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For UK plumbers and plumbing companies

CRM for plumbers in the UK: win more enquiries, chase every quote, bring customers back

30 days with the HighLevel Bootcamp through this site · 14 days on the public pricing page

How plumbing businesses use a CRM to answer missed calls, follow up quotes, book and remind customers, and keep repeat work coming; where job management software does the job better; what the platforms cost for 1, 4 and 8 users; and how to test GoHighLevel on your own enquiries before paying for it.

The job runFrom the first call to the next service, the steps a CRM keeps flowing
  1. EnquiryCall, form or message
  2. QuoteEstimate sent, follow-up running
  3. BookedConfirmation and reminder
  4. Job doneMarked complete
  5. ReviewRequest to every customer
  6. Service dueReminder from a date

Each step can start the next message on its own. Six workflows

  • 8platforms compared, with sources
  • 25sources with dates
  • 21questions answered
  • 0invented reviews or statistics

Chapter 01

What a CRM does in a plumbing business

The basics

What a plumbing CRM is, and when a plumber needs one

One place for every enquiry, customer, quote and conversation, and the reminders that go out without anyone having to remember.

CRM stands for customer relationship management. For a plumbing business it is the record that sits behind the phone: who rang, what they needed, what you quoted, when you went, what you found, and when they should hear from you again. It is also the part that sends things on its own: the text to a caller you could not answer, the reminder about a quote, the note the day before a visit, the request for a review after the job.

A one-van plumber can run for years on a phone, a diary and a good memory. The trouble starts with the second pair of hands. Two people take calls, two diaries need to agree, and a customer who rang about a leak on Tuesday is waiting for a callback that each of you thinks the other made. A CRM does not fix that by being clever; it fixes it by giving everyone the same list.

It helps to be clear about what it is not. A CRM is not job management software, and it is not a stock or accounting system. Most plumbing firms that grow past a few vans end up with more than one tool. The next section sets out which tool does which job, so you can see where a CRM such as GoHighLevel earns its place.

Customer and property records

Every call, quote, job and note on one customer record, with the property details: access, stopcock location, the boiler or cylinder fitted, the last visit and what was found.

The same record serves any trade that works on installed equipment in someone else’s building. Heating and air conditioning firms keep the same fields with different kit, and the seasonal side of that work is covered in the guide written for HVAC businesses.

Bookings and reminders

A booking link for routine work, confirmations when a visit is booked, and a reminder the day before so the customer is in when the van arrives.

Automatic follow-up

Messages that go out when something happens or a date arrives: a quote sent, a job completed, a service falling due, a customer not heard from in a year.

Review requests

A request with a direct link after every completed job, to every customer, so reviews reflect the work you actually do.

Enquiry pipeline

Every enquiry on a board, from first contact through survey, quote, booking and completion, so you can see which quotes need chasing and which jobs are waiting on the customer.

Campaigns

Occasional messages to a chosen group: boiler customers before winter, past customers not seen for a while, landlords whose gas checks are coming up. Always within the rules on marketing messages.

CRM or job management

CRM, job management software, or both: who does what in a plumbing business

Seven jobs that software does in a plumbing firm. A CRM covers the first; the others often need their own tools.

Job management and field service platforms such as Jobber, Commusoft, Tradify, Housecall Pro, ServiceTitan and FieldEdge are built around the job: who is going, what they did at the property, which materials they used, what the customer signed and what gets invoiced. A CRM is built around the customer relationship: who enquired, what you promised, which quote is still open and who is due a reminder. Both keep customer records and both can send messages, which is why they are easy to confuse.

CRM

Enquiries, quotes in progress, conversations, reminders, marketing consent

Answers: Who asked for what, and what happens next

Job management

Jobs, job sheets, photos, sign-off, materials used

Answers: What was done at the property, by whom

Scheduling and dispatch

Engineer diaries, routes, emergency slots, van locations

Answers: Who goes where, and when

Quoting and estimates

Survey notes, price lines, options, acceptance

Answers: What the customer agreed to pay for

Invoicing and accounting

Invoices, payments, VAT, bookkeeping

Answers: What was billed and paid

Stock and parts

Van stock, merchant orders, parts awaiting delivery

Answers: Whether the part is on the van

Certificates

Gas safety records, unvented cylinder and commissioning paperwork

Answers: What you must be able to show later

To decide, write down the last few times you lost a job or an hour, and put each one in a row. Missed calls, quotes nobody chased and customers who never came back sit in the first row: a CRM addresses them. Engineers turning up without the job details, parts not on the van, paper job sheets and invoices sent late sit further down: those need job management software first.

Plenty of firms run both, with the two connected so that a job marked complete in one starts the review request and the next service reminder in the other. Whether that connection works with the tools you already use is something to test in a trial, not to take on trust.

Explore GoHighLevel for plumbers

Use the trial to try the first row of the table with your own enquiries.

Plumbing, heating, gas

Plumbing, heating and gas work: what this guide covers

This guide is written for plumbing businesses: leaks, bursts, blocked drains, bathrooms, cylinders, taps, pipework and the maintenance that follows. Many UK plumbers also work on gas boilers and central heating, so boiler servicing is covered here too. Heating, ventilation and air conditioning as a separate trade, with refrigerant work and commercial plant, is outside the scope here.

Gas Safety (Installation and Use) Regulations 1998, reg. 3(3)[6]
No self-employed person shall carry out work in relation to a gas fitting “unless the employer or self-employed person … is a member of a class of persons approved for the time being by the Health and Safety Executive”.

In practice that class is the Gas Safe Register. The consequence for your CRM is simple: annual boiler service reminders, landlord gas safety reminders and boiler replacement quotes belong only in the accounts of plumbers who are registered to do that work. A plumbing-only business can still run maintenance reminders, for example for cylinder checks, water softener servicing or drain maintenance agreements.[6]

Chapter 02

Where plumbing work gets lost

Where jobs are lost

Six ways plumbing businesses lose work, and what a CRM changes

Illustrative scenarios, not case studies: patterns plumbers recognise, each with what to check in your own figures.

Emergency calls

The burst pipe at seven in the evening

Illustrative scenario. A homeowner rings at 7pm about water coming through the kitchen ceiling. The office is closed and the phone goes to voicemail. She rings the next number on the search results, gets a text back saying someone will call shortly, and books them.

What it costs
An emergency call is often the start of a relationship: the repair, then the bathroom, then the service plan. Missing it can cost more than the call-out.
What a CRM changes
Every missed call gets an automatic text straight away, saying the call was received and asking for the postcode and the problem. A callback task appears for whoever is on call.[7]
Check in your own figures
Pull last month’s missed calls from your phone provider and count how many numbers never became a job.

