| Lead to estimate pipeline | Stage-based pipeline with age, probability, and nurture per stage | Jobs list in dispatch, no stage logic, no follow-up timing |
| Service agreement renewals | Agreement object with 60-day and 30-day auto-nurture, lapse report | Spreadsheet updated when the office remembers |
| Water heater and boiler tracking | Equipment object with install year, auto-surfaces aged tanks | Buried in service notes, never queried as a list |
| Sump pump and backflow schedules | Native equipment schedules firing annual test and salt reminders | Manual callbacks when the dispatcher remembers |
| Seasonal and emergency campaigns | Native marketing module with frozen-pipe and sump pump sequences | Mailchimp list that goes stale between sends |
| Review funnel | Satisfaction gate routes 9-10 to Google, under 7 to service manager | Manual ask, one-stars slip through, 5-star window missed |
| Lifetime value reporting | Rolls up jobs, memberships, parts, replacements, referrals by segment | Not computed, no way to answer per-customer worth over 10 years |
| After-hours lead capture | Auto-reply, on-call dispatch, lead record created inside 60 seconds | Voicemail or missed text, triaged the next morning if at all |
| Referral partner tracking | Realtor, inspector, property manager as accounts with activity history | Verbal relationships, no attribution, no track-record reports |
| Technician scorecards | Per-tech close rate, membership sales, review rate, revenue per hour | Impression-based coaching, no monthly scorecard |
| Repipe and remodel project tracking | Native projects module with milestones from permit to 30-day follow-up | Dispatch job plus a side group chat for the install crew |
| Light-commercial account visibility | Property-level fixture list, contract clock, contact turnover alerts | One record per site, no multi-building visibility |
| HVAC cross-sell on plumbing truck | Account record surfaces aged HVAC equipment on plumbing visits | Cross-sell dies with the tech who did not know to ask |
| Pricing basis | Per seat, every paid tier includes CRM, Marketing, Projects, Messaging | Dispatch per user plus Mailchimp per contact plus spreadsheet labor |