A plumbing workflow,
from enquiry to review.
The phone rings while you are under a house. This page draws one way the work around a job can run by itself, from the first enquiry to the review request, and marks every point where you still make the call.
The plumbing workflow, step by step.
Read it top to bottom. Solid boxes run by themselves; dashed boxes are where a person decides.
- Automated step (solid border)
- A person decides (dashed border)
- Consent or calling rule
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Automated step: The enquiry comes in
A call, a website form or a message. Every one lands in one list, with the time it arrived, so nothing sits in a channel you check now and then.
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Automated step: A missed call gets a reply
If nobody can pick up, the AI receptionist (launching soon) will answer, say it is an AI and take the name, number, suburb and problem. Or the caller gets a text back with a link to book in.
- Urgent, such as water leaking now. You or the plumber on call are alerted straight away, with the details already taken.
- Not urgent. The caller is offered the next available time, or asked to book in.
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Automated step: One job record
The details go into your job or quoting system once, so nobody retypes the customer's name and address into the quote, the calendar and the invoice.
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A person decides: You write or approve the quote
A system can pull the job details and your price list together, but you check and send every quote. Nothing goes out in your name unseen.
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Automated step: The quiet quote gets a follow-up
If the customer has not replied after the gap you set, a short follow-up goes out. It stops the moment they reply.
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Automated step: Booking and reminder
When they say yes, the booking is confirmed and the customer is reminded before you arrive, so you are not knocking on an empty house.
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A person decides: You do the job and finish the notes
The work, the photos and the notes are yours. They become the source for the invoice, so nothing is typed twice.
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Automated step: Invoice and payment follow-up
The invoice goes out from the job notes the same day. If it is overdue, polite reminders follow on the schedule you set, and stop when it is paid.
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Automated step: The review request
After the job, every customer is asked the same way for a review. Nobody is offered anything in return, and unhappy customers are not filtered out.
This is an example workflow, not a client's system. The exact steps depend on your tools, your customers' consent and the controls agreed before anything runs. Steps marked SMS are built to run by text message. Our SMS service is not live yet, so those steps will not text anyone until it is; your written quote states what runs from day one.
Pixelate Pty Ltd | ABN 15 699 872 752 | Brisbane QLD | pixelategroup.com/workflows/plumber-automation | contact@pixelategroup.com | 0422 014 927
The rules this plumbing
workflow keeps.
- Texts and the Spam Act. Every text names your business and how to reach you, and carries a working opt-out that is honoured within five working days. Nothing is sent to a list someone did not join.
- Reviews. Google's review policy does not allow offering incentives for reviews or asking only happy customers, so this workflow does neither.
- The AI receptionist. Launching soon. At launch, it says it is an AI, gives no plumbing advice and passes anything it cannot handle to a person.
Draw your plumbing business's workflow with us.
Show us how work reaches your plumbing business today and where it stalls. We will tell you plainly which steps a system could carry, which stay with you, and put the cost in writing before anything starts.