Plumbing Business Software

From Drain Call to Paid Invoice in Under an Hour

Plumbing jobs go sideways when paperwork lags the wrench. OptiServe AI keeps your service board, flat-rate book, camera inspection photos, and invoicing in lockstep so every ticket closes the same day.

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30-day free trial  |  No credit card required  |  Cancel anytime

29%
faster invoice-to-payment cycle
3.8×
more photos captured per job vs. paper workflows
$1.9M
average annual billings tracked per account

Purpose-built tools for plumbing service and remodel

Camera inspections, backflow certifications, permit logs — the paperwork your techs hate, automated.

📷

Camera Inspection Photo Logs

Attach sewer scope photos directly to work orders. Customers see the problem on your tablet before you quote the repair — no more "I want a second opinion."

🔧

Flat-Rate Drain & Fixture Pricing

Build a price book by service type (drain clearing, water heater swap, valve repair). Quote approved and signed in the field, invoiced automatically on job completion.

🏗️

Permit & Inspection Tracking

Log permit numbers, inspection dates, and pass/fail results per project. Never lose a permit card or miss a re-inspection window again.

💧

Backflow Certification Management

Schedule annual backflow tests, track device serial numbers, and auto-generate compliance reports for municipal submissions.

📡

Dispatch Board & Tech Routing

Color-coded service board shows call type, urgency, and technician proximity. Emergencies get routed to the nearest available tech in seconds.

📊

Job-Cost & Material Reports

Track parts used, labor hours, and margin per job. Identify which job types — service calls, remodels, drain cleaning — drive the most profit.

One flat rate. Your whole crew.

No per-tech fees. Scale from two trucks to twenty without plan changes.

Starter
$199/mo

For owner-operators and small shops moving off paper invoices and call logs.

  • Dashboard & job pipeline
  • Work orders & flat-rate invoicing
  • Customer & plumbing history
  • Online payment collection (Stripe)
  • Basic scheduling board
  • AI chat for customer questions
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Business
$799/mo

For established plumbing businesses running service and remodel divisions.

  • Everything in Professional
  • Permit & backflow certification tracking
  • Automated job-cost & margin reports
  • GPS timesheets & geofencing clock-in
  • Customer satisfaction surveys
  • Profit protection alerts
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Enterprise
$999/mo

For multi-location plumbing groups needing custom integrations and white-label portals.

  • Everything in Business
  • White-label customer portal
  • Custom ERP & supply-house integrations
  • Multi-location management
  • Dedicated onboarding & account manager
  • Priority SLA support
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All plans include a 30-day free trial. No credit card required.

Plumbers who traded clipboards for OptiServe AI

Shops of every size — from solo operators to regional fleets.

★★★★★

"The sewer scope photos attached to the invoice stopped all the disputes. Customers see the roots, they approve the repair. Our upsell rate on camera jobs went from 40% to 71%."

T
Tony B.
Owner, Clearflow Plumbing — Sacramento, CA
★★★★★

"We track 14 active permit jobs right now. OptiServe AI sends us inspection reminders three days out so we never miss a window with the city inspector."

R
Rhonda K.
Project Coordinator, Summit Plumbing & Mechanical — Denver, CO
★★★★★

"Same-day invoicing used to be a goal. Now it just happens. The flat-rate book handles pricing, the app emails the receipt, and I see the payment before I drive home."

C
Carl M.
Master Plumber, C.M. Plumbing Services — Nashville, TN

Plumbing contractor questions answered

Yes. The mobile app supports photo and video attachments up to 500 MB per job. Videos are stored in the job record and can be shared with customers via a secure link.
You can create a permit record linked to any project, log the permit number and jurisdiction, set inspection dates, and mark pass/fail. Overdue inspections surface on your dashboard.
The Professional plan and above includes a backflow certification module. You store device ID, last test date, and next test due date. Automated reminders go to your team and optionally to the property owner.
Yes. You can tag jobs by division and run separate reports for each. The Business plan adds department-level profit protection alerts so you know if one division dips below target margin.
Currently QuickBooks Online sync is included on Professional and above. QuickBooks Desktop export via IIF file is available on all plans. A native Desktop connector is on the roadmap.
The mobile app works offline. Work orders, photos, and time entries sync automatically when signal is restored. Customers receive their invoice as soon as the device reconnects.

Every call should close the same day

Get your dispatch board, flat-rate book, and technician app running before your next emergency call.

30 days free  |  Setup in under 10 minutes  |  Cancel anytime