Case study: how a plumbing company found out which calls became jobs
A US plumbing company with several crews could not tell which calls became paid jobs. We built a nightly match of calls to jobs and owner reports, read-only. The company stays anonymous, no numbers published.
Who was the client?
A US plumbing company with several crews and an office team.
Calls came in through one system. Jobs lived in a different field-service platform. The owners got reports by hand, if at all.
What was the problem?
Nobody could answer three plain questions.
- Which calls became jobs?
- Which marketing brings booked work, not just ringing phones?
- What happens to the calls the office misses?
The data to answer them existed. It sat in two places that never talked to each other. If your shop has the same gap, our page on plumbing reports from the software you already use explains the approach.
What did we build?
A scheduled match of calls to jobs, with weekly, monthly and quarterly management reports for the owners.
- An automated job that matches inbound calls to customers and jobs, on a schedule.
- Weekly, monthly and quarterly management reports.
- A marketing return view by lead source.
- A connector for quotes and invoices, so revenue shows up next to calls.
Calls nobody answered show up in the same matching. Our full missed-call audit gives you that count. Start with the free missed-call checklist.
How was the data handled?
Read-only, and the company kept its own customer data.
- Read-only HTTPS access to the source systems.
- The company remains responsible for its customer data.
- Nothing is written back to their systems.
Why are there no numbers here?
That shop's figures stay between the shop and us.
If you want to see what a report looks like, the full audit gives you your own, after a short call. If you are weighing options for calls you cannot pick up, read answering service vs automation for plumbing shops.