Quotes

The boiler quote that nobody chased

Illustrative scenario. You survey a boiler replacement, email a quote and the customer asks for a few days to think. A week later you assume they are not interested. They assumed you were not keen, and booked someone who rang twice.

What it costs
A quote represents a survey, a design and supplier prices. An unchased quote throws that time away.
What a CRM changes
A quote marked as sent starts a short sequence: a text after a couple of days, an email a few days later, a final message with a booking link. Any reply stops it.[1]
Check in your own figures
Take your last 30 quotes and compare the win rate of those you chased with those you did not.

Scheduling

Two vans, one appointment, no record

Illustrative scenario. With three engineers, bookings are spread across texts, a whiteboard and two phones. An engineer goes to a job that was already done yesterday; another customer waits in all day for a visit nobody wrote down.

What it costs
Wasted journeys, a customer who took a day off for nothing, and the review that follows.
What a CRM changes
Bookings go into shared calendars, with a confirmation to the customer and a reminder the day before. Route planning is a separate job for dispatch software.[3]
Check in your own figures
Count the visits last month where the customer was out or the job had already been dealt with.

Reviews

Good work, very few reviews

Illustrative scenario. A plumber does careful work but never asks for reviews because it feels awkward. A nearby firm asks every customer, the same day, with a link.

What it costs
People searching for a plumber in a hurry read the reviews in the map results. A handful of old reviews says less than a steady stream of recent ones.
What a CRM changes
A completed job starts a review request to every customer, by text or email, with a direct link. Every customer: steering unhappy customers away from Google breaks Google’s policy.[8][9]
Check in your own figures
Compare the number of reviews you received last year with the number of jobs you completed.

Team communication

Is the part in yet?

Illustrative scenario. A customer rings to ask whether the parts for their bathroom have arrived. The engineer mentioned it in a WhatsApp message the office has not read.

What it costs
Time on the phone chasing colleagues, and a customer who concludes the firm is disorganised.
What a CRM changes
Conversations with the customer sit on their record, visible to the office and to engineers on the app. Parts and stock are better tracked in job management software, with the status passed across.[10][5]
Check in your own figures
List the questions customers ask the office that someone cannot answer without phoning an engineer.

Repeat work

The customer you fitted a boiler for and never heard from again

Illustrative scenario. You fitted a boiler three years ago and the job went well. Nobody reminded the customer about servicing; this year they booked the engineer who sent them a reminder.

What it costs
The service, and very likely the next replacement, go to someone who kept in touch.
What a CRM changes
A service due date on the record starts a reminder a set number of days ahead, with a booking link and a call task for anyone who has not booked. For gas-registered plumbers only.[11][6]
Check in your own figures
Count past boiler customers who had no service booked with you in the last 12 months.
See how GoHighLevel handles these six

Pick the two scenarios closest to your business and build those first.

The plumbing year

Three moments in the plumbing year when systems matter most

Stories told as illustrations, to show where a missing process costs a job. Your own enquiry log is the real calendar.

The first cold week: the phone does not stop

Illustrative scenario. The first properly cold week arrives and by breakfast on Monday the phone has rung a dozen times: no heating, no hot water, a frozen pipe that split overnight. It is the busiest week of the year and the one where callbacks slip. A loyal customer rings, hears the engaged tone, and books the firm whose automatic text arrived first.

What helps is not more engineers but a way to acknowledge every call and message at once, tag the genuine emergencies, and work through a callback list in order. Servicing booked in the autumn also keeps some engineer time free for breakdowns.[7]

January: the bathroom quoted in December

Illustrative scenario. A homeowner asks for a bathroom quote in December and says they will confirm in January once Christmas is paid for. January comes and you forget. Another plumber who quoted the same week sends two polite check-ins and gets the job. The quote is still in your sent folder.

A quote with a “decide in January” date can start a sequence on that date instead: a friendly check-in, then a reminder with a booking link. Nobody has to remember, and nobody has to feel pushy.[11]

Spring: the service nobody booked

Illustrative scenario. You fitted a combi boiler two springs ago. It has not been serviced since. The homeowner has not thought about it; another engineer did the neighbour’s boiler and sends reminders, so that is who gets the call.

This is where a customer database earns its keep: reminding every past customer at the right moment, through the channel they prefer, without anyone having to go through a spreadsheet.

How the problem changes as you grow

  • One van: calls missed while you are under a sink, quotes that never get chased, reviews never asked for. Start with missed call text back, quote follow-up and review requests.[7][8]
  • Two to four vans: two diaries, double bookings, customers told different things. Add shared calendars, one conversation history per customer and appointment reminders.[3][10]
  • Five vans and more: a large customer list nobody uses, marketing spend nobody can attribute. Add segmented campaigns, maintenance reminders and call tracking by channel, and consider job management software for dispatch.[12][13]

Chapter 03

Answer every enquiry, chase every quote

Lead management

Missed calls, out-of-hours enquiries and emergencies

Most plumbing work arrives by phone, and the phone is the thing you cannot answer from under a floor.

Missed call text back

When a call is missed, GoHighLevel can send the caller an automatic text, for every missed call. The documentation does not promise a delivery time, so test it on your own number before winter. Say the call was received, ask for the postcode and what is wrong, and only promise a callback time you can keep on your busiest evening.[7]

Web forms, chat and messages

A form on your website can start a workflow: an acknowledgement by email and text, a callback task, and a second message if nobody has made contact. Messages from Facebook, Instagram, WhatsApp, text and email appear in one history per customer.[2][10]

Telling emergencies from routine work

Ask one question in the first reply: is water leaking now, or is the house without water or heating? Tag the answer and put those customers at the top of the list. A dripping tap can wait until tomorrow; a burst pipe cannot.

Knowing where calls come from

Tracking numbers per channel can show whether a call came from Google Ads, your website, your Business Profile or elsewhere, so you can stop paying for what does not bring work. Van signage and printed leaflets can have their own number too.[13]

Test missed call text back on your number

Switch it on in the trial and ring yourself from another phone.

Quotes and sales

Quote follow-up, estimates and the 14-day cancellation rule

Bathrooms, boilers and repipes are where the biggest invoices come from, and where unchased quotes cost the most.

A follow-up sequence that is not pushy

When a quote moves to “sent”, start a short sequence: a text after two or three days asking whether it arrived, an email a few days later, and a final message offering available dates. Any reply stops it. A bathroom decided over weeks needs a gentler pace than an urgent repair.[1][2]

Estimates inside the CRM

GoHighLevel has native estimates with the statuses draft, sent, accepted, declined and invoiced, and an accepted estimate converts into an invoice. Estimates can be built from the mobile app. What it does not describe is a plumbing price book or merchant price lists, which some job management tools include.[4][5]

Quotes accepted in the customer’s home

Consumer Contracts Regulations 2013, regs 29 and 30[16]
“The consumer may cancel a distance or off-premises contract at any time in the cancellation period without giving any reason”; for a service contract, it ends “at the end of 14 days after the day on which the contract is entered into.”

