Best Plumbing Invoicing Software: The Ultimate Guide 

As a plumber, you’re not only fixing pipes and solving leaks. Right? You also handle administrative tasks from inventory management and crafting invoices to managing expenditures, assets, and customer relations management. That’s where specialized all-in-one invoicing software tailored for plumbing businesses comes into play.

The U.S. plumbing industry, valued at $126.4 billion, is projected to grow by 4% over the next eight years, underscoring the need for specialized invoicing software to handle increasing demand and complexity.

In this guide, we will explore the best invoicing software options tailored for plumbers highlighting its key features, pricing plans, rating, and user reviews which will assist you in choosing the right invoicing software that best suits your business needs  

Here is the comparison table for the invoicing software mentioned in the blog:

Software	Starting Price	Trial Period	Free Plan
Refrens	$90/year	Limited documents	Yes
Jobber	$588/year	14 days	No
Joist	$80/year	7 days	Yes
Field Edge	Custom	No	No
InvoiceBerry	$180/year	14 days	No
InvoiceOwl	$10/year	3 days	No
FreshBooks	$159/year	30 days	No
Broadly	$2249/year	No	No
Workiz	$2700/year	No	Yes

Key Features to Look for in The Best Plumbing Invoicing Software

When selecting invoicing software for your plumbing business, it’s essential to consider features that streamline operations and enhance efficiency. Here are the key features to look for:

1. User-friendly Interface: A simple and intuitive interface ensures that you and your team can quickly learn and navigate the software, reducing the time spent on administrative tasks.
2. Customizable Invoice Templates: The ability to create and customize invoice templates allows you to maintain a professional appearance that aligns with your brand. Customization options ensure that your invoices include all necessary details concerning plumbing services.
3. Mobile Accessibility: Mobile-friendly software enables you to manage invoicing on the go, whether you’re at a job site or traveling. This flexibility ensures that you can send invoices and track payments from anywhere, at any time.
4. Integration with Accounting Software (e.g., QuickBooks): Seamless integration with popular accounting software like QuickBooks allows for easy synchronization of financial data, ensuring accurate and up-to-date bookkeeping.
5. Automated Payment Reminders and Follow-ups: Automated features help you stay on top of outstanding invoices by sending payment reminders to customers for overdue payments. This reduces the likelihood of missed payments and improves cash flow.
6. Secure Online Payment Options: Providing secure online payment methods gives customers the convenience of paying invoices directly through a link, improving payment speed and enhancing the customer experience.
7. Customer Management Capabilities: Effective customer management tools allow you to store and organize customer information, track service history, and maintain detailed records. This ensures personalized service and improves customer satisfaction.
8. Real-time Tracking and Reporting: Real-time tracking and comprehensive reporting capabilities help you monitor the status of invoices, payments, and overall financial performance. This insight aids in making informed business decisions and identifying areas for improvement.

These features collectively contribute to a more efficient and professional invoicing process, ultimately helping to grow your plumbing business.

A Detailed Analysis of the Best Plumbing Invoicing Software

1. Refrens

Trusted by over 150,000 businesses in more than 170 countries and rated 4.8 stars by over 11,700 users, Refrens is the top all-in-one invoicing software for freelancers, consultants, and agencies.

It offers a range of features tailored for plumbers, including inventory management for pipes, fittings, and other plumbing materials, lead generation with lead forms and sales pipeline tracking, sales CRM, easy estimate creation, one-click invoice conversion, and much more.

Key Features:

• Creating automated invoices: Easily generate and send computerized invoices for plumbing services, reducing manual effort and ensuring timely payments.
• Sales CRM: Generate leads with lead forms, manage them in the sales pipeline system, keep a list of customers all in one place, and convert them into loyal customers efficiently with an effective lead management system.
• Inventory management: Organize and monitor your plumbing inventory, including pipes, fittings, and other materials, ensuring you always have the necessary supplies.
• Expense management: Track and categorize your plumbing expenses using expense management software, helping you stay on budget and maximize profitability.
• Accounting reports: Generate comprehensive accounting reports to gain insights into your plumbing business’s financial health and make informed decisions.

Additional Features:

Refrens offers additional features, including creating and managing your business profile, showcasing your services and portfolio, and managing testimonials without any required coding. You can also create proforma invoices, invoices, quotations, payment receipts, sales orders, purchase orders, delivery challans, credit notes, debit notes, and manage voucher books. Additionally, Refrens enables you to manage client and vendor relationships, handle your teams, and much more.

