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FIELD CONSOLE PRO / PLUMBING CRM & SERVICE MANAGEMENT SOFTWARE

Different properties.
One connected customer record.

Keep a plumbing service call, a repeat property visit and a larger estimate organized around the right customer and address—for residential and commercial work.

Get started View plans & pricing

PROPERTY CONTEXT

The work changes.
The context stays close.

  • A property manager’s next call may concern a different building, not a new customer.
  • Previous repairs are hard to reference when job history lives in separate notes.
  • Service calls and quoted projects compete for the same team’s schedule.
Field Console ProYour workspace
Conceptual example

Harbor Plumbing Services

Property context

Fixture replacement · Building B

Harbor Properties · Second service location

Customer & location
Connected to the visit
Assigned team
Authorized work context
Service Record
Business documentation and customer summary
Fictional business and service example—not a screenshot or customer account.

PRACTICAL TOOLS. CONNECTED RECORDS.

Make room for
the work you do.

01

The right property, every visit

Connect multiple service locations to a customer and review related jobs, equipment and service history.

Explore customer management
02

Quotes with a clear next step

Prepare a quote using Price Book items or templates, share it for customer approval and choose the next operational step in the office.

Explore quotes and Agreements
03

Work and payment in context

Schedule plumbers, document the visit and connect eligible collected deposits with the final invoice balance.

Explore invoicing and payments

Team permissions and plan capacity apply. Recurring schedules require eligible monthly-plan access; online payments require payment setup. Scheduling, customer decisions and invoicing remain separate business actions.

AN EXAMPLE, NOT A REQUIRED SEQUENCE

Plumbing work.
From context to completion.

Choose the steps the work needs. Keep the customer and the record connected.

  1. Find the property manager and select the correct service location.

  2. Prepare a quote if the scope needs customer approval.

  3. Create and schedule the job, then assign a team member.

  4. Complete the visit, document the work and prepare the invoice.

A LITTLE MORE CLARITY

Questions about plumbing work

Can one plumbing customer have several properties?
Yes. Keep service locations under the appropriate customer record so related work stays connected without combining unrelated customers.
Does an approved quote automatically create a job?
No. Customer approval records the decision. Authorized office staff control conversion and scheduling.
Can I request a deposit before the work?
Eligible jobs support Deposit Requests. Online collection requires payment setup; eligible confirmed collections can be applied to a final invoice.
Explore all industries

HVAC

Equipment history, seasonal maintenance and the people behind each visit.

Electrical

Service calls and project estimates, connected to your schedule.

Handyman

Small repairs and scoped projects, without disconnected records.

Explore all Field Console Pro features

YOUR BUSINESS. YOUR NEXT CHAPTER.

Bring your next visit
into focus.

Connect your customers, jobs, team and commercial work with Field Console Pro.

Get started Explore plans & pricing Registration, business review and plan activation are separate steps.