Plumbing service calls, estimates, and scheduling — in one place
Bare Bones CRM turns your price list into an estimate in minutes, puts your crew on a schedule with before and after photos, and sends a review request the moment a job is done.
No credit card required
Today
Good morning
Drain cleaning — Oakwood Family Home
Today · 9:00 AM
Water heater install — Maple Grove Apartments
Today · 1:00 PM
Send review request — Cedar Office Park
Completed yesterday
Collect payment — Riverside Residence
Completed 3 days ago
Estimates take too long to put together.
Build a price list once, then turn it into an estimate in minutes — your client approves it online with one tap.
You can't prove what you fixed or what it looked like before.
A job checklist with before and after photos on every visit protects you from disputes and shows clients exactly what was done.
You forget to ask for a review after the job is done.
The moment you mark a job complete, a review request is ready to send, so you collect reviews while the client is still happy.
Built for the way you work
Price list estimates
Save your services and prices once, then pull them into an estimate in seconds. Send a link your client can approve online.
Job checklists with before and after photos
Every job comes with a checklist and photo slots. Crew members can add before and after photos from their phone using a free job link, no login needed.
Review requests
Send a link to your review page right after a job is done. Clients tap and leave a review in seconds.
Set up for your trade
Client fields
- Water heater typeDropdown
- Water heater ageNumber
- Main shutoff location
- Sewer or septicDropdown
- Home ageNumber
- Access notesLong Text
Job checklist
- Confirm issue with client
- Shut off water if needed
- Protect work area
- Repair or install
- Test for leaks
- Clean up
- Before and after photos
Price list
- Service call
- Drain cleaning
- Water heater flush
- Water heater install
- Fixture install
- Leak repair
- Sewer camera inspection
Schedule your team
Assign jobs to your crew, set arrival windows, and send each person a link with the job details. Your crew confirms from their phone, and you'll see who's confirmed right on your Today list.
- Assign jobs and set arrival windows
- Crew confirms from their phone
- Before-and-after photos on every job
Frequently asked questions
Can I track residential, commercial, and property manager clients?
Yes. Tag each client as Residential, Commercial, or Property manager, and filter your list by type.
How do estimates work?
Save your services and prices as a price list, then pull them into an estimate in seconds. Send a link and your client approves it online.
Can I store water heater and sewer details for each client?
Yes. Custom fields capture water heater type and age, main shutoff location, sewer or septic, and home age.
What does it cost?
$7 per user per month after a 30-day free trial. Crew job links are free.