FP
REVIEWEDFlowline PlumbingPLUMBINGVerified Business
Marcus BellVerified Homeowner
★★★★★
“Disputed the invoice after an emergency call-out.”
Visible to registered businesses onlyExample review for illustration
FOR PLUMBING COMPANIES
A CRM for Plumbers That Checks the Customer First
Resident Review is a plumbing CRM with customer screening built in. Search reviews from other local businesses, see the property's age and size, and keep customer notes in one place before your plumber heads out.
Setup in minutes Cancel anytime
PROPERTY DATAYEAR BUILT1964
IN SHORT
Resident Review is a CRM for plumbers that checks the customer before the job. Verified plumbing businesses can see 1 to 5 star reviews other local businesses left on a homeowner, view the home's year built and bathroom count, and track leads and notes in one place before sending a plumber.
THE PROBLEM
Common problems for plumbing businesses
01
After-hours calls
A burst pipe at 11 p.m. does not leave time for questions. You send someone because there is water on the floor, then learn the customer does not want to pay the emergency rate. Emergency work is where a quick check pays off most.
02
Disputed invoices
Once the leak is fixed, the urgency is gone. Some customers question every line on the invoice or claim the problem came back. Reviews from other local businesses show whether a homeowner has a habit of disputing bills.
03
Older homes, bigger surprises
Galvanized lines, cast iron drains and decades of DIY repairs can turn a faucet swap into a full afternoon. Knowing the year built and the number of bathrooms before you arrive helps you quote and plan realistically.
REAL JOBS
Plumbing jobs where checking the customer first matters most
The after-hours burst pipe
The call comes in late and the homeowner is panicking. You want to help, and you also want to know you will be paid the emergency rate you quote. Search the customer while they are on the phone, confirm the rate out loud and note it in the CRM before the van leaves.
The 1960s home with original lines
Original galvanized supply lines and cast iron drains are common in older homes. Year built tells you what you are likely to find behind the wall, so you can mention possible extra work upfront instead of delivering bad news halfway through the job.
The remodel that grows past the quote
A bathroom rough-in becomes a relocated toilet, then a new shower valve, then a different vanity. Reviews from other trades who worked on the same house show whether this homeowner pays for changes or argues about them later.
The landlord with several properties
One landlord can send you work at five addresses. That can be a great account or a long list of slow payments. Check how other businesses rated them, then keep notes on each property so every plumber knows the access details and who approves the work.
How Resident Review helps plumbing businesses
Reviews from verified businesses
See how a homeowner treated the electrician, HVAC tech or cleaner who worked there before you. A pattern of disputed invoices or last-minute cancellations is easy to spot when it comes from several local businesses. Every review comes from a verified business that did the work, and only registered businesses can read it.
Plumbing CRM software with property data
The Resident Assessment Card shows year built, beds and baths, square footage and property type. Two bathrooms in a 1958 single family home is a different job from four bathrooms in a 2015 build. Your plumber walks in already knowing what kind of house it is.
Customer history your team can see
Import your customer list, track leads from the first call and keep notes on every job. When a customer calls back about the same drain, anyone in the office can see what was found, what was quoted and how payment went last time.
PROPERTY DATASingle Family
HOME EQUITY$420KEXCELLENT
PROPERTY VALUE$609K
YEAR BUILT196462 YRS
BEDS / BATHS5 Bed / 1 Bath
SQ FOOTAGE1,204 sq ft
PROPERTY TYPESingle Family
HEATINGForced Air
COOLINGCentral
FLOORINGHardwood
RESIDENT ASSESSMENT CARDHighlighted on the card: the fields most useful for plumbing jobs
Property data that matters for plumbing jobs
Before your plumber arrives, the Resident Assessment Card gives you the basics of the house.
Year builtPoints to likely pipe materials, from galvanized and cast iron to PEX and PVC.
Beds and bathsMore bathrooms means more fixtures, more lines and a bigger potential scope.
Property typeSingle family, condo or multi-unit changes shut-off access and who approves the work.
Square footageHelps estimate run lengths for repipes and frames water heater sizing conversations.
BUYER'S CHECKLIST
What to look for in a plumbing CRM
A good CRM for plumbers keeps service calls, quotes and customer history from slipping through the cracks between the van and the office. Look for these basics.
Customer history by address
Plumbing problems come back to the same houses. You want the last visit, the findings and the payment outcome on file.
Lead tracking for emergency and planned work
Emergency calls and planned remodels move at different speeds. Your CRM should show which leads are waiting on you.
Notes the whole team can see
Shut-off locations, access instructions and customer preferences should be visible to whoever takes the next call.
Knowing who you are working for before the job
The best time to learn about a payment dispute is before you send the van, not after the invoice goes out.
Where Resident Review fits alongside your scheduling and invoicing tools
Resident Review focuses on the customer: verified reviews, property data, lead tracking and notes. It is not a dispatch board or a billing system. Plumbing companies keep the scheduling and invoicing tools they already use and add Resident Review to decide which jobs to accept and what the plumber should know going in.
BUSINESS FEEDBACK LOOP
How the business feedback loop works
Homeowners leave reviews on plumbers every day. Resident Review lets plumbers share fair, factual experiences about customers with other verified businesses.
Who can leave reviews
Verified businesses, about customers they have actually worked with. No anonymous posts and no reviews without a real job behind them.
Who can see them
Only registered businesses on Resident Review. Reviews are never shown to the public, to search engines or to the homeowner.
How businesses are verified
Every business completes a third-party verification process that keeps out bots, fake accounts and malicious actors.
Why it is fair
Homeowners already review businesses. Now businesses can share fair, factual experiences privately, so both sides have a reason to act in good faith.
HOW IT WORKS
Three steps before your next job
1
Register and verify your business
A third-party verification process reduces bots, fake accounts and malicious actors.
Setup takes minutes, so you can start checking customers on today's calls.
2
Search a customer before you accept the job
See reviews from other local businesses and the property data for the address.
Search the caller while they are still describing the leak.
3
Leave a review after the job
Rate the customer 1 to 5 stars. Only other registered businesses can see it.
Rate the customer after the job and note shut-off locations or access details.
Third-party business verificationReviews visible only to registered businessesSetup in minutesCancel anytime20% off for Military and First Responder businesses
CRM for plumbers: common questions
It depends on your biggest gap. If you need scheduling and invoicing, a field service tool covers that. If you need to know who you are working for, Resident Review covers verified customer reviews, property data, lead tracking and notes, and runs next to the scheduling and invoicing tools you already use.
Related guides
GUIDECRM for Plumbers: Track Customer History Before Dispatch
Read the guide →GUIDEHow to Spot Customers Who Won't Pay Before You Start the Job
Read the guide →GUIDELead Management for Contractors: Filter Risky Jobs Before Dispatch
Read the guide →GUIDEHow Contractors Can Document Customer Conduct Without Legal Risk
Read the guide →Built for every home-service trade
All IndustriesCRM and customer screening for every home-service trade.Explore All Industries →HVACCheck a homeowner before the emergency no-cool call.Explore HVAC →ElectricalCheck the homeowner before the panel upgrade quote.Explore Electrical →LandscapingCheck the client before they join a weekly route.Explore Landscaping →CleaningCheck the client before your crew walks in.Explore Cleaning →RoofingCheck the homeowner before you order materials.Explore Roofing →