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12 Copy-and-Paste Examples

Plumbing Work Order Templates for Service Crews (2026)

Copy one of 12 plumbing work order examples for leak repair, drain cleaning, water heater installation, inspection, or emergency work. No email or download is required. Replace every placeholder and review the result for the job, your workflow, and local requirements.

Copy locally Customize every field Review before use

TL;DR — Plumbing Work Order Templates

What: 12 copy-and-paste examples across service calls, installations, inspections, and emergency work. How: Choose the closest example, select Copy template, replace every placeholder, remove fields that do not apply, and verify job-specific permit, licensing, code, safety, manufacturer, utility, warranty, and insurer requirements before use.

Use each example as a starting point

These are editable samples, not code, permit, legal, safety, warranty, or insurance advice. A complete work order depends on the job and the rules that apply where the work is performed.

1 Choose the closest example
2 Replace every placeholder
3 Confirm scope and authorization
4 Review local requirements

Plumbing Service Call Work Order Templates

Start with the closest service-call example, then tailor its diagnostic, authorization, parts, and completion fields to the actual job.

Leak Repair

Emergency Leak Repair Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Plumbing Service — Leak Repair CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} PRIORITY: {{priority}} (EMERGENCY if active water damage) ISSUE REPORTED: {{leak_description}} LEAK LOCATION: {{location}} (under sink / wall / ceiling / slab) WATER SHUTOFF: {{shutoff_status}} (Customer turned off / Running) TECH ASSIGNED: {{tech_name}} LICENSE #: {{plumber_license}} DISPATCHED: {{date}} {{time}} IMMEDIATE ACTIONS: 1. Confirm water shutoff or shut off main 2. Assess damage extent and water intrusion 3. Locate leak source (supply line, drain, valve, pipe) 4. Determine repair type (patch, replacement, reroute) 5. Protect flooring/cabinets from further damage DIAGNOSTIC CHECKLIST: ☐ Supply line integrity checked ☐ Drain connections inspected ☐ Valve condition assessed ☐ Pipe corrosion evaluated ☐ Water pressure tested: {{psi}} PSI PARTS TO BRING: – Supply braids (12″, 16″, 20″) – P-traps (1-1/4″, 1-1/2″) – Compression fittings assortment – Teflon tape, pipe dope – SharkBite fittings for emergency repairs – Pipe repair clamps REPAIR PERFORMED: ☐ Supply line replaced: {{size}} {{type}} ☐ Drain fitting repaired/replaced ☐ Valve replaced: {{valve_type}} ☐ Pipe section repaired: {{method}} ☐ Other: {{other_repair}} MATERIALS USED: {{materials_list}} LEAK TEST: ☐ Water restored, system pressurized ☐ No leaks after 15-minute observation ☐ All connections dry WATER DAMAGE NOTES: {{damage_notes}} Recommend water mitigation: {{yes_no}} COMPLETION: ☐ Leak stopped, no active water ☐ Before/after photos uploaded ☐ Customer shown repair and shutoff locations ☐ Invoice provided: ${{total}} WARRANTY: {{warranty_days}}-day workmanship warranty on repair

When to use: Emergency and non-emergency leak repairs. Set observation and testing steps for the actual repair, record observed water damage without diagnosing coverage, and ask the customer or insurer what claim documents they require.

Drain Cleaning

Drain Cleaning Service Call Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Drain Cleaning Service CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} SCHEDULED: {{date}} {{time_window}} ISSUE REPORTED: {{drain_issue}} AFFECTED DRAIN: {{location}} (kitchen / bathroom / floor / main line) FREQUENCY: {{first_time_or_recurring}} TECH ASSIGNED: {{tech_name}} LICENSE #: {{plumber_license}} DIAGNOSTIC QUESTIONS: – How long has drain been slow/clogged? {{duration}} – Multiple drains affected? {{yes_no}} – Gurgling sounds when draining? {{yes_no}} – Sewage odors present? {{yes_no}} EQUIPMENT NEEDED: ☐ Drain snake (hand or electric) ☐ Hydro-jetter (if main line) ☐ Camera inspection equipment ☐ Plunger, drain auger CLEARING METHOD: ☐ Hand snake — ${{snake_price}} ☐ Electric drum snake — ${{electric_price}} ☐ Hydro-jetting — ${{hydro_price}} ☐ Camera inspection — ${{camera_price}} OBSTRUCTION FOUND: ☐ Hair/soap buildup ☐ Grease accumulation ☐ Foreign object: {{object}} ☐ Tree root intrusion ☐ Pipe collapse/damage ☐ Other: {{other}} CAMERA INSPECTION FINDINGS: {{camera_notes}} Footage saved: {{yes_no}} DRAIN CONDITION: ☐ Good — no issues found ☐ Fair — buildup present, recommend annual cleaning ☐ Poor — pipe damage, recommend repair/replacement Estimated repair cost: ${{repair_estimate}} COMPLETION: ☐ Drain flowing freely ☐ Water test performed (full drain) ☐ Before/after photos/video uploaded ☐ Customer shown findings ☐ Maintenance recommendations provided INVOICE: ${{total}} Includes: {{service_description}}

