Plumbing
To help plumbers outline job details, materials, and payment terms, we’re offering a free plumbing work order template.
To get your free template, fill out our form (to the right on desktop, or above on mobile) and we’ll email it to you straightaway.
What’s Included in the Plumbing Work Order Template
Our printable work order form includes the following fillable fields:
1. Company Information
Your contact information, including, company name, address, phone number, and email
Contractor license number
2. Work Order Details
Work order number and date
Technician name
3. Customer Information
Customer name, address, phone number, and email
4. Job Description / Scope of Work
Space to provide description of the plumbing job to be performed
5. Materials Used
Columns for listing item/material used, quantity, unit cost, and total
Materials subtotal
6. Labor
Columns for service performed, hours, hourly rate, and total
Labor subtotal
7. Total Summary
Materials total
Labor total
Tax
Total cost due
8. Authorization
Signature and date fields for customer and technician
The Drawbacks of PDF Plumbing Work Orders
1. Static & Inflexible → No Real-Time Updates or Documented Approvals
A PDF job order is just a digital piece of paper — it doesn’t update in real time, track changes to work orders or prices, or flag signature approvals.
If a technician makes a change to a work or service order, it won’t be reflected across other parts of the workflow.
2. No Multimedia Support → Disorganized Documentation & Missing Information
PDFs are text-only and cannot include photos or videos (e.g., repair work or equipment installed).
Contractors must store media separately, increasing the risk of losing valuable documentation.
3. Lack of Integration → Laborious Manual Work & Potential Errors
PDFs don’t automatically sync with pricebooks, CRM, or the accounting software you use to run your business.
Work order details must be manually transferred to other workflows like scheduling and accounting systems, wasting time and increasing the likelihood of errors.
4. Disorganized Communication → Costly Delays & Poor Customer Experience
Sharing work order information via texts, emails, and phone calls is inefficient and error-prone.
Miscommunication can result in delays in scheduling jobs, issuing invoices, and collecting payment.
Why Settle for Outdated PDFs? ServiceTitan Solves These Pain Points
PDF templates (or programs like Microsoft Word, Excel, Google Docs, and Google Sheets) may be sufficient for small businesses or one-off jobs. But as a plumbing business scales, relying on PDFs or Excel templates can introduce avoidable inefficiencies and risks — especially when it comes to accuracy, efficiency, and profitability.
In the next section, we’ll explain how ServiceTitan solves these issues for residential and commercial plumbing jobs.
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How ServiceTitan Streamlines the Plumbing Work Order Process
ServiceTitan’s plumbing contractor software consolidates business operations into a single platform, empowering field and office staff with the tools they need to seamlessly manage every step of a job. It also eliminates the need to manage a disorganized mix of PDF files, spreadsheets, and separate tools or apps that don’t communicate with each other.
From the field, plumbers have access to our user-friendly mobile app to create work orders, estimates, invoices, and maintenance agreements. From the office, CSRs and dispatchers have the tools they need to coordinate teams of technicians, provide outstanding customer experiences, and manage office duties such as timesheets, accounting, and more.
Here’s how it works:
Create an Accurate Work Order by Capturing Job Details Efficiently
ServiceTitan’s intuitive Call Booking feature guides CSRs through the process of collecting all necessary customer information as soon as calls come in:
Auto-fill plumbing work order forms from drop-down menus and text boxes, including fields for job type, priority, summary, marketing campaign information, and more.
Easily access existing customer information such as the complete job history, property data, and any associated warranty or membership information.
Enter details once only and they will automatically be transferred into the subsequent documents needed to complete the job — no need to enter information multiple times.
Seamlessly Schedule & Dispatch the Job from the Work Order
Once the job type and priority have been specified, ServiceTitan displays scheduling options directly from the call booking screen. When the customer agrees to an available date and time slot, the CSR can select an available technician and book the job.
Our scheduling features include:
Call recordings: Allows dispatchers and techs to reference the original service request when they need clarification about job details.
