How does on-call rotation work?

You define on-call shifts (e.g., Tech A: Mon-Wed evenings, Tech B: Thu-Sun, alternating weekends). Inbound after-hours calls route automatically to whoever is on call at that moment, with the customer's history, address, and prior equipment data already pulled up on the tech's phone. Dispatchers can override the auto-route in two taps if the on-call tech isn't actually available.

Does it track permits and inspections?

Yes, at the workflow level. Each job has a permit field with permit number, pulled date, expected inspection date, and pass/fail status. Photos of the permitted work attach to the job. We don't act as the permitting authority — you still pull the permit through your municipality — but we track the lifecycle so 'where's the permit on the Smith job?' is a 5-second answer.

Can I bill emergency rates differently from standard?

Yes. Service menu items have multiple rate tiers (standard / after-hours / emergency / weekend). When the dispatcher routes an emergency call, the work order pre-fills with emergency rates; the tech can override at the truck. Invoices show the rate applied so the customer sees what they're paying for.

Does it handle backflow testing recurring contracts?

Yes. Define a backflow contract per device (or per customer with multiple devices) with annual test cadence, included visits, and contract price. The system auto-generates the next test work order on the right date, sends customer reminders 30 and 7 days out, and produces a printable test report from the work order data. Compliance authority filing remains a manual step.

How do quotes for big jobs (repipes, water heaters) work?

Templates. Build a quote template once for a standard residential repipe, tankless install, or sewer scope. Future quotes start from the template and tech adjusts line items, labor hours, and permit fees on the truck. The customer gets a branded mobile-friendly quote by SMS or email and signs electronically. PDF download is available but not required.

Does it integrate with QuickBooks for accounting?

Yes — invoices, payments, and customer records sync to QuickBooks Online. Payment processing through Stripe handles card and ACH; auto-reconciliation means your accountant isn't matching transactions by hand.

Can the customer see what was done on a previous visit?

Yes, through the customer portal. They see a chronological history of every visit, what was diagnosed, what was repaired, photos, the invoice, and the warranty terms. Means fewer 'when did you fix that?' calls and a better answer when they get a different plumber's bid for the same problem two years later.

How does it compare to Housecall Pro for plumbing?

Housecall Pro is a strong general-purpose SMB FSM tool with deep marketing automation. ServiceGrid leans into operational depth: skill-matched dispatch, on-call rotation, permit tracking, emergency rate workflows. If you spend more time on the dispatch board than you do on email campaigns, ServiceGrid is the cleaner fit. If marketing automation drives most of your booking volume, Housecall Pro's marketing suite is hard to beat.

Does it work for both residential and commercial plumbing?

Yes. Customer records can hold a single residence or multiple commercial sites with separate equipment, separate billing terms, and separate SLAs. We don't ship multi-state commercial procurement workflows — if you're running a regional commercial-plumbing operation with master service agreements across 50 buildings, ServiceGrid will need extension; for a 1–10 truck shop with a mix of residential and small-commercial work, it's the right shape.

Can I capture customer signatures in the field?

Yes. Signature capture is part of the work-order completion flow on the tech's phone. The customer signs on the screen confirming the work was done, the price was right, and any warranty terms apply. The signed record stays with the job forever. Disputes get answered in seconds, not days.

How do I track which techs are most profitable?

Tech-level revenue, completion rate, and average ticket size live in the reporting view. You'll see who closes the bigger upsells, who finishes calls fastest without callbacks, and who has the highest customer satisfaction. Coach to the gaps; promote on the data, not on the gut feel.

What's required to switch from my current tool?

An export of customer list (CSV is fine), your service rate sheet, and a half-day to set up the dispatch board and service menu. Migration takes 1–2 weeks at most. Most operators run the old tool for the first week in parallel before committing fully — we don't lock you in.

For plumbing operators

Plumbing software that handles the call, the truck, and the invoice

From the after-hours emergency to the scheduled repipe to the recurring backflow inspection — one shared record, one billing flow, no double entry.

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What's costing you time and money

These are the patterns we hear over and over from operators in your trade.

Emergency calls compete with scheduled work

A 6pm burst pipe call has to displace a scheduled job somewhere. Without dispatch visibility, that decision happens on the phone with the customer waiting — and someone else's job slips with no record of why.

Quotes for repipes and water heaters are time-consuming

An accurate quote needs measurements, parts, labor estimate, permit cost, and warranty terms. Building it in Word and emailing a PDF takes 45 minutes per quote, and the customer often has it from your competitor by then.

Permit tracking lives in someone's head

Which jobs need a permit? Which permits are pulled? Which inspections passed? In most shops, this lives in a notebook and only the senior tech knows the status. When that person is out, work stalls.

Backflow and other recurring inspections drift

Annual backflow tests, water heater flushes, pump rebuilds — all due on a schedule the customer doesn't track and the office forgets to follow up on. A whole revenue category disappears into the cracks.

Built for the way the work actually happens

On-call rotation with emergency dispatch

Define which techs are on-call by day and time. Inbound after-hours calls route to the on-call tech with the customer's address, history, and prior equipment data already loaded. Dispatch can override and send a different tech in two taps.

Fewer dropped emergency calls, faster after-hours response, fairer on-call rotation

Quote templates for repipe, water heater, and main-line jobs

Build a quote in 5 minutes with templated line items (PEX repipe, copper repipe, tankless install, sewer scope) plus permit fees and labor. Customer signs by SMS link — no PDF, no email forwarding.

30–50% faster quote turnaround; higher acceptance rate

Permit and inspection workflow

Tag jobs that need a permit; track permit number, pulled date, and inspection status from the work order. Photos of the permitted work and the inspector's sign-off live on the job. When you re-permit a year later for the next phase, the original is right there.

Permit status visible in 1 click; no more 'who pulled the permit?' calls

Recurring service contracts for backflow + maintenance

Backflow tests, water heater anode swaps, and other annual services scheduled and billed automatically. Customer reminders fire at the right cadence. Compliance reports for backflow testing print directly from the customer record.

Capture recurring revenue that previously fell off the calendar

Migrate from paper or your current tool in under a week

Plumbing operators get the dispatch board, quoting, and invoicing live with minimal disruption to the schedule.

01
Import customers + open jobs (day 1)
Pull customer list and any jobs in flight from your current system or spreadsheet. ServiceGrid takes name, address, contact, and free-form notes. In-flight jobs come over with status so you can keep working from the new dispatch board on day one.
02
Set up your service menu + emergency rates (day 2)
Translate your repair, install, and emergency rates into a service menu with line items. Mark which services need a permit, which are billable as emergency, and which feed maintenance contracts. Build templates for the 5–10 jobs you quote weekly.
03
Roll dispatch + on-call live (days 3–5)
Onboard the dispatcher and one or two techs first. Move the next two weeks of scheduled work into the dispatch board. Configure on-call rotation. Day 5: paper schedule retires.

Plumbing software that handles the call, the truck, and the invoice

What's costing you time and money

Emergency calls compete with scheduled work

Quotes for repipes and water heaters are time-consuming

Permit tracking lives in someone's head

Backflow and other recurring inspections drift

Built for the way the work actually happens

On-call rotation with emergency dispatch

Quote templates for repipe, water heater, and main-line jobs

Permit and inspection workflow

Recurring service contracts for backflow + maintenance

Migrate from paper or your current tool in under a week

Import customers + open jobs (day 1)

Set up your service menu + emergency rates (day 2)

Roll dispatch + on-call live (days 3–5)

Plumbing questions

Also built for

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