Speak to Sophiie
A live demo call from Sophiie. Two minutes, no sales pitch.
Plumbers
Every call, job, note, and invoice on one customer timeline
Learn more about Sophiie's job management software.

A live demo call from Sophiie. Two minutes, no sales pitch.
Keep property and customer context visible before quoting, booking, returning, or following up.
Store names, numbers, email addresses, preferred contact method, property notes, and customer details in one place.

See calls, texts, emails, messages, summaries, and notes without searching across phones and inboxes.

Review past blocked drains, hot water repairs, leak checks, fixture installs, and maintenance visits before attending again.

Set reminders for quote follow-ups, annual service checks, warranty callbacks, or unpaid invoice conversations.

Call, text, or email customers from Sophiie so new communication stays tied to the same record.

How it works
Start with existing customer details or let Sophiie create records as new calls and enquiries arrive.
Keep calls, texts, emails, notes, bookings, and jobs on the same customer timeline.
Check previous work, property notes, and invoices before quoting or sending the plumber back to site.
Add follow-up prompts for quotes, unpaid invoices, maintenance reminders, or customer callbacks.
A returning customer should not have to explain every previous job. They may have had a hot water system replaced, a blocked drain cleared, a pressure issue checked, or a leaking tap repaired. Those details matter when they call again. Sophiie's CRM keeps that history attached to the customer.
The record can include contact details, communication, notes, job history, upcoming appointments, reminders, and invoices. That gives the office and field team a clearer view before responding.
Plumbing CRM should not feel like a sales database designed for a desk team. Sophiie links real service interactions: phone calls, texts, emails, job notes, scheduled appointments, quotes, and invoices. It helps the plumber understand the property and customer before the next visit.
For rental properties, strata contacts, and repeat residential clients, that history can prevent confusion about who approved what and what work has already been completed.
Quotes, callbacks, unpaid invoices, and maintenance reminders can all be tracked from the customer record. That means the next action is visible without a separate spreadsheet or notebook.
Sophiie keeps the relationship organised while your team handles the technical plumbing work. The customer gets a more consistent experience because the admin history is not trapped in one person's phone.
Services & features
6 services
Create branded plumbing invoices, add GST and line items, sync to Xero, track payment status, and send overdue reminders with Sophiie.
Learn more about AI Invoicing for PlumbersTrack plumbing jobs, status, schedules, staff assignments, notes, photos, reminders, and customer updates in Sophiie.
Learn more about Jobs Manager for PlumbersSophiie checks calendars, applies booking rules, assigns the right plumber, and manages plumbing appointments, reschedules, and reminders.
Learn more about Smart Scheduling for PlumbersCreate branded plumbing quotes from your service list, captured scope, pricing, GST, and terms, then follow up and convert accepted work.
Learn more about AI Quoting for PlumbersSophiie helps plumbers keep equipment needs, jetter or camera notes, assigned work, photos, reminders, and customer history attached to jobs while specialist tracking tools stay separate.
Learn more about Asset Tracking Software for PlumbersSophiie helps plumbers manage email enquiries, draft replies from approved knowledge, ask for missing details, and keep threads organised.
Learn more about AI Email Responder for PlumbersYou can store customer contact details, notes, communication history, job history, lifetime value context, upcoming bookings, reminders, and invoices.
Yes. Sophiie links calls, emails, texts, job records, notes, and customer details so the conversation history is easier to review.
Yes. You can call, text, or email customers from Sophiie, keeping the interaction tied to their record.
Yes. Small plumbing teams often rely on memory and phone contacts. Sophiie gives them a shared customer history without heavy admin.
Use Sophiie to keep calls, jobs, notes, messages, reminders, and invoices connected to the customer record.