Adam Beehler Plumbing Inc.
Plumbing, radiant heating & water conditioning contractor · Long Sault, Eastern Ontario
Adam Beehler Plumbing lets customers upload plans for a free estimate but there's no visible way to track that request once it's submitted - with a ~20-person team and dedicated project managers, a real job pipeline tool would close that gap.
Why they need it
At roughly 20 staff including dedicated project managers, Adam Beehler Plumbing has outgrown phone-and-email coordination but shows no scheduling, project-tracking or payment system on its public site - the "upload your plans for a free estimate" feature is a good lead-gen idea let down by no visible pipeline to track those uploads afterward. An internal project/job management tool (estimate intake through to job completion, technician assignment, project manager dashboards for new-build and commercial jobs) would give Julie Beehler (co-owner/office manager) and the PMs a shared system instead of tracking ~20 people's schedules by hand, and a customer-facing project status view would reduce "where are we at" calls on larger new-construction and commercial radiant-heating jobs.
Tech gaps
No online appointment scheduling; no payment processing; no customer or project portal despite running project managers on staff - project status, estimate uploads and job tracking all appear to be manual/email-based; no CRM-style tracking evident for a ~20-person team.
Current tech
Website lists a full team (plumbers, apprentices, service technicians, project managers, office staff) with a contact form and a free-estimate document upload feature; no scheduling or payment tooling visible.
Selling a portal + ops tool
PlaybookA customer-facing portal and the internal tool behind it, built together so the data is entered once.
- Lead with whichever side hurts more today; the other side is phase two.
- One data model means the customer sees exactly what the office sees.
Objections (1)
- “That is a big project.”
- It is two small ones in a row. You see the first working before you commit to the second.