Adjustable Capacity Planning: Ensures that only appointments that meet your capacity goals and strategy are available, while also preventing overbooking.
Website scheduling: Lets customers book appointments via an online form without ever talking to a CSR, by collecting all the necessary job details that a CSR would on a call.
Automated Job Confirmation: Sends appointment confirmation requests to customers via text or email and automatically confirms these on the dispatch board.
Once a job is booked and scheduled, it’s viewable directly through the dispatch board, where dispatchers can access all of the same information and perform most of their tasks without having to leave the board. This includes being able to easily see which jobs are unassigned, unconfirmed, dispatched, working, paused, and more.
Our dispatch features include:
Drag-and-Drop Functionality: Allows dispatchers to easily assign or reassign a tech, confirm or reschedule a job, view property data, and more.
Activity Feed: Allows dispatchers to see real-time job activity, such as when maintenance tasks have been completed.
Direct Messages: Communicate with techs individually or en masse.
Alerts: Notify the dispatcher of unusual activity or problems that need to be addressed.
GPS tracking: Allows dispatchers and clients (when enabled) to track techs’ location as they’re on their way to a job.
Schedule & Optimize Technician Route Options: Help dispatchers prioritize appointments for techs efficiently, including identifying jobs in locations where a tech is already working.
User-Friendly Mobile App: Everything Techs Need From the Field
ServiceTitan’s user-friendly mobile app lets techs quickly see the jobs they have scheduled for the day via job cards that display details of each job.
Techs can also access the essential tools they need throughout the lifecycle of a job, including:
Customer history: Useful for businesses that have commercial maintenance agreements, for example, techs can see previous estimates, recurring services, previous invoices, photos and videos from previous jobs, and more.
Job forms: Techs can access job forms that require customer signatures as well as forms such as safety inspection and installation checklists.
Estimates: With seamless pricebook integration, techs can build accurate estimates and proposals, allowing customers to review and select options from their mobile devices. Or they can select and customize pre-built estimate and proposal templates built by the back-office team.
Invoices: Techs can easily generate service invoices and send them to customers in various ways (see below).
Closeout: Once they complete a job, techs can accept payments on the spot from customers via check or credit card.
To work even more efficiently out in the field, Atlas, ServiceTitan’s AI sidekick, empowers technicians by giving them instant access to:
Equipment documents, service history, replacement parts, manuals, and troubleshooting guidance—all without calling the office or flipping through old PDFs.
Calculations, diagnostic tests, and job details with a quick voice or text query.
Automated job summaries and notes so techs can spend more time fixing systems and less time typing on their phone.
Build Profitable Estimates & Proposals with Integrated Pricing
ServiceTitan’s pricebook features help plumbers ensure that every bid is accurate, every detail is documented, and every lead is followed up on. There are several ways to do this:
Upload a pricebook that your business is already using, so you don’t need to start from scratch if you already work with one.
Build your pricebook from scratch by adding each item or product one by one.
Use ServiceTitan’s Pricebook Pro add-on product, which comes with a wide range of pre-built, flat-rate plumbing services to give you a head start on building out your pricebook.
Standard pricebook features include:
Quick and Efficient Editing Tools:
Apply bulk edits or markups on multiple services or materials to select groups or across your entire pricebook.
Edit individual services or items.
Set up rules to dynamically automate pricing updates.
Automated Pricing Updates: Prices are accurate and up to date across all devices (desktop, tablet, Android/iOS mobile app), eliminating outdated pricing, obsolete products, and manual updates.
Access to Industry Suppliers via Pricebook Connect: Create a plumbing pricebook that’s connected to our range of key suppliers so your proposals reflect the actual materials that will be used (rather than generic placeholders).
You can also upgrade to Pricebook Pro, which does the heavy lifting for you by:
Giving you a well-built plumbing pricebook from the outset, based on industry average prices and best practices, saving you hours of pricebook setup time.
