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Field service CRM · Built by a contractor

Run your whole shop from one screen.

Plenum is the CRM for HVAC, plumbing and electrical contractors. Estimates your customers sign on their phone, jobs your techs follow step by step, invoices that show who owes what, and the real profit on every job.

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15 days free. Works on any phone or computer. No app store download.

  1. Lead
  2. Estimate
  3. Job
  4. Invoice
  5. Paid
What it does

Everything from the first call to the last dollar.

One place for your customers, your crew and your money, made for the phone in your truck.

Estimates they sign on the spot

The estimate lands in their email with every line and the total. They approve and sign from their phone, and you can ask for a deposit before you order parts.

"On my way" with a real arrival time

One tap texts the customer that you're coming, with an arrival time from live traffic. No more "where's the tech?" calls.

Jobs your crew can't skip steps on

Schedule, on my way, start, finish, invoice, paid. Techs clock in per job and add before and after photos, so you know what happened at every house.

Invoices that get paid

Due on receipt, and anything unpaid after five days shows up in red. Send a stack of invoices at once, or record one check across several of them.

A pipeline for every lead

Leads from your website land in Plenum and ping your phone. They move across the board on their own when you send the estimate and when the customer says yes.

Texts and email from your business

Customers hear from your business number, with your company name on every email, not from your personal cell. Plenum keeps track of who agreed to get texts.

Landlords with twenty houses

One customer, many properties, each with its own address, access notes and equipment. Built for property managers from day one.

Your day, in numbers

The home screen shows open jobs, pending estimates and what you earned today, this week, this month and this year, plus an end-of-day report.

Works in the attic, too

No signal? Clocking in and "on my way" wait on the phone and go out on their own when the signal comes back. Add Plenum to your home screen like an app.

Real profit

Know what you actually kept.

Revenue isn't profit. Plenum takes the job total and subtracts what it really cost you, so you can price the next one right.

  • Materials counted with the sales tax you paid on them
  • Labor from how you pay your crew: by the day, by the hour or by production
  • Card fees worked out from how the customer paid
  • Real job times from clock-ins, to price the next job
Example jobSystem change-out
Job total$4,850.00
Materials + sales tax−$1,912.00
Labor · 2 techs, 1 day−$640.00
Card fee−$141.00
You kept$2,157.0044.5%
Built in the field

Plenum wasn't designed in an office. It runs a real HVAC, plumbing and electrical company in Memphis every day, and every screen is there because a real job needed it.

We built Plenum to replace the software we were paying for: the steps a tech follows at a house, the way customers approve work, and the numbers an owner needs at the end of the day.

Mobile firstMade for the phone in the truck, not a desk.
Your customers stay yoursBring your customer list over from a spreadsheet or your current software.
Made for small shopsFrom the owner-operator to a crew of techs.
15 days free

Try Plenum in your shop.

Request your account and accept the agreement. We call you to set it up, and your 15-day free trial starts the day we activate it. No card needed.

  1. 1Request your account. Two minutes: your company, your contact info, and the agreement.
  2. 2We call you. We set it up with you and answer your questions.
  3. 3Your 15 days start. Sign in from your phone or computer with your email.
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Read the agreement anytime.