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Invoices & Accounting

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Streamlined invoicing & seamless QuickBooks integration make accounting easy.

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Integrated & Headache-Free

Spend less time crunching numbers & more time on what matters.

  • Marketing

  • Field Service

    Management

  • Curated Designs

    Specifically for plumbers.

    Stunning and carefully curated, your brand-new website design and content are tested and proven to convert. Just add your branding (colors, logos, etc.) and your new site will be ready in as little as 48 hours (really).

  • Review

    Tracking

  • Machine-Learning

    Ranking made easy.

    Our system does the heavy lifting—analyzing tens of thousands of data points for every search term to create a roadmap toward better rankings for your business. Then our experts execute, and you don't have to lift a finger.

  • Integrated Posting

    Put yourself out there.

    Post across multiple social media platforms at once to get your plumbing business in front of more customers, encourage feedback, and build loyalty. It’s fast and so easy.

  • Flexible Payment Requests

    Take payment requests off your to-dos.

    Immediately email, text, or message payment links upon the completion of every job. Send payment links in whatever way your customer prefers.

  • Versatile Campaigns

    Laser-focused advertising.

    Our advertising system was built for your plumbing business. It constantly analyzes and optimizes your campaigns, minimizing waste and maximizing results. All the time.

  • Outstanding Balance

    See your cashflow bottlenecks.

    The Outstanding Balance view uses the unique, trackable payment links generated by Scorpion Pay to provide a list of customers and outstanding balances.

  • Email Campaigns

    Just for plumbers.

    Email offers a fast, easy, and personal way to connect with customers. Send updates, share tips, and draw in new business in a highly targeted way with a system that’s built for plumbers.

  • Communication List

    Review conversations at a glance.

    Users can quickly see if a customer has been replied to, who the customer is, how they reached out, and whether the conversation needs a follow-up.

  • Staff View

    See which techs get shockingly great reviews.

    With automatic and manual tagging, our system associates reviews with the technicians who get mentioned or who completed those jobs. View reviews by staff member to see which techs provide the best experiences.

  • Automated Requests

    Set it & forget it.

    Automate your system to ask for a review whenever a technician finishes a job or a customer pays the invoice in full.

  • Connect Multiple Accounts

    A single hub for all your profiles.

    Connect all your business profiles to get a full overview of your online reputation. Link your profiles from Google, Facebook, Yelp, and more.

  • Task Creation & Assignments

    Built for plumbers.

    Create tasks and assign them to any tech or team member at your plumbing business. Set due dates and priority levels, plus sub-tasks for items that take more than one step to complete.

  • Manage Services

    Pick & choose what to offer.

    Your plumber pricebook will offer you the flexibility to choose what services to offer (and when). Completely customize this to your company’s capabilities, needs, and goals.

  • Helpful Widgets

    See & control everything.

    Your dashboard includes apps that focus on different parts of your plumbing business. At a glance, see how every aspect of your company is performing. With one click, dive in deeper.

  • Unique Payment Links

    The easy way for customers to pay.

    Our plumber payment processing system lets you send a unique link to a customer with any invoices that are due, making payments as simple and straightforward as possible.

  • Easy Invoicing

    Built for plumbing companies.

    Quickly create invoices from accepted estimates, add customized messages, and send to customers. We just made getting paid easier than it’s ever been.

  • Custom Quotes

    Build clear, custom estimates.

    Easily create custom estimates that have your plumbing company’s branding, detail the work to be done, and make it easy for you and your techs to book new jobs or add to existing ones.

  • Direct Scheduling

    Streamlined scheduling for plumbers.

    Book appointments directly on your dispatch board with a scheduling system that automatically analyzes each tech’s availability and ability. No more mistakes or second-guessing!

  • View & Book Jobs

    Easy field service scheduling.

    Even when they’re in the field, your techs will never miss a beat with an app that lets them view their jobs, book new jobs, and stay on top of their schedules, no matter where they are.

