Customers, properties & history
Keep residential and commercial contacts, multiple properties, access notes, PO requirements, and past work in one customer file.
DataSquad / PlumbingLess paperwork.
A BETTER DAY STARTS WITH A BETTER SYSTEM
Less paperwork.
More pipe work.
The plumbing CRM that keeps your jobs, customers, conversations, and cash flow in the same place. With your hound always keeping an eye on the next step.
Built for your industry. Ready for your business.Complete tools, with room for your preferences.Built for plumbing shopsYour team, connectedYour brand, your team
“You fix the leak. I’ll fetch the details.”
Built around plumbing.Service callsInstallationsMaintenance24-hour on-call teams
FROM “CAN YOU COME OUT?” TO “ALL PAID.”
One connected shop.
Fewer loose ends.
Take a quick tour of the workday. See how the customer, the job, and the payment stay connected, with every detail in its place and the next step easier to find.
YOUR SHOP, IN VIEW
A clear plan. Before the first call.
See arrival windows, assigned technicians, urgent jobs, and leads that still need a time. Keep the office and the field working from the same job record.
- Today’s jobs and emergency priorities
- Technician assignments and arrival windows
- A job history from lead to paid
P Oak & Main PlumbingSAMPLE SHOP
THE DAY, AT A GLANCELet’s get to work.
03Jobs today
02Estimates out
01Payment to confirm
Water heater replacement9–11 AM · Assigned to Alex
ScheduledKitchen drain repair11 AM–1 PM · Assigned to Jordan
In progressAnnual plumbing check2–4 PM · Assigned to Alex
ScheduledTHE WHOLE CUSTOMER STORY
“What happened last time?” Already here.
Keep people, properties, access notes, conversations, estimates, invoices, and documents in one customer file. Find the detail before you ask the customer again.
- Residential and commercial customer records
- Multiple properties, PO requirements, and payment terms
- Search customers, jobs, estimates, and invoices
JLCustomer file
Jamie Lewis
Residential customer · 2 propertiesBilled$4,800Paid$3,600Outstanding$1,200
14 Willow Lane
Use the side entrance. Water heater is in the basement.
Jobs 4 Estimates 3 Invoices 3 Files 8
MAKE YES FEEL EASY
Clear options. A simple signature.
Build an estimate from your price book, offer up to three options, and let the customer approve from their phone. The signed PDF stays with the job.
- Repair / Replace or Good / Better / Best
- Line items, taxable charges, and your terms
- Mobile approval, signatures, and revisions
ESTIMATE E-1042 · SAMPLE
A better way to show the options.
Better selected in this example.The customer can review the terms and sign from their phone.
J. Lewis
One signature.
Filed with the job.
Filed with the job.
EVERY CONVERSATION HAS A HOME
Less “who has that message?”
Give each job a customer chat link for messages and photos. With email connected, replies and attachments join the same record and reach the right people.
- A branded customer chat link, with no account needed
- Before-and-after photos and job documents
- Unread conversations and message summaries
JOB CONVERSATION · SAMPLE
Everyone has the same story.
A quick read from the Hound
Customer requests side-door access and shared a photo.
Example AI summary · when AI reading is connectedCLOSE THE LOOP
From signed estimate to paid receipt.
Create deposit, progress, or final invoices. Share your existing payment link, track reported payments, and let the office confirm the money arrived.
- PDF invoices and receipts
- Payment reporting and office confirmation
- Past-due visibility and follow-up reminders
INVOICE I-1058 · SAMPLE
A clear balance. A clear next step.
Signed work$1,850.00
Deposit invoiced−$925.00
Final balance$925.00
Share your pay link Customer reports payment Office confirms
Receipt, filed.
The paid PDF stays on the job. The customer gets a clear record.
Showing Run the day
MEET YOUR FAVORITE NEW COWORKER
A nose for
the next thing.
Unsigned estimate? Invoice past due? A customer says they paid? Pipe Hound brings the follow-up into view so the important little things don’t get buried.
Worth a lookEXAMPLE QUEUE
02Estimates waiting on a signatureSee what was opened and what needs a nudge.
01Payment waiting on confirmationThe customer reported it. The office confirms it.
03Jobs that need an arrival windowGive the next good lead a place in your day.
With AI reading connected, incoming messages get a short summary and an intent tag. Less thread-diving. More context.
THE TOOLS BEHIND A BETTER-RUN BUSINESS
Your whole shop.
One well-stocked toolbox.
A comprehensive set of tools for plumbing shops. Keep the customer, the work, the money, and the people who make it happen connected in one place.
01
Know the customer
The person, the property, and the history behind every call.
Conversations with context
Give the customer a branded job-chat link. Keep messages, photos, and connected email replies beside the work.
A home for the paperwork
Keep permits, inspection cards, COIs, before-and-after photos, and signed documents attached to the job.
One search. Less hunting.
Find a customer, address, phone number, job, estimate, invoice, PO, or amount without opening a trail of separate records.
02
Run the shop
From the first arrival window to the call that cannot wait.
Jobs that stay together
Move service calls, installations, and maintenance through clear stages, with technician assignments, notes, and priority in view.
Arrival windows & assignments
See today’s work, who owns each job, and the requests that still need a place in the day.
A price book that is yours
Search your services, add custom items and taxable lines, and build consistent estimates without retyping familiar work.
24-hour emergency on-call workflows
For plumbing teams offering round-the-clock response: organize urgent intake, the on-call technician, escalation contacts, and the handoff back to the office.
