TradeFlow

TradeFlow for plumbing companies

Turn more plumbing leads into booked work.

TradeFlow turns web and manually entered inquiries into organized lead records, owner alerts, follow-up flags, and weekly reporting.

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Centralize supported inquiries Surface urgent work Keep follow-up moving See what converts

Built for field-service reality

The work is in the field. The opportunity starts at the front door.

A homeowner submits a form while both hands are on a job. A phone inquiry is written down to enter later. An open lead needs one more follow-up. None of that is unusual. Losing the job because nobody had a clear next step is.

TradeFlow gives those moments a defined path. Supported inquiries enter a shared tracker, the owner receives a clear email, and open leads are checked on a schedule.

One lead Four moments that decide whether it becomes a job.
  1. 01Lead receivedWeb form or manual entry
  2. 02Record createdDetails normalized in one tracker
  3. 03Owner alertedSummary, urgency, and next step
  4. 04Follow-up checkedOpen and stale leads stay visible

The TradeFlow system

Simple on the surface. Operational underneath.

We connect agreed lead inputs to a TradeFlow tracker and a set of scheduled workflows. The initial system has a clear, practical scope.

01
Capture

Supported inquiries enter one visible flow.

Web-form and manual lead data is standardized and saved in a shared Google Sheets tracker.

02
Prioritize

Each record arrives ready to act on.

TradeFlow adds a summary, urgency level, lead-quality label, and suggested next action.

03
Notify

The owner sees the lead immediately.

An owner email carries the important details. Optional SMS alerts are limited to enrolled owners or staff who have given documented consent.

04
Follow up

Open work returns to attention.

Daily status checks flag overdue follow-up, while a weekly email summarizes leads and outstanding actions.

Clear scope

A focused lead system with defined inputs.

The starter system handles web-form and manually entered leads, stores them in a dedicated TradeFlow tracker, and uses email for owner alerts and customer confirmations. Additional lead sources or software connections are scoped and tested separately.

Web-form and manual intake Shared Google Sheets lead tracker Email alerts, optional enrolled-staff SMS, follow-up flags, and reports

Installation

Built around the way your shop already runs.

We agree on the exact inputs, fields, recipients, and follow-up rules before anything is connected.

  1. 01

    Confirm the inputs

    We choose the supported lead sources, required fields, email recipients, and follow-up timing.

  2. 02

    Configure the system

    We create the tracker, map the agreed fields, set the rules, and connect the designated email account.

  3. 03

    Test and launch

    We run sample leads through every step and confirm the records, alerts, follow-up flags, and reports.

The point of all of it

“Your next growth lever may not be more leads. It may be doing more with the ones already knocking.”
TradeFlow

Lead-conversion systems for growing plumbing companies.

Questions

Straight answers for busy owners.

Does TradeFlow connect to anything we already use?

The starter system supports web-form and manual lead intake, Google Sheets tracking, and email notifications. Other sources and software connections need to be scoped and tested separately.

What happens when a lead comes in?

TradeFlow standardizes the submitted details, creates a record, adds a summary and urgency level, emails the owner, and places the lead into the follow-up workflow.

Does TradeFlow respond to customers on its own?

An email confirmation can be sent automatically when the customer provides an email address. Lead summaries and suggested replies support the owner; they do not replace human judgment.

Will my team use something new?

Yes. The starter system introduces a lightweight shared lead tracker and an agreed status process. We configure it and keep the daily workflow deliberately simple.

Start with the real workflow

Find out where your leads are leaking.

See a sample inquiry become an organized lead record, trigger the right emails, and appear in follow-up and weekly reporting.

Book a system walkthrough