ShieldBook for plumbing
Plumbing calls are urgent and the customer is anxious. ShieldBook gets the technician to the right house with the history in hand, presents repair and replacement options the customer can follow, and records the payment before the van pulls away.
01A plumbing job in ShieldBook
One job from the first call to what comes next, on the screens it happens on. Cedarline Plumbing and everyone in it are invented for this page; the screens are ShieldBook's.
Step 01 of 6
Elena found Cedarline through a Google ad. The office books a two-hour window for the morning and the technician is assigned.
Step 02 of 6
Marcus sees the current visit first, with one tap to call, text or get directions. The job shows the property's access note: gate code on file, side entrance.
Step 03 of 6
The lower element failed and the 14-year-old tank is full of sediment. The summary says so in plain words, with photos of what he saw.
Step 04 of 6
Three options from the price book: repair the element, replace the tank, or go tankless. Member pricing shows on each one.
Step 05 of 6
Elena chooses the standard tank and signs on the technician's device. The approval is recorded; marking it sold is the office's call.
Step 06 of 6
The invoice matches what she approved, the deposit is credited, and the balance is recorded by card before Marcus leaves.
In development On the roadmapEverything else is built and working today.
02Built for plumbing
Part needed or return visit needed: the follow-up becomes its own job, linked to the first.
Install dates, warranties and every flush and repair, recorded at the property.
The customer pays the invoice from their own phone. Built, and in testing now.
Tell us about the jobs you run most. We'll walk through them in ShieldBook, step by step.
ShieldBook is being developed and proven inside a working service business as it prepares for broader use. A demo is a walkthrough and an honest conversation about fit.