to the due date and subsequent delivery date. Clear indicators show the status of a purchase order with the ability to record Drawing Approval where these have been issued.

Purchase orders for the plumbing trade and plumbers
Professional cloud based software

AutoQuote System

AutoQuote for instant online CRM quotations and estimates

Create Dynamic Quotes Instantly

AutoQuote is designed to make the quotation process as easy as possible. Each quote can be defined from a pick list of pre-defined plumbing products / materials.

Custom templates can be defined for any plumbing job giving you full control over the look and feel of your dynamically created quotations.

With a pre-defined pricing structure, you can be certain that each quote produced will be priced according to the requirements of the site.

AutoMap Route Planning

AutoMap Route planning map and directions CRM software

Dynamic Route Planning in Minutes

Route planning and job location software is integrated directly in to AutoVu. No copy and pasting in to other applications is required.

By using the address details already stored about your customers, AutoMap will show you every job location colour coded by Job Type or Rep.

For any company that operates vehicles on the road for field services, pick-up, delivery, collections, or any transport related activity.

Directions and Route Optimisation

By utilising your jobs diary and appointment schedule, AutoMap will calculate a route based on the job order shown on your appointment diary.

Optimisation of the route can be switched on and off to instantly show your route before and after optimisation. Automatically include 'Home' as the last destination.

Each map marker is directly linked to your customer job ticket record, allowing you to instantly update your route planning by using the results shown on the map.

Route Planning location software for plumbers

Visualise your Customer Locations

Instant Satellite Navigation

View your customer site locations as your fleet drivers do. AutoMap from AutoVu allows you to view any location as though you were there.

Using your mobile device, automatically create a Satellite Navigation route from your current location to the chosen destination with step by step audio and visual guidance instructions.

Route planning is directly linked to your customer record so no need to ever type the address details in. AutoMap automatically uses the details already stored in your CRM.

AutoMap from AutoVu can significantly reduce the time it takes to plan routes for your fleet drivers from hours to just a matter of minutes.

With optimised route planning software, you can cut fuel costs, reduce excess mileage and get your team to more locations in less time.

View AutoMap
Auto Route satellite navigation route planner for plumbers
Route planning and visual location CRM software for plumbers

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CRM and your Mobile Device

All the features you would use on your desktop machine are also available through your mobile device. This means that wherever you may be, you can sign in and get up to date information on the spot.

  • Instant SMS Text messaging
  • Email Notifications and Job Alerts
  • Parts Allocation and Management
  • Job Completion Signatures
  • Route Planning and Navigation
  • Completion Reports and Certificates

On call engineers can have full access to warranty information when a customer calls after hours or during the weekend. By raising a job ticket, your engineer can visit site, complete the required work and sign off the job on completion. When your office team gets back to work, they can view all after hours activity instantly.

Professional cloud based software