Plumbing field guide
A practical intake for plumbing service and estimate requests
Collect the details that help your team prepare the appropriate visit. Let the customer describe the concern without requiring them to diagnose it.
- What fixture, room, or plumbing system is affected?
- Is water actively leaking or has service stopped?
- Is this a repair visit or a planned replacement estimate?
- What is the service address and a reliable callback number?
Who reviews the request: Put reports of active leaks or loss of service in a human-review queue. The contractor, not the software, decides what emergency action is appropriate.
Prepare the right professional assessment.
Visible leaks are clues, not a complete diagnosis. The plumber confirms the affected fixture and source before specifying a repair or pricing replacement work.
Use the actual property conditions, selected products and applicable local requirements to decide the scope. A web form or photograph does not replace a qualified assessment.
Trade reference: EPA WaterSense: Fix a Leak Week. This reference supports the specific trade point above; it is not a complete installation procedure or a diagnosis for an actual property.
Offer a clear next step.
Adapt this original fictional example to your actual service, timing and availability. Viewing this guide sends no message.
We received your request about [plumbing concern] at [address]. A team member will review the details. For scheduling, are you available at [option A] or [option B]?
After the first reply: After a visit is arranged, remove the lead from new-inquiry follow-ups. If the customer cannot be reached, make a measured second contact without suggesting that a repair is confirmed.
Follow the fictional plumbing inquiry →