What Plumbexa does
Everything you need to run your plumbing business — from first lead to paid invoice. The only plumbing lead management software for small business and HVAC job scheduling software you'll ever need.
Lead Management
Manual lead entry, embeddable website form, and call-tracking webhook. Track status: New → Contacted → Scheduled → Completed or Lost. Add notes and file attachments, assign leads to technicians.
Jobs & scheduling
Create work orders, assign to technicians, set status. Calendar and list views. Technicians see only their assigned jobs. The best HVAC job scheduling software for UK & US field teams.
Estimates & invoices
Build estimates with line items; convert to job in one click. The best plumbing invoicing and estimates tool for small businesses in the US & UK. US Sales Tax and UK VAT support.
Customer database
Customer profiles with contact details, address, tags, and notes. Job history and invoices per customer. Lifetime value (LTV) and repeat-customer detection.
Reviews & reputation
Send review requests by SMS or email with your Google review link. Track ratings and feedback. Add manual reviews and link to customers or jobs.
Team & roles
Owner, Manager, Technician roles. Add team members. Role-based permissions control access to Leads, Jobs, Customers, Billing, Settings. Assign technicians with round robin, by area, or by workload.
Reports & analytics
Revenue graph (last 12 months), estimate-to-job conversion rate, lead source breakdown, monthly growth, and technician performance.
AI Features (premium plans)
Auto SMS on missed call, AI email drafts for follow-up, AI job summary, follow-up reminder, lead scoring (Hot/Warm/Cold), and upsell suggestions. Available on Pro and Growth plans.
Integrations
Twilio (SMS), Zapier webhook (lead.created, job.created), Google Calendar (iCal feed). Stripe and Razorpay for subscription billing.