The contractor CRM built for plumbers
Emergency calls, recurring service, and bigger reno jobs — all from one app. Work Pilot helps small plumbing crews quote fast, track parts, invoice on the spot, and get paid online.
No credit card required · Free plan available · Cancel any time
What plumbers tell us
The day-to-day headaches Work Pilot was built to remove.
- ✕Emergency calls coming in by phone, text, and email with no single place to track them.
- ✕Forgetting to bill for parts and small extras on the invoice.
- ✕Customers paying late because invoices live in PDF email attachments.
- ✕No clean record of past work when you return for the same customer.
Built around the plumber workflow
One app for leads, scheduling, quotes, invoices, payments, and client messaging.
Emergency & scheduled dispatch
Capture the call, assign it, and see today's route on a mobile-first calendar.
Quotes with parts & labor
Build itemized quotes for repairs, repipes, or fixture installs — send for e-signature.
Invoice on the spot
Send the invoice from the truck and let the customer pay online before you leave.
AI follow-up reminders
Stay on top of pending quotes and recurring service without spreadsheets.
Client messaging
All customer conversation lives on the job — not buried in your text messages.
Customer history
See past work, parts used, and photos the moment a repeat customer calls.
Everything a small crew needs
No per-user pricing. No enterprise complexity. Just the tools plumbers use every day.
- Lead capture & follow-up
- Mobile-first job scheduling
- Quotes & contracts with e-signature
- Invoices & online payments
- Client portal & messaging
- AI smart reminders
- On-site sketchpad for notes
- Customer history in one place
FAQs for plumbers
Is Work Pilot a good CRM for small plumbing companies?+
Yes. Work Pilot is built for 1 to 5 person plumbing crews who need a simple CRM for dispatch, quoting, invoicing, and client communication — without enterprise per-user pricing.
Can I handle emergency service calls?+
Yes. Capture the call, schedule it on a mobile-first calendar, and message the customer with arrival updates — all in one app.
Can I send invoices and take payment from the truck?+
Yes. Send an invoice from your phone and let the customer pay online through a secure portal before you leave the driveway.
How is Work Pilot different from Jobber or Housecall Pro for plumbers?+
Work Pilot focuses on the workflow small Canadian plumbing companies actually use — leads, quotes, jobs, invoices, and a client portal — without per-user pricing or enterprise complexity.
Do I need to install an app?+
No. Work Pilot runs in your browser and as a Progressive Web App on iOS and Android.
Looking for the full feature list? See the Work Pilot homepage.