When to use: Drain-cleaning calls. Record the method, observations, and results; keep camera findings and any follow-up recommendation specific to what was actually observed.

Fixture Repair

Plumbing Fixture Repair Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Fixture Repair Service CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} SCHEDULED: {{date}} {{time_window}} FIXTURE TYPE: {{fixture_type}} BRAND/MODEL: {{brand}} {{model}} (if known) ISSUE: {{issue_description}} TECH ASSIGNED: {{tech_name}} COMMON FIXTURE ISSUES: ☐ Faucet — drip, low flow, handle loose ☐ Toilet — running, weak flush, leak at base ☐ Shower valve — no hot, temperature issues ☐ Garbage disposal — jammed, not working ☐ Other: {{other}} PARTS TO BRING: – Faucet cartridges (Moen, Delta, Kohler) – Toilet flappers, fill valves, wax rings – Supply lines, shut-off valves – Garbage disposal (1/3 HP, 1/2 HP) – Plumber’s putty, silicone DIAGNOSIS: {{diagnosis}} REPAIR OPTIONS: Option 1: Repair — ${{repair_cost}} {{repair_description}} Option 2: Replace — ${{replace_cost}} {{replace_description}} CUSTOMER DECISION: ☐ Repair approved ☐ Replacement approved ☐ Customer will think about it (quote valid {{days}} days) WORK PERFORMED: {{work_description}} PARTS USED: {{parts_list}} COMPLETION: ☐ Fixture working properly ☐ No leaks, proper operation verified ☐ Customer shown how to use/maintain ☐ Old parts removed (or left per customer request) INVOICE: ${{total}}

When to use: Faucet, toilet, disposal, and fixture repairs. Document the observed issue, options presented, parts used, authorization, testing, and any limitations or follow-up.

Plumbing Installation Work Order Templates

Installation requirements vary. Customize the permit, manufacturer, inspection, testing, and closeout fields after checking the job and local rules.

Water Heater

Water Heater Installation Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Water Heater Installation CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} (half-day job) SCOPE: Replace {{old_size}}gal {{old_type}} with {{new_size}}gal {{new_type}} BRAND/MODEL: {{brand}} {{model}} TECH: {{tech_name}} LICENSE #: {{plumber_license}} ARRIVAL: {{time}} PERMIT INFORMATION: Permit #: {{permit_number}} Issued: {{permit_date}} Inspection Required: {{yes_no}} EXISTING UNIT: Age: {{years}} years Condition: {{condition}} Removal method: {{drain_and_haul}} MATERIALS CHECKLIST: ☐ {{brand}} {{size}}-gallon water heater ☐ Expansion tank (required by code) ☐ Drain pan (if required) ☐ T&P discharge tube ☐ Supply lines (flex or copper) ☐ Gas flex line OR electrical whip ☐ Venting materials (if gas) ☐ Earthquake straps (if required) ☐ Dielectric unions CODE REQUIREMENTS: ☐ Expansion tank installed ☐ T&P valve discharge to exterior/floor drain ☐ Proper venting (gas) — draft verified ☐ Seismic straps (if applicable) ☐ Drain pan with drain line (if applicable) ☐ Clearance from combustibles (gas) ☐ GFCI protection (electric, if required) INSTALL STEPS: 1. Turn off water and fuel, drain old heater 2. Disconnect supply, fuel, and venting 3. Remove old unit (haul away) 4. Position new unit on pan (if required) 5. Install expansion tank on cold supply 6. Connect water supply lines 7. Connect fuel (gas flex or electric) 8. Install/connect venting (gas only) 9. Fill tank, purge air from lines 10. Light pilot (gas) or energize (electric) 11. Set temperature to 120°F 12. Install earthquake straps 13. Label shutoff locations TESTING: ☐ No leaks at connections ☐ Gas: No leaks (soap test), proper draft ☐ Electric: Proper voltage, GFCI test ☐ Hot water at fixtures within {{minutes}} minutes ☐ T&P valve operation verified COMPLETION: ☐ Installation complete per code ☐ Before/after photos uploaded ☐ Customer shown shutoff and temperature settings ☐ Warranty registration completed ☐ Permit inspection scheduled: {{inspection_date}} OLD UNIT: ☐ Hauled away ☐ Left for customer INVOICE: ${{total}} WARRANTY: {{mfr_warranty}} manufacturer + {{labor_warranty}} labor