  • Customer & Job Tracking

    See it all; control it all.

    Track every customer and job, view and edit their information, and take important actions like setting an appointment, leaving a note, or contacting the customer.

  • Textable Tracking Numbers

    Texting designed for plumbers.

    With Plumbers.AI, every tracking number in your system automatically becomes textable. Cast a wider net while letting customers reach you how they want.

  • Call Tracking

    Find the best sources of new jobs.

    Our call tracking system creates a unique phone number to every site visit or social media interaction to find out where your best customers come from.

  • Text

    Textable call tracking numbers.

    Scorpion Connect makes your call tracking number textable. Let your customers reach you via the most convenient form of communication. 

  • Instant Scheduler

    Designed for customers to book on your website.

    Give your customers what they really want: the ability to schedule service online, directly on your website.

  • Mobile-First Design

    Powerful features in a simple package.

    The Scorpion app is familiar for anyone who uses text messaging apps, but it offers so much more: the ability to manage customer experiences from your phone.

  • Push Notifications

    Never miss a spark.

    Notifications put you on top of new inquiries or messages in real time. Faster response times mean you’ll convert visitors into customers more often.

  • Assign Jobs

    Pair every request with a tech.

    The scheduler sends a message straight to your inbox, so you'll be ready to assign the job to the next available technician.

  • Call

    Automatic call tracking and recording.

    Customers receive a unique call tracking number that helps you keep track of their calls. Recordings live in the Activity Feed, where you can review them anytime.

  • Textable Tracking Numbers

    More ways for customers to contact you.

    Our call tracking system automatically makes every tracking number textable, which gives your customers even more options to get in touch with you.

  • Complete Client History

    Every client message in one place.

    Every communication your customer has ever sent you is collated into a simple conversation thread. Offer incredible service without missing a beat.

  • Information & Preferences

    It’s all in the details.

    Never miss a thing about a customer or job again. Our plumber CRM keeps all customer information and preferences in one place, where you can view, add to, or edit it at any time.

  • Create Estimates

    Custom estimates & pricing.

    With access to your company pricebook, our plumber field service app lets your technicians create estimates by adding predefined or custom services, equipment, and more.

  • Drag, Drop & Autofill

    The easiest way to dispatch.

    With the ability to drag and drop appointments and autofill contact information, our plumber dispatch system makes it easier than ever to book jobs for new and returning customers.

  • View, Send & Accept

    Start jobs faster.

    We’ve streamlined plumbing estimates so you and your techs can create, view, and send estimates in the field or from the office. Customers can accept on the spot, so you can get to work.

  • QuickBooks Integration

    No more double entries!

    Stop wasting your time with manual account reconciliation and double entries. We’ve integrated plumber invoicing with QuickBooks, so everything is there for you in one place.

  • Payment Processing

    Secure & PCI-compliant.

    Offer different payment options to customers with a system that will securely process payments, store payment information and complete refunds, all in compliance with PCI standards.

  • Tech Leaderboard

    Monitor team performance.

    Encourage some healthy competition and easily see how your technicians are doing out in the field with a leaderboard that displays your top performers and overall team accomplishments.

  • Set Prices & Discounts

    Streamline your pricing.

    Set prices for labor, parts, and equipment. Offer discounts. Change prices seasonally or based on demand. Ensure complete consistency across the boards for your techs and customers.

  • Customer & Job Association

    Link tasks to specific customers.

    Associate any task with a job, customer, invoice, or estimate and easily access related records. With everything in one place, it’s easier than ever to check off more of your to-do list (finally!).

  • View All Reviews

    Put all reviews in a single list.

    Collect your entire online reputation into a single feed—no more checking five or six different sites to keep up with your latest reviews.

  • Manual Requests

    Get reviews from your best customers.

    Manually request reviews from happy customers directly from the reputation management dashboard.

  • Competitor View

    See how you’re stacking up.

