Skip to main content
Customer Management

The plumbing CRM for plumbers who hate CRMs

Customer details, job history, photos, and notes — in one place, on your phone. No pipelines, no “lead scoring,” none of the office-software baggage.

atPlumb plumbing CRM showing the customer management screen

Know every customer before you knock

Every customer in one place

Name, phone, address, and billing details — saved once, used everywhere. New estimates, jobs, and invoices pull customer info automatically.

Full job history

See every job you’ve done for a customer before you knock: what you fixed, what you charged, and what you noted last time.

Photos & notes on file

Snap photos of the water heater, the shut-off valve, or the finished work and attach them to the customer record — no more scrolling your camera roll.

Find anyone in seconds

Search by name, address, or phone number from the truck. When a past customer calls, you’ll sound like you remember everything.

Customer records feed everything else

Book jobs on the calendar, build estimates and invoices, and send SMS reminders — all pulling from the same customer record, with no retyping.

Customer management questions

Is atPlumb a CRM for plumbers?

Yes — a deliberately simple one. atPlumb stores customer details, complete job history, photos, and notes, and connects them to your scheduling, estimates, and invoices. It skips the sales-pipeline complexity built for office teams.

Can I import my existing customer list?

Yes. You can bring your existing customers into atPlumb when you set up, so your history starts on day one instead of from zero.

Can I see what I charged a customer last time?

Yes. Each customer record shows every past job and invoice, so you can quote consistently and answer “what did I pay last time?” on the spot.

Stop keeping your customer list in your head

Flat $29/month. No per-user fees, no contracts, cancel anytime.