Plumbing blueprint

Quoting, scheduling and getting paid — sorted for plumbers.

Plumbing businesses from sole operators to multi-van teams, handling service calls and project work. Pick the Plumbing blueprint at signup and your pipeline, fields and job records are built before you log in.

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Sound familiar?

01

Quotes written from the ute at 9pm

Handwritten quotes typed up after dinner, sent late, and followed up never.

02

Emergency calls wreck the schedule

One burst pipe reshuffles the whole day, and nobody in the team can see the new plan.

03

Invoices chase you, not the customer

Work finished weeks ago is still unbilled because the paperwork piles up.

The Plumbing blueprint

What installs when you pick Plumbing.

Choose it during signup and the workspace is already shaped like your business — no blank CRM to configure first.

Pipeline stages Job Pipeline

  1. 1New Enquiry
  2. 2Quote Sent
  3. 3Quote Accepted
  4. 4Scheduled
  5. 5In Progress
  6. 6Completed

Custom fields on top of the standard ones

FieldType
Job Typedropdown
Emergency Jobyes/no
Water Authority Reftext
Site Access Notesnotes
Plumber's Licence Numbertext
Quoted Materials Valuecurrency

Records it adds extra record types beside contacts, deals and jobs

  • Job Sites
  • Quotes
  • Site Assets
  • Work Orders
  • Compliance / Test Records

What it looks like in CatchaCRM.

Screenshots of the Blueprint Configuration screen for the Plumbing blueprint in the CatchaCRM demo workspace. It shows what the blueprint sets up before you add any records.

Blueprint Configuration screen for the Plumbing blueprint in CatchaCRM, Custom Entities tab, showing the record types it adds and a sample of their fields.
The Plumbing Custom Entities tab: the record types this blueprint adds, with a sample of the fields on each.
Blueprint Configuration screen for the Plumbing blueprint in CatchaCRM, Custom Fields tab, listing the extra fields it adds to standard records such as leads.
The Plumbing Custom Fields tab: the extra fields this blueprint adds to standard records such as leads.
Blueprint Configuration screen for the Plumbing blueprint in CatchaCRM, Pipelines tab, showing the pipeline stages and their probabilities.
The Plumbing Pipelines tab: the sales pipeline stages and probabilities this blueprint sets up.

Built for how plumbing businesses actually work.

  • Quote from the catalogue, with GST worked out for you
  • The dispatch board reshuffles the day without a round of phone calls
  • Invoice on completion and take payment through your own Stripe or PayPal
  • Overdue invoices chased by email reminders once you switch them on

Blueprints stack. Run Plumbing alongside any other blueprint in the same workspace, up to the number your plan lets you activate, and switch later without losing records.

Related blueprints

Electrical6 stages · New Enquiry → Completed & Certified HVAC6 stages · New Enquiry → Completed Small builders7 stages · New Enquiry → Practical Completion

See all 25 blueprints →

Your plumbing workspace, live in about two minutes.

Choose Plumbing when you sign up and start the 21-day free trial. No card needed to look around.

Start 21-day free trial Book a guided demo