Pricing Plans:

• Basic: Free plan
• Books Essential: $90/year
• Books Pro: $225/year

Ratings:

• Capterra: 4.8⭐/5
• Software Advice: 4.8⭐/5
• G2: 4.6⭐/5

2. Jobber

Jobber streamlines invoicing for plumbers with quick generation of professional invoices, tracking overdue payments, and automated follow-ups. Customers can conveniently pay online or in person, expediting the payment process. This field service management software also integrates estimating, client management, scheduling, and contractor dispatching, all in one platform. 

Key Features:

• Generate online invoices: Create professional invoices using customizable templates and send them via text and email.
• Invoice tracking and follow-up: Monitor the status of your invoices and send follow-ups as needed.
• Online payment: Get paid faster with online payment options like credit card, Apple Pay, and Google Pay.
• Reporting: Gain insights into your business finances, including all transactions, income, invoices, receivables, and more.
• Expense management: Track and manage all expenses in one place with built-in expense reports.

Additional Features:

Jobber offers a range of additional features that include comprehensive client management with invoicing, scheduling, and dispatching capabilities, and mobile access through iOS and Android apps. The Client Hub allows clients to approve quotes, pay invoices, view receipts, and more. The software also facilitates customer communication via text messages within the sales CRM and simplifies creating quotations, making it an efficient sales CRM software.

Pricing Plans:

• Grow: $2,988/year
• Connect: $1,548/year
• Core: $588/year

Rating:

• Capterra: 4.5⭐/5
• Software Advice: 4.5⭐/5
• G2: 4.5⭐/5

3. Joist

Joist is the best choice for estimating and invoicing for plumbers, allowing quick creation and sending of invoices and estimates from any device. It features payment processing, financing alternatives, and cloud storage for managing professional documents. Joistm furthermore lets real-time customer approvals and seamless online payment tracking, providing efficient project management.

Key Features:

• Create invoices: Create and send customized invoices in minutes, get paid faster, and offer flexible payment options with our mobile invoicing tool.
• Generate estimates: Create quick estimates by selecting frequently used services from your items catalog, simplifying future estimates.
• Online payment: Easily accept credit card payments by issuing an invoice, enabling Payments, and getting paid quickly, reducing delays and simplifying on-site down payments.
• Client management: Organize and manage all your clients in one place, and easily store, access, and export customer information anytime, anywhere, simplifying customer and job tracking.

Additional Features:

Additional features include comprehensive project management, financing options, seamless synchronization with QuickBooks, sending automated payment reminders, and automating bookkeeping tasks, ensuring streamlined and efficient business operations.

Pricing Plans:

• Basic: $80/year
• Pro: $140/year
• Elite: $320/year

Rating:

• Software Advice: 4⭐/5
• G2: 4.1⭐/5
• Capterra: 4.1⭐/5

4. Field Edge

FieldEdge is an easy-to-use software that helps plumbing businesses run smoothly by managing scheduling, invoicing, and customer details. It works on mobile devices for convenience and connects with QuickBooks for easy financial tracking. With automated invoice processing, simple dispatching, and all-in-one management tools, FieldEdge helps plumbing businesses grow and provide better customer service.

Key Features:

• Invoicing Software: Simplify invoicing by updating and sending invoices from the field via email or printing on-site, with options for upfront payments.
• Plumbing Dispatch Software: Assign plumbers to jobs easily with a dynamic dispatch board, using drag-and-drop work orders and real-time status updates.
• QuickBooks Integration: Keep your financials up-to-date by syncing with QuickBooks in real-time, avoiding double entry and ensuring accuracy.
• Customer Management: Quickly access customer information, including work order histories, invoices, quotes, and parts tracking, to provide excellent service.
• Mobile App: The FieldEdge mobile app gives plumbers all the information they need in the field, like custom forms, notes, and work order updates, for great customer service.

Additional Features:

Additional features include crafting detailed quotations, as well as offering online billing to streamline payment processes for clients.

Pricing Plans:

Custom pricing plans tailored to your business needs and the features you require.

Rating:

• Capterra: 4.2⭐/5
• Software Advice: 4.2⭐/5
• G2:  4.2⭐/5

5. Invoice Berry

InvoiceBerry is an invoice software designed specifically for plumbing businesses. It helps streamline tasks like creating and sending professional invoices, tracking expenses, and managing client information.

