Elevate

Example build: a CRM pipeline for a plumbing company

Every call, quote and job on one board. A missed call gets a text back and lands in New, so no job lives in someone's head. Drawn in code with Example data for a made-up company.

Every call, quote and job on one board. Drawn in code with Example data.

Example buildBayou Line Plumbing is made up. Not a client project.

What it is
An Example build, drawn in code
Data
Example data, made-up business
Built for
Plumbers
Built from
Custom CRM

The screens

Drawn in code with Example data, so every word stays sharp at any size. Tap a screen to open it full screen.

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Swipe for the next screen. Pinch to zoom.Arrows or arrow keys for the next screen

What it is

One board, from the first call to the finished job.

Calls, web forms and texts land in New. Each job moves across as it is quoted, booked and done, and every card shows the next step and who owns it.

Who it is for

  • Plumbing companies with a few trucks on the road
  • Owners who run the office from their phone
  • Teams that track jobs on a whiteboard or in texts

What it replaces

What a business like this juggles today, and what the build does instead.

Today

  • A whiteboard in the shop
  • Job details spread across texts
  • Quotes nobody follows up
  • Missed calls nobody calls back

With this build

  • One board everyone can see
  • Every message on the job card
  • A reminder when a quote goes quiet
  • A text back in a minute

How it connects

It is built from one of our services, for one trade. Each page shows more of the parts and how yours would differ.

Want one like this for your business?

A free 15 to 30 minute call. Tell us how you run things, and we show you what yours would look like. A written plan with a price follows.

Flat price in writing · You own what we build · Houston and about 50 minutes around