A job agreed with a homeowner at their kitchen table is an off-premises contract. Unless it is an urgent repair they called you out to do, they can cancel within 14 days, and you should not start the work in that period unless they expressly ask you to. A CRM helps by recording the date the quote was accepted and the customer’s request to start early, attached to the job, and by timing your booking confirmation accordingly.[16]

Lost quotes are not always lost

A customer who put a bathroom off may be ready in six months. Keep declined and silent quotes in their own stage and send one polite message later in the year, with an opt-out.[17]

Build a quote pipeline in HighLevel

Load ten real open quotes into a test pipeline and let the sequence run.

Chapter 04

Customers, bookings and repeat work

Customer records

Customers, properties and job history

  • Person: contact details, preferred channel, and consent for marketing messages.[17]
  • Property: address, access notes, where the stopcock is, tenants or occupants who need notice.
  • What is installed: boiler or cylinder, softener, pumps, bathroom suite, with install dates and warranties.
  • Dates that start reminders: service due, warranty end, landlord gas check due, maintenance agreement renewal.[11]
  • History: previous jobs, faults found, and recommendations you made but have not yet quoted.

In a CRM these become custom fields on the contact. Smart lists then turn them into segments that keep themselves up to date: every boiler customer due a service in the next two months, every landlord, every customer not seen for a year. If your job management software already holds the equipment details, keep them there and pass only the dates the CRM needs.[12]

Scheduling

Bookings, reminders and rescheduling

Routine visits can be booked by the customer. Emergencies and routing need a person, or dispatch software.

Online booking for routine work

A booking link lets customers choose a slot for a service or a non-urgent repair. It syncs with Google Calendar. Keep emergencies out of the self-booking calendar; they need a conversation.[3]

Confirmations and reminders

A booked appointment can trigger a confirmation with the date and engineer, a reminder the day before and a short message on the day. The customer can reply to rearrange, and the reply lands in the shared inbox.[2][10]

Engineer availability and routes

Calendars show who is free. Planning the order of visits, travel time and the nearest engineer to an emergency is what dispatch and job management software is built for; the GoHighLevel documentation read for this site does not describe route optimisation.[3]

Maintenance

Annual servicing, service plans and customer reactivation

Repeat work comes from reminding customers at the right moment. The reminder is the CRM’s job.

Annual service reminders

For gas-registered plumbers: store each customer’s next service date and use a date-based trigger to start a reminder around a month before, with a booking link, a second reminder a couple of weeks later and a call task for anyone who has not booked. Stop the sequence once a booking is made, and update the next date after every service.[11][6]

Maintenance agreements

Service plans, drain maintenance for commercial kitchens or letting agents, cylinder and softener servicing: each has a renewal date that can start a renewal message and a task. A customer on a plan should not also receive your general campaign; exclude them with a smart list.[11][12]

Landlord gas safety reminders

Landlords must have gas appliances checked at intervals of not more than 12 months and give tenants a copy of the record within 28 days of the check. Remind the landlord or agent ahead of the due date and create a task to issue the record on time. The duty is theirs; the reminder is your service.[18]

Customers not seen for a while

A smart list of customers with no job in the last year can receive one friendly message asking whether anything needs doing, with an opt-out. Once is enough; keep it within the soft opt-in rules.[12][17]

Set up service reminders on a trial account

Import one group of past customers with their service dates and preview which reminders would go out.

Chapter 05

Reviews, local search and campaigns

Reviews

Google reviews: ask every customer, and never filter

Most satisfied customers never write a review because nobody asks them. A completed job can start a review request by text or email with a direct link, sent the same day. That habit, applied to every job, is what builds a steady flow of recent reviews.[8]

Google Maps user-contributed content policy, rating manipulation[9]
Not allowed: “Discourage or prohibit negative reviews, or selectively solicit positive reviews from customers”.

This matters because some review tools send happy customers to Google and unhappy ones to a private form. That is exactly the selective soliciting Google forbids, as it forbids discounts or free work in return for reviews. Send the same request to everyone. If a customer tells you something went wrong, ring them and put it right; do not steer them away from posting.[9]

  • One request per completed job, to every customer.
  • Sent the same day, while the visit is fresh.
  • One reminder at most, then stop.
  • Reply to every review, good or bad, in a way the next customer would find reassuring.

Local search

Local search for plumbers: the Business Profile, reviews and call tracking

Plumbers are found locally and often in a hurry. These are the foundations, with the part a CRM can support.

Google Business Profile

Keep the profile complete and true: categories that match your work, a service area that matches where you go, real opening and emergency hours, and photos of your own jobs and vans. Claim 24-hour service only if someone really answers at 3am.

Action steps

  1. Pick primary and secondary categories that match your services.
  2. Set the service area to the postcodes you actually cover.
  3. Add photos of real work and keep adding them.
  4. Check the listing each season: hours, services, phone number.

Reviews: volume and recency

No review count is a target in itself. A steady flow of genuine, recent reviews, answered, is what a person comparing plumbers reads. Ask every customer, within the rules above.[9]

Action steps

  1. Send a review request after every completed job.
  2. Reply within a few days.
  3. Never offer anything for a review.

Call tracking and attribution

A tracking number per channel shows which calls came from your Business Profile, your website, paid ads or the van. Judge channels by booked jobs, not by calls.[13]

Action steps

  1. Use a separate number per paid channel.
  2. Install the tracking snippet on your website.
  3. Review booked jobs by source each month.

Email and SMS

Seasonal campaigns, follow-up after jobs and the UK rules

Privacy and Electronic Communications Regulations 2003, reg. 22(2)[17]
No unsolicited direct marketing by electronic mail “unless the recipient of the electronic mail has previously notified the sender that he consents for the time being to such communications being sent”.

Texts count as electronic mail under PECR. Marketing to individuals needs their consent, or the soft opt-in: they became a customer, the message is about similar services, and they were offered a simple way to refuse at the time and in every message. A confirmation of a booked visit is not marketing; a message that offers a new service is.[17]

  • Before winter: a heating check for boiler customers (gas-registered plumbers), advice on lagging pipes for everyone.
  • After a repair: a short aftercare message a few days later, and a service plan offer where relevant.
  • Once a year: a friendly note to customers not seen for twelve months.
  • Seasonal ideas to test against your own enquiry log, not assumptions: frozen pipes, blocked drains after busy holidays, bathroom planning in spring.
Try the campaign tools with one segment

Build one campaign for one smart list and check the opt-out before sending anything.

