Structure every customer relationship
Every homeowner, property manager, and repeat account in one record — calls, jobs, notes, and history attached.
The operating system for plumbing companies
A CRM built for plumbing companies that capture more jobs and follow up faster.
Ocliq centralizes leads, conversations, quote follow-up, scheduling context, reminders, invoices, and review requests — so missed calls and stale estimates stop turning into lost work. Software plus hands-on setup.
4.9/5·2,400+ home-service pros·Configured around your workflow
app.ocliq.com/opportunities
Opportunities
PipelinesBulk Actions
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Trusted by service businesses across North America
The real problem
Most plumbing companies don't have a lead problem.
They have a follow-up problem.
You're already paying for the calls and clicks. Revenue doesn't leak when the lead arrives — it leaks in the minutes and days after, when nobody follows up fast enough.
Missed calls on the job
You're under a sink when the phone rings. By the time you call back, they've already booked someone else.
Slow follow-up on quotes
A homeowner asked for a water heater estimate Tuesday. Your office gets to it Friday. The job is already gone.
Leads scattered everywhere
Calls, Facebook DMs, website forms, and texts — each in a different place. Half never make it into a real record.
Scheduling chaos
Back-and-forth texts to book one drain cleaning. Dispatch lives in someone's head, not the system.
Tools that don't talk
Calendar here, invoicing there, reviews somewhere else. Nothing connects, so work slips through.
Revenue left on the table
Old customers never rebooked. Unpaid invoices forgotten. Seasonal campaigns never sent. It adds up every month.
The fix isn't more leads. It's one system that never drops a single opportunity.
See the operating system
Follow a job from inquiry to paid and reviewed.
This is what better organization and operations look like in practice — one continuous record across the office and the field.
Step 01 / 05 · Lead comes in
Step 01
Every call and message in one inbox
Calls, texts, website chats, Google and Facebook messages land in one inbox with the full customer history attached — so nothing starts as a sticky note.
- Missed-call text-back in seconds
- Appointments drop straight into your calendar
- Full history on every customer
app.ocliq.com/conversations
Unified inbox
3 newJT
James T.
1mSMS
Burst pipe in basement
LK
Lisa K.
11mPhone
Water heater install quote
GL
Google Lead
24mWeb form
Drain cleaning this week?
JT
James T.
SMS
Emergency — pipe burst in the basement. Can someone come now?
Logged to customer record · synced to pipeline
Every channel → one record → one pipeline
Your AI workforce
Six AI employees handling the work your office never has time for.
Not chatbots. Outcomes. Each one runs inside your operating system — answering, qualifying, following up, and reactivating while your team stays in the field.
AI Voice Agent
Inbound call · 11:47 PM
Water's pouring through my kitchen ceiling!
That sounds urgent — I can get a licensed plumber out today. Are you free between 2 and 4?
Yes, 2 works.
Appointment set for 2 PM. Confirmation text sent with your tech's name.
Captured in 38s · logged in pipeline
Hear how AI runs inside your plumbing operating system.
SMS
Phone calls
Email
Voicemail
Google Business
Messenger
WhatsApp
Instagram
Ocliq
One inbox for the whole plumbing company
Customer communication
Centralize every customer conversation in one place.
Don't miss a message. Don't lose a job.
Office lines, after-hours calls, website forms, texts, email, and social messages all land in one operational inbox — tied to the customer record, not a random notification.
Your team sees the full thread, responds from one screen, and automations keep follow-up moving even when your crew is on a job site.
Runs in the background
Automation that keeps working after the truck leaves.
Reactivate old clients, chase unpaid invoices, and send newsletters and seasonal campaigns — without adding admin hours to the office.
Old customers come back — automatically
Clients who haven't booked in 6–18 months get personalized win-back sequences by SMS and email — maintenance offers, seasonal reminders, and membership invites.
1
Segment dormant customers by last job type
2
Send tailored reactivation offer
3
Book appointment straight into calendar
Marcus T. rebooked · $1,850 water heater tune-up
Winter freeze prepSummer AC drain checksMembership renewals
Full platform
Everything your plumbing company runs on — in one place.
Calls and messages are just the start. Pipeline, dispatch, payments, reviews, and reporting all connect to the same system of record.
Master every stage of every job
From first inquiry to paid invoice, see where work sits, what needs follow-up, and what revenue is still open.
See your KPIs in one glance
Booked jobs, close rate, tech performance, and cash — dashboards built for owners who need answers, not spreadsheets.
Automate the work that slows you down
Follow-ups, reminders, review requests, and rebooking sequences run without someone babysitting the office.
Keep your team on priorities
Tasks, callbacks, open quotes, and dispatch decisions stay visible so nothing important gets buried in a text thread.
Run scheduling without the chaos
Office calendar, tech availability, and job routing stay aligned — fewer double-books and fewer angry customers.
Built by engineers
Your idea. Our engineers.
Built on demand.
Ocliq isn't a rigid template — it's backed by engineers who adapt the platform continuously. Need a custom app, internal tool, or workflow no vendor offers? Tell us what you need. We build it into the system.
Custom builds includedEngineers, not resellersFlexible as you grow
Made to your spec — not theirs
Most platforms stop at configuration. We go further: portals, field tools, automations, and full custom apps — scoped with you and shipped by the same engineering team behind Ocliq.
Custom apps on demand
Bring us a tool, workflow, or idea — our engineers scope it and build it inside Ocliq when off-the-shelf software falls short.
Mobile field apps
Purpose-built screens for techs on-site — checklists, photos, signatures — not another desktop login they ignore.
Customer portals
Branded portals for estimates, invoices, and job status — built around how your customers actually communicate.
