Plumbing Companies
Connect your field service platform, accounting, backflow test records, and permit tracking so you can see which drain, water heater, and sewer jobs actually make money. Cass & York builds custom AI-assisted document processing and software integrations that reconcile backflow records, parts purchases and job costs, with human review for uncertain records.
Residential and commercial plumbing companies running several trucks or several locations, including service and drain operators that have grown through acquisition and now run more than one system.
Show Us Your Workflow[01] Where systems separate
Where plumbing numbers stop lining up.
- 01Sewer camera inspections get logged as small drain calls, so nobody sees which ones turned into line replacements weeks later
- 02After hours and weekend calls pay technicians overtime, but the emergency rate and the payroll cost never show up on the same report
- 03Annual backflow tests are due by customer and device, while each water purveyor wants results submitted its own way
- 04Water heater installs need permits and inspections that are tracked on a whiteboard instead of on the job
- 05Excavation, repipe, and sewer jobs span several visits and invoices, so job cost in accounting rarely matches the field platform
- 06Acquired shops bring their own price book, so the same drain clearing is priced three different ways
[02] The software in place
The systems plumbing companies usually run.
Most plumbing companies already have a capable field platform. The gaps sit between it and accounting, backflow reporting, and the locations that chose something else.
Field service platform
ServiceTitan
Dispatch, service agreements, and the price book at many larger residential and commercial shops. We connect it to the payroll, permit, and cost data it doesn't hold.
Field service platform
Housecall Pro
Common in growing plumbing shops, and often still running at a location a larger operator acquired.
Field service platform
FieldEdge and Successware
Long running platforms at residential plumbing, HVAC, and electrical companies, often paired with QuickBooks.
Accounting
QuickBooks
Where payroll, materials, and job costs land, usually with a different job and customer structure than dispatch uses.
Backflow testing
Syncta and BSI Online
Test scheduling and report submission to water purveyors. The results rarely tie back to the billed job or the customer's service history.
[03] Questions worth answering
Numbers plumbing owners ask for that no single system can answer.
- 01Camera inspection to sold job rate
- How many sewer camera inspections turn into hydro jetting, spot repairs, or full line replacements, and which technicians and lead sources produce them.
- 02True margin on after hours calls
- The emergency rate collected against overtime, on call pay, and truck cost, so you know whether nights and weekends earn their keep.
- 03Backflow compliance by account
- Devices due, tested, failed, and submitted to the purveyor, by commercial customer and by month, so no annual test slips past its due date.
- 04Water heater install profitability
- Equipment, permit fees, haul away, and labor hours set against the install price, split by tank, tankless, and location.
- 05Job cost on excavation and repipe work
- Labor, materials, equipment rental, and restoration costs collected across every visit and invoice on the job, compared with the original estimate.
[04] What we build
Keep your dispatch system. Build what plumbing work needs around it.
We start with the report or handoff that eats the most office time each week, usually job costing or backflow paperwork, then build the connections behind it.
01
Field platform to accounting job cost reconciliation
Systems Integration →02
Sewer camera inspection follow up tracking
Dashboards & Reporting →03
Backflow due lists and purveyor submission tracking
Dashboards & Reporting →04
Permit and inspection status on every install
Document Intelligence →05
After hours call profitability reporting
Dashboards & Reporting →06
Price book and reporting alignment across acquired shops
Unified Data Platforms →07
AI-assisted processing of backflow test reports and supplier invoices, with validation and exception review before updating source systems
Dashboards & Reporting →
[05] In practice
What this looks like in practice.
The camera found it, then nobody called
Technicians record sewer camera findings on the job, but the replacement quote sits in someone's inbox. We pull inspections, quotes, and sold jobs into one list so the office sees every open recommendation and how old it is.
Backflow season
A company tests devices for property managers across several water districts, each with its own reporting rules. We track every device's due date, test result, and submission status in one place and flag the ones that failed or were never filed.
Excavation jobs that never closed out
A sewer replacement runs across several days, an equipment rental, a city permit, and two invoices. We tie every cost back to the job so the controller sees final margin without rebuilding it in a spreadsheet.
[06] Relevant work
Work that shows how we approach it.
[07] A practical starting point
Connect the systems. Unify the data. Build the workflow.
01Connect
Pull jobs, estimates, technicians, and agreements from the field platform, payroll, materials, and permit fees from accounting, and results from your backflow testing software.
02Unify
Match customers, properties, and backflow devices across systems, agree on how drain, install, and excavation revenue is counted, and flag jobs whose costs don't reconcile.
03Build
Deliver the job cost report, backflow tracker, or dashboard your team asked for, with every number traceable to the source job or test.
[08] Questions
Plumbing Companies: common questions
Do we have to replace ServiceTitan or our current plumbing software?
No. ServiceTitan or your plumbing software keeps running dispatch and the price book. We connect it to accounting, payroll, and test reporting systems so after hours margin and job costs are visible.
Can you combine reporting for plumbing companies we've acquired?
Yes. We map each shop's jobs, price book items, and accounts to shared definitions so revenue and margin can be compared and rolled up, even when the shops run different software.
Can you track backflow test due dates and submissions to the water utility?
Yes. We bring device records, test results, and submission status into one view by customer and purveyor, using whatever your testers already record in.
How do we see which sewer camera inspections turned into sold jobs?
We link each inspection to the quotes and jobs that followed at the same property. That gives you a conversion rate by technician, lead source, and location.
Does this work for commercial plumbing and new construction?
Yes. Commercial service agreements, progress billing, and longer project jobs add more systems to connect, and we include them in the same reporting.
Can AI automate backflow test reports and supplier invoices for plumbing companies?
Yes. Cass & York can build a workflow that extracts structured details from backflow test reports and supplier invoices, matches them to records in ServiceTitan and Housecall Pro and accounting, and flags missing or ambiguous information for staff review. The integration can reconcile backflow records, parts purchases and job costs without requiring replacement of your existing core systems.
[09] Start with the process
Show us the workflow your existing software can't handle.
You don't need a technical specification. Walk us through the process, the systems involved, and where your team is losing time.
Book a Workflow Call →