Plumbing Work Orders · Close Faster

Plumbing Work Order Templates for Service Crews (2026)

By the BuildFolio Team · Last updated March 1, 2026

Complete library of plumbing work order templates for leak repairs, drain cleaning, water heater installs, sewer inspections, and emergency calls. Copy-paste examples with permit fields, backflow compliance, and completion checklists. Free to use—upgrade to BuildFolio for mobile dispatch and auto-generation from estimates.

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TL;DR — Plumbing Work Order Templates

What: 10+ copy-paste plumbing work order templates for every service scenario. Categories: Service calls, installations, inspections, emergencies. Key fields: Permit numbers, backflow certification, inspection codes, compliance notes. Best for: Plumbing contractors who want clear crew documentation. Upgrade: BuildFolio ($39/mo) auto-generates work orders from estimates with mobile access.

Why Plumbing Work Orders Matter

Plumbing jobs require precision documentation for permits, inspections, and compliance. Here’s what structured work orders deliver:

89% First-Time Fix Rate

67% Faster Dispatch

-41% Return Visits

$5.2K Avg Monthly Savings

Plumbing Work Order Template Library

Organized by job type. Jump to any category:

Service Calls

3 templates

Leak repair, drain cleaning, fixture repair—fast turnaround jobs with diagnostic checklists.

Installations

3 templates

Water heater, fixture, and re-piping installations with permit tracking and code compliance.

Inspections

2 templates

Annual inspections, pre-sale assessments, and backflow certification testing.

Emergency

2 templates

Burst pipes, sewage backup, and no-hot-water emergencies with rapid response protocols.

Plumbing Service Call Work Order Templates

Service calls need speed and diagnostic accuracy. These templates ensure techs bring the right parts and fix issues on the first visit.

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. “15-minute observation” catches slow leaks before you leave. Water damage notes document condition for insurance if needed.

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 service calls. Camera inspection findings justify additional work. “Recurring” flag identifies customers who need maintenance agreements.

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. Repair vs. replace options let customers choose. Common cartridge inventory prevents second trips.

Plumbing Installation Work Order Templates

Installations require permit tracking, code compliance, and systematic completion verification.

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 and tankless water heater installs. Code checklist ensures inspection pass. Temperature set to 120°F prevents scalding complaints. Permit tracking is essential.

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, fixture replacements. “Verify on-site” prevents wasted time when customer fixtures are wrong or damaged. Exclusions prevent scope creep.

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. Pressure test log documents system integrity. Access location list helps coordinate drywall repair. Multi-day schedule keeps crew on track.

Plumbing Inspection Work Order Templates

Inspection work orders require systematic documentation and compliance verification.

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: Annual plumbing inspections, new homeowner assessments, property management inspections. Systematic checklist builds trust and finds upsell opportunities.

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: Annual backflow testing for irrigation, fire sprinkler, and commercial systems. Certification tracking ensures compliance. Test equipment calibration is audited by water purveyors.

Plumbing Emergency Work Order Templates

Emergency work orders require rapid response, clear authorization, and thorough documentation.

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 emergencies. “Authorization time” documents customer approval of emergency rates. Water damage documentation helps insurance claims. Temporary vs. permanent repair tracking.

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. Safety/PPE reminder protects your team. Camera inspection findings justify repair quotes. Cleanup referral is customer service (and potential partnership revenue).

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 (common emergency). Diagnostic checklists for gas, electric, and tankless cover all scenarios. Repair vs. replace guidance helps customers make informed decisions.

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, and appliance connections. Safety checklist is critical. Pressure test documentation required for permits. BTU calculations ensure proper sizing.

Auto-Generate Plumbing Work Orders from Estimates

Stop manually creating work orders. When a customer approves an estimate in BuildFolio, the system auto-generates a field work order with scope, materials, permit info, and compliance notes. Your plumber gets it on their phone instantly.

Example Flow:

Customer: Approves $2,400 water heater install estimate

BuildFolio (auto):
– Creates work order with permit #, code requirements
– Includes materials list and install checklist
– Assigns to available plumber
– Sends push notification to plumber’s phone

Plumber: Opens work order, sees everything needed

Result: Zero office time. Complete compliance documentation. Faster dispatch.

