Plumbing
Plumbing job software for repairs and installations
A repair may need an initial visit, a parts purchase and a return installation. Keep those events on the same job so the office can see what was done and what is ready to bill.
Bathroom leak repair
ActiveCheck the first visit notes and parts purchase before returning to the property.
Jordan Lee · May 21Interactive project workspace · sample data
The problem
Where the work slips.
Small gaps between the estimate and the work add up.
- The return visit lacks the first plumber’s notes.
- Parts purchases are hard to match to the property.
- Extra work changes the quoted scope.
- The office cannot tell whether the job is ready for invoicing.
In Ordvero
How the work moves.
From the agreed scope to the final invoice, on one project.
- Step 1
Capture the property and proposed work
Link the client and address to the project. Prepare an estimate for agreed work and put access instructions in the field information.
- Step 2
Schedule the right visit
Assign a person or team to the planned date. Keep an initial inspection and subsequent work attached to the project rather than relying on separate calendar descriptions.
- Step 3
Record parts and work performed
Review supplier receipts, record time and add an update describing completed work and the next step. Include useful photos when appropriate.
- Step 4
Review the bill with context
Check the agreed scope and any additional work before preparing an invoice. Record payments received and follow the remaining balance.
Is it a fit?
Common questions
For plumbing businesses managing scheduled repairs and installations. Emergency dispatch, route optimization and specialist plumbing diagnostics are not included in this positioning.
Can a return visit use the same project?
Yes. Keep the job instructions, updates, purchases and scheduled visits together for that project.
Does a receipt scan automatically approve a parts cost?
No. Review the extracted details and project assignment before saving and using the cost in your records.
Related
Keep the next part connected.
Start with your next job.
See how the project record fits your business, then choose a plan.