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CRM FOR AUSTRALIAN PLUMBERS

Keep the jobs flowing. Keep the admin under control.

Bring urgent enquiries, maintenance quotes and booked plumbing jobs into one workflow, with the site details your office and plumbers need.

  • Blocked drains
  • Hot water systems
  • Leak repairs
  • General maintenance
Apply for early access Watch the job lifecycle
Plumbing technician on a blocked drain job
Built for plumbers

Every blocked drain starts with a call and ends with an invoice. Everything in between belongs in one place.

Parramatta, NSW · Tenant access · property manager approval

  1. 01 Give urgent enquiries an ownerKeep call notes, the fault description and customer details on the lead, then assign the next action to your team.
  2. 02 Quote with the whole job in viewCapture the requested work, service address and access notes before preparing a quote and following up.
  3. 03 Keep the office and field connectedLink bookings, technician notes, photos and service reports to the work, so the office has the context to invoice.
A practical plumbing workflow

From “can you help?” to a completed job.

Configure the steps around how your team already works.

  1. 01

    Capture the call-out

    Record the plumbing issue, suburb, site contact and urgency on a lead.

  2. 02

    Review and quote

    Clarify scope and access, prepare the quote and track the customer response.

  3. 03

    Book the plumber

    Confirm the booking window and assign the technician with the job notes.

  4. 04

    Report and invoice

    Record the work and photos, then prepare the invoice and follow-up.

REAL WORK. PRACTICAL USE CASES.

How plumbers
can use the CRM.

Start with the situation. See the features you can use, what to configure and how the work moves through your team.

01

Urgent enquiries

A blocked drain enquiry while the team is on site.

The caller needs help, but the office still needs to confirm the address, access and team availability before promising a visit.

What to capture
  • Issue and urgency
  • Service postcode
  • Customer and site contact
CRM FEATURES TO USE

How to set it up

  1. 1
    Form Builder

    Collect the call-out details

    Use the plumbing enquiry form or incoming-call notes to record the blockage, location and access contact.

  2. 2
    Postcode service areas

    Check the service boundary

    Match the postcode to your configured area and assign an office owner to review the next action.

  3. 3
    Bookings & team assignment

    Confirm the visit

    Check availability, agree a window and book the plumber with the fault description and access notes.

WHAT THIS HELPS YOUR TEAM DOThe office and plumber share the same call-out context.

Caller → office → plumber

See the illustrated step
02

Quotes & extras

A hot-water enquiry needs an agreed scope before booking.

The customer is comparing options. Your team needs to distinguish an assessment from any replacement work and keep the quote response visible.

What to capture
  • Requested assessment
  • Equipment and access notes
  • Optional services
CRM FEATURES TO USE

How to set it up

  1. 1
    Dynamic service catalogue

    Define the catalogue

    Create the assessment service, appropriate sub-services and eligible extras with your own rates.

  2. 2
    Quote preparation

    Prepare and review

    Build the quote from the agreed scope and area pricing; review the amount before sending it.

  3. 3
    Stages & automation

    Set the next action

    Configure an awaiting-response follow-up and an office callback task. AI voice can be previewed under its rollout conditions.

WHAT THIS HELPS YOUR TEAM DOThe proposed work, quote and response stay connected.

Office → customer approval → booking

See the illustrated step
03

Property maintenance

The property manager approves. The tenant opens the door.

A rental repair has different billing, approval and access contacts. Those details need to stay with the job through completion.

What to capture
  • Property and account
  • Approval contact
  • Tenant access instructions
CRM FEATURES TO USE

How to set it up

  1. 1
    Properties & site contacts

    Separate the contacts

    Link the property and customer account, then record who approves the work and who arranges access.

  2. 2
    Service reports & photos

    Record the completed work

    Use the plumbing report template to collect observations, job notes and completion photos.

  3. 3
    Invoices & Xero

    Prepare the invoice

    Invoice from the saved job context and use configured Xero sync after reviewing the accounting mappings.

WHAT THIS HELPS YOUR TEAM DOThe approver can follow the repair without losing the site details.

Property manager → tenant → plumber → accounts

See the illustrated step

WHAT YOU CAN USE IN BETAHUB

The features behind
the workflow.

Connect the capabilities your business needs. Expand a feature to see what you configure, or jump into its illustrated workflow.

  1. 01 / GET THE CONTEXT

    Capture the right enquiry

    Know what is needed, where the work is and who should respond.

    Form Builder

    Branded forms with mapped lead fields and conditional questions.

    What to configure

    Choose a form type, map the fields and add the questions each service needs.

    Explore this feature
    Incoming calls

    Voice Centre, caller context and communication history.

    What to configure

    Connect your Agency number, configure human routing and assign the team that handles enquiries.

    Explore this feature
    Postcode service areas

    Postcodes, suburbs, exclusions and geographic service pricing.

    What to configure

    Define your covered postcodes and exclusions, then link the applicable services and rates.

