1. Estimate the Work
Build an itemized estimate with labor, materials, taxes, and discounts where needed. Send it by email or share a link so the customer can review and accept it before work begins.
2. Schedule Your Crew
Assign plumbers to the job and add appointments for each visit. Keep rough-in, inspection, and trim-out work on the same job record so the crew can follow what’s happening.
3. Document the Work
Attach photos, files, and notes as the job progresses. Assign tasks when someone needs to pick up fittings, finish a repair, or return after an inspection.
4. Invoice and Close Out the Job
Turn the estimate into an invoice without entering the job details again. Bill the full amount or use progress or partial billing. Collect payment and keep the billing history attached to the job.