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Rodok for commercial plumbing contractors

CRM for plumbers: commercial accounts and service contracts

Keep service-contract and bid prospects moving with property managers and general contractors.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Keep service-contract and bid prospects moving with property managers and general contractors. Built around how commercial plumbing contractors actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages commercial plumbing contractors actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for commercial plumbing contractors

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Bids and service contracts as deals
  • Property manager and GC contacts
  • Email and calendar next to each account
  • Renewal reminders

Not what Rodok is for

  • Dispatch and job scheduling
  • Invoicing and payments
  • Residential service-call booking

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for plumbers helps a plumbing company win and keep commercial work: property managers, general contractors, restaurants, hotels and facilities teams. It tracks each account, bid and service contract with the next follow-up. It does not dispatch trucks, so a residential service business also needs field service software.

How selling works in commercial plumbing

Plumbing has two business models, and only one of them is sales-led.

Residential service. A homeowner calls with a leak, a technician goes out and the job is invoiced. Calls, routing, booking and payments decide whether you win, and that is the job of field service and dispatch software. Rodok is not that.

Commercial and contract work. You sell to a smaller group of repeat buyers:

  • Property managers and owners of apartment buildings, offices and retail, who want one plumber on call and a maintenance agreement.
  • General contractors, who invite plumbing subcontractors to bid new construction and tenant improvements.
  • Facilities teams at hotels, schools, restaurants and clinics, who buy planned maintenance, testing and repairs.

Plumbers in this world name the stages like this: lead, site visit, quote or bid, award or purchase order, service agreement, renewal. For work through a general contractor, the front end becomes bid invitation, bid submitted, award, subcontract signed.

Some commercial work repeats on a calendar, and that is where a CRM earns its keep. Backflow testing is one example. The city of Bend, Oregon, says backflow assemblies must be tested at installation, annually, after repairs and after relocating, and that the customer is responsible for hiring a state-certified tester. Rules differ by city and state, so check your own water utility. If you offer testing, a test date on each commercial account becomes a reminder you can act on.

What to look for in a CRM for plumbers

  • A record per building and per manager. Properties change management companies, and managers change jobs. Keep the history with the building.
  • A date field for recurring work. Annual test due, agreement renewal, last quote date.
  • Two saved views of your deals. One for direct commercial accounts and one for contractor bids, filtered by a field.
  • Email and calendar on the record. Quotes, bid questions and site visits all happen by email.
  • Notes after every visit. Who you met, what is aging, what was said about next year's budget.
  • Reports on win rate and open bids. So you can see which kind of customer you win and which you do not.

Signals worth watching

You will not hear about a plumbing need from a LinkedIn post. You will hear about the people and companies who buy plumbing. The CDC gives one example of a public criterion. Its Legionella water management worksheet asks whether a building is a healthcare facility, has multiple housing units with centralized hot water (such as a hotel or high-rise apartment), or has more than 10 stories. Those are buildings whose managers may have plumbing questions.

EventWhy it mattersTracker to type in Rodok
A property management company hires maintenance or facilities staffThey are growing or restructuring vendors"Property management companies in (region) hiring maintenance supervisors or facilities managers"
A new facilities or operations manager at a hotel, clinic or schoolNew people review vendors"People who started as facilities manager or director of operations at hotels or healthcare in (region) in the last 90 days"
A restaurant or hospitality group announces new locationsNew sites need plumbing"Restaurant and hotel groups in (region) posting about opening new locations"
A general contractor posts a project awardSubcontract packages follow"General contractors in (region) posting that they were awarded a project"
A developer announces a multifamily projectPlumbing bids follow"Developers in (region) posting about a new apartment or mixed-use project"

Rodok follows LinkedIn posts, job changes and hiring, not permits or inspections. See sales trigger events and the leadership change signal.

A first message example

An example with made-up names. Edit before sending.

Hi Elena, I noticed Brookside Hospitality is opening a new property in Tampa. We handle plumbing service for 22 hotels and restaurants in the area, including annual backflow testing. Who handles vendor selection for new openings? I can send our references and response times.

Where Rodok fits and where it does not

Rodok's Starter plan ($29 a month for 3 seats) is the CRM: companies, people and deals, Gmail and Outlook sync, calendar, booking links, tasks, reports and team chat. Pro ($79 a month for 3 seats, $19 per extra seat) adds LinkedIn signals, a lead database and sequences.

Rodok does not take service calls, dispatch, track technicians, send invoices, take payments, track parts or generate estimates from a price book. That is field service software. If your company is mostly homeowners, choose that kind of tool first. If you pursue commercial accounts and contractor bids, Rodok can hold the sales side next to it. The same split applies to HVAC contractors.

Frequently asked questions

Is there a CRM for plumbers that also does scheduling?

Field service software does scheduling, dispatch and invoices. Rodok is a sales CRM with a calendar, tasks and booking links, but it does not dispatch technicians. Use both if you run a service fleet and a commercial sales pipeline.

How can a plumbing contractor find commercial customers?

Start with the people who already buy from you: property managers, general contractors and facilities teams. Then watch for new facilities managers and companies opening new locations, and write to them with something relevant. See LinkedIn buying signals.

What should a plumber track about a commercial account?

The building, the decision maker, who pays, the agreement type, the renewal date, the last quote and any recurring test date. Add a note each visit.

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