When to use: Tank or tankless water-heater installations. Treat the checklist and temperature field as prompts only; verify the equipment instructions, customer needs, permit and inspection rules, and applicable code before use.

Fixture Install

Multi-Fixture Installation Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Plumbing Fixture Installation CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} ({{duration}} job) SCOPE: Install customer-supplied / contractor-supplied fixtures TECH: {{tech_name}} LICENSE #: {{plumber_license}} FIXTURES TO INSTALL: ☐ Toilet: {{brand}} {{model}} ☐ Vanity/sink: {{brand}} {{model}} ☐ Faucet: {{brand}} {{model}} ☐ Shower/tub: {{brand}} {{model}} ☐ Garbage disposal: {{brand}} {{model}} ☐ Dishwasher connection ☐ Other: {{other}} CUSTOMER-SUPPLIED ITEMS (verify on-site): ☐ All fixtures present and undamaged ☐ Mounting hardware included ☐ Instructions available CONTRACTOR-SUPPLIED MATERIALS: ☐ Wax ring, toilet bolts, flange ☐ Supply lines (various sizes) ☐ P-trap, tailpiece, drain parts ☐ Shut-off valves (if upgrading) ☐ Plumber’s putty, silicone, Teflon ☐ Mounting hardware INSTALL SEQUENCE: Toilet: ☐ Remove old toilet, inspect flange ☐ Install new wax ring and bolts ☐ Set toilet, level, secure (don’t overtighten) ☐ Connect supply line ☐ Test flush and fill Vanity/Sink: ☐ Position vanity, level, secure to wall ☐ Install faucet on sink ☐ Connect supply lines ☐ Install drain and P-trap ☐ Caulk sink to counter Shower/Tub: ☐ Install valve trim ☐ Install showerhead/tub spout ☐ Test temperature and pressure ☐ Caulk fixtures to wall TESTING: ☐ All supplies: no leaks under pressure ☐ All drains: flowing freely ☐ Toilet: proper fill, flush, and seal ☐ Hot water reaches all fixtures COMPLETION: ☐ All fixtures operational ☐ Area cleaned ☐ Before/after photos uploaded ☐ Customer walkthrough completed EXCLUSIONS (quoted separately): – Valve replacement: ${{valve_cost}} – Drywall repair: ${{drywall_cost}} – Tile work: refer to tile contractor INVOICE: ${{total}}

When to use: Bathroom remodels and fixture replacements. Confirm customer-supplied fixtures on site and write job-specific inclusions and exclusions before authorization.

Re-Pipe

Whole-House Re-Piping Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Whole-House Re-Piping CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{start_date}} to {{end_date}} ({{days}}-day job) SCOPE: Replace {{existing_material}} supply lines with {{new_material}} CREW: Lead: {{lead_plumber}} | Helper: {{helper}} LICENSE #: {{plumber_license}} PERMIT INFORMATION: Permit #: {{permit_number}} Rough-in Inspection: {{rough_date}} Final Inspection: {{final_date}} EXISTING SYSTEM: Pipe material: {{material}} (galvanized / polybutylene / copper) Age: {{years}} years Condition: {{condition}} Reason for re-pipe: {{reason}} NEW SYSTEM: Material: {{new_material}} (PEX / copper) Manifold location: {{manifold_location}} Hose bibs: {{hose_bib_count}} Fixtures served: {{fixture_count}} MATERIALS: ☐ {{new_material}} pipe — {{footage}} linear feet ☐ Fittings (elbows, tees, couplings) ☐ Manifold (if PEX) ☐ Shut-off valves ({{valve_count}}) ☐ Hangers and supports ☐ Insulation (if required) DAY 1 — DEMO & ROUGH: ☐ Turn off water at main ☐ Drain existing system ☐ Cut access holes (document locations) ☐ Remove old pipe runs ☐ Install new pipe runs ☐ Install manifold (if PEX) ☐ Pressure test new system (60 PSI, 15 min) DAY 2 — CONNECT & TEST: ☐ Connect fixtures to new lines ☐ Install new shut-off valves ☐ Connect water heater ☐ Restore water, test all fixtures ☐ Check for leaks at all connections DAY 3 — FINISH: ☐ Patch access holes (or arrange drywall) ☐ Final inspection ☐ Customer walkthrough ☐ Documentation complete PRESSURE TEST LOG: Test 1: {{psi_1}} PSI @ {{time_1}} — {{result_1}} Test 2: {{psi_2}} PSI @ {{time_2}} — {{result_2}} ACCESS LOCATIONS (for drywall repair): {{access_location_list}} COMPLETION: ☐ All fixtures have proper flow ☐ No leaks after 24-hour observation ☐ Inspection passed ☐ Photos uploaded ☐ Warranty documentation provided INVOICE: ${{total}} Payment terms: {{deposit}}% deposit, balance on completion

