Plumbing & Gas
Workflow templates for plumbers and gasfitters, covering quote requests, emergency and blocked drain call-outs, gas leak and fault calls, hot water repairs and replacements, leak detection and water efficiency audits. Test and inspection records cover gas pressure and tightness tests, backflow prevention devices, thermostatic mixing valves, stormwater and sewer drainage, renovation rough-ins, and Certificate of Compliance and Notice of Work checklists for New South Wales, Australia.
Benefits
- Dispatch emergency call-outs with the details your plumber needs
- Keep gas, backflow and TMV test records on the job
- Share quotes and completion updates with customers by email or SMS
Common Use Cases
Plumbing & Gas Templates(18)
Backflow Prevention Device Test Record Workflow
Captures backflow prevention device test data from the plumber, records the pass/fail result, notifies the client, and manages repair/retest cycles until the device passes, with a table view and status chart for tracking.
Bathroom Plumbing Rough-In Inspection Workflow
Captures a bathroom renovation plumbing rough-in inspection, records pass/fail checks against plans, notifies the builder/client, and manages a rectification and re-inspection loop until the rough-in passes.
Blocked Drain Service Request Workflow
Manages a plumbing business's blocked drain service requests end-to-end: intake and acknowledgement, urgency-based booking with a visit date and assigned plumber, plumber field work capturing cause/method/outcome, and outcome-based customer communication (completed with a feedback survey, further work quoting, or unable to complete).
Drainage Inspection and Diagram Workflow
Captures a plumber's drainage/sewer service diagram inspection, routes it through an office legibility check (with a plumber revision loop if details are missing), then finalises the record — notifying the customer when the diagram is recorded, or routing to an estimator for a repair quote if defects were found.
Emergency Plumber Call-Out Workflow
Manages an emergency plumbing call-out from initial customer request through dispatch, on-site work, and completion or follow-up quoting, with customer notifications and status tracking throughout.
Gas Appliance Installation and Testing Workflow
Captures commissioning test results for a newly installed gas appliance, routes failed tests through a rectification loop (up to 2 retries), hands the appliance over to the customer once commissioned, and follows up with a handover summary email and a feedback request.
Gas Leak and Fault Call-Out Workflow
Manages emergency gas leak and gas fault call-outs from intake through dispatch, gas fitter attendance, and resolution — including safety SMS, dispatcher and gas fitter tasks, outcome-based customer communication, and follow-up feedback collection.
Gas Pressure and Tightness Test Workflow
Captures a gas pressure and tightness test submission, records the result, notifies the client, and manages a fail/retest repair loop with the gas fitter until the installation passes.
Gutter and Downpipe Inspection Workflow
Captures a gutter/downpipe inspection report, routes it through manager review with a revision loop, emails the approved report to the customer, and triggers a repair/replacement quote task when recommended.
Hot Water Repair and Replacement Workflow
End-to-end workflow for a plumbing business to intake hot water system repair/replacement requests, book a site visit, capture the plumber's assessment and quote, get customer acceptance, complete the work, and collect feedback.
Kitchen Plumbing Rough-In Inspection Workflow
Captures a plumbing rough-in inspection for a kitchen renovation, records pass/fail checks, notifies the builder/client, and manages rectification and re-inspection cycles until the rough-in passes.
Leak Detection and Repair Report Workflow
Captures a plumber's leak detection and repair report, loops back to the plumber for further investigation if the meter test still shows flow, notifies the customer once repaired, optionally routes to the office for an insurance report, and follows up with a customer feedback survey.
Plumbing Compliance Inspection Workflow
Captures a plumbing inspection checklist, records overall result, and manages the compliance workflow through rectification and re-inspection until the work passes.
Plumbing Maintenance Service Report Workflow
Captures a plumber's service report for commercial and residential clients, routes handling based on defect priority (none/minor/urgent), manages repair quoting and approval, notifies clients at each stage, and tracks status through to completion.
Plumbing Quote Request Workflow
Captures plumbing quote requests, routes emergencies to an on-call callback, runs site inspection and quoting, tracks customer acceptance, schedules and completes the job, and collects post-job feedback — with full status tracking from New Request through to Job Completed.
Stormwater Drainage Inspection Workflow
Captures a stormwater drainage inspection, routes the report through supervisor review (with revision loop), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Thermostatic Mixing Valve Service Workflow
Captures thermostatic mixing valve (TMV) test records from a plumber, sets the record status based on pass/fail result, notifies the client, and manages a repair-and-retest loop for failed valves until they pass or the retry limit is reached.
Water Efficiency and Leak Audit Workflow
Captures a plumbing water efficiency and leak audit, calculates the hidden leak rate from a no-use meter test, routes the audit through manager review (with revision loop back to the plumber), emails results to the customer once approved, and triggers an estimator quote task when leaks were found.
Frequently Asked Questions
What Plumbing & Gas workflow templates are included?
Plumbing & Gas includes templates for quote requests, emergency call-outs, blocked drains, gas leaks and faults, hot water assessments, leak detection, gas appliance commissioning, gas pressure and tightness tests, backflow and thermostatic mixing valve records, drainage and stormwater inspections, renovation rough-in inspections, maintenance service reports, and Certificate of Compliance and Notice of Work checklists for New South Wales, Australia.
Who are the Plumbing & Gas templates for?
They're designed for plumbers, gasfitters and drainers — residential service plumbers, maintenance contractors and renovation specialists. Customers can book work through a public request form, and technicians record findings, photos and test results on their tasks.
Can I change a plumbing template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add an after-hours call-out field or ask the customer to approve extra work — or edit the steps in the workflow editor. Earlier versions are kept.
Will these templates make my plumbing and gas work compliant?
They help you keep consistent records — test results, photos and checklist answers, with a timeline for each job. Each business should confirm the licensing, certification and lodgement requirements that apply where it works, such as Certificates of Compliance in New South Wales, and adjust the templates to match.