Chapter 06

GoHighLevel for plumbing businesses

GoHighLevel

What GoHighLevel does for a plumbing business, and where it stops

This site earns a commission if you subscribe to GoHighLevel through its partner link. That is why this section separates what is documented from what is not.

Documented in HighLevel’s help centre

  • Missed call text back for every missed call.[7]
  • Pipelines with stages for enquiries and quotes.[1]
  • Workflows started by events or by a date field on the record.[2][11]
  • Estimates with statuses, converted into invoices when accepted.[4]
  • Booking calendars with Google Calendar sync.[3]
  • One conversation history across text, email, WhatsApp, Facebook and Instagram.[10]
  • Review requests by text or email.[8]
  • Smart lists for segments, call tracking numbers, call recording with an announcement.[12][13][15]
  • A mobile app for conversations, calls and estimates.[5]

Not documented, or better done elsewhere

  • Van tracking and route optimisation: not described in the articles read.
  • Job sheets with photos, readings and customer sign-off.
  • Stock, van inventory and merchant orders.
  • UK costs for texts, numbers and call minutes: not on the pricing page.[14]

Set-up takes a focused week

The platform does a lot, and the usual mistake is to configure everything at once. Get three things live first: missed call text back, quote follow-up and review requests. Add reminders and campaigns once those run reliably. The practical guides below walk through each.

Explore the platform for your plumbing business

30 days through this link with the HighLevel Bootcamp; the public pricing page lists 14 days.

Features

Twelve features plumbers ask about, and how to test each one

Each feature with a test you can run in a trial and the state of the evidence for GoHighLevel.

Leads

Missed call text back

Callers hear from you instead of ringing someone else.

Test: Let a call ring out and time the text.

GoHighLevel · DocumentedText for every missed call.[7]

Leads

Call tracking and recording

Know which channel brings work; review calls for training.

Test: A test call from a tracked page shows its source; a recorded call plays its announcement first.

GoHighLevel · DocumentedNumber pools, recording with announcement.[13][15]

Automation

Text message sequences

Follow-ups and reminders without manual texting.

Test: A sequence stops when the customer replies.

GoHighLevel · DocumentedWorkflows with text actions.[2]

Scheduling

Online booking

Routine visits booked without phone tag.

Test: A customer books a service slot and gets a confirmation.

GoHighLevel · DocumentedBooking link, Google Calendar sync.[3]

Scheduling

Dispatch and routes

Less driving, faster emergency response.

Test: Reassign an emergency to the nearest free engineer.

GoHighLevel · Not documentedUse dispatch or job management software.

Reputation

Review requests

Recent reviews from every customer.

Test: A completed job sends one request, to every customer, with no score filter.

GoHighLevel · DocumentedSend Review Request action; do not gate.[8][9]

Sales

Job and quote pipeline

Nothing stuck without anyone knowing.

Test: Every open quote is visible by stage, with an owner.

GoHighLevel · DocumentedPipelines and stages.[1]

Sales

Estimates and invoices

Quote, acceptance and invoice in one flow.

Test: Send an estimate, accept it as the customer, convert it to an invoice.

GoHighLevel · DocumentedStatuses and conversion to invoice.[4]

Retention

Maintenance and renewal reminders

Repeat work without a spreadsheet.

Test: A reminder starts 30 days before a service date stored on a record.

GoHighLevel · Possible with custom fieldsDate fields you create, then a date trigger.[11]

Communication

Shared inbox

Anyone in the office can answer a customer.

Test: A text, an email and a WhatsApp from one customer appear in one thread.

GoHighLevel · DocumentedConversations across channels.[10]

Marketing

Customer segmentation

The right message to the right customers.

Test: A list of boiler customers due in two months updates itself.

GoHighLevel · DocumentedSmart lists.[12]

Operations

Job sheets and stock

Records of work done and parts used.

Test: An engineer completes a job sheet with photos and a signature.

GoHighLevel · Not documentedUse job management software.

Check these features in a live account

Take this list into the trial and note which tests pass.

Workflows

Six workflows plumbers set up first

Starting points, not formulas: change the timings and words to suit your business.

W1

Emergency and missed-call response

Trigger: An inbound call is missed.[7]

  1. At onceSMS“Sorry we missed you. We’ll ring back as soon as we can. If water is leaking now, reply with your postcode and we’ll prioritise you.”
  2. At onceTaskCallback task for whoever is on call.
  3. After 1 hourSMSIf nobody has reached them: a second message with the direct number.

Promise only the response time you can keep on your busiest night.

W2

Quote follow-up

Trigger: A quote moves to the “sent” stage.[1]

  1. Day 2SMS“Just checking our quote for the work arrived. Happy to answer any questions.”
  2. Day 5A short follow-up with a booking link.
  3. Day 10SMSFinal message offering available dates.

Any reply stops it. For jobs agreed in the customer’s home, remember the 14-day cancellation period.

W3

Review request after a job

Trigger: A job is marked complete.[8][9]

  1. Same daySMSThanks for having us, with a direct link to your Google review page.
  2. 3 days laterOne reminder if no review was left, then stop.
  3. Any timeBranchIf the customer reports a problem, ring them and fix it. The review link stays open to them: no gating.

Every completed job, every customer.

W4

Annual boiler service reminder

Trigger: A set number of days before the service due date (gas-registered plumbers).[11][6]

  1. 30 days beforeYour service is coming up, with last year’s date and a booking link.
  2. 14 days beforeSMSA short reminder with the link.
  3. 7 days beforeTaskCall anyone who has not booked.

Update the next due date after every service, or the reminder will not run next year.

W5

Appointment reminders

Trigger: An appointment is booked.[2]

  1. On bookingSMSConfirmation with date, time window and engineer.
  2. Day beforeSMSReminder, with a way to rearrange by replying.
  3. On the daySMSA short “on our way” message.

Replies land in the shared inbox, so rearranging does not need a phone call.

W6

Customer reactivation

Trigger: A customer has had no job for 12 months (smart list).[12][17]

  1. OnceA friendly check that everything is working, and your availability.
  2. A week laterSMSOnly to customers who agreed to texts: a short note with the number.
  3. On replyPipelineThe customer moves into the enquiry pipeline.

Once a year at most, with an opt-out in every message.

Build these workflows in HighLevel

Start with W1 and W3; they take the least time and touch the most customers.

