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CRM for plumbing contractors

The CRM built for
plumbing businesses.

Centralize estimate requests, client follow-ups and appointments. Schedule plumbers, manage work orders, track field hours and keep invoices organized.

See how it works
Centralize estimate requestsAutomate estimate follow-upsBuilt for your field crews
Pipe repairLaval · Residential
685 $
Water leakWater heaterPlumbing service
New lead2 min ago
ML
Marc LavoieWater leak • Residential

There is a leak under the kitchen sink.
Available today after 3 PM.

Upcoming follow-upsView all
Estimate follow-upScheduled
Appointment reminderUpcoming
Plumbing job#OCL-4821
Leak repairLaval · Marc Lavoie
Estimate sentFollow-up scheduled
tomorrow
FROM ESTIMATE TO INVOICE

From the first estimate to the next maintenance visit.

Plumbing contractors handle emergencies, prepare estimates, schedule site visits and track field hours while staying connected with customers.

Before the job

Turn every request into a real opportunity.

An incoming call, form or estimate request can turn into a booked visit when your team responds quickly.

New requestQualificationVisitEstimate
During the estimate

Keep every estimate moving.

Site visits, estimates, follow-ups and planned plumbing jobs stay organized in one place.

VisitEstimateFollow-upDecision
After the service

Stay connected long after the work is done.

Water heater maintenance, plumbing inspections and reminders keep customers coming back.

ReviewsMaintenanceReactivationNext need
Why Ocliq?

A CRM built for the daily work
of plumbing contractors.

Centralization

Every request arrives in one place.

Centralize leads from your different channels and see each contact’s history in one record.

WebsiteCallsSMSEmailsAdsForms
Tailored pipelines

See exactly where every opportunity stands.

Track every request from the first call to estimate acceptance and the scheduled plumbing job.

New requestsAppointmentEstimates sentFollow-ups

Service type, job address, estimate, assigned plumber and next action are easy to find.

Scheduling and appointments

Schedule plumbing jobs without losing track.

Organize visits and daily assignments for plumbers, with automated reminders before the job.

Missed callsAppointmentEstimates sentFollow-ups
Automated SMSTasksRemindersPost-service follow-up
Reactivation

Stay connected after the service.

After a job, keep billing information organized and schedule customer check-ins and maintenance reminders.

Maintenance remindersMaintenance follow-upsPast customer reactivationPersonalized SMSReviews and referrals
For teams

In the office or in the field. Always organized.

Assign jobs to plumbers, share instructions and track site tasks and hours worked by each team member.

AI assistant

While you are in the field, Ocliq keeps working.

Your AI assistant can respond to initial requests, collect information and prepare the next action for your team.

OCLIQ · FIELD SERVICE

From the first call to the finished job.
Keep field operations in sync.

Bring office and field teams together: work orders, technician scheduling, dispatching, routing, on-site time tracking, job documentation and invoicing, connected to your customer records.

01Request & estimate
02Schedule & dispatch
03Work on site
04Invoice & follow up
Field operations

See the day at a glance.

Assign each plumber, follow job progress and keep the next action visible without duplicating customer details.

Shared crew scheduleUp-to-date job detailsCustomer records in context
OcliqToday's schedule
Field operationsIllustrative overview
09:00
Emergency leak repairOn the way
11:30
Water heater replacementScheduled
14:00
Pipe inspectionCompleted
Technician view
Work orderEmergency leak repairOn the way
Job check-in
Photos · Notes · Signature

Scheduling & dispatch

Plan jobs, assign technicians and share the daily schedule with your crew.

Work orders

Create job records with client details, checklists, instructions and service history.

Route optimization

Plan daily routes and help technicians move efficiently between appointments.

GPS & field visibility

View location-based job status when authorized tracking is enabled.

Time tracking

Check in at jobs, record field hours and review timesheets.

Photos & signatures

Attach job photos, notes and signatures to the customer's service record.

Estimates to work orders

Turn accepted estimates and booked appointments into field jobs.

Invoicing & payments

Prepare invoices from completed jobs and track payment follow-up.

Your CRM and field operations, connected.

Available field-service modules and integrations depend on the account configuration and the agreed scope. We review them during the demo.

Plumbing

Estimates.
Invoices.
One place.

Keep estimates, job details, logged hours and billing information together in each customer record.

Centralized estimates

Link each estimate to the customer, the plumbing job and sales follow-up.

Invoicing and follow-up

Track amounts to bill, payment status and next actions based on your setup.

One customer = one complete history

Requests · Estimates · Hours · Invoices · Follow-ups

More than a CRM,
a growth partner.

Plumbing estimatesThis week
8 open
ML
Marc LavoieLeak repair
685 $Follow-up today
JT
Julie TremblayWater heater replacement
1 250 $Opened yesterday
ÉR
Éric RoyPipe inspection
8 900 $Appointment Friday
SG
Sophie GagnonWater heater maintenance
289 $Accepted
Simple pricing

A complete CRM for your follow-ups
starting at CAD 140/month.

CRM, pipelines, automations, communications, appointments and support in one platform.

All-in-one
Ocliq subscription

140 CAD/month

2 users included. One-time setup fee: CAD 600. Field-service modules are scoped separately.

Included
Requests and pipelineEstimate follow-upsSMS and emailsAppointments and remindersJob trackingGuided setup
Scalable
Scalable team

Flexible access

Add users as your team grows.

View all pricing details
FAQ

Your questions, answered.

Answers to frequent questions about Ocliq for plumbing contractors in Quebec.

Yes. Ocliq helps plumbing contractors centralize estimate requests, organize appointments, manage service follow-ups and coordinate teams.

Ready to structure your follow-ups?

You work hard to earn every request.
Do not lose them in follow-up.

See how Ocliq brings estimates, appointments, field crews, logged hours and invoicing together.

Small team or established plumbing contractor: see how Ocliq adapts to your workflow.