Trades / Plumbing
Job management for plumbers
From the callout to the invoice: who is on which job, what parts are coming, and which jobs are stuck, on the computer and on the crew’s phones.
Starts with workflows for plumbers
A new plumbing business starts with these workflows. Rename the steps, add the tasks in each one and who usually does them, or add your own.
Service call
- Booked
- On site
- Parts needed
- Completed
- Invoiced
Quote & install
- Enquiry
- Quote sent
- Approved
- Scheduled
- Installed
- Invoiced
What plumbers use most
Parts to the job, not the yard
Ask two or three suppliers for prices, then send a purchase order delivered straight to the site. The supplier confirms it and the delivery date online, the crew records the delivery with a photo of the docket, and the cost lands on the job. More
Quotes the customer accepts online
Send the quote as a link; the customer accepts it by typing their name. Take a deposit, then invoice the balance when the job is done. More
Photos and sign-off on every job
Before and after photos on each task, test results and certificates on the job, all with who added them and when. More
Licences on file
Plumbing, gas fitting, drainage and backflow licences with expiry reminders, and a warning when a task needs a licence the person does not have. More
Who is on site
The crew check in on site from the phone; you see hours on each job and approve timesheets for payroll. More
See it with your own jobs
Tell us about your team and we will show you OzTrady with a sample plumbing business.