Plans

GoHighLevel plans and what they include

  • Starter: $97 per month per account, 3 sub-accounts.[14]
  • Unlimited: $297 per month, unlimited sub-accounts.[14]
  • Agency Pro: $497 per month, unlimited sub-accounts.[14]
  • All plans: unlimited contacts and unlimited users.[14]

For a single plumbing business, one account is usually enough: sub-accounts matter to agencies or to firms running separate brands. Prices are in US dollars and exclude VAT and usage (texts, numbers, calls). Treat any sterling price you see elsewhere as someone’s conversion, and check the pricing page on the day you subscribe.[14]

Through this site’s partner link

30 days

Trial · HighLevel Bootcamp included

Public pricing page

14 days

gohighlevel.com/pricing · read on 2026-09-21

See the current plans through the partner link

The terms shown when you sign up are the ones that apply.

Chapter 07

Compare platforms and work out the cost

Comparison

GoHighLevel, Jobber, ServiceTitan, Housecall Pro and others compared

No scores and no winner: what kind of tool each is, and what its own pricing page says.

What each platform is, and what its pricing page says

PlatformType of toolPublished pricingRead on
GoHighLevel CRM, communication and marketing automationStarter $97, Unlimited $297, Agency Pro $497 per account per month[14]2026-09-21
ServiceTitan Field service management (FSM)No public price: “Request Pricing”[19]2026-09-21
Commusoft Job management for plumbing and heating tradesNo public price: “Book a Demo”[20]2026-09-21
Jobber Field service management (FSM)Core $49 to Plus $499 per month (users included by tier)[21]2026-09-21
Housecall Pro Field service management (FSM)Basic $79 to Max $329 per month; UK availability not stated[22]2026-09-21
Tradify Job management for tradesLite $47 to Plus $61 per user per month[23]2026-09-21
FieldEdge Field service management (FSM)No public price: “pricing can vary”[24]2026-09-21
HubSpot Sales Hub General sales CRMStarter $20, Professional $100 per seat per month, plus onboarding fee on Professional[25]2026-09-21

No scores and no feature ticks: a feature matrix without testing each product would be guesswork. Prices exclude VAT, usage and set-up.

The more useful difference is in the second column. GoHighLevel and HubSpot are CRMs; the others are built around jobs and engineers. Three vendors publish no price at all, so any figure you see for them elsewhere is an estimate.[19][24][20]

For a one or two-van plumber

A per-user job management tool may be simpler and cheaper if you mainly need bookings, quotes and invoices. GoHighLevel is worth the extra set-up if missed calls, quote follow-up and reviews are where you lose work.[21][23][14]

For a growing firm with three to ten vans

The account price stays the same as people are added, which matters once office staff and engineers all need access. Pair it with job management software if job sheets and dispatch are still on paper.[14]

For larger operations

Dispatch, routing and stock across many engineers point to field service software such as ServiceTitan or Commusoft, sold on quotation. A CRM can still run enquiries, reviews and campaigns alongside.[19][20]

Compare GoHighLevel against your shortlist

Run the same three workflows in two trials and compare set-up time and result.

Cost

What the platforms cost for 1, 4 and 8 users

Calculated from each vendor’s published plans, on monthly billing, in the currency the page showed.

Monthly list price for 1, 4, 8 users, monthly billing, US dollars

PlatformPrice basis1 user4 users8 users
GoHighLevel[14] per account, unlimited users $97Starter$97Starter$97Starter
Jobber[21] per plan, users included by tier $49Core$139Connect$199Grow
Housecall Pro[22] per plan, users included, then per user $79Basic$189Essentials$329Max
Tradify[23] per user $47Lite$188Lite$376Lite
HubSpot Sales Hub[25] per seat $20Starter$80Starter$160Starter

Calculated from the listed plans: the cheapest plan that includes the number of users. ServiceTitan, Commusoft and FieldEdge publish no prices and are left out rather than guessed.

For a one-van plumber working alone, most per-user tools cost less than GoHighLevel’s account price. As engineers and office staff are added, per-user prices rise and the account price does not.[14]

  • Usage: texts, numbers and call minutes are extra and not listed on GoHighLevel’s pricing page.[14]
  • Set-up: your own time for the first week, or a paid set-up if you use an adviser.
  • Two tools instead of one if you pair a CRM with job management software.
  • VAT and currency: the prices shown are in US dollars, before VAT.

Value

Work out what it is worth to your business

The value comes from a few measurable places: missed calls that become jobs, quotes won because someone followed up, services booked because a reminder went out, and office time not spent chasing. Write your baseline down before you start.

Illustrative exampleQuote follow-up, one quarter

Assumptions

  • You send 60 quotes a quarter with an average value of £1,200. (Use your own figures.)
  • Today you win 20 of them. (Count this from your own records.)
  • Suppose a follow-up sequence helps you win 24. This is an assumption to test, not a benchmark.
Won before
20 × £1,200 = £24,000
Won after
24 × £1,200 = £28,800
Difference
4 jobs, £4,800 a quarter
Cost to set against it
Starter at $97 a month, plus text usage and your time

If the number of quotes won does not change, neither does the value. That is why the before figure comes first.

  • Missed calls: count them for a month before and a month after automatic text back.
  • Services: compare bookings from reminders with last year’s service bookings.
  • Office time: time a week of chasing before, and again after.
Measure it in a 30-day trial

Note your baseline before you start, so the comparison is arithmetic.

Chapter 08

Decide, then set it up

Business profiles

Four plumbing businesses, and what each should set up first

Illustrative profiles, not customers or testimonials. Find the one closest to yours.

Illustrative profile

Solo plumber, one van

Works alone, answers the phone between jobs, mostly domestic repairs and bathrooms.

Set up first

  1. Missed call text back
  2. Quote follow-up
  3. Review request after every job

Pair with: Probably nothing else yet; compare a per-user tool if you only need bookings and invoices.

Illustrative profile

Plumbing and property services, two vans

Owner plus one engineer, repairs and small refurbishments, quotes done in the evening.

Set up first

  1. Quote pipeline with follow-up
  2. Shared inbox
  3. Appointment reminders

Pair with: Estimates in the CRM may be enough; add job software if paperwork grows.

Illustrative profile

Plumbing and heating firm, four vans

Office manager, gas-registered engineers, boiler installs and servicing.

Set up first

  1. Annual service reminders
  2. Shared calendars and confirmations
  3. Call tracking by channel

Pair with: Job management software for job sheets and certificates.

Illustrative profile

Multi-van operation, seven vans or more

Dedicated admin, commercial and domestic work, a large past-customer list.

Set up first

  1. Segmented campaigns and reactivation
  2. Integration with the dispatch tool
  3. Review requests from job completion

Pair with: Field service software for dispatch, routes and stock.

Is it right for you?

Is GoHighLevel right for your plumbing business?

Two honest lists. If most of the first applies, a trial is the quickest way to find out.

Likely a good fit

  • You lose work to missed calls, unchased quotes and customers who never come back.
  • Several people need access and per-user pricing would add up.[14]
  • You want texting, email, bookings, estimates and review requests in one place.[10][4][8]
  • You can give it a focused week to set up.

