Plumb turns your Canva quotes into projects, tracks materials and tasks through to install, and keeps Xero and Melio linked — without turning your shop into an ERP. Built for iPad, phone, and laptop.
You've spent years making them look right. You don't want a new quoting tool — you want somewhere to file each Canva quote, keep it in a limbo until the client responds, and turn accepted ones into projects without typing it all over again.
A sticky note on the table saw. A group text about the install van. A spreadsheet. A whiteboard with last month's job still on it. Things slip — the wrong hardware shows up, or doesn't. Plumb collects schedule, tasks, and material readiness in one scannable view.
You pay vendors in Melio. You invoice in Xero. Plumb links those records back to the project, read-only, so you can see what's been paid on Hollings without leaving the job.
ERPs want a purchasing department and an operations manager. You don't have either. Plumb is deliberately small — one owner, a few makers, and the clarity to finish the bench on Monday.
Four workflows cover most of a custom shop's day. Plumb doesn't try to be your CRM, your shop-floor controller, or your accounting system — just the thread that connects them.
No line-item form to rebuild your Canva work. A quote in Plumb is a record with a title, a client, an amount, and the original document attached. It sits in a pending stage until accepted or declined.
Every project sits in exactly one column — from quote draft through install. Scannable on an iPad propped on the bench. Touch-and-hold to move a job forward. No clicks through five screens to see what's happening.
Each project carries its own checklist — from “mill uprights” to “confirm install crew.” They all roll up to one “My Tasks” view grouped by Today / Tomorrow / This week. Tick things off from your phone in the van, or the iPad at the bench.
Track every line item through ordered → received → checked. Tie each to a vendor so you know who's slowing you down. When you receive something, the pipeline card flips to “Materials · Ready” automatically.
We're onboarding a small group of shops each month. Tell us a bit about your work and we'll send you an invite when there's a spot — usually within a week or two.