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Plumber Guide

How to Automate Lead & Client Tracking as a Plumber

You finish a $450 water heater install at the Miller house, rush to an emergency burst pipe downtown, and forget to send the follow-up quote for the secondary valve repair you spotted. By Sunday, that $220 upsell is gone because the lead slipped through the cracks.

The Current Reality

The Manual Way

Scrawling notes on invoice backs or napkins between calls, then trying to type them into a spreadsheet on Sunday night.

3 hours per week
  1. Jot down potential upsells on the back of printed invoices while parked between jobs.
  2. Stuff paper receipts and handwritten notes into the glovebox or a shoebox.
  3. Spend Sunday evening deciphering faded thermal paper and messy handwriting.
  4. Manually type customer details and quote amounts into a home computer spreadsheet.
  5. Realize half the phone numbers are missing and have to drive back to job sites to check door tags.

With Christine AI

The Christine Way

Voice-note leads instantly from the truck. Christine pulls out the details, updates your Google Sheet, and drafts the follow-up email for approval.

You

Voice note while driving: 'Just left Miller house. Water heater done, but noticed their expansion tank is corroded. Quote them $220 for replacement. Send email tomorrow.'

Christine

Transcribes voice note, adds 'Miller - Expansion Tank' to your Leads Google Sheet with $220 value, and schedules a draft email for 9 AM tomorrow.

You

Text: 'Photo of Ferguson receipt for the Tran job. Split the $85 PVC fittings off the total.'

Christine

OCR reads the receipt, allocates $85 to the 'Tran Remodel' row in your job costing sheet, and files the image in the client folder.

Time Saved Per Week

4.5 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Hey, just finished at the Kowalski place. Snaked the main line but told her the upstairs toilet flapper is shot too. Need to send her a quote for $175.
9:41 AM
Got it. I've added 'Kowalski - Toilet Flapper' to your Leads tracker with a $175 estimated value. Want me to draft an email to Mrs. Kowalski now?
9:41 AM
Yeah, draft it. Tell her I can swing by next Tuesday afternoon to swap the valve. Keep it short.
9:42 AM
Draft saved in Gmail. Subject: 'Follow up: Upstairs Toilet Repair'. It mentions the $175 quote and Tuesday availability. Want me to send it?
9:42 AM
Send it. Also remind me to call her if she hasn't replied by Thursday noon.
9:43 AM
Email sent. Reminder set for Thursday at 12:00 PM to call Mrs. Kowalski regarding the toilet quote.
9:43 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

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