Probably not the right choice

  • Your biggest problems are dispatch, job sheets and stock: start with job management software.
  • You work alone and only need a diary and invoices: a cheaper per-user tool may do.[23][21]
  • Nobody in the business has time to configure and look after workflows.
Check whether it fits your plumbing business

Build your first three workflows in the trial and decide on what they do.

Practical guides

Seven practical guides for plumbers setting up a CRM

Short, step-by-step versions of the topics plumbers ask about most.

Getting started: the first week

  • Write down three baseline numbers: missed calls last month, quotes sent and won last quarter, reviews last year.
  • Day 1: connect a number that can send texts and switch on missed call text back.[7]
  • Days 2 and 3: build the quote pipeline and move your open quotes into it.[1]
  • Days 4 and 5: add the review request on job completion. Test everything on your own number first.[8]

Texting for emergency jobs

Keep the first message short, ask for the postcode and whether water is leaking now, and give the direct number. Check what happens out of hours and at weekends, when it matters most, and check the cost per text before winter.[7][14]

Building reviews properly

One request per completed job, to every customer, the same day, one reminder at most, and a reply to every review. No incentives, no filtering.[9]

When communication breaks after two vans

Move customer conversations off personal phones into one shared inbox, give each enquiry an owner, and use calendar confirmations so the customer and the engineer see the same appointment.[10][3]

Getting value from past customers

Clean your customer list, add the last job date and job type, build smart lists by type and date, and send one relevant message per segment, within the marketing rules.[12][17]

GoHighLevel or Jobber?

Jobber is job management with published plans by number of users; GoHighLevel is a CRM priced per account. Choose by where you lose work, and consider using both.[21][14]

A seasonal calendar for your business

Export a year of enquiries, group them by month and job type, and schedule campaigns a few weeks before your own peaks. Your data beats any general calendar.

Start exploring GoHighLevel

Work through the first-week guide in the trial.

FAQ

Frequently asked questions about CRM for plumbers

What is the best CRM for plumbers in the UK?

There is no single best one, and this site does not rank products because one of them pays it a commission. If you lose work in enquiries, quotes and follow-up, a CRM such as GoHighLevel addresses that; if you lose it in dispatch and paperwork, job management software does.

Is GoHighLevel better than ServiceTitan for plumbing businesses?

They do different jobs. ServiceTitan is field service software sold on quotation; GoHighLevel is a CRM priced per account. Many firms would use one alongside the other.[19][14]

How does plumbing CRM software actually work?

It keeps each customer’s details, conversations and quotes on one record, moves enquiries through stages, and sends messages when something happens (a missed call, a quote sent, a job completed) or when a date arrives.[2][1]

Can a CRM automate quote follow-ups?

Yes: moving a quote to “sent” can start a short sequence of messages that stops when the customer replies.[1]

What is the best CRM for emergency plumbers?

One that answers every missed call and message at once and lets you tag emergencies. Dispatching the nearest engineer is a separate job for dispatch software.[7]

Can a CRM improve my Google reviews?

It makes asking automatic. Ask every customer after every job; filtering who gets asked breaks Google’s policy.[8][9]

How much does CRM software cost for a plumbing business?

GoHighLevel lists $97, $297 and $497 per account per month, before usage and VAT. Job management tools range from published per-user or per-plan prices to quotation only. The cost table works out 1, 4 and 8 users.[14]

Does GoHighLevel work for solo plumbers?

It can, if missed calls, quotes and reviews are where you lose work. If you mostly need a diary and invoices, a cheaper per-user tool may suit you better.[23][21]

Can a CRM help with boiler service reminders?

Yes, for gas-registered plumbers: a date field for the next service and a date-based trigger start the reminder. Update the date after each service.[11][6]

What is missed call text back, and why do plumbers need it?

An automatic text to anyone whose call you missed. For a plumber who cannot answer from under a floor, it keeps the caller informed until you ring back.[7]

How does a CRM help with job scheduling?

It offers booking links, shared calendars, confirmations and reminders. Route planning and dispatch across many vans are better handled by dispatch software.[3]

Can a CRM help plumbers rank higher on Google Maps?

Indirectly, by making review requests consistent and by showing which channels bring calls. A complete and accurate Business Profile matters as much.[13]

Is Jobber or GoHighLevel better for plumbers?

Jobber is job management priced by plan and users; GoHighLevel is a CRM priced per account. Choose by your main problem, or use both.[21][14]

Which automations are most useful for plumbing businesses?

Usually, in this order: missed call text back, quote follow-up, review requests, appointment reminders, service reminders and reactivation. Measure each against your own baseline.

How long does it take to set up a plumbing CRM?

Allow a focused week for the first three workflows, longer if you import and clean a large customer list.

Can a CRM work for a multi-van plumbing company?

Yes for enquiries, conversations, reviews and campaigns, with unlimited users on every plan. For dispatch and stock across many vans, pair it with field service software.[14]

What is the return on a CRM for a plumbing business?

It depends on your starting point. Use the worked example method: measure missed calls, quotes won and services booked before and after.

Does GoHighLevel have a mobile app for plumbers?

Yes, for conversations, calls and estimates. It is not a job sheet app.[5]

Can a CRM handle plumbing maintenance contracts?

It can track renewal dates and start renewal reminders. The contract terms and certificates themselves belong in your job or document system.[11]

Is a CRM worth it for a small plumbing company?

It is if you can point to work lost through missed calls, quotes or forgotten customers. If you cannot, fix the process first and try the software after.

How does GoHighLevel differ from a general CRM like HubSpot?

HubSpot prices per seat, with an onboarding fee on Professional, and focuses on sales pipelines. GoHighLevel prices per account and bundles texting, bookings, estimates and review requests. Neither is dispatch software.[25][14]

Test it on your own enquiries

Missed calls, quotes and reviews: three workflows, one focused week.

Explore the available offer

30 days through this page with the HighLevel Bootcamp; 14 days on the public pricing page. The terms shown at sign-up apply.

See how it works

Evidence

Sources

Every external claim on this page is backed here: date read, address to check (as text, not a link), the wording, and what the source does not support.

