For plumbers & heating engineers
The CRM for plumbers that wins the boiler job
You can’t answer the phone with your head under a sink. Lidora is a CRM for plumbers and heating engineers that replies to every enquiry in seconds, asks for photos of the job, lets customers book a quote visit online and shows you who to call first when you’re free.
- 7 days free, no card needed
- Set up for plumbing and heating
- One price for your whole team
In short
Lidora is a CRM for plumbers and heating engineers in the UK. It collects enquiries from your website, Facebook and Instagram ads in one list, replies straight away by WhatsApp, text or email, lets customers book a free quote visit online, and tracks every boiler and plumbing quote until it’s won. Plans start at £39 a month for the whole business, with a 7-day free trial.
What to look for in a CRM for plumbers
- Instant replies, so a customer with a leak hears from you before they ring the next plumber.
- WhatsApp, because that’s where customers send photos of boilers, leaks and pipework.
- Urgency on every enquiry, so an emergency stands out from “just getting prices”.
- Online booking for quote visits, with reminders so you don’t drive out to an empty house.
- Quote values in one view, so you know which boiler quotes to chase this week.
- One price for the team, not a fee for every engineer and apprentice.
Sound familiar?
Busy on jobs, losing work in the gaps
Most lost jobs aren’t lost on price. They’re lost because nobody got back to the customer quickly enough.
Missed calls while you work
You're mid-job, the phone rings, and by the time you call back they've booked someone else.
Enquiries everywhere
Website forms in your email, Facebook messages, texts and WhatsApp. Something always slips through.
Quotes that go quiet
You price up a boiler, send the quote, and never quite find time to follow it up.
No-shows at quote visits
You drive across town to price a job and nobody's in, because nobody reminded them.
Every enquiry, one list
Boilers, leaks and bathrooms, all in one place
Website forms, Facebook and Instagram lead ads and messages land in one list with the customer’s name, number, postcode and what they need. Drag each one along as it moves from enquiry to job won.
- How urgent: emergency, this week, or just getting prices
- Postcode on every card, so you can plan your route
- Quote values add up at the top of the column
- New leads shared fairly between your engineers
Automatic replies
Answered in seconds, even when you're on a job
The moment someone enquires, Lidora sends a friendly WhatsApp, text or email in your name and asks for a photo of the boiler or the problem. More follow-ups go out on your schedule until they reply, and stop as soon as they do.
- Email follow-ups on every plan
- Automatic WhatsApp and texts on Growth and Pro
- Quiet hours, so nobody gets a message at 11pm
- Quotes chased automatically a few days later
Online booking
Customers book their own quote visit
Share your booking link or put it on your website. Customers pick a time that suits your diary, get a confirmation straight away and a reminder the day before. The visit lands in your calendar with their details.
- Your working hours and your engineers
- Day-before reminders cut no-shows
- Customers can move or cancel with their own link
- Every visit in a shared calendar
New in Lidora
More ways Lidora wins you plumbing and heating jobs
Lidora keeps adding the things plumbing and heating businesses asked for.
Missed calls texted back
Can't answer? The caller gets a text from your business within seconds, can leave a voicemail and becomes a lead (Growth and Pro).
Quotes chased for you
When a quote goes out, Lidora checks in a few days later, and again, until they say yes or no.
WhatsApp from your own number
Your first reply, review and payment requests go out from your business WhatsApp number. You carry on the chat on your phone (Growth and Pro).
Google reviews on autopilot
Every won customer gets your Google review link at the right moment. See and reply to every Google review in Lidora.
Directory leads, in by themselves
Lead emails from Checkatrade, Bark, MyBuilder and others become leads with an instant reply.
Jobs you can share
Click a booking to change it, print a job sheet or send the details to your team on WhatsApp.
Ready-made for you
Set up for plumbing and heating from day one
Choose “Trades & home services” when you sign up and Lidora comes ready with the stages, questions and messages plumbers use. Change any word to suit your business.
Questions on your enquiry form
- How urgent? (emergency, this week, within a month, just getting prices)
- Property type
- Homeowner?
- Job details
- Access and parking notes
- Interested in finance?
Add your own services, such as boiler replacement, power flush or bathroom plumbing, so you can see which jobs bring in the most work.
Your stages
- New enquiry
- Contacted
- Site visit booked
- Quote sent
- Job won
First message, sent for you
Hi Sarah, thanks for getting in touch about a new boiler 🔧 Dan will call you shortly to arrange a free quote. Could you send a photo of your current boiler here?
Booking form: Free quote visit
How it works
Ready before your next call-out
Start your free trial
Enter your name, business and email and choose “Trades & home services”. Your CRM is ready in a minute.
Connect your enquiries
Link your website form with our WordPress plugin, Zapier or the API, and connect Facebook lead ads on Growth and Pro.
Answer every customer
Replies go out by themselves, the Today screen shows who to call, and the app on your phone alerts you to new leads.
An honest fit
Win the job in Lidora, run the job in your usual tools
Lidora is the part of your business that wins the work. It works alongside the tools you already use to run the jobs.
Lidora does
- Catches every enquiry and replies straight away
- WhatsApp, text and email in one inbox
- Online booking for quote visits
- Tracks quotes and their value
- Shows how fast you reply and where your best jobs come from
- Missed calls texted back (Growth and Pro)
- Quotes chased automatically
- Google review requests after every job
Keep your other tools for
- Invoicing and payments
- Engineer job sheets and certificates (Gas Safe paperwork)
- Parts, stock and van tracking
- Accounts
Keep using your accounting or job management software for these. Lidora gets the customer to “yes”.
