Playbooks / Plumbing
Plumbing playbook
Start with what the owner already pays for, then move to the build with the clearest measured gap.
Seasonality: time your pitch
Common pattern: cold snaps bring frozen and burst pipes, and water-heater failures tend to rise in colder months. Spring brings sump-pump checks.
These are general patterns, not verified. Ask the owner for 12 months of call logs and job history and use those instead.
Suggested order
- Set up what you already pay for (quick win)
- After-hours emergency call answering | Missed & after-hours calls
- Water-heater replacement quote follow-up | Quote follow-up
- Drain and sewer maintenance reactivation (email first) | Seasonal reactivation
- Post-job review requests (setup service) | Review requests
- Inbound call triage into job cards | Dispatch & scheduling
After-hours emergency call answering
After-hours calls go to voicemail, and some of those callers ring the next plumber instead.
Plumbing 路 Quote follow-upWater-heater replacement quote follow-up
Water-heater quotes go out, and many are never followed up.
Plumbing 路 Seasonal reactivationDrain and sewer maintenance reactivation (email first)
Past drain-cleaning customers may need service again, and many won't remember who they used last time.
Plumbing 路 Review requestsPost-job review requests (setup service)
Happy customers rarely get around to leaving a review.
Plumbing 路 Dispatch & schedulingInbound call triage into job cards
The office spends mornings calling people back to ask what's wrong and where they are.
All trades 路 Set up what you already pay forSet up what you already pay for: on-my-way texts, invoice reminders, and native follow-ups
The owner pays for a job-management app but has its automations switched off.