Retention IQ
Built for plumbers

Your emergency callers aren't gone. They just haven't had another emergency yet.

Customer retention software built for plumbers.

Plumber customer retention software can use permitted job, equipment, inspection, and membership-history data to identify follow-up opportunities. Retention IQ combines Book Value, Drift Radar, Voice Training, and completed-return attribution. Source-system fit is confirmed during the managed launch.

A plumber's biggest customer-acquisition channel is "the last emergency they had." If the next one happens 14 months from now and you didn't reach out in between — they Google "plumber near me" and somebody else gets the call. We fix that.

See which customers are moving away from expected service cadence, review the evidence, and approve the next action within the configured campaign workflow.

Pay for verified completed returns. Retention IQ charges a per-return fee (banded by industry — see pricing) when an attributed customer return is verified as completed — not for a click, cancellation, no-show, or uncompleted booking.

One-and-done
~60%
emergency callers never return
Recurring conversion
12–18%
with structured follow-up
Scenario output
$162K
at a typical $1.5M shop
Illustrative planning scenario · 90 days

What a 90-day plan could look like.

Formula-driven scenario for a typical 800-customer plumbing shop with $445 average emergency ticket and $2,400 water-heater replacement ticket. These values are editable assumptions, not customer outcomes.

Week 1
Setup

ServiceTitan / Housecall Pro export uploaded. Customer history parsed. Water-heater install dates and membership plan status indexed.

Setup
Weeks 2–4
Day-30 emergency follow-up

Recent emergency callers receive day-30 thank-you with annual inspection offer. Membership plan attach sequence fires.

14% conversion
Weeks 5–8
Drift Radar tunes

Water-heater age replacement conversations at year 9 stage. Annual drain inspection cadence comes online.

$54K recovered
Weeks 9–12
Measurable recovery

Membership plan attach revenue + replacement quote conversions surface in day-end reports.

$112K total
12-month scenario output
$184,000
recovered recurring service, membership plan, and replacement revenue
ROI vs cost
20 : 1
modeled first-year ratio
Reactivated
~150
modeled completed returns

Scenario notice: Illustrative inputs only: the displayed conversion and service values are planning assumptions, not observed Retention IQ customer results or plumbing benchmarks. Replace them with measured source-system, reachability, completion, and job-value data.

The maintenance clock

Every service has a follow-up window. We're watching it for you.

We know roughly when each customer's next service is due — and we reach out before a leak becomes a flood.

Water heater
8–12 years

Install age tracked. Year 9 nudge, year 11 replacement quote — staged before the cold shower.

Drain inspection
Annual

12-month anniversary trigger. "Time for your annual" beats "we miss you."

Water filter / softener
6 months

Cartridge swap reminders. Pluggable into a delivery-subscription if you offer it.

Emergency follow-up
Day 30

Thank-you + free annual inspection offer. Single highest-converting cadence in the trade.

Two leaks every plumbing shop has

One problem you can see. One you can't.

Leak 01 · The customer side

Six in ten emergency callers never come back.

You fixed a leak two summers ago. Service was great. They never called again because nothing else broke. Then the next leak hit, and they called a guy with a magnet on their fridge. The 30-day post-emergency sequence is the single biggest retention lever in plumbing. We run it for you.

~60%
never-return rate
Leak 02 · The schedule side

Membership plans are 8x more profitable — and 2% attach.

Membership customers spend 2-3x what one-timers do. But organic attach rates run 1-2%. With a structured day-30 sequence and the right framing, attach jumps to 8-12%. The math compounds: every new member is a multi-year revenue stream you didn't have yesterday.

8–12%
attach with structured follow-up
The third leak — your highest-ticket one

The big quotes you sent and never heard back on.

The $7,500 repipe the customer "needed to talk to their spouse about." The water-heater replacement they deferred after the emergency patch. The sewer-line job that went quiet. They didn't say no — they got busy. Closing a job takes 8–12 touches; most shops stop at one. Retention IQ watches your unsold estimates and runs the follow-up you never have time for — from quotes already sitting in your field-service system.

5–12%
of dead estimates convert

Rehashing unsold quotes already in your FSM system books work at a fraction of the cost of chasing a brand-new lead.

8–12
touches to close — most stop at 1

The gap between one follow-up and a full sequence is the difference between a lost quote and a booked install.

