In every plan
The CRM for drainage and drain unblocking companies
Blocked drains, jetting, CCTV surveys and repairs: take the call, put it on the calendar for the right engineer, keep the survey photos with the job, quote the repair and keep every certificate with a reminder before it runs out.
From an emergency call-out to a repair quote
Enquiries go on a pipeline board. Engineers photograph the chamber, the blockage and the survey on the visit, and a survey that finds a broken pipe turns into a quote with a line for the repair, sent as a PDF that the customer can accept online. One click creates the customer, the property and the job, and the engineers see the access notes for the gate, the manhole and the parking.
Regular jetting for landlords and managing agents can repeat on its own, so the same properties come back on the calendar without a phone call.
- Quotes customers accept online
- Survey and before and after photos on every job
- Access notes: gates, covers, parking
- Regular jetting that repeats
A price list for call-outs and surveys, and certificates that expire
The starter price list has emergency unblocking, sink and toilet unblocking, high pressure jetting, a CCTV drain survey, cleaning and descaling, chamber clearance, a repair quote and a drain repair, each with a checklist. Keep each engineer’s confined space, working at height and manual handling certificates with an expiry reminder, your insurance certificates, and the risk assessment for drainage work, which the engineers see on the visit.
The starter risk assessment and the checklists are examples to read and edit. Sales Base keeps your records and reminders, it does not decide how you work or replace the rules that apply to your work, such as those for confined spaces, working in the road and waste.
- Starter services with checklists
- Certificates with expiry reminders
- Insurance certificates in one place
- A risk assessment the engineers see on the visit
Quote, invoice and get paid
Send a numbered quote as a PDF that the customer can accept online, then an invoice with VAT from your own email address. On Growth and above customers can pay by card, PayPal or Direct Debit from the invoice, and payment reminders chase the late ones.
Calculators and converters for the job
The Tools section of the signed-in area has calculators made for this trade, as well as a unit converter, a way to price a job from your time, mark-up and margin, VAT and the fuel cost of a journey. They are worked out on the screen as you type, so nothing you enter is sent anywhere.
- Water in a pipe
- Fall and gradient
- Concrete for a slab or base
- Soil, gravel, sand and mulch
- Skip size and waste weight
Ready to spend less time on admin?
Start your 30-day free trial of Growth, no card needed and have your first client, booking and invoice set up today. Questions first? Talk to us.