Public Sales Demo
PipePilot Pro Demo
Preview how plumbing companies can manage customers, jobs, estimates, invoices, technicians, reports, and service pricing from one WordPress-based CRM.
Demo-safe sample data
This page is a public preview. It uses sample plumbing CRM data and does not expose private customer records.
Today’s Jobs63 scheduled, 2 completed
Open Estimates$4,065Approved pipeline
Unpaid Invoices$1,726Needs follow-up
Customers12Active records
Dashboard Preview
Quick snapshot of daily plumbing operationsToday’s Schedule
See service calls, technician assignments, job status, and priority work from one screen.
Office Review
Completed jobs that need invoicing or follow-up can be reviewed before billing.
Quick Actions
Create jobs, customers, technicians, estimates, and invoices faster from the CRM dashboard.
Revenue Snapshot
Track paid invoices, open balances, and current service activity.
Jobs
Service calls, technicians, work items, and invoices| Job | Customer | Technician | Status | Invoice |
|---|---|---|---|---|
| Fill Valve Replacement | Steven Brooks | Mario Justin | Scheduled | Invoiced |
| Water Heater Replacement | Brian Johnson | Mario Justin | Completed | Invoiced |
| Website Lead – Drain Cleaning | Anthony Williams | Jon Knopp | In Progress | Pending |
Customers
Customer records and history| Customer | Phone | Location | Total Spent | |
|---|---|---|---|---|
| Angela Carter | (321) 555-4381 | angela.carter@example.com | Titusville, FL | $1,353.40 |
| Patricia Rodriguez | (321) 555-9180 | patricia.rodriguez@example.com | Orlando, FL | $1,240.20 |
| Steven Brooks | (321) 555-5126 | steven.brooks@example.com | Merritt Island, FL | $1,033.50 |
Estimates
Saved services, line items, and conversion to jobs| Estimate | Customer | Status | Total | Workflow |
|---|---|---|---|---|
| EST-0007 | Steven Brooks | Approved | $863.90 | Convert to Job |
| EST-0006 | Angela Carter | Sent | $413.40 | Awaiting response |
Invoices
Invoice status, payment tracking, and follow-up| Invoice | Customer | Amount | Due Date | Status |
|---|---|---|---|---|
| INV-0008 | Steven Brooks | $667.80 | Jun 8, 2026 | Unpaid |
| INV-0006 | Angela Carter | $238.50 | Jun 7, 2026 | Paid |
Services / Pricing
Reusable plumbing price catalog| Service | Default Qty | Unit Price | Status |
|---|---|---|---|
| Drain Cleaning Service | 1.00 | $225.00 | Active |
| Water Heater Diagnostic | 1.00 | $125.00 | Active |
| Garbage Disposal Installation | 1.00 | $295.00 | Active |
Reports
Revenue, technicians, customers, and top servicesRevenue MTD
Paid invoices this month
$2,368
Completed Jobs
Completion rate and technician performance
29%
Outstanding
Unpaid invoice balance
$1,726
Top Services
See which plumbing jobs produce the most revenue.
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This public demo is designed for buyers. The installed client CRM includes live customer records, jobs, estimates, invoices, technician scheduling, job work items, saved services, reports, backup/export, and license activation.