Keeping on top of price updates. Our team monitors changes in supplier pricing on your behalf and updates prices on a monthly basis.
Providing a comprehensive range of pre-designed flat-rate services based on industry best practices and trends, which keep track of updated prices.
Combined, this suite of features makes pricebook management far more streamlined and reduces the time your team needs to spend on manual spreadsheet updates.
Crucially, updates to your pricebook are instantly reflected in new quotes generated in ServiceTitan, whether created in the office or the field. This guarantees that all estimates and invoices are based on the latest parts and materials prices, which is essential for safeguarding your profit margins.
Get Paid Faster with Integrated Invoicing and Payments
Once a job is complete, everything you need to create a plumbing work order invoice and receive payment is already up to date and ready to deliver to the customer.
At the click of a button, ServiceTitan generates a professional-looking, accurate invoice that you can mail, fax, text, or email to your customer (including a link where they can pay online).
Additional invoicing features include:
Customizable plumbing invoice templates: Allow you to create different invoice forms for different types of services (e.g., a plumbing installation invoice template or a plumbing service invoice template).
Real-time invoice approval: All data is instantaneously available to users, so plumbing business owners can observe their techs’ invoice creation in real time and sign off on the final invoice remotely.
Videos and photos: Attach these to your invoices as a record of the plumbing work carried out (e.g., the “before and after” of an installation or repair work).
Accessible customer information: All customer details are available with the click of a button. This is especially useful for commercial accounts where the tech can send an invoice to a landlord, a property manager, and/or a tenant all at once, and know that each has been assigned the correct purchase order number, too.
Upselling opportunities: Optional fields let you add service suggestions, warranty information, membership promotions, etc. This prompts plumbing techs to offer additional services on the spot to maximize revenue.
Reputation management: Include automated review requests on all invoices to ensure you receive customer feedback. These can be delivered by text or email immediately after the tech marks the job as complete on their mobile app.
Automatic central invoice storage: Invoices are automatically stored in the customer database alongside everything else that relates to that customer (job history, estimates, warranty details, notes, etc.) so no important details are lost.
Multiple options for accepting payment give customers flexibility and help ensure you get paid quickly:
Self-serve customer portal: Customers can view job history, access invoices, and make payments online, reducing demands on your team.
Mobile check deposit: Techs can take a picture of a check and deposit it instantly via the mobile app.
Credit card payments: Accept credit cards on the spot using a Bluetooth card reader.
Google Pay™ and Apple Pay® integration: Provide fast, secure payment options.
Integrated Customer Financing: Keep your jobs moving by providing your customers easy access to financing and instant approval backed by the industry's biggest names.
Learn more about plumbing invoicing here.
Beyond the Work Order: Streamline Operations with Comprehensive Field Service Management Software
ServiceTitan helps to facilitate every step of a job, providing user-friendly tools that help prevent common errors or frustrations and ensure a seamless end-to-end workflow.
In addition to our work order management system and the features we’ve discussed throughout this post, ServiceTitan offers:
Payroll and time-tracking solutions.
Accounting software integrations with Viewpoint Vista, QuickBooks®, and Intacct.
Customer relationship management (CRM) tools that help improve office organization and workflow in addition to improving the customer experience.
Service Agreement Software that helps you streamline preventative maintenance management programs (process maintenance requests, coordinate maintenance teams, manage maintenance schedules, etc.).
Field Reporting Software that helps you monitor key financial performance indicators (KPIs), such as CSR and technician metrics, revenue trends, and more.
Project tracking and task management for construction jobs.
Comprehensive inventory and purchase order management with barcode scanning for improved tracking of equipment, materials, and parts inventory.
Fleet tracking for streamlined vehicle asset management.
We help plumbing, HVAC, and electrical businesses streamline and improve their work order processes to increase efficiency and grow profits. Want to see ServiceTitan in action? Schedule a call for a free platform tour.
