Plumbing Software That Simplifies Operations and Accelerates Growth

Optsy helps you manage plumbing parts quickly and accurately through its built-in inventory system. You can search for parts by name, number, or category and instantly see what’s in stock, where it’s located, and what’s been used. You can also track parts that are on order, so you always know what’s coming in and when. Everything is trackable, helping you avoid delays, keep jobs on schedule, and ensure your team has the right parts when they need them.

Plumbing businesses use Optsy’s all-in-one CRM to manage their customer relationships from start to finish. The CRM stores all customer details, service history, job notes, and communication logs in one secure location. You can set follow-up reminders, track ongoing issues, and send personalized messages to keep clients engaged. It’s a complete solution that helps build trust and long-term loyalty with every customer.

Optsy includes a powerful scheduling and dispatching system designed specifically for plumbing companies. You can assign a plumbing job using a visual drag-and-drop board and send real-time updates directly to your technicians in the field. This system also prevents double-booking, reduces delays, and keeps everyone on the same page. Whether in the office or on the go, your team can see what’s happening at all times.

Estimating plumbing work is efficient and straightforward with Optsy’s built-in tools. You can quickly create accurate estimates by selecting labor, materials, and service types from your customized price list. Estimates will be generated automatically on the spot and emailed to the customer, and easily converted into scheduled jobs once approved. This reduces paperwork and ensures your pricing stays consistent across every project.

Plumbing software is a platform that enables plumbers to focus on service calls, maintenance, and repairs without being sidetracked by tasks such as creating proposals, scheduling jobs, or handling administrative duties. Instead, job details are stored within the database for easy access.

Plumbing software connects your office and field teams by using real‑time data to schedule and dispatch technicians, letting field workers receive job details, capture photos, and update work status on their mobile devices, with everything syncing automatically back to the office.

Using plumbing software eliminates time spent on manual data entry and paperwork by automating dispatch, invoicing, and customer communications, which increases efficiency, reduces errors, and helps grow revenue by turning estimates into jobs faster.

The honest answer is that everyone gains. Let’s start with the people within the plumbing company. 

Plumbers: They can focus on unclogging a drain or fixing a pipe without having to write out a bill with the customer’s information. They use their mobile device to log in to the app, locate the customer, enter a few details, and process a payment.

Office Staff: All necessary information is stored within the field service software. No one needs to contact each other for documents, as all notes and history are readily available on the dashboard. 

Customers can log in to the client portal to request service visits or send messages, thereby enhancing the customer experience by providing timely solutions.

Many consider this a scheduling software because it handles job scheduling and dispatching simultaneously. However, Optsy defines it as a complete business operations platform—covering accounting, inventory management, custom reporting, advanced contract agreements, with integrations to QuickBooks and other software, and more—designed to help your plumbing business unlock new opportunities.

This software was designed with functionality for both tech-savvy and non-tech-savvy individuals. The interface features a familiar Microsoft and Google interface that all users will be comfortable working with.