When to use: Whole-house or partial re-pipes. Customize the access, restoration, schedule, test, inspection, and closeout fields for the job; do not imply that a sample checklist proves code compliance or system condition.

Plumbing Inspection Work Order Templates

Use these examples to organize observations and test fields. Confirm the inspection scope, qualifications, procedures, and reporting rules that apply.

Annual Inspection

Annual Plumbing System Inspection Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Annual Plumbing Inspection CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} PROPERTY TYPE: {{residential_commercial}} BUILDING AGE: {{years}} years LAST INSPECTION: {{last_date}} TECH: {{tech_name}} LICENSE #: {{plumber_license}} WATER SUPPLY SYSTEM: ☐ Main shutoff valve: {{location}} — Condition: {{condition}} ☐ PRV (if present): {{psi_setting}} PSI — Working: {{yes_no}} ☐ Water pressure at hose bib: {{psi}} PSI (Ideal: 50-80 PSI) ☐ Visible supply lines: {{condition}} ☐ Water heater: Age {{years}}, Condition {{condition}} ☐ Expansion tank: {{present_not_present}} — Pressure: {{psi}} DRAIN/WASTE/VENT SYSTEM: ☐ Kitchen drain: Flow rate {{good_slow_clogged}} ☐ Bathroom drains: Flow rate {{good_slow_clogged}} ☐ Floor drains (if applicable): {{condition}} ☐ Main cleanout: Location {{location}} — Access: {{yes_no}} ☐ Vent stack: Visible condition {{condition}} ☐ Sewer odors present: {{yes_no}} FIXTURES: ☐ Toilets ({{count}}): {{condition}}, leaks: {{yes_no}} ☐ Faucets ({{count}}): {{condition}}, drips: {{yes_no}} ☐ Garbage disposal: {{working_not_present}} ☐ Water heater age: {{years}} years OUTDOOR: ☐ Hose bibs ({{count}}): {{condition}} ☐ Sprinkler backflow: {{present_tested}} ☐ Sewer cleanout: Accessible {{yes_no}} WATER HEATER ASSESSMENT: Type: {{tank_tankless}} Fuel: {{gas_electric}} Age: {{years}} years (typical life: 10-12 years) ☐ Anode rod condition: {{good_fair_replace}} ☐ Sediment buildup: {{none_moderate_severe}} ☐ T&P valve: {{tested_ok_replace}} ☐ Venting (gas): {{proper_concern}} OVERALL ASSESSMENT: ☐ Excellent — No issues found ☐ Good — Minor maintenance recommended ☐ Fair — Repairs needed within 6-12 months ☐ Poor — Immediate attention required PRIORITY REPAIRS: 1. {{item_1}}: ${{cost_1}} — Priority: {{high_med_low}} 2. {{item_2}}: ${{cost_2}} — Priority: {{high_med_low}} 3. {{item_3}}: ${{cost_3}} — Priority: {{high_med_low}} MAINTENANCE RECOMMENDATIONS: {{recommendations}} COMPLETION: ☐ Inspection report provided to customer ☐ Photos of concerns uploaded ☐ Quote for repairs provided (if applicable) ☐ Next inspection recommended: {{next_date}} INSPECTION FEE: ${{fee}}

When to use: Recurring plumbing reviews, new-homeowner assessments, or property-management inspections. Define the inspection scope and limitations so the customer knows what was and was not evaluated.

