Plumbing Safety Checklist: Free PDF Download

To access our free plumbing safety checklist, fill out the form above (on mobile devices) or on the right (on desktop) to have it emailed to you. 

The fillable PDF template includes the following sections:

General Information

• Date

• Project Name/Location

• Inspector Name

• Signature

1. Preparation

Safety Data Sheets (SDS)

• Have all relevant SDS for chemicals been reviewed?

Personal Protective Equipment (PPE)

• Are appropriate PPE items available and in good condition?

  • Safety goggles

  • Heat-resistant gloves

  • Non-slip protective footwear

  • Respirators (if required)

Work Area

• Is the area free from clutter and debris?

• Is adequate ventilation ensured, especially in confined spaces?

Utilities Shut-Off

• Have gas and water lines been properly shut off before commencing work?

Emergency Contacts

• Are emergency contact numbers, including utility companies, readily accessible?

2. Tools and Equipment

Inspection

• Have all tools been inspected for defects prior to use?

Electrical Equipment

• Are power tools rated for use in wet environments?

• Is there a confirmation that the electricity is turned off before starting work?

Welding Equipment

• Is the area clear of flammable materials before welding or soldering?

• Are fire-resistant shields in place to protect the surrounding area?

Plumbing Snakes

• Is the plumber trained in the safe use of plumbing snakes?

• Is loose clothing or jewelry avoided to prevent entanglement?

3. General Safety Practices

Ergonomics

• Are tasks alternated to prevent muscle strain and fatigue?

Chemical Handling

• Are chemicals handled according to their SDS guidelines?

• Is direct inhalation of chemical fumes avoided?

Hygiene

• Are hands and exposed skin washed thoroughly after contact with sewage or chemicals?

Asbestos Awareness

• Is work halted and a supervisor informed if asbestos is encountered?

Fitness for Duty

• Are workers free from impairment due to fatigue, illness, or substances?

4. Confined Spaces

Air Quality

• Has air quality been tested before entry?

• Is appropriate ventilation or respiratory protection provided if needed?

Communication

• Is there a reliable communication system in place for confined space work?

5. Emergency Preparedness

First Aid

• Is a fully stocked first aid kit available on-site?

Emergency Procedure

• Are all team members aware of emergency exit routes and assembly points?

Fire Safety

• Are fire extinguishers accessible and inspected?

6. Post-Work Procedures

Clean-Up

• Is the work area cleaned and all tools properly stored after completion?

Waste Disposal

• Are hazardous materials disposed of following regulatory guidelines?

Conclusion

• Comments/Observations

• Follow-Up Actions Required

• Next Inspection Date

The Limitations of Using PDF Plumbing Safety Checklists

Following this checklist can guide technicians to follow safety protocols on the job, helping to reduce the risk of accidents, injuries, or other potential issues arising.

However, PDF safety checklists — even though they can be filled out digitally on-site — come with significant limitations.

For example:

1. You can’t ensure they’re used for every job. Techs notoriously resist red tape, so static PDFs often won’t get used.

2. PDFs don’t integrate with the other apps you use to run your business, so it’s easy to lose records (safety-related and otherwise) from inspections.

3. The details of safety issues discovered during inspections can’t be easily shared between field and office staff, causing delays in any next actions (e.g. checking warranty or inventory information, drafting estimates, ordering parts, etc.).

So, in addition to sharing the free safety checklist below, we’ll also walk through how our plumbing contractor software, ServiceTitan, solves these challenges and more.

Streamline Plumbing Maintenance for Technicians: Safety Protocols, Inspection Checklists, Estimates & More

Ensure the Proper Forms and Checklists Are Completed for Every Job

ServiceTitan’s plumbing software allows contractors to create customized forms — including safety checklists and plumbing maintenance checklists.

Users can create checklists and add them to specific jobs, customers, locations, or equipment. All forms can be accessed on our desktop or mobile app (compatible with Android and iOS devices). 

This functionality eliminates the need to keep stacks of paper checklists stocked in your trucks or transfer job and customer data to a computer system, which saves time and reduces mistakes. 

Because ServiceTitan saves all entered data on the cloud, retrieving forms and customer information is both quick and straightforward.

Forms can be built from scratch. But our users also enjoy access to a wide variety of pre-built templates — sourced from forms used by other plumbing companies via TitanExchange. These, too, can be customized to the specific needs or preferences of a given plumbing shop. 

Ensure Checklists Are Used Every Time

In form settings, business owners can select the option to require techs to fill out certain forms for certain jobs. Safety checklists are a great use case for this. 

For example, techs can be required to complete your safety checklist before they’re able to mark a job as complete, helping to prevent injury and promote the health and safety of your employees. 

Similarly, techs can be required to complete inspection checklists to help ensure that they: 

1. Don’t miss subtle but crucial issues such as water damage, water stains, signs of wear, mildew, signs of corrosion, etc.

