Same-day swap, paid at the job.
A cold shower is an emergency, and the fast quote wins. Revcore helps you price tank and tankless options on site, schedule the swap, and collect before you leave.
14-day free trial, no credit card required.
What water heaters contractors need from software
Water heater companies live on speed: the homeowner has no hot water, and the first company to show up with a clear price usually gets the swap. Revcore Pro books the call, dispatches an open tech from the crew board, presents tank and tankless options side by side, and collects payment when the water is hot again. It does not track water heater stock on the truck, so inventory stays in your current process.
Where water heaters jobs get stuck.
The same few things cost water heaters crews time and money on every job. This is what Revcore takes off your plate.
- 01
Tank versus tankless confusion
Show both options with clear pricing and payback so customers choose with confidence.
- 02
Emergency calls with no slack
Drag the call onto an open tech, who gets the address and directions on their phone.
- 03
Payment after a rushed job
Collect on completion with card or ACH so a fast job is fast cash too.
How a water heaters job runs in Revcore.
From the first call to the final payment, every step happens on the same job record, so nobody retypes anything and nothing waits on the office.
Water Heaters job, example
Answer the no hot water call
1/7
Web forms drop leads straight onto the board, and two-way texting lets you reply in seconds. A short survey asks the tank size, fuel type, and age, so the tech knows what to load.
CRM and pipelineDrag the call onto an open tech on the crew board, and it lands on their phone with directions to the stop. The homeowner gets an automatic appointment confirmation by text instead of a vague promise to call back.
Field and dispatchPhotograph the data plate, the leak, the venting, the gas or electrical connection, and the expansion tank. Mark up anything that needs to change to bring the install up to code and note it on the job.
Job tracking and photosPresent a like-for-like tank, an upgraded tank with a longer warranty, and a tankless option from your template, each with a margin check. The homeowner picks one on the tech's phone, e-signs, and pays in the same step.
EstimatesIf the unit is on the truck, the approved estimate becomes a job right there. Tankless conversions that need gas or venting work go on the crew board for a later day, and the homeowner gets a text.
SchedulingShoot the new unit, its data plate, the venting, and the haul-away. Store the serial number, install date, and manufacturer warranty on the job so a future warranty claim does not start with a hunt through paper invoices.
Job tracking and photosInvoice from the job and send a text-to-pay link before you leave. Enroll the homeowner in an annual flush plan that tracks the new unit, schedules next year's visit, and charges the card on file.
Service agreementsSet up for the way water heaters jobs run.
Tiered replacement options
Tank, tankless, and warranty packages presented side by side.
Fast dispatch
Put an open tech on the call from the crew board and keep the customer posted by text.
Photo documentation
Old and new unit shots tied to the customer for warranty claims.
Field payments
Send a text-to-pay link the moment the water is hot again.
What to look for in water heaters software.
Take this list to any demo or trial, ours included. If a tool cannot show you each of these on a real job, keep looking.
Dispatch fast enough for emergencies
No hot water means the homeowner calls three companies. Look for quick tech assignment, a job map, and automatic appointment confirmations.
Tank vs tankless options on site
The tech should present tank and tankless tiers side by side on a phone, with the signature and payment collected in one step.
Serial and warranty records
Manufacturer warranty claims need the serial number and install date. Those belong on the job and the customer record, not a paper invoice.
Photo proof of code items
Expansion tanks, venting, and gas connections get inspected. Before and after photos with markup protect you on callbacks and inspections.
Same visit payment
A swap done in a few hours should be paid before the truck leaves, by the card on file or a text-to-pay link.
Annual flush plans
Maintenance plans bring homeowners back each year. The software should schedule the flush visit and bill it automatically on renewal.
Saved line items for common swaps
Forty and fifty gallon swaps repeat all week. Saved line items and assemblies keep every tech's price the same on every call.
The whole platform comes standard.
Quoting is the start. Every water heaters account runs the full job, from the first lead to the final payment, in one login.
- CRM and pipelineEvery lead and job on one board
- Estimates and proposalsGood, Better, Best, signed on the spot
- Scheduling and dispatchCrews on one shared calendar
- CommunicationsTexts, calls, and email in one thread
- Invoicing and paymentsDeposits and finals, paid online
- Service agreementsRecurring work, tracked
- AutomationsFollow-ups that send themselves
- ReportingRevenue and close rate at a glance
Comparing water heaters software?
Honest side-by-sides with the tools water heaters crews weigh most. Every plan is one flat price with crew seats included. See pricing.
- Revcore vs Housecall ProCommon with residential service teams. Revcore adds tiered presentations with margin checks.
- Revcore vs JobberSimple quoting and invoicing. Revcore adds a live dispatch map and service agreements.
- Revcore vs ServiceTitanEnterprise service platform. Revcore is quicker to run for smaller water heater teams.
- Revcore vs WorkizCall and dispatch focused. Revcore adds tiered options and warranty records on the job.
- All comparisons →
“Service calls used to take days to bill. Now the tech collects on site and the payment is in before the truck leaves the driveway.”
Composite operator based on early-access usage. Outcomes are illustrative; individual results vary.
Water Heaters questions, answered.
Still deciding if Revcore fits your crew? Talk to our team.
What is the best software for water heater companies?
Water heater work is fast service, so the tool needs dispatch, on-site quoting, and field payments. Housecall Pro and Jobber are common with smaller plumbing and water heater teams, and ServiceTitan with larger ones. Revcore Pro fits companies that want dispatch, tank and tankless tiers, warranty records, and payment on completion in one login.
Can techs present tank and tankless options on site?
Yes. Build a water heater template with a like-for-like tank, an upgraded tank, and a tankless tier, each with a margin check. The tech presents it on a phone or tablet, and the homeowner signs and pays in the same step.
Can I record water heater serial numbers for warranty claims?
Yes. Record the model, serial number, and install date on the job, attach the data plate photo, and store the warranty paperwork on the job file. Custom fields let you track fuel type, capacity, venting, or anything else you need, and the unit shows up on the customer record for the next call.
Does Revcore track water heaters on my trucks?
No. Revcore does not manage inventory or order units from suppliers. Techs log the unit, fittings, and materials used on each job so they carry onto the invoice, and your stock counts and supplier orders stay in your current system.
How do I dispatch same-day water heater calls?
Drag the call onto an open tech on the crew board, and it shows up on their phone with directions to the stop. The homeowner gets an automatic appointment confirmation by text, and two-way texting keeps them posted, so they are not stuck at home guessing.
Can I sell annual water heater flush plans?
Yes. Create a service agreement billed annually or at another supported cadence, schedule the flush visit, track the unit under the plan, and let it auto-renew and charge the card on file. The recurring revenue view shows what the plan base brings in.
Can homeowners pay for a tankless upgrade over time through Revcore?
Not yet. Built-in homeowner financing is on the roadmap. Today the tech can show monthly payment math in the presentation next to the tankless tier, and you keep using your current lender for applications, approvals, and funding.
Does it work on my phone in the field?
Yes. Revcore runs on the web, iOS, and Android, so water heaters crews can open the job, add photos, take a signature, and collect payment from the site.
How fast can we switch over?
Most crews are live within a week. Paid plans include hands-on onboarding: we import your customers and pricing, set up your proposal templates, and add your team, then check in until it sticks.
What does Revcore Pro cost for water heaters?
Plans start at $249/mo billed monthly ($207/mo on annual billing, 2 months free) with crew seats included, plus CRM, estimating, scheduling, and invoicing. Every plan includes a 14-day free trial with no credit card required.