Backflow Test

Backflow Prevention Test & Certification Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Backflow Prevention Testing CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} DEVICE LOCATION: {{location}} DEVICE TYPE: {{type}} (RP / DCVA / PVB / AVB) MANUFACTURER: {{brand}} MODEL: {{model}} SERIAL #: {{serial}} SIZE: {{size}} inches TECH: {{tech_name}} BACKFLOW CERTIFICATION #: {{cert_number}} CERTIFICATION EXPIRATION: {{cert_exp_date}} WATER PURVEYOR: {{water_company}} ACCOUNT #: {{account_number}} TEST DUE DATE: {{due_date}} TEST EQUIPMENT: Gauge Serial #: {{gauge_serial}} Calibration Date: {{calibration_date}} (Must be calibrated within 12 months) PRE-TEST INSPECTION: ☐ Device accessible for testing ☐ Test cocks operable ☐ No visible leaks ☐ Shut-off valves operable ☐ Device properly installed TEST RESULTS — REDUCED PRESSURE (RP): Check Valve #1: ☐ Opened at: {{cv1_open}} PSID (min 1.0) ☐ Held tight: {{yes_no}} Check Valve #2: ☐ Opened at: {{cv2_open}} PSID (min 1.0) ☐ Held tight: {{yes_no}} Relief Valve: ☐ Opened at: {{rv_open}} PSID (min 2.0 less than CV1) ☐ Did not open during CV2 test: {{pass_fail}} TEST RESULTS — DOUBLE CHECK (DC): Check Valve #1: ☐ Opened at: {{cv1_open}} PSID (min 1.0) ☐ Held tight: {{yes_no}} Check Valve #2: ☐ Opened at: {{cv2_open}} PSID (min 1.0) ☐ Held tight: {{yes_no}} OVERALL RESULT: ☐ PASSED — Device functioning properly ☐ FAILED — Repair/replacement required IF FAILED: Failure reason: {{failure_reason}} ☐ Repaired on-site: {{repair_description}} ☐ Re-tested after repair: {{pass_fail}} ☐ Replacement recommended: ${{replacement_cost}} CERTIFICATION: I certify that the above backflow prevention device was tested in accordance with {{jurisdiction}} requirements and the results are accurate. Tester Signature: ___________________ Date: {{test_date}} Certification #: {{cert_number}} COMPLETION: ☐ Test report completed ☐ Copy provided to customer ☐ Report submitted to water purveyor ☐ Next test due: {{next_test_date}} TEST FEE: ${{fee}}

When to use: Backflow testing when required by the local water purveyor or authority. Confirm tester qualifications, approved procedures, equipment calibration, reporting fields, and submission timing before use.

Plumbing Emergency Work Order Templates

Use these examples to record authorization, observations, work performed, temporary conditions, and follow-up. Follow applicable emergency, utility, and site-safety procedures.

Burst Pipe

Burst Pipe Emergency Work Order

WORK ORDER #{{wo_number}} JOB TYPE: EMERGENCY — Burst Pipe CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} DISPATCHED: {{date}} {{time}} PRIORITY: CRITICAL EMERGENCY DETAILS: Pipe location: {{location}} Water status: {{contained_flooding}} Estimated water volume: {{gallons}} gallons Customer has shut off water: {{yes_no}} TECH ASSIGNED: {{tech_name}} LICENSE #: {{plumber_license}} ETA: {{eta}} EMERGENCY RATE AUTHORIZATION: ☐ Customer verbally authorized emergency rate ☐ Rate: ${{emergency_rate}}/hour (minimum {{min_hours}} hours) ☐ Authorization time: {{auth_time}} IMMEDIATE ACTIONS: 1. ☐ Shut off water at main (if not done) 2. ☐ Assess damage extent 3. ☐ Locate burst location 4. ☐ Determine pipe material and size 5. ☐ Stop active water flow 6. ☐ Document water damage with photos BURST CAUSE: ☐ Freezing (frozen pipe burst) ☐ Corrosion failure ☐ Physical damage ☐ Pressure spike ☐ Age-related failure ☐ Other: {{other}} REPAIR TYPE: ☐ Temporary patch/clamp (permanent repair needed) ☐ Section replacement: {{footage}} feet ☐ Fitting replacement ☐ Full line replacement required MATERIALS USED: {{materials_list}} REPAIR COMPLETED: ☐ Water restored ☐ No leaks at repair ☐ System pressure tested ☐ All affected fixtures working WATER DAMAGE DOCUMENTATION: Areas affected: {{affected_areas}} Estimated damage: {{damage_level}} (minor / moderate / severe) ☐ Photos of damage uploaded ☐ Water mitigation recommended: {{yes_no}} Mitigation company referral: {{company_name}} CUSTOMER AUTHORIZATION: ☐ Emergency repair authorized ☐ Permanent repair quoted: ${{permanent_quote}} ☐ Follow-up appointment: {{follow_up_date}} COMPLETION: ☐ Emergency resolved ☐ Customer signed authorization ☐ Invoice provided: ${{total}} ☐ Warranty: {{warranty_period}} on repair INSURANCE DOCUMENTATION: ☐ Detailed photos provided ☐ Written damage description provided ☐ Repair invoice suitable for claim