03
Win the work. Follow the money.
Clear choices for the customer and a clear next step for your team.
Estimates & customer signatures
Present up to three options, recommend one, collect approval and a signature, and keep the signed PDF with the job.
Deposits, progress & final invoices
Carry approved work into the invoice, share your payment link, and keep deposits and remaining balances understandable.
Payment confirmation & receipts
Let a customer or technician report payment, let the office confirm it, and keep the paid receipt with the work.
Follow-ups & business visibility
Keep unsigned estimates, past-due balances, payments to confirm, and work awaiting a next step in view.
04
Give your people better tools
Your Hound supports the team that makes the business work.
A view for every role
Give owners, office staff, and technicians access to the job details they need, with responsibilities and permissions kept clear.
Useful at the desk and on the move
Bring the job history, assigned work, photos, and next steps into a responsive workspace for desktop and mobile.
Your business, represented
Bring your logo, colors, business details, and team access settings into a complete industry platform.
AI that works alongside your people
Summarize job conversations, surface missing details, and help prepare follow-ups. Your people review the context and make the decisions.
FOR SHOPS THAT ANSWER AROUND THE CLOCK
A late-night call. A clear next step.
A burst pipe does not wait for office hours. Build your 24-hour emergency on-call workflow around the right technician, useful property context, and a handoff the morning team can follow.
- 01
Capture the urgent call
Customer, property, concern, and response priority.
- 02
Coordinate the on-call handoff
Assigned technician, escalation contact, and response updates.
- 03
Carry it into the next day
Work notes, photos, follow-up, and billing stay with the job.
DESIGNED AROUND THE PEOPLE DOING THE WORK
At the desk. In the truck.
Right there with you.
Explore the perspective that matters to you.
The whole board, without the scramble.
Assign the work, find the customer record, prepare estimates and invoices, and confirm reported payments.
The details you need at the next stop.
Check the arrival window and access notes, update your assigned job, add photos, and share the customer link.
A simple link. A familiar brand.
Customers can message, share a photo, choose an estimate option, sign, or report a payment without creating a new account.
Desktop & mobile perspective Connected team context
Owner & office
The whole board, without the scramble.
Today’s board
3 jobs · 2 technicians
Estimates out
2 ready for a follow-up
Payment reported
Waiting on the office
Technicians
The details you need at the next stop.
Water heater replacement
Jamie Lewis · 14 Willow Lane
9–11 AM arrival
Use the side door
Job photos & documents
Keep the work in one place
Customers
A simple link. A familiar brand.
Your job conversation
Oak & Main Plumbing
Your estimate
Review options and sign
Your invoice
View the balance and payment link
POWERED BY PIPE HOUND. RECOGNIZED AS YOU.
A complete platform.
A familiar fit.
Pipe Hound brings a thoughtfully built system to plumbing shops, with the tools and workflows for the day-to-day work already in place. Set up your branding, team access, and everyday preferences to make the workspace feel familiar.
Customers, arrival windows, service priorities, estimate options, and office-to-field handoffs are already connected in the platform.
- Industry tools, built in
- A connected workflow that carries the details from the first conversation to the next follow-up.
- Access for your team
- Set roles and permissions so people can reach the information they need.
- Your business identity
- Use your logo, colors, and contact details across the customer experience.
O&M
Oak & Main PlumbingYOUR BUSINESS. CONNECTED.
Your logo, colors & business details
Industry workflows, already connected
Team roles & access settings
Everyday business preferences
Industry tools, ready to work. Your identity, right at home.A FEW THINGS WORTH KNOWING
Good questions.
Straight answers.
Because choosing your shop’s software shouldn’t feel like finding a leak behind a wall.
Is PipeHound built specifically for plumbing?
Yes. The workflow covers service calls, installations, and maintenance, with arrival windows, property access notes, a price book, estimate options, job documents, and invoices tied to the work.
Can we adjust it to our shop’s preferences?
Yes. Pipe Hound already brings jobs, customer records, estimates, conversations, and invoices into one connected system. Shop settings let you add your branding, contact details, payment and review links, while team access keeps the right people involved. A tour can help you review the available settings.
Can both the office and technicians use it?
Yes. Owners, office staff, and technicians have role-based access. The screens adapt to desktop and mobile, and technicians work from the jobs assigned to them. A network connection is needed for live records and updates.
Do customers need to create an account?
No. Customers can use the link for their job conversation, estimate, or invoice. They can send messages and photos, approve an estimate, or report a payment from those pages.
How do reminders and customer messages work?
Each job has a chat link. When the shop’s email connection is set up, emails, estimate nudges, and invoice reminders can be sent under the shop’s name. The CRM also prepares links and text for staff to send from their phones.
How does taking payment work?
Use your existing payment link on the invoice. A customer or technician can report a payment, then the owner or office confirms it. Confirmed payments can produce a paid receipt; the office stays in control of the payment status.
Can I use my own logo and colors?
Yes. Shop settings include your name, logo, brand color, contact details, timezone, payment link, and review link. Branded customer pages and connected emails carry your shop’s identity.
How do 24-hour emergency jobs stay connected to the office?
For shops offering on-call service, build the handoff around the urgent request, customer and property details, assigned technician, and response notes. The same job record carries the work into follow-up and billing.
YOUR INDUSTRY. YOUR HOUND.
More time for the work.
A better handle on the business.
See how Pipe Hound can bring the customer, the job, and the payment together in a connected platform built for your industry.