A plumbing CRM for the quoted work your service calls bury.
Every repipe, water heater, and sewer bid on one board. A plumbing CRM that keeps the walkthrough notes, the quote, and the next call on the job.
One plumbing CRM,
from the walkthrough to the flush.
Capture the lead
A tankless request at 9pm lands as a lead, tagged and assigned before the first service call of the day.
Contacts
1 new from your website
Linh Nguyen
Nguyen Residence, Alder St
Jon Alvarez
R. Okafor
Dana Okonjo
M. Castellanos
Ellis Bram
Nguyen Residence
Nora Patel
J. Whitfield
Quote from the price list
PEX by the run, the 50 gal heater, the drywall cuts, the permit. Pick the lines and send it. The sent version locks, with the price good for 30 days.
Quote Q-2381
Nguyen Residence
PEX repipe, 2.5 bath
Labor and material, whole house
Water heater, 50 gal
Supplied and installed
Drywall access cuts
Patched, ready for paint
Permit and inspection
Filed and scheduled
Haul-away
Old heater and scrap pipe
Record the water heater
Log the tank or the backflow assembly at the address, with its last service. Nobody digs through old invoices to answer a sales question.
Installed products
4 products at 4 sites
Backflow assembly
Marisol's Kitchen, Fifth St
Water heater, 50 gal
Beacon Property Group, Unit 12
Tankless unit
D. Ferreira, Maple Ave
Backflow assembly
Hilltop Dental, Suite B
Follow up on the day
The flush task lands on a plumber's list when it's due. Overdue turns red. The 8-year-old tank becomes next year's quote instead of somebody else's emergency call.
Tasks
Today · 1 of 3 done
Call about the Alder St repipe quote
Nguyen Residence · $14,342
Camera the Castellanos sewer line
10:30am · 48 Hollis Ave
Book the backflow test
Marisol's Kitchen · Annual
Confirm rough-in start with Beacon
Beacon Property Group
Homeowners, properties,
leads and customers.
Contacts
5 people · search by name
Linh Nguyen
Homeowner · Nguyen Residence, Alder St
Jon Alvarez
Owner · R. Okafor
Dana Okonjo
Office manager · M. Castellanos
Ellis Bram
Purchasing · Nguyen Residence
Nora Patel
Site contact · J. Whitfield
Homeowners, properties,
leads and customers.
Every homeowner and property manager you deal with, with their phone, email, and the notes from the last no-hot-water call. Search by name and you're there. See how contacts and businesses work.
Every homeowner and property manager you deal with, with their phone, email, and the notes from the last no-hot-water call. Search by name and you're there. See how contacts and businesses work.
The property group behind the call. Sites, water heaters, open bids, and every contact who works there, on one page.
The homeowner who asked for a repipe number is a lead until the job is won. Then it's a customer. Same record, no re-entry.
Bids and pipelines.
Sales pipeline
5 open · $61,142 · drag a deal to move it
Water heater swap
R. Okafor
Sewer line replacement
M. Castellanos
Whole-house repipe, Alder St
Nguyen Residence
Tankless conversion
J. Whitfield
Restaurant rough-in, Fifth St
Marisol's Kitchen
Bids and pipelines.
Every open bid with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Every open bid with its value, its stage, and the next follow-up. Drag it forward as the job moves. Mark it won and the customer record updates itself.
Repipes and heater swaps on one board, commercial rough-ins on another. One pipeline per kind of work, each with its own stages. See how deals and pipelines work.
Lead, walkthrough, quote sent, negotiation, won. Rename, reorder, add or remove stages until the board reads like your shop.
Pick the fixtures from the catalog.
Send it as a quote.
PEX repipes by the run, 50 gal heaters, drywall access cuts, and permit filing are saved once. Add them to a bid while the walkthrough is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
PEX repipe, 2.5 bath
product · Labor and material, whole house
Water heater, 50 gal
product · Supplied and installed
Drywall access cuts
product · Patched, ready for paint
Permit and inspection
service · Filed and scheduled
Haul-away
service · Old heater and scrap pipe
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Nguyen Residence · 212 Alder St
Value
$13,280
Owner
MK
Follow-up
May 6
Line items · from the catalog
PEX repipe, 2.5 bath
1 × $9,800
Water heater, 50 gal
1 × $2,250
Drywall access cuts
14 × $45
Permit and inspection
1 × $420
Haul-away
1 × $180
Northgate Plumbing
hello@fieldservices.co
Quote
Q-2381
Prepared for
Nguyen Residence
212 Alder St
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
PEX repipe, 2.5 bath Labor and material, whole house | 1 | $9,800 |
Water heater, 50 gal Supplied and installed | 1 | $2,250 |
Drywall access cuts Patched, ready for paint | 14 | $630 |
Permit and inspection Filed and scheduled | 1 | $420 |
Haul-away Old heater and scrap pipe | 1 | $180 |
Price good for 30 days. 40% deposit to get on the schedule. · Thank you for your business.
Installed equipment and service dates.
Installed products
4 products at 4 sites
Backflow assembly
Marisol's Kitchen, Fifth St
Water heater, 50 gal
Beacon Property Group, Unit 12
Tankless unit
D. Ferreira, Maple Ave
Backflow assembly
Hilltop Dental, Suite B
Installed equipment and service dates.
Log the tank you installed, at which address, and when. Model, gallons, and install year stay on the customer record with the service history. See how installations and service work.
Log the tank you installed, at which address, and when. Model, gallons, and install year stay on the customer record with the service history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The annual backflow test stops waiting for the customer to call.
A flush every year, a backflow test every spring. Set the interval once and Liteo opens the next job every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Nguyen Friday 9am about the repipe" becomes a reminder on the Nguyen record, with the date already set.
Type it the way you'd say it. "Call Nguyen Friday 9am about the repipe" becomes a reminder on the Nguyen record, with the date already set.
One list for the day, with a plumber on every line. Tick off the camera inspection and the customer record keeps the trace. See how reminders, tasks and notes work.
What the customer said about the pinhole leaks, logged on the contact in the order it happened. The next plumber picks up where you left off.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the trades next door.
Every trade gets its own page with its own examples. The customer record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put this week's bids on one plumbing CRM.
Load your open quotes, import the water heaters you've installed, and see what's due before the phone rings.
- 14 days free
- No card
- Cancel anytime