  1. HighLevel: Understanding Pipelines

    HighLevel Support · read on 2026-09-20 · help.gohighlevel.com/support/solutions/articles/155000001982-understanding-pipelines
    “Pipelines are visual workflow tools that show the progress of leads, deals, or customers from start to finish.” “A pipeline is made up of stages, with each stage representing a step in your sales or customer journey.”
    Supports: What a pipeline and a stage are in this product. Does not support: Nothing about forecasting accuracy or report depth.
  2. HighLevel: Introduction to Workflows and Automations

    HighLevel Support · read on 2026-09-20 · help.gohighlevel.com/support/solutions/articles/155000002445-introduction-to-workflows-and-automations
    “Workflow automation is the process of using technology to perform repetitive tasks automatically.” “A trigger is an event that sets your workflow into motion.” “An action is the task performed in response to a trigger.”
    Supports: The documented model (a trigger, then actions) and the manufacturer’s own examples: appointment booked, form submitted, reply to a message. Does not support: No complete list of triggers, no statement of what each plan includes, no time saving.
  3. HighLevel: Integrating Google with HighLevel Calendars

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/155000002369-integrating-google-with-highlevel-calendars
    “Google Calendar integration with HighLevel enables real-time scheduling, streamlined availability management, and seamless syncing across platforms.” From “Getting Started: Setup a Booking Calendar”: “Share the calendar link to start booking appointments!”
    Supports: A booking calendar whose link customers can use, and syncing with Google Calendar. Does not support: No dispatch board, no route optimisation, no engineer location tracking, and no effect on no-shows.
  4. HighLevel: How to Create and Send Estimates

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/155000003675-how-to-create-and-send-estimates-using-in-highlevel
    “This addition allows you to create estimates and share them with clients before sending the final invoice.” Statuses: “Draft, Sent, Accepted, Declined, Invoiced”. “Once your client approves the estimate, you can easily convert it into an invoice”.
    Supports: Native estimates with status tracking and conversion of an accepted estimate into an invoice. Does not support: No plumbing price books, merchant price lists or survey templates are described. Accounting integration is not covered by this article.
  5. HighLevel: Mobile Apps Overview

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/155000001702-mobile-apps-overview
    The LeadConnector mobile app lets users see conversations and respond on the move (Live Chat, Facebook, Instagram, WhatsApp, Email, SMS) and receive calls made to the business’s HighLevel number on their phone. Estimates can also be built from the mobile app.
    Supports: A mobile app for conversations, calls and estimates. Does not support: No job sheets, gas readings, parts ordering, GPS tracking or route optimisation are described for the mobile app.
  6. Gas Safety (Installation and Use) Regulations 1998, regulation 3(3)

    legislation.gov.uk · read on 2026-09-21 · legislation.gov.uk/uksi/1998/2451/regulation/3
    “no employer shall allow any of his employees to carry out any work in relation to a gas fitting or service pipework and no self-employed person shall carry out any such work, unless the employer or self-employed person, as the case may be, is a member of a class of persons approved for the time being by the Health and Safety Executive”.
    Supports: Gas work may only be done by a business in the class of persons approved by the HSE (in practice, the Gas Safe Register). Boiler servicing and landlord gas checks are for gas-registered plumbers only. Does not support: The regulation does not cover water, drainage or bathroom work, and says nothing about CRMs.
  7. HighLevel: Where and how to configure the Missed Call Text Back feature

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/48001239140-where-and-how-to-configure-the-missed-call-text-back-feature
    “Missed Call Text Back is a feature that automatically sends a text message to a caller when their inbound call is missed.” “Missed Call Text Back triggers an SMS notification for every missed call — even if the same caller tries multiple times within a brief timeframe.”
    Supports: An automatic text to a caller whose inbound call was missed, sent for every missed call. Does not support: The article promises no delivery time, no effect on how many callers stay with you and no UK SMS pricing. It needs a number in the account that can send SMS.
  8. HighLevel: How to Send Review Requests

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/48001222668-how-to-send-review-requests
    “To automate the review request process within a workflow please add the “Send Review Request” action > Select the channel Email/ SMS”. Requests can also be sent individually from Reputation > Requests.
    Supports: Review requests by SMS or email, sent manually or from a workflow action. Does not support: No number of reviews you will receive and no ranking effect. The article does not describe filtering unhappy customers away from Google; doing so would break Google’s policy (see the Google source).
  9. Google Maps: Prohibited and restricted content (user-contributed content policy)

    Google · read on 2026-09-21 · support.google.com/contributionpolicy/answer/7400114
    Rating manipulation: “Discourage or prohibit negative reviews, or selectively solicit positive reviews from customers”. Fake engagement: “Offer incentives – such as payment, discounts, free goods and/or services - in exchange for posting any review or revision or removal of a negative review.”
    Supports: Sending only happy customers to Google (“review gating”) and paying or discounting for reviews both breach Google’s policy. Does not support: The policy does not say how Google ranks businesses. It does not forbid asking every customer for a review.
  10. HighLevel: Getting Started with the New Conversations Experience

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/155000006610-getting-started-with-the-new-conversations-experience
    “Read the full history across Email, SMS, WhatsApp, Facebook/Instagram messages, and Internal Comments.”
    Supports: One conversation history per contact across email, SMS, WhatsApp, Facebook and Instagram messages, with internal comments. Does not support: Each channel needs its own connection and, for WhatsApp, Meta’s approval process. Nothing here about response times.
  11. HighLevel: Workflow Trigger, Custom Date Reminder

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/155000002674-workflow-trigger-custom-date-remimder
    “The Custom Date Reminder Workflow Trigger starts a workflow before, on, or after a date field you select.” “With this filter, you can configure the workflow to activate a certain number of days before the custom date.”
    Supports: A workflow can start a set number of days before a date stored on a contact, such as a service due date or a certificate expiry. Does not support: The article does not describe plumbing fields; you create them. It says nothing about renewal rates.
  12. HighLevel: Getting Started With Smart Lists

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/48001062094-how-to-create-manage-smart-lists
    A Smart List is “a dynamic contact list in HighLevel that updates automatically based on predefined filters and conditions.”
    Supports: Segments of contacts (for example boiler customers due a service, or customers not seen for a year) that update themselves as records change. Does not support: The fields you filter on (job type, last job date, property type) have to exist and be kept up to date by you.
  13. HighLevel: How to Set Up Call Tracking (Number Pool)

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/48000981393-how-to-set-up-call-tracking-number-pool-
    “Show a unique phone number to leads based on where they came from, so every call can be attributed back to its campaign or landing page.” “Once the website visitors call the tracking number, we can attribute keywords in the Call Reporting tab”.
    Supports: Number pools that attribute calls to the campaign, landing page and keyword that produced them. Does not support: Tracking numbers cost money per number and per minute; the article gives no UK prices. Attribution depends on the tracking snippet being installed on your site.
  14. HighLevel: Pricing