When to use: Burst-pipe calls. Record the authorization given, observed conditions, work performed, and whether the repair is temporary or permanent. Ask the customer or insurer which claim documents they require.

Sewer Backup

Sewage Backup Emergency Work Order

WORK ORDER #{{wo_number}} JOB TYPE: EMERGENCY — Sewage Backup CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} DISPATCHED: {{date}} {{time}} PRIORITY: CRITICAL (Health Hazard) SAFETY WARNING: Sewage contains harmful bacteria. PPE required: – Gloves, eye protection, N95 mask – Boot covers or waterproof boots – Disposable coveralls recommended BACKUP DETAILS: Location: {{location}} (toilet / floor drain / tub / multiple) Sewage level: {{level}} inches Duration: {{duration}} Affects multiple fixtures: {{yes_no}} TECH ASSIGNED: {{tech_name}} LICENSE #: {{plumber_license}} ETA: {{eta}} EMERGENCY RATE: ☐ Customer authorized emergency rate: ${{rate}}/hour ☐ Minimum charge: ${{minimum}} DIAGNOSTIC STEPS: 1. ☐ Assess backup severity 2. ☐ Identify backup source (main line / branch / fixture) 3. ☐ Locate cleanout access 4. ☐ Determine obstruction type EQUIPMENT NEEDED: ☐ Sewer machine (main line) ☐ Drain snake (branch lines) ☐ Camera for inspection ☐ Hydro-jetter (if roots) OBSTRUCTION FOUND: ☐ Soft blockage (waste, paper, grease) ☐ Hard blockage (object, mineral buildup) ☐ Tree root intrusion ☐ Pipe collapse/damage ☐ Bellied pipe (low spot) ☐ Unknown — camera inspection recommended CLEARING METHOD: ☐ Cable/snake clearing ☐ Hydro-jetting ☐ Manual removal CAMERA INSPECTION: ☐ Completed — footage saved ☐ Recommended but declined by customer ☐ Not possible (no cleanout access) FINDINGS: {{camera_findings}} Pipe condition: {{condition}} Recommended repair: {{recommendation}} LINE CONDITION: ☐ Clear — no underlying issues ☐ Root intrusion — recommend annual jetting ☐ Pipe damage — repair/replacement quote: ${{quote}} ☐ Recommend cleanout installation: ${{cleanout_quote}} CLEANUP NOTES: ☐ Sewage contained to drain/fixture ☐ Floor cleanup needed (customer responsibility) ☐ Professional cleanup recommended Cleanup company referral: {{company}} COMPLETION: ☐ Line cleared, flowing properly ☐ Test flush — no backup ☐ Before/after photos ☐ Camera footage (if done) provided to customer ☐ Follow-up repair scheduled: {{date}} INVOICE: ${{total}} Includes: {{service_summary}}

When to use: Sewer backups and main-line clogs. Apply your company safety plan and site-specific controls, record the basis for any recommended follow-up, and identify third-party cleanup separately when needed.

