How Plumbexa Works
Follow the complete flow — from signup to getting paid and growing your reputation.This is how to manage plumbing leads, jobs, and invoices with plumbing job management software UK & US — without juggling multiple tools.
Sign up and choose a plan
Create your account — no credit card required for trial. Pick a plan that matches your team size and usage. You get a company dashboard where you'll manage everything from leads to invoices. Tags: Free trial, No credit card, Instant setup.
Capture leads — how to manage plumbing leads
Leads come in three ways: manual entry (add from the app), website form (embed on your site or share a public link), and call tracking (webhook when someone calls). Each lead has a status: New → Contacted → Scheduled → Completed or Lost. Add notes, file attachments, and assign to a technician. Tags: Website form embed, Call tracking webhook, Manual entry
Schedule jobs — plumbing job scheduling workflow
Turn a lead into a job (work order). View jobs in a calendar or list. Assign jobs to technicians — they see only their assigned jobs and can update status: Scheduled, In progress, Completed, or Cancelled. Link jobs to customers for history and repeat-customer tracking. Our plumbing job management software for small business makes scheduling simple and paperless. Tags: Calendar view, Technician assignment, Status tracking
Estimate → Invoice — plumbing estimate to invoice process
Create estimates with line items. Tax is applied from your settings (US Sales Tax or UK VAT) — ideal for plumbing CRM software for small business owners. Convert an estimate to a job in one click. From a job, create an invoice — customer details prefilled. Add a payment link (Stripe, PayPal, etc.) so customers can pay online. Track payment status: unpaid, partial, or paid. Tags: US Sales Tax, UK VAT, Online payment link
Get paid and request reviews
Update payment status on the invoice. Use the Reviews section to send review requests by SMS or email with your Google review link. Track ratings and feedback. Add manual reviews and link them to customers or jobs. Tags: SMS review requests, Google reviews, Rating tracking
Team and reports
Add Managers and Technicians from the Team page (plan limits apply). Technicians see only their assigned jobs; Owners and Managers see everything and can manage billing and settings. Use Reports for revenue graphs, estimate-to-job conversion, lead sources, and technician performance.