    HighLevel · read on 2026-09-21 · gohighlevel.com/pricing
    Starter $97/Month · Unlimited $297/Month · Agency Pro $497/Month · Enterprise: price on request. “Start Your 14 Day Free Trial Today!” Read on 2026-09-20: “On all plans, you get unlimited contacts and unlimited users.” Starter includes 3 sub-accounts; Unlimited and Agency Pro include unlimited sub-accounts.
    Supports: List prices in US dollars per account per month, unlimited contacts and users on every plan, and the publicly listed 14-day trial. Does not support: No usage costs (SMS, calls, email sending), no UK VAT treatment, nothing about suitability for plumbing. A 30-day trial is not on this page: it is a condition of this site’s partner link.
  15. HighLevel: Overview of Phone Number Configuration Options

    HighLevel Support · read on 2026-09-21 · help.gohighlevel.com/support/solutions/articles/48001229976-overview-of-phone-number-configuration-options
    “The Call Recording option enables automatic call recordings for training, quality assurance, or compliance purposes.” “The Play Call Recording Message setting lets you add a pre-recording whisper message, such as ‘This call will be recorded for quality purposes,’ to inform the receiver before recording begins.”
    Supports: Call recording per number, and an announcement before recording begins. Does not support: The article discusses US rules. In the UK, telling callers and having a lawful basis under UK GDPR is your responsibility; the article gives no UK guidance.
  16. Consumer Contracts (Information, Cancellation and Additional Charges) Regulations 2013, regs 28, 29, 30 and 36

    legislation.gov.uk · read on 2026-09-21 · legislation.gov.uk/uksi/2013/3134/contents
    29(1): “The consumer may cancel a distance or off-premises contract at any time in the cancellation period without giving any reason”. 30(2)(a): for a service contract “the cancellation period ends at the end of 14 days after the day on which the contract is entered into.” 28(1)(e) excludes “contracts where the consumer has specifically requested a visit from the trader for the purpose of carrying out urgent repairs or maintenance”. 36(1): “The trader must not begin the supply of a service before the end of the cancellation period … unless the consumer—(a) has made an express request”.
    Supports: A contract agreed with a consumer in their home (off-premises) can be cancelled within 14 days; urgent repairs the customer asked you to come and do are excluded; work can start inside the 14 days only at the customer’s express request. Does not support: The regulations do not say how to record the request or which software to use, and they do not apply to business customers. Other obligations (information to give, charges if the customer cancels) are in further regulations not reproduced here.
  17. Privacy and Electronic Communications Regulations 2003, regulation 22

    legislation.gov.uk · read on 2026-09-21 · legislation.gov.uk/uksi/2003/2426/regulation/22
    22(2): no unsolicited direct marketing by electronic mail “unless the recipient of the electronic mail has previously notified the sender that he consents for the time being to such communications being sent”. 22(3) allows it where details were obtained in a sale or negotiation, the marketing is for similar products or services, and the recipient was given a simple means to refuse at collection and in every message.
    Supports: Marketing emails and texts to individuals need consent, or the “soft opt-in” for existing customers with an opt-out in every message. “Electronic mail” in PECR includes SMS. Does not support: The regulation does not classify a specific message. Whether a service reminder counts as marketing depends on its content.
  18. Gas Safety (Installation and Use) Regulations 1998, regulation 36

    legislation.gov.uk · read on 2026-09-21 · legislation.gov.uk/uksi/1998/2451/regulation/36
    36(3)(a): each appliance and flue must be “checked for safety within 12 months of being installed and at intervals of not more than 12 months”. The record is kept “until there have been two further checks of the appliance or flue”. 36(6)(a): a copy is given “to each existing tenant … within 28 days of the date of the check”.
    Supports: A landlord’s annual gas safety check duty, how long the record (often called CP12) is kept, and the 28-day deadline for giving tenants a copy. Relevant to plumbers who are gas registered. Does not support: The duty sits with the landlord, not with your CRM. The regulation does not say how reminders must be sent.
  19. ServiceTitan: Pricing

    ServiceTitan · read on 2026-09-21 · servicetitan.com/pricing
    Plans “Starter”, “Essentials” and “The Works”, each with a “Request Pricing” button; no public prices.
    Supports: That ServiceTitan does not publish prices; you request a quote. Does not support: Any monthly figure. Sterling price ranges quoted for ServiceTitan on other sites do not come from ServiceTitan.
  20. Commusoft (UK site)

    Commusoft · read on 2026-09-21 · commusoft.com/en-gb/
    Describes itself as “the only job management platform that gives you unrivalled control without the complexity”, aimed at plumbing and heating professionals; the page shows no prices and offers “Book a Demo”. The former UK pricing address returned an error.
    Supports: That Commusoft is a job management platform for heating trades and does not show public prices. Does not support: Its self-description is marketing, not a tested fact. Any price.
  21. Jobber: Pricing (UK address)

    Jobber · read on 2026-09-21 · getjobber.com/uk/pricing/
    Core $49/mo · Connect $139/mo · Grow $199/mo · Plus $499/mo on monthly billing (lower on annual billing); users included by tier: 1, 5, 10, 15. “For 14 days you get full access to all of Jobber’s features on the Grow plan—no credit card required.”
    Supports: The plan prices and users included that the page showed to our reader, and a 14-day trial. Does not support: The page showed US dollars to our reader even at the UK address; UK customers may be billed in pounds. No feature comparison is drawn from it.
  22. Housecall Pro: Pricing

    Housecall Pro · read on 2026-09-21 · housecallpro.com/pricing/
    Basic $79/mo monthly ($59 annual), 1 user · Essentials $189/mo monthly ($149 annual), 5 users · Max $329/mo monthly ($299 annual), 8 users, $35/mo per additional user.
    Supports: Plan prices in US dollars and users included. Does not support: The page does not say whether the product is offered in the UK. Check availability before shortlisting it.
  23. Tradify: Pricing

    Tradify · read on 2026-09-21 · tradifyhq.com/pricing
    Lite $47 · Pro $51 · Plus $61 USD per user per month · Custom: price by request · 14-day trial.
    Supports: Per-user prices as shown to our reader and a 14-day trial. Does not support: Shown in US dollars to our reader; UK pricing may differ. No feature comparison is drawn from it.
  24. FieldEdge: Pricing

    FieldEdge · read on 2026-09-21 · fieldedge.com/pricing/
    “Our three plans allow you to customize the software and add-ons based on the specific features you need, so pricing can vary!”
    Supports: That FieldEdge prices by quote. Does not support: Any monthly figure, and UK availability.
  25. HubSpot Sales Hub: Pricing

    HubSpot · read on 2026-09-21 · hubspot.com/pricing/sales
    Free $0 (up to 2 users) · Starter $20/seat monthly ($7 annual) · Professional $100/seat monthly ($90 annual), one-time onboarding fee $1,500 · Enterprise $150/seat annual, onboarding $3,500.
    Supports: Per-seat prices and onboarding fees as shown in US dollars. Does not support: Not field service software; nothing here about scheduling engineers. UK pricing may be shown in pounds.