    Explore this feature
  2. 02 / KEEP IT MOVING

    Turn scope into a decision

    Prepare the quote and make the next action visible.

    Dynamic service catalogue

    Services, sub-services, quantities and optional addons.

    What to configure

    Create the service hierarchy, eligible extras and quantity rules for your business.

    Explore this feature
    Quote preparation

    Configured pricing and itemised quotes with saved job context.

    What to configure

    Set your rates and area rules. Review the prepared scope and amount before sending.

    Explore this feature
    Stages & automation

    Lead stages, next actions and configured email, SMS or task workflows.

    What to configure

    Define stage triggers, conditions, recipients and templates, including when to stop following up.

    Explore this feature
    AI follow-up & voice feedbackControlled rollout preview

    Illustrated agent conversations for quotes and after-service feedback.

    What to configure

    For an authorised rollout, configure the agent, approved purpose, consent and calling provider.

    Explore this feature
  3. 03 / DO THE WORK

    Give the team a useful handover

    Carry the agreed service and site details into the visit.

    Bookings & team assignment

    Booking windows, technicians and service-address handovers.

    What to configure

    Confirm team availability and assign the visit with scope, customer and access notes.

    Explore this feature
    Properties & site contacts

    Separate customer, property, access contact and equipment context.

    What to configure

    Link the property and equipment where enabled, and identify the approval and site-access contacts.

    Explore this feature
    Service reports & photos

    Configurable visit questions, observations and completion photos.

    What to configure

    Choose a service-report template and agree which observations and photos the team should collect.

    Explore this feature
  4. 04 / SEE THE OUTCOME

    Close the loop. Plan the next job.

    Connect accounts, customer follow-up and acquisition reporting.

    Invoices & Xero

    Job-linked invoices and configured accounting synchronisation.

    What to configure

    Authorise the Xero organisation, review account and tax mappings, and check sync outcomes.

    Explore this feature
    Built-in customer campaigns

    Customer email and SMS campaigns for agreed follow-up.

    What to configure

    Choose an eligible audience, message template, channel and sending window.

    Explore this feature
    Campaign cost tracking

    Lead sources, booked outcomes and imported Google/Meta spend.

    What to configure

    Connect the advertising account and sync the reporting dates. Compare spend within its currency.

    Explore this feature
    Connected record history

    Trace the enquiry, conversation, quote, booking, report and invoice.

    What to configure

    Keep records linked to the same customer and job so the next person can see the context.

    Explore this feature

Availability depends on your plan, Agency setup and provider connections. AI voice examples are controlled-rollout previews; live AI calling is not generally available on this deployment.

WATCH THE WORK CONNECT

Your services.
A CRM that joins the dots.

Explore an illustrated plumbing journey. Choose a step, or play the workflow from enquiry to follow-up.

BBetaHub / PlumbingIllustrative preview

Requires your configuration

Forms & incoming calls

01 / 10
Branded enquiry formForm Builder
Requested serviceBlocked drain assessment
Where is the blockage?Kitchen drain
Service locationParramatta, NSW · 2150
Enquiry captured → Lead created
Incoming enquiryCaller context and notes in the same CRM
Voice Centre
HOW THE WORK CONNECTS

Capture enquiry → create lead → assign the next action

A page-specific form or incoming call captures the enquiry, customer and requested work. Conditional fields collect the details this service needs.

Illustrated product walkthrough with fictional sample data. Features depend on your plan, Agency setup and provider connections. Playback does not send messages, place calls, create quotes or bookings, or connect to Xero.

A FEW PRACTICAL ANSWERS

Before you get started.

Choose a workflow that fits the work you actually do.

Does this suit emergency plumbing and planned maintenance?

Yes. Capture urgent enquiries as leads for your team to review, and manage quoted maintenance through bookings and technician reporting. Your team decides priority and availability; the CRM keeps the information and next actions together.

Is BetaHub for a trade business or for homeowners booking a tradie?

BetaHub is CRM and job-management software for the business running the work. These pages show how trade and service teams can organise their own enquiries, quotes, bookings, reports and invoices.

Can we keep our existing services and process?

You can configure service types, enquiry forms, quote stages, workflow rules and service-report templates. Explore the CRM features and setup guides for examples. During onboarding, review your process with the team and confirm the fields and features you need.

What needs to be configured?

Feature availability depends on your plan and Agency configuration. Voice, SMS, campaigns and Xero require the relevant provider setup; usage allowances and charges are explained in the plans and usage allowances. Property and equipment features are enabled according to your Agency setup.

How do we get started?

Apply through the early-access form with your business type, team size and main operational issue. The onboarding conversation can then focus on your trade and the workflow you want to improve.

Apply for early access

Your business. Your next step.

See how BetaHub fits your plumbing business.

Tell us what you do and where the admin gets in the way. Start there.

Apply for early access View plans and usage