The Ultimate Plumbing Job Pipeline: Lead → Quote → Job → Complete → Paid

The Ultimate Plumbing Job Pipeline: Lead → Quote → Job → Complete → Paid

Every plumber needs a simple, organised, easy-to-use pipeline to track jobs from start to finish.
Most don’t have one — which is why jobs get forgotten, quotes get ignored, and follow-ups don’t happen.

Here’s the ideal plumber pipeline:

1. New Lead

2. Quote Sent

3. Quote Follow-Up

4. Job Scheduled

5. Job In Progress

6. Job Completed

7. Invoice Sent

8. Payment Received

This pipeline gives you a clear dashboard of every job and what stage it’s in.

With automation, you can also trigger:

• Quote follow-up after 24 hours

• Booking confirmations

• Job reminders

• Review requests after completion

• Invoice reminders for unpaid jobs

This is how you run a cleaner, more organised plumbing business — without hiring extra staff.