Plumbing sales too.
Not an afterthought.
A guided in-home presentation tool for plumbing contractors. Water heater diagnostic + presentation, Plumbing Health Check, water filtration catalog, financing flow, safety quiz, customer contacts. Every catalog, script, and pricing template tuned for plumbing.
Three sub-presentations. Built for plumbing.
Water heater, Plumbing Health Check, filtration — plus service-agreement attach and member self-signup. Customer signature capture built in. A full in-home presentation surface designed around plumbing work.
Water Heater Diagnostic
Tankless vs storage, gas vs electric, recirculating, hybrid. Cost comparison + 25-year operating cost. tuned to your supplier’s water-heater catalog. +52% close-rate lift.
Plumbing Health Check
Whole-home plumbing inspection workflow: water pressure, leak detection, hot/cold flow, water-heater age, drain age. Generates a custom service-agreement proposal.
Water Filtration Presentation
Whole-home filtration, softener, reverse-osmosis, well-water treatment. Product catalog with installed-cost comparison. +45% close-rate lift via tablet-based visual presentation.
Service Agreement Cross-Sell
Plumbing-specific service-plan tiers. Repair + maintenance + filter-replace bundled. +35% close-rate lift on annual service agreements. Member self-signup integrated.
Smart-Water Leak Detection
Smart-water leak monitoring — the insurance-discount product the customer didn't know they wanted. Often the easiest sale in the visit.
NPS / NSF Reference (ONEREQ PRO Field)
Built-in NSF / WQA / NPS standards reference on the iPad — water quality benchmarks, filtration certification. Sell what code calls for.
Digital Signature Capture
Sign in person on the iPad, or send an email signing link to the customer's spouse. Real terms, warranties, payment authorization.
Auto Commission Queue
The moment the customer signs, the commission engine writes the entry into the office’s Pending Commissions review queue — tied to the financing plan, discount, and signed total. Advisors never see their own commission inline.
Tier-Based Selection
Good / Better / Best — tank vs tankless, filtration tiers, service plans. Customer sees three real options. Selected "best" 32% of the time (industry benchmark).
One-Click Sold
Customer signs → install job created → requisition drafted → permits queued → rebates queued → deposit invoice sent → commission entry written. All in one transaction.
iPad Presentation Mode
Customer-facing screen designed for the kitchen-table presentation — clean, big, professional. Hide the advisor controls and let the homeowner see only the proposal.
Sales Manager Analytics
Advisor leaderboards, close rates, average ticket, financing mix, pending vs paid commissions. Click any advisor to see their pipeline.
An in-home sales tool built for plumbers
Until now, plumbers inherited a presentation flow built around other trades — or had to buy a separate iPad app and re-key everything. The Plumbing Advisor ships a water-heater diagnostic, a Plumbing Health Check script, a filtration catalog, and a financing flow built from the ground up for plumbing work.
Same UX. Plumbing-specific catalog.
A purpose-built plumbing catalog — your preferred suppliers + WQA / NSF references — with code-aware safety prompts and water-heater sizing logic. Per-tech trade gate routes each plumber straight into Plumbing; nothing from other trades clutters the screen.
See all trades →Plumbing Advisor
Plumbing only. Annual prepay $2,490/yr — save $498. Per-tech trade gate; each tech routes to their assigned trade only.
Add the other trades any time
If your shop runs more than one trade, the All-Trade Sales Suite bundles all three advisors. Annual prepay $5,490/yr — save $1,098.