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CRM for plumbers and heating engineers

New boilers and new bathrooms: inquiries that don't slip through

A CRM for plumbers and heating engineers keeps every inquiry in one place, from a dripping faucet to a boiler replacement or new pipework for a whole house. LeedFox replies to the customer right away by SMS, offers a time for a site visit, and you can see which bigger jobs are still waiting for a quote.

Where leads get lost

Emergencies wreck your day. Meanwhile the big jobs wait.

Small repairs crowd out big jobs

A blocked drain in the morning, a leaking water heater in the afternoon. The inquiry for a new bathroom or boiler, the one that would keep you busy for a month, sits in your phone unanswered.

In the fall everyone calls at once

As soon as the heating goes on, the inquiries pour in for broken boilers and new heating systems. If you can't keep up with replies, you lose jobs that came to you on their own.

You don't know what your colleague promised

One of you did the site visit, the other called the customer about a date. Without a shared view, you spend two days figuring out who was supposed to send the quote.

How it runs in LeedFox

From inquiry to finished install

  1. All inquiries in one place

    From your website form, from Facebook and Instagram ads, or from a lead portal through a webhook. Each one gets its own card with full history.

  2. A reply the customer can answer

    The customer gets an SMS and an e-mail right away. They can reply to the SMS and the answer comes back to the inquiry, so you know whether it's an emergency or planned work.

  3. Site visits in the calendar

    For a bigger job, the customer picks a time for a site visit on your booking page. The appointment goes straight into Google Calendar.

  4. Tasks for your crew

    Assign a site visit or an install to a colleague as a task. Everyone sees their own leads, and the overview shows what is waiting for a quote and what is waiting for install.

Deal stages

Your jobs, in the order they actually run for a plumber

  1. 1New inquiry
  2. 2Site visit booked
  3. 3Quote sent
  4. 4Install scheduled
  5. 5Done

You name the stages your way. This is how businesses in this field set them up most often.

All your leads in one place

From the form on your website, from Facebook and Instagram ads, or from another system through a webhook. Older contacts you import from a CSV file.

SMS and e-mail go out on their own

A new lead gets an SMS and an e-mail right away, from your template. Nothing to keep an eye on.

SMS from your own number

Messages come from your own number, Czech and Slovak numbers today, and replies come back to the lead.

Your own booking page

Customers pick a time themselves. The meeting goes into Google Calendar, an online call into Google Meet.

All your jobs at a glance

Every lead has a card with its history. Drag it between stages and see where things are stuck.

Tasks for your team

Assign a task to a teammate, and everyone sees their own leads. Nothing falls between people.

Questions

What people ask

What is a CRM for plumbers and heating engineers?

Software that keeps all your inquiries, customers and jobs together, with the history of messages, quotes and appointments. LeedFox also replies to every new inquiry by SMS and e-mail on its own and offers a time for a site visit.

Can LeedFox handle an emergency, like a customer with water leaking?

LeedFox is not an emergency dispatch service. It doesn't forward calls or send a technician based on location. But the customer gets an SMS right away, can reply to it, and you see that it's urgent.

Does LeedFox keep boiler service records or inspections?

No. LeedFox doesn't track inspections, service visits or equipment history. It covers the path from inquiry to a booked job: the reply, the site visit, the quote and the tasks.

There are three of us and we each drive to different jobs. How do we split inquiries?

You assign inquiries and tasks to your colleagues, and everyone sees their own leads. As the owner, you can view every job or just the ones a specific crew member has.

When a customer replies to the SMS, where does the reply go?

Texts go out from your company's own number (Czech and Slovak numbers today) and replies come back to the customer's card. You don't have to dig through your personal phone, and the colleague handling the job sees them too.

We will show you on your own leads

On the demo we look at where your leads come from and how LeedFox would handle them. We talk about the price there, based on what you will use.

Book a demo