Lead OS is the AI-powered CRM built for plumbing companies. 24/7 AI call answering, automated estimate follow-up, maintenance plan upsells, and job pipeline tracking — so you capture every lead and fill your schedule without the chaos.
The Problem
A homeowner's pipe bursts at 7pm. They call you, get voicemail, and immediately call the next plumber on Google. You're elbow-deep in a drain cleaning and can't answer. That missed call? A $300 emergency repair — or a $5,000 repipe — gone to your competitor in 60 seconds.
You gave a homeowner a $2,500 water heater quote last Tuesday. You meant to follow up. But three emergency calls later, it's Friday and they've already hired someone else. Without automated follow-up, your estimates have a 48-hour shelf life before they go cold.
Every drain cleaning customer could be a maintenance plan member. Every water heater install is a tankless flush upsell. But without automated post-job sequences, your customers never know you offer ongoing service — and they call someone else next time.
Features
01 — AI Voice (24/7 Call Answering)
Lead OS AI answers every inbound call — day or night — identifies if it's an emergency (burst pipe, sewer backup, no hot water) or a routine request (dripping faucet, slow drain), gathers the address and details, and books the appointment. Emergency calls get flagged and routed instantly.
Inbound Call: (804) 555-0312
Duration: 2:54
Type
Emergency — Burst pipe, water flooding kitchen
Property
2847 Oak Ave, 2-story colonial
Urgency
CRITICAL
2hr: "Thanks for the estimate — any questions?" text
Delivered
24hr: Follow-up email with quote summary
Delivered
Day 3: "Ready to schedule? Book here →" SMS
Scheduled
Day 7: "Your quote expires soon" urgency text
Queued
Day 14: "Still need help? We're here" final check-in
Queued
02 — Automated Estimate Follow-Up
After every estimate, Lead OS sends automatic follow-up texts and emails at 2 hours, 24 hours, 3 days, and 7 days. If the customer hasn't responded, the system sends a final "still interested?" text with a one-click booking link. Your estimate-to-job conversion rate jumps because you never forget to follow up.
03 — Maintenance Plan Upsells
After every service call, Lead OS automatically offers your maintenance plan — annual drain inspections, water heater flushes, fixture check-ups, and priority emergency service. The system follows up at 3, 7, and 14 days. Turn a $250 drain cleaning customer into a $200/year maintenance member.
Post-Service Upsell: Mike R.
Drain Cleaning Completed — Upsell Active
AI
"Hi Mike! Thanks for choosing us for your drain cleaning. Our Plumbing Care Plan includes annual drain inspection, water heater flush, and priority emergency service — all for $17/month. Reply YES to enroll."
Mike
"What's included?"
AI
"Annual drain camera inspection, water heater flush, 15% off repairs, and you jump the line for emergencies. Ready to start?"
Mike
"YES"
Booking: Confirmation text + email
Delivered
24hr: Reminder SMS
Delivered
1hr: "Your plumber Dave is on the way — ETA 30 min" text
Scheduled 12:00 PM
Post-job: Review request + maintenance plan offer
Queued
Cancellation: Waitlist auto-contacted → Slot filled
Standby
04 — Smart Scheduling & No-Show Recovery
Lead OS sends automated confirmation texts at booking, 24-hour reminders, and "plumber on the way" notifications with tech name and ETA. If a customer cancels, the system immediately contacts waitlisted customers to fill the slot.
05 — Job Pipeline & Revenue Tracking
Track emergency calls, estimates pending, jobs scheduled, work in progress, and completed jobs. Know your revenue per tech, per service type (drains, water heaters, repipes), and your estimate-to-close rate — so you can price right, staff smart, and grow profitably.
Incoming Calls
Burst Pipe
2847 Oak Ave
Slow Drain
1520 Elm St
+16 more
Estimate Sent
Water Heater
$2,500 quote
Repipe
$4,800 quote
+3 more
Completed
Drain Clean
$250
Emergency
$480
$38K
Revenue
$420
Avg Ticket
87
Maint. Members
45%
Emergency Rate
Comparison
| Feature | Lead OS | ServiceTitan | Jobber | Housecall Pro |
|---|---|---|---|---|
| AI Lead Response | Built-in | No | No | No |
| 24/7 AI Call Answering | Built-in | No | No | No |
| Estimate Follow-Up | Automated | Manual | Basic | Basic |
| Maintenance Plan Upsells | Automated | Manual | No | Basic |
| Workflow Automation | Multi-channel | Basic | Basic | Basic |
| Unlimited Users | Yes | No ($125-398/tech) | No ($39-199/mo) | No ($59-329/mo) |
Testimonials
"We were missing emergency calls every night and weekend. Lead OS AI answers them all and books the appointment. Revenue jumped 35% in one quarter."
R.M.
Plumbing Company Owner
"I used to send quotes and forget to follow up. Now Lead OS texts them at 2 hours, 24 hours, and 3 days automatically. My estimate-to-job rate went from 30% to 62%."
K.T.
Master Plumber
"The post-job upsell sequences are a game-changer. Customers sign up for maintenance plans without me having to pitch. That's $24K in annual recurring revenue."
J.S.
Service Manager
"The automated reminders and 'plumber on the way' texts virtually eliminated no-shows. We went from 5-6 no-shows a week to 1-2."
D.W.
Plumbing Business Owner
"ServiceTitan was $3,200/month for our team of 6. Lead OS does everything we need for the CRM and follow-up side at a fraction of the cost."
A.P.
Plumbing Contractor
"A homeowner called at 2am with a sewer backup. Lead OS AI picked up, flagged it as critical, and dispatched the call. $1,800 emergency job I would have missed."
M.L.
Drain Specialist
Get Started Today
Book a free 30-minute demo. We'll show you exactly how Lead OS works for plumbing companies — no pressure, no fluff.
No credit card. No commitment. Just results.
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