Plans
Simple prices for plumbing and heating businesses
Most plumbers start on Growth for automatic WhatsApp and texts. One price covers your whole team, with no setup fee and no contract.
| Feature | Starter | Growth | Pro |
|---|---|---|---|
| Price per month | $49£39 | $99£79 | $199£159 |
| Users | 2 | 5 | Unlimited |
| Booking forms | 1 | 3 | Unlimited |
| File storage | 500 MB | 2 GB | 20 GB |
| Leads | Unlimited | Unlimited | Unlimited |
| Leads, pipeline, calendar and quotes | Yes | Yes | Yes |
| Calendar booking box: edit, print and share jobs | Yes | Yes | Yes |
| Email follow-ups after enquiries and quotes | Yes | Yes | Yes |
| Google review requests | Yes | Yes | Yes |
| See and reply to your Google reviews | Yes | Yes | Yes |
| Enquiry forms and website leads | Yes | Yes | Yes |
| Leads from Checkatrade, Bark and other emails | Yes | Yes | Yes |
| Import from CSV or Excel | Yes | Yes | Yes |
| One-tap WhatsApp and calls | Yes | Yes | Yes |
| Custom fields, templates, own logo | Yes | Yes | Yes |
| Media, reports and the monthly results email | Yes | Yes | Yes |
| Team permissions, two-step login, backups | Yes | Yes | Yes |
| Phone app with new-lead alerts | Yes | Yes | Yes |
| Automatic WhatsApp templates | No | 5 | 10 |
| Automatic WhatsApp messages a month (included) | No | 250 | 750 |
| Automatic texts through Twilio | No | Yes | Yes |
| Missed calls texted back | No | Yes | Yes |
| Website chat widget | No | Yes | Yes |
| Surveys | No | Yes | Yes |
| Google reviews widget for your website | No | Yes | Yes |
| Facebook and Instagram lead ads | No | Yes | Yes |
| Smart phone alerts ("still waiting", morning summary) | No | Yes | Yes |
| Marketing spend and cost per lead | No | Yes | Yes |
| Activity log and automatic report emails | No | Yes | Yes |
| No "Powered by Lidora" | No | No | Yes |
| Support | Email and WhatsApp | Priority, same working day | |
| Setup help | Guides | 30-minute setup call | 1-hour setup and training call |
| Setup fee | None | None | None |
| Free trial | 7 days | Upgrade from the trial | Upgrade from the trial |
FAQ
Questions plumbers ask
What is the best CRM for plumbers in the UK?
The best CRM for a plumber is the one that gets back to customers fastest and is simple enough to use from a van. Lidora is built for that: instant WhatsApp, text and email replies, online quote visits and a clear list of who to call, from £39 a month for the whole business.
Can Lidora reply to customers on WhatsApp?
Yes. On Growth and Pro, approved WhatsApp messages go out automatically from your own WhatsApp Business number through Meta's official API: the first reply to new leads, review and payment requests and offers (5 templates and 250 messages a month on Growth, 10 and 750 on Pro, included). The chat carries on in WhatsApp on your phone. On every plan you can open WhatsApp from a customer's page with a saved message ready to send.
Does Lidora work with Checkatrade or MyBuilder leads?
Yes. Connect your email inbox to Lidora once, and lead emails from Checkatrade, Bark, MyBuilder, Rated People, TrustATrader, Yell and other directories become leads by themselves, with an instant reply. Leads from your website, Facebook and Instagram lead ads, Zapier and the API arrive too.
Can it handle emergency call-outs?
Yes. Every enquiry form asks how urgent the job is, and emergencies stand out in your list. The Today screen shows who is still waiting for a call and for how long, and on Growth and Pro you get a "still waiting" alert on your phone.
Does Lidora do invoices or Gas Safe certificates?
No. Lidora is for winning the job: enquiries, replies, quote visits and quotes. Keep using your accounting or job management software for invoices, certificates and job sheets.
How much does Lidora cost for a plumbing business?
Starter is £39 a month, Growth £79 and Pro £159, for the whole business rather than per engineer. There's no setup fee or contract, and you can try it free for 7 days without a card. Prices exclude VAT.
Can you build my website and do my SEO as well?
Yes. Our team at NexGen Rank offers one complete package for plumbing and heating businesses: a website, full local SEO, your Google Business Profile and Lidora, all set up for you. See what's included or book a free call.
Done for you
Want more plumbing and heating jobs, not just a CRM?
Our team at NexGen Rank can build your website, do your local SEO, look after your Google Business Profile and set up Lidora for you. One package for plumbing and heating businesses, one team, more enquiries.
A website that wins jobs
Fast, mobile-first, written for your trade and your area, with enquiry and booking forms built in.
Full SEO
Local SEO every month: the pages, keywords and links that put you in front of people searching near you.
Google Business Profile
Set up, optimised and kept active with posts, photos and review requests.
Lidora CRM, set up for you
Every enquiry answered in seconds, followed up and booked in. We set it all up and train your team.
One complete package from NexGen Rank, the team behind Lidora. We talk through what you need on a free call first. The package is arranged and invoiced by NexGen Rank, separately from a Lidora plan.
Answer every boiler enquiry first
Try Lidora free for 7 days. No card needed, ready in a minute.