    Use Competitor View to compare your Google ratings to your leading competitors. Set targets for rating and review improvements based on the leaders in your market.

  • Card Revenue Trends

    See your growth in clear terms.

    Look at how your revenue is changing from day to day, week to week, month to month, and more. Get a 10,000-foot view of how your business is developing over time.

  • Activity Feed

    See a client’s entire history.

    The Activity Feed consolidates each client’s phone calls, emails, texts, chats, and website visits into a single, easy-to-read thread.

  • Custom Templates

    Create personal connections.

    Use pre-made email templates or easily design your own, bringing a personal touch to every email. This translates to better results from your campaigns.

  • Smarter Tech

    Our system does it all for you.

    You don’t need an expert (or a team of experts) when you have a system that can do it all for you. Turn advertising over to artificial intelligence software that doesn’t take a break or make mistakes.

  • Customer Communication

    Stay attuned to customers’ needs.

    Create, post, and manage social media campaigns that go further than traditional ads. Engage your audience and deliver more meaningful, personalized communication to your customers.

  • Payment Links

    Trackable payment links for every job.

    Generate payment links that get tracked in your Financial Transaction Dashboard. Each payment request link is unique to each job and each customer.

  • Performance Tracking

    See the results.

    Ranking is about results, not empty promises. Never wonder how your site is performing or what needs to be done to rank better. We’re constantly tracking performance and adjusting accordingly.

  • Automated

    Review Requests

  • Text or Call

    Contact a business like it’s 2024.

    Texting is the easiest, most convenient way to connect with your customers. That’s why textable phone numbers will automatically be a part of your new website.

  • Job Scheduling

    & Dispatch

  • Advertising

  • Job Management

  • Website

  • Scorpion Connect

    Serve your customers better.

    Let customers contact your plumbing business however they want to. With Scorpion Connect, customers can text, call, schedule, or email all on your website!

  • Reputation

    Reporting

  • Real-Time Reporting

    Built for plumbers.

    Rankings are ever-changing, but you’ll always know what’s happening with your website and rankings with real-time reporting through our system. Stay on top of exactly how your website is performing.

  • Mobile Payment

    Take payment in person via tablet or phone.

    The Scorpion App allows your techs to take payments from customers via their phone or tablet, making payments convenient for you and the customer.

  • Performance Points

    Track your reputation & reviews.

    See how social media campaigns are performing, keep a close eye on comments and responses, and always know what’s happening – with key performance data all in one place.

  • Competitive Insights

    Better insight = better results.

    Get unmatched insight into your local plumbing market as we optimize advertising to match your budget and goals – and watch while you leave your competitors in the dust.

  • Campaign Insights

    Minimum effort, maximum results.

    Take the guesswork out of email marketing for your plumbing company with insights that show precisely how your campaigns are performing. Get more out of email for less effort.

  • Response Panel

    Reply the way your client wants to.

    Users can send messages by text or email without changing windows or switching apps. Texts are sent from your call tracking number.

  • Quick Reports

    Manage your financial records.

    The Financial Transaction Dashboard lets you export reports of whatever data you need—from revenue growth to outstanding balances to (soon) refunds—all within seconds.

  • Trend View

    See how you’re improving over time.

    View how your online ratings average and review rates change over time. Watch your reputation improve, or discover opportunities for growth.

  • Automatic Tagging

    Reward techs for good service.

    Tag relevant staff automatically whenever someone sends in a review associated with a specific job.

  • Respond Immediately

    Reply to reviews from the dashboard.

    Send thank-you’s to your positive reviews or resolve negative reviews straight from your dashboard. Get on top of reviews quickly and easily.

  • Task Tracking

    Make sure nothing is missed.

    Your plumber task management system gives you the power to view all tasks, filter by tech or job, access records, and manage to-do lists from wherever you are. It’s simple and user-friendly.

  • Create Estimates & Invoices

    Easier sales & payments.