No Hot Water

No Hot Water Emergency Work Order

WORK ORDER #{{wo_number}} JOB TYPE: EMERGENCY — No Hot Water CUSTOMER: {{customer_name}} | {{phone}} ADDRESS: {{address}} DISPATCHED: {{date}} {{time}} PRIORITY: {{priority}} (High if family/medical need) ISSUE: No hot water at: ☐ All fixtures ☐ Some fixtures Duration: {{duration}} WATER HEATER INFO: Type: {{tank_tankless}} Fuel: {{gas_electric}} Brand: {{brand}} Model: {{model}} Age: {{years}} years Location: {{location}} TECH ASSIGNED: {{tech_name}} LICENSE #: {{plumber_license}} ETA: {{eta}} DIAGNOSTIC CHECKLIST — GAS: ☐ Pilot light status: {{lit_out}} ☐ Gas supply: {{on_off}} ☐ Thermocouple condition ☐ Gas valve operation ☐ Burner ignition ☐ Venting/draft check ☐ Error codes (if applicable): {{codes}} DIAGNOSTIC CHECKLIST — ELECTRIC: ☐ Power to unit: {{yes_no}} ☐ Breaker status: {{on_tripped}} ☐ Reset button status: {{ok_tripped}} ☐ Upper element test: {{ohms}} ohms ☐ Lower element test: {{ohms}} ohms ☐ Thermostat test: {{working_failed}} ☐ Error codes (if applicable): {{codes}} DIAGNOSTIC CHECKLIST — TANKLESS: ☐ Power/gas supply confirmed ☐ Error code displayed: {{code}} ☐ Flow sensor test ☐ Ignition test ☐ Heat exchanger inspection ☐ Venting check (gas) DIAGNOSIS: {{diagnosis}} REPAIR OPTIONS: Option 1 — Repair: ${{repair_cost}} {{repair_description}} Expected life extension: {{years}} years Option 2 — Replace: ${{replace_cost}} {{replacement_description}} New unit warranty: {{warranty}} years RECOMMENDATION: ☐ Repair recommended (unit has remaining life) ☐ Replacement recommended (unit at end of life) CUSTOMER DECISION: ☐ Repair approved ☐ Replacement approved — schedule: {{date}} ☐ Customer will decide later WORK PERFORMED: {{work_description}} PARTS USED: {{parts_list}} COMPLETION: ☐ Hot water restored ☐ Temperature verified: {{temp}}°F at fixture ☐ Customer shown operation ☐ Follow-up appointment: {{date}} INVOICE: ${{total}}

When to use: No-hot-water calls. Select only the equipment-specific diagnostic fields that apply, follow manufacturer and safety procedures, and document the options presented and authorized.

Gas Line

Gas Line Work Order

WORK ORDER #{{wo_number}} JOB TYPE: Gas Line Service CUSTOMER: {{customer_name}} | {{address}} SCHEDULED: {{date}} SCOPE: {{scope_description}} (Installation / Repair / Inspection / Relocation) TECH: {{tech_name}} GAS LICENSE #: {{gas_license}} PLUMBER LICENSE #: {{plumber_license}} PERMIT INFORMATION: Permit #: {{permit_number}} Issued: {{permit_date}} Inspection Required: {{yes_no}} SAFETY FIRST: ☐ Gas meter location identified ☐ Shutoff procedure confirmed ☐ Ventilation adequate ☐ No ignition sources in work area ☐ Gas detector available EXISTING GAS LINES: Material: {{material}} (black iron / CSST / copper) Size: {{size}} inches Condition: {{condition}} BTU load calculation: {{btu}} BTU NEW INSTALLATION (if applicable): Appliance: {{appliance}} BTU requirement: {{btu}} BTU Line size required: {{size}} inches Run length: {{feet}} feet Material: {{material}} GAS WORK PERFORMED: ☐ New gas line installed: {{footage}} feet ☐ Gas line repaired: {{repair_type}} ☐ Appliance connected: {{appliance}} ☐ Flex connector installed ☐ Shutoff valve installed ☐ Drip leg installed ☐ Line relocated PRESSURE TEST: Test pressure: {{psi}} PSI Duration: {{minutes}} minutes ☐ PASSED — No pressure drop ☐ FAILED — Leak found at: {{location}} LEAK CHECK: ☐ All connections soap-tested ☐ No bubbles/leaks detected ☐ Gas detector confirms no leaks APPLIANCE STARTUP: ☐ Gas supply opened to appliance ☐ Pilot lit / Ignition confirmed ☐ Proper flame color (blue) ☐ No gas odor ☐ Appliance operating correctly COMPLETION: ☐ Gas line work complete ☐ Pressure test passed ☐ Leak check passed ☐ Photos uploaded ☐ Permit inspection scheduled: {{date}} ☐ Customer shown shutoff location INVOICE: ${{total}}

When to use: Gas-line installations, repairs, or appliance connections performed by properly qualified personnel. Verify licensing, utility, permit, test, sizing, inspection, and emergency requirements for the job.

