Industries · Plumbing
Toolbase for Plumbing Businesses
One platform for call-outs, quotes, scheduling, plumbers on the road and profit per job.
The challenges
What gets in the way for plumbing businesses
Urgent work disrupts the schedule
A burst pipe does not wait. Booked jobs get moved and customers need to be told.
Call-outs are priced differently from quoted work
Fixed fees, hourly rates and quoted installs all need to be handled without confusion.
Parts used on the job go unrecorded
Fittings taken from the van are often never charged or costed.
Invoices lag behind completed jobs
Work finished on Tuesday is invoiced the following week, if it is remembered.
Built around your industry
Toolbase speaks plumbing
Choosing your industry changes the terminology, fields, pipeline stages, quote structure and dashboards you see.
| Standard Toolbase | In your Toolbase |
|---|---|
| Staff member | Plumber |
| Job | Call-out or install |
| Product | Fixtures and fittings |
| Fee | Call-out fee |
| Deal stage | Quote Required, Booked |
Workflow
From first enquiry to profit, the plumbing way
Urgent call-outs and quoted work follow the same record, so every job ends with an invoice and a result.
- Call or Enquiry
- Triage
- Call-out or Quote
- Approval
- Booked
- On Site
- Parts Recorded
- Completed
- Invoice
- Profitability
One schedule for urgent and booked work
See who is where, move jobs when an emergency comes in, and keep the reason on the record.
- Schedule by plumber
- Statuses including Waiting on Customer
- Notes and photos from site
- Ready to Invoice flag
Industry-specific quoting
Quote plumbing work the way you price it
Quote installs and replacements from a price book of fixtures, fittings and labour, with call-out fees applied where they belong.
Labour categories
- Plumber
- Apprentice
- After hours
- Emergency rate
Materials
- Pipe and fittings
- Tapware
- Hot water systems
- Drainage components
Equipment
- Drain camera
- Jetter
- Excavator hire
Fees
- Call-out fee
- Minimum charge
- Travel
- Tip fees
Dashboards
The numbers plumbing businesses watch
Jobs completed
By plumber and by week.
Call-out to quoted work ratio
The mix of reactive and planned work.
Average job value
By job type.
Ready to invoice
Completed jobs not yet invoiced.
Gross margin by job type
Hot water, drainage, maintenance and installs.
Quote conversion
Quotes won against quotes sent.
Recommended modules
Where most plumbing businesses start
These are suggestions. Turn on only what you need and add modules later.
CRM
Every customer, deal and conversation in one history.
Leads
Capture, qualify and follow up every enquiry.
Quoting
Accurate, industry-specific quotes with margin built in.
Products & Pricing
Your catalogue, labour rates and pricing rules in one place.
Jobs
Schedule, assign and complete work in the field.
Forms
Collect information once, straight into the right record.
Job Costing
Quoted against actual, for every job.
Reporting
Dashboards and reports on every part of the business.
FAQ
Toolbase for plumbing: common questions
Can I charge a call-out fee plus time and materials?
Yes. Fees, labour and materials can all be included on a job or quote.
Can plumbers record parts used on site?
Yes. Materials used can be recorded against the job from a phone.
How do I make sure completed jobs are invoiced?
Completed jobs move to Ready to Invoice and can be listed and reported on.
Configure Toolbase for your business
Pick your industry, choose your modules and see your recommended setup in a few minutes.