For plumbers
Service agreement software for plumbing shops
The water-heater flush, the drain check, the backflow test that comes due every year. The work is annual, the money is good, and the list of who is due lives in a spreadsheet nobody has opened since March. The week is built the same way: a whiteboard in the office and a Sunday-night text telling everybody where to be.
Service Almanac runs the week for plumbing shops — every job on the board with a time and a technician, and each technician’s day on their phone — and keeps the plan book on the same screen: every agreement tracked with its price and renewal date, every visit on the schedule the day you sell the plan, every customer reminded without you keeping a separate list.
14-day free trial · No credit card · Start with your email, no password
Annual visits that keep themselves
Sell a one-visit plan and the visit schedules itself. Where backflow tests come due every year, the visit is on the schedule the day you sell the plan, and the Due List shows who slipped.
Every water heater on file
The water heater sits on the property with its brand, model, serial, and where to find it, plus every visit it has ever had. The technician knows what is in the basement before they ring the bell.
Renewals stop lapsing
Plans surface 90, 60, and 30 days before they run out, with a renewal email drafted from that customer’s real history. You read it, you send it, and next year’s visit appears when they renew.
Plans in your words
Home Care Plan, Water Heater Club, Annual Backflow: your names, your prices, your visit counts. Three starter plans are set up the day you sign up, ready to rename.
Your book imports itself
Paste the spreadsheet in whatever shape it is. AI reads it, shows you what it found, and flags anything it was not sure about. A 100-plan book takes about 30 minutes.
The week on one board
Repair calls and plan visits land on the same schedule — one day split into a column per technician, unassigned jobs where you cannot miss them. The office plans from a desk; each technician opens their phone and sees where to go, what is on site, and past notes, without calling in.
For example
A plan the way you sell it
Home Care Plan · $180/yr · 1 visit
Water-heater flush, drain check, backflow test. One visit a year, one renewal date, and the customer gets the reminder email without you remembering to send it.
That is one shop’s example, not a template you have to fit. A plan here is whatever you sell: a price, visits a year, the equipment it covers, and a date it runs out.
Asked and answered
Common questions
We sell more repairs than plans. Does it still fit?
Yes — the everyday work runs here in full: the week on one schedule board, the day split by technician, jobs, quotes a customer can approve from a link, and invoices that go out by email. The agreement book rides on top of that, so if you sell annual plans or test visits — or want to start — the renewals stop slipping too.
Can it track backflow devices?
A backflow device is equipment on a property like anything else you service: brand, model, serial, where to find it, and every visit it has had. The yearly visit schedules itself off the plan. It does not file your test paperwork with the city; it makes sure the visit happens.
What happens when a plan renews?
The plan shows up on the renewal radar 90, 60, and 30 days out, with an email drafted from that customer’s history for you to review and send. Mark it renewed and next year’s visit appears automatically.
How do I get my current list in?
Paste your spreadsheet in as it is, messy columns and all. AI structures it and shows you what it found before anything is saved. Or add customers one at a time if the book lives in a planner.
We have no software at all — just a spreadsheet and a paper planner. Does that make setup harder?
No, it makes it simpler: there is no export to chase and no other system to shut down. Paste the spreadsheet in as it is, or work through the planner a few customers at a time as the calls come in, and name the plans what you sell them as — Home Care, Water Heater Club, Annual Backflow. From there the week is planned on the board instead of the whiteboard, and your technicians work off their phones.
Try it with your own book
Start your free trial. No credit card, no password, and most books are imported the same day.
14-day free trial · No credit card · Start with your email, no password