Key Features:

• Customizable Invoices: Brand your invoices with your logo and choose from over 15 invoicing and quotation templates.
• Automated Recurring Invoices: Set up computerized invoices for regular service contracts, saving you time and effort.
• Payment Processing Integrations: Get paid faster with integrations to popular payment processors like PayPal and Stripe.
• Expense Tracking: Easily track your plumbing business expenses to gain valuable insights into your spending.

Additional Features:

In addition to the core functionalities, InvoiceBerry offers features to further boost your efficiency. You can create professional quotes, automate payment reminders to avoid late payments and manage your team with multi-user access. By handling late payments efficiently, you can ensure timely cash flow and maintain better financial stability for your business.

Pricing Plans:

• Solo: $180/year 
• Pro: $360/year 

Rating:

• G2: 4.6⭐/5
• Capterra: 4.9⭐/5
• Software Advice: 5⭐/5

6. InvoiceOwl

InvoiceOwl is an invoicing and estimating software designed for contractors and small businesses, especially plumbers. It helps streamline tasks like creating estimates and invoices, sending automatic reminders, and tracking client reviews.

Key Features:

• One-Click Invoicing: Convert estimates to professional invoices with a single click.
• Industry Templates: Create invoices quickly using pre-designed invoice templates specific to the plumbing industry.
• Credit Memos: Issue credit memos to clients to update their account balance and maintain positive relationships.
• Reporting: InvoiceOwl provides financial reports (income, payments, taxes) through web, iOS, and Android apps for a complete business overview.
• Real-time notifications: InvoiceOwl provides real-time alerts on invoice views, payments, purchase orders, and client reviews – ditch follow-up emails and stay on top of your business.

Additional Features:

Additional features include real-time tracking of estimates and invoices, centralized management of multiple companies, purchase orders, online payment options, client review requests for enhanced customer satisfaction, and seamless integration with QuickBooks.

Pricing Plans:

• Growth: $9.99/year
• Champion: $23.99/year

Ratings:

• Software Advice: 4.5⭐/5
• Capterra: 4.5⭐/5
• Get App: 4.5⭐/5

7. FreshBooks

FreshBooks is the best accounting software designed to help small businesses and freelancers streamline their bookkeeping tasks. It simplifies financial management, allowing users to focus more on their business operations than on tedious accounting processes. Additionally, FreshBooks is considered the best purchase sales invoice software, making it an ideal choice for managing invoices efficiently.

Key Features:

• Generate online Invoice: Create and send professional invoices that reflect your brand.
• Expense Tracking: Automatically track expenses linked to your bank account and credit card.
• Time Tracking: Simplify time management for you and your team with integrated time-tracking tools.
• Online Payments: Accept credit card payments securely and efficiently.

Additional Features: 

Additional features offers seamless integrations, automated late payment reminders, recurring billing, and features like double-entry bookkeeping, a general ledger, trial balance, and chart of accounts. It also includes bank reconciliation, accountant access, cost of goods sold tracking, project management, payroll integration, mileage tracking, and mobile app access for complete financial management.

Pricing Plans:

• Lite: $159.60/year
• Plus: $277.20/year
• Premium: $504.00/year
• Select: Custom price based on your business needs

Ratings:

• G2: 4.5⭐/5
• Capterra:4.5⭐/5
• Software Advice: 4.5⭐/5

8. Broadly

Broadly is the best accounting software that simplifies the billing process for plumbing businesses, allowing them to send invoices via email or text and receive payments quickly and securely. Designed for efficiency, it helps plumbers streamline their workflow and enhance customer satisfaction.

Key Features:

• Mobile Invoicing: Send invoices to customers via text or email for convenient payments.
• QuickBooks Integration: Seamlessly track expenses and revenue.
• Customer Management: Organize customer information and history.
• Team Messaging: Communicate with staff and assign tasks efficiently.

Additional Features: 

Additional features includes automate invoicing, provide friendly due date reminders, offer financing options, and deliver real-time status updates and invoice follow-ups. They also include features for appointment scheduling, curated SMS and email campaigns, web chat for lead conversion, online review management, and AI-powered tools for enhanced business efficiency.

Pricing Plans:

• Standard: $2,249/year
  (Perfect for local businesses aiming to enhance their online reputation.)
• Pro: $3,149/year
  (Ideal for established businesses seeking a comprehensive solution to attract, convert, and engage customers.)
• Elite: $4,049/year
  (Perfect for businesses aiming to scale their marketing efforts and boost their online presence.)

