Sales & repipe pipeline
Every customer moves through a clear, multi-stage pipeline, with a visual board that shows exactly which jobs are waiting on permits, scheduled, in progress, or in inspection.
RePipes Only CRM
A complete operating system for a residential repiping company, built end to end. It runs the whole business: from a new lead, through an on-site sales estimate, to a signed contract, a scheduled job, and a finished walkthrough, with every photo, payment, and crew assignment in one place.
RoleDesign, build & delivery
TypeCustom CRM & field ops platform
UsersOwners, admins, sales, crews
StatusLive, in daily use
The problem
A growing repiping company was running on a patchwork of spreadsheets, text threads, and paper estimates. Quotes were inconsistent, job photos lived on individual phones, and no one had a single, trustworthy view of where each job stood. As the team grew, the cracks widened.
They didn't need another generic CRM to bend their process around. They needed software shaped to exactly how a repipe job actually runs, from the first phone call to the final patch.
What I built
A purpose-built platform that follows a job through every stage and gives each role exactly the tools they need, no more, no less. Sales reps get a guided estimate flow. Crews get clear work orders and a place for photos. Owners get a real-time picture of the whole pipeline.
Guided contract wizard
A step-by-step estimate flow walks a rep through the whole property, room by room and fixture by fixture, so nothing gets missed and every quote is consistent.
Visual pipe-layout planner
Reps map the home's fixtures and pipe runs on an interactive floor plan, turning a complex repipe into a clear diagram the whole crew can work from.
Automated pricing engine
A configurable pricing matrix turns the captured details into an accurate quote instantly, with tiers, fixtures, and fees the owner can adjust without touching code.
Photo documentation
Photos are captured and annotated on-site and organized automatically by job phase, sales, install, patch, and final, with offline capture for spotty job sites.
Contracts & work orders
Signed contracts and bilingual work orders are generated as polished PDFs and sent to the customer and crew automatically, no manual paperwork.
Role-based access
Owners, admins, project managers, sales, and field crews each see a tailored view, with permissions enforced throughout so people only touch what they should.
Automated messaging
Text and email reach customers and crews at the right moments, estimates, team assignments, and updates, without anyone remembering to send them.
Inventory & back office
Parts inventory, payment verification, referral partners, and broadcast messaging round out a platform that runs the whole operation, not just the sale.
Inside the product
A few of the screens the team uses every day.
The result
The business now runs on one system instead of a dozen disconnected tools. Estimates are consistent and instant, jobs are documented end to end, and the owner can see the entire pipeline in real time, from a fresh lead to a completed walkthrough. It's in daily use across the whole team.
Let's talk
Need something like this?
If your business is held together by spreadsheets and good intentions, I can help.