Track customers and quotes alongside CIPHE, WaterSafe, WRAS and the rest of plumbing compliance. Built for one-person bathroom-fitters and 30-strong commercial firms alike.
Most plumbing CRMs are built around domestic emergency callouts. Plumbing businesses doing commercial, contract or new-build work need more - WaterSafe registration tracking, WRAS evidence for fittings, RAMS for confined-space and hot-water work, plus the customer history a domestic CRM ignores. Complys handles all of it on one record per customer.
Every client, main contractor and lead in one searchable list. Designed for plumbers - notes, addresses, project history.
Build branded quotes, send via your own email, track when they're opened. Drag cards across the kanban board to update stages.
Connect Gmail, Outlook or business SMTP. Send from your real address with open and click tracking built in.
Log every phone call from the customer record. Notes, outcome, follow-up date - 10 seconds per call.
Public liability insurance, Employers liability insurance, WaterSafe registration, WRAS approval evidence - all on the same record as the customer.
AI-generated risk assessments and method statements, customised for plumbing work. Edit, save, share with contractors.
Track every worker's CHAS cards, training, and qualifications. Reminders before anything expires.
Get found by main contractors searching for compliant plumbers in your area. Your accreditations on display.
Auto-reminders for document expiry, follow-up dates, scheduled work. Nothing slips through the cracks.
Example record - your customers, jobs and compliance all in one place
CRM, compliance, RAMS, quotes, worker passports - all in one place. 90 days free, no card needed.