2. Spot additional plumbing repairs/sales opportunities that could be recommended. For example, if they’re called out to fix a blockage/clogged drain but notice a water leak from a faucet.

This fosters accountability through automation, reducing stress on behalf of owners and managers while ensuring standard operating procedures are followed in the field for every job. 

Customize + Adjust Checklists with Ease

Users can also add or subtract from checklists to perfectly match their needs and preferences. For example, any of the following could be added to a plumbing inspection checklist to ensure that technicians make thorough assessments:

• Water supply lines

• Cold water / hot water shutoff valves

• Water pressure

• Hose bibs

• Plumbing fixtures (faucets, spigots, etc.)

• Aerators

• Drainage systems

• Septic tanks

• Sump pumps

• Sewer lines

• Water meter

In addition, every form and checklist can be duplicated as many times as necessary to address all of the necessary systems and components — straight from the job site.

Create and Present Estimates When Plumbing Problems or Sales Opportunities Are Discovered

For business owners, one of the benefits of having a consistent plumbing inspection process is that it empowers technicians to discover and capitalize on valuable sales opportunities.  

For example, when a tech finds a plumbing issue in the course of a job, such as signs of leaks/drips from a showerhead, ServiceTitan gives them the ability to build a custom proposal right from our integrated pricebook. 

Using a tablet, techs can present proposals including product photos, equipment specs, and pricing to clients on the spot or email them to customers for review and approval. This feature allows contractors to save time in delivering estimates to customers whose needs are often urgent. 

ServiceTitan also provides automated tracking and follow-up on outstanding estimates, enabling users to improve close rates and maximize their bottom line.

Easily Track, Access, and Update Maintenance Agreements

Oftentimes, plumbing checklists are used in the context of memberships or maintenance agreements. ServiceTitan's membership feature allows plumbing businesses to effectively (and efficiently) document, manage, and track recurring services associated with maintenance agreements. 

Crucially, all of the records and specifications of memberships are stored in one place, making them easy to search and reference with just a few clicks.  

Details that ServiceTitan users store with this feature include:

• Membership type 

• Agreement period 

• Membership locations (single or multiple)

• Billing terms and schedule 

• Service frequency ( quarterly, biannual, or annual maintenance plan)

• Revenue recognition (point of sale or deferred)

Since this information is archived in a central location, contractors do not need to sift through Google Docs or Microsoft Excel spreadsheets to find exactly what they want. The details are easy to edit and can be viewed from our desktop app by office staff or on our mobile app by technicians in the field.  

Furthermore, membership tracking is seamlessly integrated with the software tools that our users rely on to schedule jobs, build proposals, send invoices, and collect payments. 

Leverage Automation to Schedule Preventive Maintenance Visits on Time

Once recurring service events are set up, they are automatically added to your schedule based on the defined dates and frequency. This saves office staff significant time from having to manually track and add these jobs to the schedule while reducing the chances of missing maintenance visits.

Office staff can view upcoming recurring service events by date range and initiate individual jobs by contacting the customer to coordinate a time and book the job. At that point, the job will be assigned to a technician and automatically viewable on their schedule and through the dispatch board.

You can also create follow-up notifications for cases where you’re unable to contact a customer, they aren’t ready to book a job, or they no longer want the service. These offer plumbing contractors peace of mind and help to ensure that office staff don’t forget to follow up in these instances. 

If you’re scheduling a regular maintenance visit that’s not connected to a service agreement, our call booking workflow offers a suite of features that make this seamless, including:

• Providing CSRs with the names and customer histories of incoming callers.

• Guiding CSRs through an intuitive set of form fields and drop-down menus to ensure important information is captured on the first call.

• Allowing CSRs to schedule appointments from the same screen efficiently.

• Automatically adding scheduled jobs and job details to our sophisticated, easy-to-use dispatch board.

Efficiently Send Invoices and Get Paid Faster

Drawing on the equipment, hourly rates, and other factors that go into a plumbing quote, ServiceTitan automatically populates invoices so that there’s no discrepancy between the estimate and the bill. 

Plumbing contractors can choose to send invoices by email — with a link to allow clients to pay online — or have them e-signed on-site with a mobile device. 

Collecting payments is similarly painless. Homeowners and commercial clients alike can settle up through our customer portal, which allows them to save credit card information. Contractors are still free to take cash or checks, too. (As revenue flows in, our QuickBooks integration makes it easy to keep track of.)   

Finally, ServiceTitan can help plumbing contractors overcome objections by providing near-instantaneous access to one of our financing partners. It takes just minutes on our mobile software for customers to apply and get approved, reducing cost obstacles that might otherwise reduce profitability.

Get a ServiceTitan Demo to See These Features in Action

Using best-in-class plumbing service software such as ServiceTitan empowers contractors to improve efficiency and grow their revenue.

In addition to optimizing plumbing safety protocols and maintenance tasks, our software offers additional features to facilitate other core business functions as well, including:

• Call booking

• Scheduling

• Dispatching

• Work orders

• Payments

• Real-time reports