Ratings:

• G2: 4.7⭐/5
• Software Advice: 5⭐/5 
• Capterra: 4.8⭐/5

User Review of Broadly:

9. Workiz

Workiz is the best invoicing software solution designed to help plumbing teams manage and schedule jobs, process payments in the field, and grow their businesses efficiently. Trusted by over 120,000 professionals, Workiz streamlines plumbing operations with ease.

Key Features:

• Invoicing: Send invoices and get paid in the field with WorkizPay.
• Job Scheduling: Organize and manage plumbing jobs with drag-and-drop scheduling.
• Equipment Tracking: Maintain details and track installed equipment.
• Customer Management: Manage customer interactions and history.

Additional Features: 

Additional features offers automated reminders, recurring service plans, online booking, and inventory management. It supports multi-channel communication, sales proposals, payment processing, and real-time updates. Additionally, it offers marketing tools, AI-powered web chat, and robust reporting and analytics for data-driven decision-making.

Pricing Plans:

• Lite: Free
• Standard: $2,700/year 
• Ultimate: Custom price based on your business needs 

Ratings:

• G2: 4.6⭐/5
• Capterra: 4.5⭐/5
• Software Advice: 4.5⭐/5

Benefits of Using Best Plumbing Invoicing Software

Implementing invoicing software in your plumbing business can offer numerous advantages, significantly enhancing your overall operations. Here are some key benefits:

• Streamlined Invoicing Process: Invoicing software automates many of the manual tasks associated with billing, such as generating and sending invoices, leading to a more efficient and error-free invoicing process.
• Improved Cash Flow Management: Automated reminders and quick online payment options help ensure timely payments, which improves your cash flow and financial stability.
• Enhanced Customer Satisfaction: Professional and customizable invoices, along with convenient payment options, provide a better customer experience, leading to increased customer satisfaction and loyalty.
• Reduction in Administrative Workload: By automating invoicing tasks, your team can focus more on core business activities, reducing the time and effort spent on administrative work.
• Better Financial Tracking and Reporting: Invoicing software offers real-time tracking and comprehensive reporting, providing valuable insights into your financial performance and helping you make informed business decisions. Understanding the invoicing basics ensures you fully utilize these tracking and reporting features.

How to Choose the Best Plumbing Invoicing Software for Your Business

Selecting the best invoicing software for your plumbing business involves carefully considering various factors. Here’s how to choose the right one:

• Assess Your Business Needs: Identify the specific invoicing requirements of your plumbing business, such as the volume of invoices, types of services, and preferred payment methods.
• Compare Features and Pricing: Evaluate different software options based on their features, pricing plans, and the value they offer. Look for software with essential features like automated reminders, mobile accessibility, and integration with accounting tools.
• Consider User Reviews and Testimonials: Research user reviews and testimonials to gauge the experiences of other plumbing businesses with the software. Positive feedback from similar businesses can be a good indicator of the software’s reliability and effectiveness.
• Evaluate Customer Support and Training Options: Ensure the software provider offers robust customer support and training resources to help you and your team get the most out of the software.
• Take Advantage of Free Trials and Demos: Use free trials and demos to test the software’s functionality and ease of use before committing. This hands-on experience will help you determine if the software meets your business needs and helps overcome common invoicing challenges.

Tips for Implementing Best Plumbing Invoicing Software in Your Plumbing Business

Once you’ve selected the right invoicing software, follow these tips to ensure a smooth implementation:

• Training Your Team: Provide comprehensive training to your staff to ensure they understand how to use the software effectively. This will help maximize the software’s benefits and minimize errors.
• Integrating with Existing Systems: Ensure the new invoicing software integrates seamlessly with your current accounting and customer management systems to streamline operations and maintain data consistency.
• Customizing the Software to Fit Your Brand: Customize the invoicing templates and other features to reflect your brand identity, providing a professional and cohesive look across all customer interactions.
• Regularly Reviewing and Optimizing Usage: Continuously monitor the software’s performance and seek feedback from your team. Regularly review and optimize your use of the software to ensure it continues to meet your business needs and improves efficiency.

By following these guidelines, you can successfully implement invoicing software in your plumbing business, enhancing efficiency, improving financial management, and delivering a better customer experience. Embrace these practices to invoice like a pro and keep your business running smoothly.

Conclusion

Choosing the right invoicing software is crucial for streamlining your plumbing business operations and improving financial management. By considering key features, comparing options, and following best practices for implementation, you can enhance efficiency, reduce administrative workload, and improve customer experience.