Plumbers
Leak reported in a duplex: planning checklist
Move from a reported leak to an accepted assignment and a documented repair, with the details in one place. Use this guide before a new assignment, then return to it when the scope or schedule changes. Confirm the details with your client and record who owns the next step.
On this page
Build a useful job brief
Use these questions during intake. Record the answers, the person responsible and any unresolved decision in the job record before confirming the next step.
- 1
Where was the leak observed, and is water still escaping?
- 2
Who can authorize access and any planned water interruption?
- 3
Which repair photos, parts and return-visit requirements should accompany the invoice?
Job management
Collect the fixture location, symptoms and available photos with the request. Record whether access depends on an occupant or property manager. Give the assigned technician the same context so the client does not have to repeat the story.
Explore this toolTwo-way SMS
Keep appointment confirmations and follow-up questions in the client’s text conversation. Confirm the service address before arrival, and use the business’s consent and notification settings when contacting the client. Save decisions about access with the job.
Explore this toolQuotes, invoices & payments
Separate the original repair from additional work in the quote. After approval, issue an itemized invoice and share the client portal for payment. Record unresolved items and the next visit instead of marking the whole request complete too early.
Explore this toolBefore you hand off the work
Adapt this operational checklist to your agreed scope and professional requirements.
Put the plan into practice
Start with one client record and one clearly scoped job. Link the service address, relevant files and agreed next action. Review the plan with the assigned teammate before the first visit, and update the record when the client approves a change.