$2,400+
average deferred ticket

A single recovered water-heater or repipe quote pays for the tool many times over — these are the biggest jobs you quote.

Unsold estimates can be a high-value follow-up list. When the source data and permissions support it, Retention IQ can surface deferred quotes, prepare the next touch for approval, and preserve the campaign-to-completion evidence.

What your mornings actually look like

Open the app. See who's due today.

Water heater · 11 years old SMS draft
Greg L.
Installed: 2014 · 50-gal gas · Apr 2014
Replacement value
$2,400

"Hey Greg — it's Jake. Just doing a check on water heaters we installed back in 2014. Yours is in year 11 now, which is the back-half of the typical lifespan. No emergency yet — but worth thinking about replacing before it goes on a holiday weekend. Want me to swing by and take a look?"

Post-emergency · Day 31 Email draft
Sarah K.
Emergency call · Slab leak · May 8 · $1,820
Member LTV
$3,400

"Hi Sarah — checking in a month after the slab repair. Hope everything's holding up. As a thank-you for trusting us with that one, I'd like to offer you a complimentary annual inspection — we check pressure, drains, water heater age, all the stuff that turns into emergencies. No upsell pressure, just want to keep things ahead of the next surprise. Want me to schedule it?"

Drafts use the permitted customer history available to the campaign. Production delivery is activated only after the sending system, consent evidence, suppression rules, and opt-out handling are verified; the customer controls campaign approval.

Trained on what you actually sell

Speaks your service catalog, not "business in general."

It knows tankless water heaters need flushing annually. It knows hard-water zones break softeners faster. It knows a slab-leak customer is the highest-attach-rate membership prospect you'll ever talk to. You don't have to teach it.

Service-category tracking

  • Water heaters
    Tank, tankless, hybrid. Install date drives the replacement-conversation timeline. Tankless flushing is annual.
  • Drains & sewer
    Annual hydro-jetting, camera inspections, root cleaning. Trees-near-the-line customers get extra attention.
  • Water quality
    Softeners, RO systems, whole-house filters. Cartridge swap subscriptions and salt-delivery follow-ups.
  • Repiping & service upgrades
    Galvanized-pipe homes flagged for repipe conversations. Polybutylene replacement priority.
  • Membership plans
    Annual inspection plans, priority dispatch, discount programs. Renewal cadence built in.

Operator intelligence

  • Emergency-to-recurring follow-up
    A day-30 check-in is one practical cadence to test. Activation, delivery, and results depend on source data, consent, and the configured workflow.
  • Per-tech scorecards
    Service plumbers, apprentices, lead techs — each with benchmarks specific to their role and ticket profile. Fair across the board.
  • Membership attach modeling
    Test what a new plan tier or pricing change would do to attach and MRR before you announce it.
  • Cross-sell that isn't pushy
    Water heater install customers ready for a softener. Drain customers approaching annual inspection. The engine knows which pairings convert.
  • Discount guardrails
    If a customer's water heater is at year 8, no coupon — they're going to need a replacement. If it's been 4 years since their last call, a small offer may help. You set the rules.
Works with your field-service platform

No rip-and-replace.

We connect in one of two ways: a weekly CSV export, or a direct integration where available. Your dispatch and invoicing stay exactly as they are today.

ServiceTitan
Housecall Pro
Jobber
ServiceFusion
FieldEdge
FieldPulse
Workiz
+ any CSV
Free · No data required

How much dormant revenue is hiding in your practice?

Move the sliders to match your practice. We'll estimate your dormant revenue opportunity using editable planning assumptions — no client data or signup required.

2,500
50020,000+
$250
$50$1,500
2
1 (annual)12 (monthly)
Your estimated dormant revenue
$0
Planning scenario using a 55% dormancy assumption. Replace it with your measured dormant count before making a decision.
Recoverable with Retention IQ
$0
Planning scenario using an 8% reactivation assumption. This is not a Retention IQ customer benchmark or guarantee; completed-return results may be lower or higher.
Get your real number — book a demo
We sign a BAA before any real client data moves. 15 min call, zero commitment.
Comparisons

How Retention IQ compares for plumbers

Side-by-side breakdowns of TechStack Retention IQ against the field-service and customer-comms tools plumbing shops most often evaluate.

See your shop's real dormant-customer number.

15-minute walkthrough. We'll show you how it runs on a real plumbing shop's data.

15 minutes · no sales pitch Works with your booking platform