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Auto-generate work orders from estimates · $39/month

Paper vs. Digital Plumbing Work Orders

Both approaches work. Digital work orders with mobile access and compliance tracking work better.

Permit Tracking

Paper: Permit numbers written on forms, often lost. Inspection dates forgotten.

BuildFolio: Permit # linked to work order. Inspection reminders automated. Full compliance trail.

Code Compliance

Paper: Relies on plumber memory. Code requirements vary by jurisdiction.

BuildFolio: Code checklists built into templates. Nothing missed at inspection.

Backflow Certification

Paper: Manual tracking of test dates. Certifications filed in folders.

BuildFolio: Test dates tracked. Automatic reminders for annual tests. Reports to water purveyor.

Emergency Dispatch

Paper: Phone call to plumber. Verbal authorization. No documentation.

BuildFolio: One-tap dispatch. Digital authorization. GPS tracking. Complete documentation.

Photo Documentation

Paper: Photos on plumber’s phone. Never organized. Lost during phone upgrades.

BuildFolio: Photos attached to work order. Before/after organized. Always accessible.

Warranty Tracking

Paper: “When did we install that water heater?” Hunting through files.

BuildFolio: Full job history. Warranty dates visible. Quick lookup for service calls.

Plumbing Work Order Compliance Requirements

Professional plumbing work orders should include these compliance and documentation elements:

Permit Documentation

Most plumbing work requires permits. Your work orders should track:

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

Cross-connection control requires specific documentation:

Device type: RP, DCVA, PVB, AVB
Test results: Check valve and relief valve readings
Tester certification: Current certification required
Test gauge calibration: Must be within 12 months
Report submission: To water purveyor by deadline

Water Heater Code Requirements

Water heater installations have specific code requirements that vary by jurisdiction:

Expansion tank: Required in most jurisdictions
T&P discharge: Must terminate safely (exterior or floor drain)
Seismic straps: Required in earthquake zones
Combustion air: Adequate ventilation for gas units
Venting: Proper draft and material requirements

Gas Line Documentation

Gas work requires additional documentation:

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?

A complete plumbing work order should include: customer information, job location, issue description, diagnostic checklist, parts/materials list, permit information (if applicable), completion checklist, photos, and customer signature. For compliance, include license numbers, inspection dates, and code-specific requirements.

Do I need a permit for plumbing work?

Permit requirements vary by jurisdiction and work type. Generally, permits are required for: water heater replacement, re-piping, new fixture installation, gas line work, and sewer line repairs. Minor repairs (faucet replacement, unclogging drains) typically don’t require permits. Always check local codes.

How do I track backflow testing compliance?

Backflow prevention devices require annual testing by a certified tester. Track: device location and serial number, test dates, test results (pass/fail), tester certification number, and submission deadline to the water purveyor. BuildFolio automates test reminders and report tracking.

What documentation do I need for insurance claims?

For water damage claims, document: photos of damage before repair, written description of cause, itemized repair invoice, and timeline of events. Work orders with photos, timestamps, and detailed descriptions support customer insurance claims and protect you from disputes.

How do I handle emergency plumbing calls?

Emergency work orders should include: verbal authorization for emergency rates (document time), priority assessment, immediate actions taken, temporary vs. permanent repair distinction, water damage documentation, and follow-up appointment for permanent repairs. BuildFolio’s mobile dispatch enables one-tap emergency response.

Should I include pricing on work orders?

Two approaches: (1) Hide pricing on field copy to prevent awkward customer conversations, (2) Show pricing so plumbers understand job value and can discuss options. BuildFolio lets you toggle pricing visibility per work order type.

How do I track warranty work?

Warranty tracking requires: original installation date, warranty period, issue description, determination of coverage (related to original work, no misuse), and repair documentation. Link warranty work orders to original installation for complete history. BuildFolio tracks all job history for instant warranty lookup.

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

Work order = field document for your plumber with scope, materials, and completion checklist. Invoice = customer-facing billing document. In BuildFolio, completed work orders auto-generate invoices, ensuring accuracy and saving admin time.

Related Plumbing Resources

All Work Order Templates Electrical Work Order Templates HVAC Work Order Templates Scope of Work Templates AI Quote Generator BuildFolio Pricing

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