Can it capture photos or notes before estimating?

Sophiie's job manager supports photos, documents, notes, and job history, and the CRM keeps the conversation together.

Can Sophiie handle urgent calls differently from quote requests?

Yes. You can train Sophiie on call flows and service rules so urgent and routine enquiries are captured appropriately.

Can approved estimates become jobs?

Yes. Sophiie supports scheduling, job records, assigned team members, status updates, and reminders after approval.

Plumbers

Plumbing estimating software for job details and quote follow-up

Estimating support for plumbing jobs that start with incomplete information.

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Plumber fixing a burst pipe under a kitchen sink

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Symptom-based intake

Record issue type, urgency, property access, photos needed, fixture details, and whether an inspection is required.

Australian plumber repairing a sink pipe with a wrench while taking a phone call

AI quoting from trained pricing

Use your trained services and pricing to help generate professional plumbing quotes for review.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Quote reminders

Set prompts for missing photos, approvals, revised scope, deposits, and booking confirmations.

Australian tradesperson on a phone call while crouched at the entry of a house

Customer communication history

Keep calls, texts, emails, notes, and job history attached to the quote conversation.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

Job handoff after approval

Move approved work into scheduling and job manager records with assigned team members, notes, and status updates.

Australian tradesperson with a tool belt standing in a doorway taking a phone call

How it works

Set up Sophiie once, then let the work flow

Train Sophiie on plumbing services
Add service categories, common questions, pricing inputs, and information needed before quoting.
Capture the quote request
Sophiie records the customer, issue, address, urgency, photos needed, and next step.
Create and review the quote
Use Sophiie's quoting support from trained data, then review the quote before sending.
Follow up and book the job
Use reminders and scheduling tools to move approved estimates into the work calendar.

Plumbing estimates often begin with uncertainty

Customers describe symptoms, not scope: no hot water, a blocked drain, a leak under the sink, low pressure, or a fixture they want replaced. The first call should capture enough detail to decide whether to quote, inspect, or book.

How Sophiie supports estimating

Train Sophiie with services, products, pricing, and FAQs. Sophiie's quoting workflow can then help create professional quotes from captured job details, while your team reviews before sending.

Keeping quote follow-up organised

Sophiie's CRM stores calls, texts, emails, notes, reminders, and job history. If an estimate needs photos, access details, or approval, the next task stays visible.

Services & features