Inspection workflows
Drain camera, water heater, and service checklists standardized in the field — configured to your company's process.
Custom dashboards & reporting
The KPIs owners and managers check every morning — built to order, not buried in a generic report library.
Internal ops tools
Parts requests, supplier hooks, territory rules, scorecards — software shaped to how your service business runs today.
Native integrations
Keep the tools you rely on. Replace the ones that don't connect.
Google
Gmail
Google Ads
Meta Ads
Instagram
WhatsApp
Stripe
QuickBooks
Apple Pay
Zapier
Calendly
Analytics
Full API access — plus custom integrations built by our engineering team.
Price comparison
Ocliq replaces the stack you're already paying for.
Same capabilities — one operating system, configured by engineers.
12 tools replaced
What you're paying today
$0/mo
12 separate tools — CRM, phones, scheduling, marketing, and more.
+14All-in-one
Ocliq subscription
$0/mo
One operating system for your plumbing company: pipeline, dispatch, calls, follow-up, reviews, and reporting — configured by engineers.
94%
What stays in your business
$0/mo
94% less than your current stack
Same capabilities. One bill. No juggling logins or integrations.
Every capability — and what it replaces
CRM & job pipeline
$249
HubSpotJobber
Jobber24/7 call answering
$299
Ruby ReceptionistsAnswerConnectWebsite & booking
$35
WixWordPressSquarespace
Forms & lead capture
$49
Typeform
Jotform
JotformEmail marketing
$99
Mailchimp
ActiveCampaign
ActiveCampaignStack value
$0/moOcliq all-in-one subscription
$0/moYou save
$0/moEvery capability — and what it replaces
| What you get | Replaces | Cost |
|---|---|---|
CRM & job pipeline | HubSpot Jobber | $249/mo |
24/7 call answering | Ruby ReceptionistsAnswerConnect | $299/mo |
Website & booking | WixWordPressSquarespace | $35/mo |
Forms & lead capture | Typeform Jotform | $49/mo |
Email marketing | Mailchimp ActiveCampaign | $99/mo |
SMS & two-way texting |  Twilio Podium | $99/mo |
Scheduling & dispatch | Calendly  Housecall Pro | $149/mo |
Workflow automation | ZapierHubSpot | $169/mo |
Invoicing & payments | QuickBooksStripe | $85/mo |
Reputation & reviews |  BirdeyePodium | $159/mo |
Call tracking |  CallRail | $45/mo |
Ads & attribution | Google AdsMeta Ads | $79/mo |
Stack value
$0/moOcliq all-in-one subscription
$0/moYou save
$0/moA risk-free start
We configure the platform around your real workflow and show it working on your own numbers first. No setup fee, no long-term contract — cancel anytime.
Done-for-you setup
- We map how your plumbing company actually runs today
- We configure the platform, integrations & automations around that workflow
- You go live — our engineers keep adapting the system as you grow
We onboard only one plumbing company per city.
Typical published rates for comparable standalone tools.
We're in the business of helping you grow your plumbing business
Ocliq is the complete operational platform powering plumbing companies from lead to paid job.
Proof it works
Join the plumbing companies already running on Ocliq.
Real owners. Real service businesses. The same operational chaos you're dealing with — and the results after switching to one system.
0+
businesses growing
0%
more efficient conversion
0.0M+
customer conversations
0.0/5
avg. rating
+41
appointments in 60 days
“We were sending every after-hours call to voicemail. Now it's answered and scheduled before I wake up. Paid for itself the first week.”
Marcus DeLuca
Owner · Clearflow Plumbing, Toronto
3.4×
more scheduled appointments
“The follow-up is relentless in the best way. Appointments increased and I'm not glued to my phone anymore.”
Sarah Whitfield
GM · Summit Mechanical, Calgary
5.0
Google rating
“Automatic review requests took us from 40 reviews to over 200. We show up first on Google now.”
Andre Boucher
Owner · Boucher Plumbing, Montreal
Jennifer P.
Answered at 11pm and had someone out by morning. Lifesavers.
Verified Google review
Robert K.
Scheduled online in two minutes. Professional and on time.
Verified Google review
Marie T.
Never sent to voicemail once. That's rare for a plumber.
Verified Google review
Dan W.
Fair price, fast, and they texted me the whole way.
Verified Google review
Alicia G.
Best experience I've had with any trade. 10/10.
Verified Google review
Tom H.
Called three plumbers — these guys picked up first and handled everything professionally.
Verified Google review
Jennifer P.
Answered at 11pm and had someone out by morning. Lifesavers.
Verified Google review
Robert K.
Scheduled online in two minutes. Professional and on time.
Verified Google review
Marie T.
Never sent to voicemail once. That's rare for a plumber.
Verified Google review
Dan W.
Fair price, fast, and they texted me the whole way.
Verified Google review
Alicia G.
Best experience I've had with any trade. 10/10.
Verified Google review
Tom H.
Called three plumbers — these guys picked up first and handled everything professionally.
Verified Google review
See it work on your own calls before you commit.
We set the whole system up for you. No setup fee, no long-term contract — cancel anytime.
FAQ
Questions, answered.
Still unsure? See the platform mapped to your business in a short walkthrough with our team.
No. Ocliq is the operational platform for plumbing companies — customer records, pipeline, communication, scheduling, dispatch, payments, reputation, automation, and reporting in one system. A CRM is one piece of that system, not the whole story.
Your competitors are systematizing
Run the company that
wins the next decade.
We'll configure Ocliq around how your plumbing company actually runs — pipeline, dispatch, follow-up, payments, reviews, and reporting — then keep adapting the platform with you.
No setup fee · No contract · Cancel anytime
No setup feeNo contractsEngineer-led setup