Turn a reviewed scope into a priced estimate

After you customize a work order, use its reviewed scope as the starting point for an estimate. Add job-specific pricing, options, exclusions, and terms, then check every detail before sending it to the customer.

Start a free estimate

How to customize a plumbing work order

The format can be paper or digital. The important part is making the document accurate for the job and usable by the customer, office, and field team.

1. Identify the job

Replace the customer, location, contact, equipment, and scheduling placeholders. Remove sample fields that do not apply.

2. Define the authorized scope

State the requested work, diagnostics, inclusions, exclusions, access, restoration responsibility, and approval method.

3. Verify requirements

Check the authority having jurisdiction, licensing board, utility or water purveyor, manufacturer instructions, and company safety procedures as applicable.

4. Prepare the field handoff

List known materials, site constraints, customer decisions, safety notes, and the records the assigned person should return.

5. Record what happened

Complete only the checks actually performed. Note observations, parts used, changes, tests, customer acceptance, and unresolved follow-up.

6. Keep the final record

Store the completed version with related approvals, estimates, change orders, invoices, photos, permits, and inspection records your workflow requires.

Fields to review before using a template

The examples below contain common prompts, but requirements vary by jurisdiction, system, property, and work type. Confirm what applies with the appropriate qualified professional and authority.

Permit Documentation

If a permit or inspection applies, consider recording:

  • Permit number: Issued by local building department
  • Inspection dates: Rough-in and final inspections
  • Inspection results: Pass, fail, corrections needed
  • Inspector name: For follow-up questions

Backflow Prevention Compliance

If cross-connection control or backflow testing applies, confirm the local procedure and consider recording:

  • Device type: RP, DCVA, PVB, AVB
  • Test results: Check valve and relief valve readings
  • Tester qualification: Credential required by the local program
  • Test equipment: Identification and calibration evidence required locally
  • Report submission: Recipient, form, and due date

Water Heater Code Requirements

For a water-heater job, verify the adopted code, permit conditions, equipment instructions, and site conditions before choosing fields such as:

  • Thermal expansion: Site condition and required control
  • T&P discharge: Material, routing, and termination
  • Restraint: Required bracing or anchoring
  • Combustion air: Verified provisions for fuel-fired equipment
  • Venting: System type, material, clearances, and test result

Gas Line Documentation

Gas work can carry separate qualification, utility, permit, testing, and emergency requirements. If the work is authorized and within the assigned person’s qualifications, consider recording:

  • Gas license number: Separate from plumbing license in some states
  • Pressure test results: PSI and duration documented
  • Leak check verification: Soap test or gas detector
  • BTU calculations: Proper line sizing for appliance load

Frequently Asked Questions

What should a plumbing work order include?

Include the customer and job location, requested scope, diagnostic notes, materials, authorizations, completion details, photos when useful, and the signatures or approvals your workflow requires. Add permit, license, inspection, or code fields only after checking the job and local requirements.

Do I need a permit for plumbing work?

Permit and inspection requirements vary by jurisdiction, property, and work type. Ask the local authority having jurisdiction what is required before work begins; do not treat this sample as permit advice.

How do I track backflow testing compliance?

First confirm the testing interval, tester qualification, procedure, and reporting rules with the local water purveyor or authority. If testing applies, record the device identity, tester credentials, test date and results, calibration evidence when required, and submission status.

What documentation do I need for insurance claims?

Ask the customer or insurer what documentation they require. Contemporaneous notes, photos, dates, observed conditions, and itemized invoices may be useful, but a work order does not establish coverage or guarantee claim acceptance.

How do I handle emergency plumbing calls?

Record the caller and location, immediate hazards, rate disclosure and authorization, actions taken, temporary or permanent status, and follow-up. Apply your emergency and safety procedures, and contact emergency services or the utility when appropriate.

Should I include pricing on work orders?

Choose based on your customer and field workflow, but make sure authorized scope and pricing exist in the appropriate customer-facing document. This sample includes optional price fields; review or remove them before use.

How do I track warranty work?

Record the original job or equipment, relevant dates, the terms being claimed, the reported issue, observations, coverage decision, and repair. Verify the written contractor and manufacturer warranty terms rather than assuming coverage.

What’s the difference between a work order and an invoice?

A work order organizes authorized field work, materials, and completion records. An invoice bills the customer for charges. Keep the final documents linked in your records; this page does not create, send, or synchronize either one.

Ready to price the reviewed scope?

Use the customized work order as a reference, add job-specific pricing and terms, and check the estimate before sending it.

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