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All businesses/Plumbing

Clearline Plumbing · Sample business

Plumbing

Which leak needs a plumber now, and which job needs an estimate?

Carry plumbing calls from problem and property details through estimate, schedule, work, invoice, payment, and follow-up.

The operating promise

Take the call, send the truck, finish the job, and keep the customer.

The system calls them

Customers

The work is called

Jobs

Main operating view

Job board

Suggested client offer

$199/mo

Plumber checking a modern bathroom sink with repair tools ready on the counter

A business you can recognize

Clearline Plumbing

Plumbing
Plumber testing a home water-heating system with a multimeter
Water-heater service
Plumber tightening a leaking pipe under a sink
Leak repair
Sample Plumbing customer system using the real Service Pipeline stages.
Clearline PlumbingSample data

Job board

Service Pipeline

Jobs · live workflow
Lead1
Jackson residence
Active leak · kitchen sink
Estimate sent1
Maple Street duplex
Water-heater replacement · $2,450
Scheduled1
Northside Cafe
Drain service · Wednesday 8–10
In progress0
Invoiced0
Paid0
Lost0

The customer journey

One business record from first contact to the next sale.

  1. 01website

    Find

    The service site separates urgent repairs, planned work, estimates, and service areas.

  2. 02phone agent

    Call

    The receptionist collects the caller, address, problem, and callback number.

  3. 03booking

    Schedule

    The team confirms a service window and keeps the request attached to the customer.

  4. 04crm

    Work

    The job board follows the repair from lead through paid or lost.

  5. 05storefront

    Bill

    Common services and parts become reusable quote and invoice line items.

  6. 06link page

    Retain

    A customer page keeps service, payment, review, and contact links together.

01Customer records

The Service Pipeline.

The pipeline, customer fields, forms, and activity language come from the Trades (HVAC · Plumbing · Electrical) pack. The sample records show the operating rhythm without pretending they are customer data.

Sample Plumbing customer system using the real Service Pipeline stages.
Clearline PlumbingSample data
Lead1
Jackson residence
Active leak · kitchen sink
Estimate sent1
Maple Street duplex
Water-heater replacement · $2,450
Scheduled1
Northside Cafe
Drain service · Wednesday 8–10
In progress0

+ 3 more stages

Customer fields

Primary service addressAdditional propertiesEquipment on siteMaintenance plan tierPreferred technicianAccess notes (gate codes, dogs, etc.)

Activity language

Site visitEstimate sentParts orderedMaintenance visitPhoto (before/after)Invoice sent
02Booking

The request enters the business once.

The seeded Emergency service request collects the details this operator needs. The submission feeds the same contacts, pipeline, and activities used by the rest of the system.

Emergency service request

Built in

Clearline Plumbing

Emergency service request

Tell us what's wrong. We'll call back within the hour.

Name
Phone (we'll call this)
Email
Service address
What's happening?
Send request
03Website

The public face belongs to the operator.

The site record, public page, brand, domain, and contact paths live beside the customer system. The mock below shows how the room can present the business, not a generic software dashboard.

White-label website

Built in
Clearline PlumbingGet started

5-15 person HVAC, plumbing, and electrical shops.

Take the call, send the truck, finish the job, and keep the customer.

Carry plumbing calls from problem and property details through estimate, schedule, work, invoice, payment, and follow-up.

Request a plumber

Connected paths

Request a plumber
Get an estimate
See service areas
04Link page

One small page keeps the next action obvious.

The link page can carry booking, service, payment, review, and social destinations while recording activity back in the workspace.

Client link page

Built in

Clearline Plumbing

Take the call, send the truck, finish the job, and keep the customer.

Request a plumber
Get an estimate
See service areas

Clicks tracked in CRM Stack

05Selling flow

Products and services become reusable business items.

The built-in catalog feeds quotes and invoices. Payment collection needs the operator's Stripe account or payment link, so the room labels that connection instead of drawing a finished cart that the repo does not ship.

Products, quotes, and payment path

Payment connection
Clearline PlumbingServices

Emergency repair

Reusable product or service

Request quote

Water-heater service

Reusable product or service

Add to quote

Fixture installation

Reusable product or service

Add to quote
CRM Stack ships the catalog and quote or invoice record. Connect the operator's Stripe account or Payment Link for collection.
06Phone agent

The first conversation enters the same system.

The Relay intake can match a lead, store the transcript, log the activity, score the opportunity, and create follow-up work. A provider number and runtime still need to be connected by the operator.

Built-in receptionist base

Receptionist base
☎

Incoming call

Clearline Plumbing

Relay intake
“Thanks for calling. How can I help you today?”

It takes down

Caller nameCallback numberReason for the call

Signed Relay events can create or match the contact, store the transcript, log the activity, score the lead, and create follow-up work. The operator still connects the provider number and runtime.

Setup truth

What ships. What gets connected. What stays customizable.

The owner controls the software beneath the room. The operator supplies the business identity and third-party accounts.

Built into the code

  • •Vertical pack and pipeline
  • •Contacts, forms, bookings
  • •Website and link pages
  • •Products, quotes, invoices
  • •Agency and white-label controls

Connect during setup

  • •Hosting and domain
  • •Email delivery
  • •Stripe or payment link
  • •Phone provider and Relay runtime
  • •Brand assets and business details

Shape for the operator

  • •Services and prices
  • •Forms and custom fields
  • •Pipeline stages
  • •Phone script
  • •Pack feature opportunities
Two different prices: the software license is what the owner or agency pays to own the system. The $199/month figure is the pack's suggested client offer for an agency selling this plumbing system as a managed service.

Keep looking

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Sample Barbershop customer system using the real Client Lifecycle stages.
The Chair RoomSample data
New consult0
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Consult complete · first service booked
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+ 2 more stages

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Client lifecycle

Keep every regular, service note, and return visit within reach.

Keep client history, booking requests, service notes, and rebooking cadence in one branded workspace.

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Sample HVAC Service customer system using the real Service Pipeline stages.
Goodwork Heating & AirSample data
Lead1
Miller residence
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Estimate sent1
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Scheduled1
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In progress0

+ 3 more stages

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Job board

Turn repair calls into scheduled work and maintenance customers.

Move repair calls from intake to estimate, schedule, invoice, payment, and a maintenance relationship.

Open the room