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SaaS company

Plumbline Scheduling · SaaS company · San Francisco, CA

Elena Voss leads support at Plumbline Scheduling, a booking tool for small clinics and studios, and she uses this to triage every ticket, tie it to the customer account that sent it, and ask the agent which accounts are drifting toward cancelling before their renewal.

Software and ITCustomer serviceAgents3 tables · 5 views · 1 form · 1 dimension set · 1 digest · 1 notification · 1 row action · 1 agent
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All tickets

Tickets
SubjectTicket numberAccountRequesterRequester emailChannelCategory
Change the sender name on reminder emailsSUP-4117Ironbridge Auto DetailingGwendolyn Sato-Beaumontgwendolyn@ironbridgedetailing.netEmailHow-to
Connect the calendar to our video toolSUP-4112Copperwood Hair StudioThaddeus Rennickthaddeus@copperwoodhair.netIn-appIntegration
How do I block off a vacation week?SUP-4107Alderglen Tutoring CenterBettina Rosewell-Fadiyabettina@alderglentutoring.netChatHow-to
Cannot move a recurring class to a new roomSUP-4102Foxhollow Pilates StudioOdalys Petrakisodalys@foxhollowpilates.netChatHow-to
Staff cannot see the next day's schedule on their phonesSUP-4108Pinecrest Barbers CollectiveCornelius Abaracornelius@pinecrestbarbers.netPhoneScheduling bug
Two clients double-booked at 3 PMSUP-4113Fennimore Massage TherapyBeatrix Moorcroft-Ekwuemebeatrix@fennimoremassage.netPhoneScheduling bug
Reminder texts are sending twiceSUP-4101Ironbridge Auto DetailingMirella Okonjomirella@ironbridgedetailing.netEmailScheduling bug
Booking page shows the wrong time zoneSUP-4106Larkmoor Veterinary GroupIngrid Valcourt-Mensahingrid@larkmoorvets.netPhoneScheduling bug
Card was charged after we asked to downgradeSUP-4110Quillfeather Driving SchoolWendell Faraday-Nkosiwendell@quillfeatherdriving.netEmailBilling
Calendar sync with our phone drops every nightSUP-4103Kestrel Hill DentalHollis Trevino-Brighthollis@kestrelhilldental.netEmailIntegration
Booking page loads slowly on phonesSUP-4115Kestrel Hill DentalRosamund Achterberg-Lanerosamund@kestrelhilldental.netChatOutage
Add a new staff member without paying for a seatSUP-4119Larkmoor Veterinary GroupAnnika Brennagh-Oseiannika@larkmoorvets.netEmailBilling

20 more rows

Tables

Tickets

32 sample rows · 17 columns

Every support request from a customer account, from the moment it lands to resolved, with how the customer felt about it.

SubjectTicket numberAccountRequesterRequester emailChannelCategory
Change the sender name on reminder emailsSUP-4117Ironbridge Auto DetailingGwendolyn Sato-Beaumontgwendolyn@ironbridgedetailing.netEmailHow-to
Connect the calendar to our video toolSUP-4112Copperwood Hair StudioThaddeus Rennickthaddeus@copperwoodhair.netIn-appIntegration
How do I block off a vacation week?SUP-4107Alderglen Tutoring CenterBettina Rosewell-Fadiyabettina@alderglentutoring.netChatHow-to
Cannot move a recurring class to a new roomSUP-4102Foxhollow Pilates StudioOdalys Petrakisodalys@foxhollowpilates.netChatHow-to
Staff cannot see the next day's schedule on their phonesSUP-4108Pinecrest Barbers CollectiveCornelius Abaracornelius@pinecrestbarbers.netPhoneScheduling bug
Two clients double-booked at 3 PMSUP-4113Fennimore Massage TherapyBeatrix Moorcroft-Ekwuemebeatrix@fennimoremassage.netPhoneScheduling bug
Reminder texts are sending twiceSUP-4101Ironbridge Auto DetailingMirella Okonjomirella@ironbridgedetailing.netEmailScheduling bug
Booking page shows the wrong time zoneSUP-4106Larkmoor Veterinary GroupIngrid Valcourt-Mensahingrid@larkmoorvets.netPhoneScheduling bug
Card was charged after we asked to downgradeSUP-4110Quillfeather Driving SchoolWendell Faraday-Nkosiwendell@quillfeatherdriving.netEmailBilling
Calendar sync with our phone drops every nightSUP-4103Kestrel Hill DentalHollis Trevino-Brighthollis@kestrelhilldental.netEmailIntegration
Booking page loads slowly on phonesSUP-4115Kestrel Hill DentalRosamund Achterberg-Lanerosamund@kestrelhilldental.netChatOutage
Add a new staff member without paying for a seatSUP-4119Larkmoor Veterinary GroupAnnika Brennagh-Oseiannika@larkmoorvets.netEmailBilling

20 more rows

Accounts

12 sample rows · 11 columns

The businesses that pay for the scheduling product: plan, monthly revenue, renewal date and how healthy the relationship is.

CompanyPlanMonthly revenueSeatsHealthRenews onCustomer since
Quillfeather Driving SchoolTeam$51014At riskOct 29, 2026Oct 18, 2024
Ironbridge Auto DetailingTeam$3609At riskNov 5, 2026Oct 18, 2024
Pinecrest Barbers CollectiveStarter$1296At riskNov 12, 2026Oct 18, 2025
Marrowgate ChiropracticBusiness$96026At riskNov 19, 2026Oct 18, 2023
Kestrel Hill DentalTeam$48012WatchNov 27, 2026Oct 18, 2024
Fennimore Massage TherapyStarter$793WatchDec 15, 2026Oct 18, 2025
Larkmoor Veterinary GroupEnterprise$3,20085WatchJan 1, 2027Oct 18, 2022
Foxhollow Pilates StudioBusiness$84022HealthyMar 17, 2027Oct 18, 2023
Copperwood Hair StudioTeam$42011HealthyApr 26, 2027Oct 18, 2024
Brightwater Physical TherapyBusiness$1,19034HealthyMay 16, 2027Oct 18, 2023
Tidewater Language SchoolEnterprise$2,75070HealthyJul 5, 2027Oct 18, 2021
Alderglen Tutoring CenterStarter$994HealthyAug 14, 2027Oct 18, 2025

Also included

  • Waiting for triageDigest
  • New ticketNotificationTells the support lead the moment a ticket lands so triage starts within the hour.
  • Check churn riskRow action

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