    With consistent, clear pricing, it will be easier than ever for your techs in the field. The pricebook system makes it simple to create accurate, detailed estimates, even with upsells or discounts.

  • Reports & Trends

    We track it all.

    Our system stores an incredible amount of data. We surface the most important reports and trends on your dashboard, giving you insight and a clear roadmap to manage your plumbing company.

  • Tracking & Reports

    In real time.

    Track all transactions by customer or job, get real-time data on payments that have been processed, view pending invoices, and more. It's almost too easy.

  • Revenue Tracking

    Get a clear picture of your accounting.

    Always know what’s happening with invoices, payments and accounting for every single job and customer. We offer detailed, real-time revenue tracking for your plumbing company.

  • Accessible Anywhere

    In the field or the office.

    Access your plumbing company’s estimates system while you’re out in the field (using the field service app) or behind a desk. Never miss a beat when you’re booking work.

  • Real-Time Job Data

    It’s all laid out for you.

    Avoid under-booking and double-booking with a system that tracks the entire schedule in real time. This makes dispatching more efficient, leading to happier techs and more jobs done.

  • Accept Payments

    Finish jobs & get paid.

    Your techs can easily upload pictures and documents to jobs when they’re done, create invoices, and accept multiple payment types. All from one mobile app.

  • Customer Pipeline

    A custom roadmap for your customers.

    We’ve built a clear path to manage each customer’s journey with a pipeline that ranges from initial contact to closed job to recurring customer and back again. It’s all there for you.

  • Mobile-First Communication

    Respond from wherever you are.

    Our Communications Suite was designed with flexibility in mind. Respond to customer queries and new jobs directly from your phone while on the go.

  • Activity Feed

    Create a complete client history.

    Every call recording is included in a customer’s Activity Feed, which gives you a complete history of every interaction you’ve had with them.

  • Schedule

    Automatic and convenient job scheduling.

    Some customers just want to schedule service directly with no calling or texting. Scorpion Connect lets them do exactly that while assigning the job to an available technician.

  • Instant Notifications

    Keep everything organized.

    Every message, scheduler booking, or web visit is logged in a customer’s Activity Feed, giving you valuable insight into a customer’s history.

  • Features on Features

    Unchain yourself from the desk.

    Respond to your customers in real time, respond to job requests on the go, and send replies via email or text—all in a single app.

  • Email

    The most flexible messaging medium.

    Let customers email you from any page on your site. All emails go directly to your Unified Inbox in the Communications Suite.

  • Customer Details

    It's all about the details.

    Users can keep and save detailed notes on their conversations in an easy-to-access reference panel, deepening their client relationships over time.

  • Online Scheduling

    Ready, set, book!

    Our online appointment system makes it so easy for your customers to book a service. Just add your tech’s availability, and let our system work its magic.

  • Website Management

    Keep your website fresh & exciting.

    Our proprietary technology lets you update your website on your terms. We give you more control so you don’t have to rely (or wait) on anyone when it comes to your website.

  • Search

    Help customers find what they need.

    If your customers aren’t ready to schedule service or send a text yet, then Scorpion Connect makes it easier for them to find what they need on your site.

  • Better service A mobile-first communication platform designed for plumbers allows you to provide service with more detail, care, and consideration with less effort and record-keeping.
  • Easy to use Who said email marketing had to be hard? Detailed insights take the guesswork out of your campaigns, and our software lets you control it all without breaking a sweat.
  • Results for less Email is an extremely low-cost way to market your plumbing company, contact customers, and more. Manage and monitor everything in one place with our easy-to-use system.

We solved accounting for plumbers.

Learn how to get even more value & time back from your business.

Plumbers love us because their customers love them.

  • "Since signing with our new marketing partner, we’ve seen a significant spike in monthly calls, which has allowed us to double our number of plumbers and trucks."
    Scott Reisack EZ Flow Plumbing

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