FIELDFOLIO
Fixture rough-in (new)
- Layout matches plan
- Drain & vent sized / sloped
- Supply lines run & strapped
- Stub-outs capped
- Pressure / air test held
- Inspection ready
Pick the job you are on. Run down the steps. Snap a before photo and an after photo. The app puts it all in one report you can send. Every step here is one you can tick off in the app.
New install
Water heater install (new)
- Location & clearances OK
- Gas / power supply ready
- Venting per code
- T&P valve + drain line
- Expansion tank (if required)
- Filled, lit & temp set
- Leak check
Tankless water heater install
- Gas line sized
- Venting installed
- Isolation valves set
- Condensate drain run
- Programmed & fired
- Flow / temp verified
- Leak check
Water softener / filter install
- Bypass loop set
- Drain & overflow run
- Brine line connected
- Programmed
- Flushed & started
- No leaks
Sump pump install
- Pit set & level
- Check valve installed
- Discharge run outside
- Float tested
- Dedicated outlet OK
- Pump cycled
Gas line install
- Line sized for load
- Pipe run & supported
- Shutoff at appliance
- Pressure test held
- Leak check (soap / meter)
- Appliance lit
Outdoor spigot / hose bib (new)
- Frost-free bib used
- Tie-in made
- Sloped to drain
- Vacuum breaker
- No leaks
- Sealed at wall
Replace / 1-for-1 swap
Water heater replace
- Shut off water & power
- Drain old unit
- Set new unit
- Leak check
- Cleanup
Faucet / fixture replace
- Shutoff verified
- Old fixture removed
- Supply lines checked
- New fixture set & sealed
- No leaks under pressure
- Area cleaned
Toilet replace
- Supply shut
- Old toilet removed
- Flange inspected
- New toilet set
- No leaks
- Wax / seal confirmed
Garbage disposal replace
- Power off verified
- Old unit removed
- New unit mounted
- Drain & dishwasher knockout
- Run test
- No leaks
Shutoff / angle stop replace
- Main shut
- Old valve removed
- New valve set
- Supply line reconnected
- Main restored
- No leaks
Sump pump replace
- Old pump pulled
- New pump set
- Check valve OK
- Float free
- Cycle tested
- Pit cleaned
PRV (pressure reducing valve) replace
- Main shut
- Old PRV removed
- New PRV set
- Pressure adjusted
- Gauge reading noted
- No leaks
Repair / service call
Leak repair
- Leak source found
- Water shut / isolated
- Repair completed
- Pressure tested
- Dry-out started
- Photos taken
Drain clear / snake
- Access opened
- Line cleared
- Flow verified
- Cleanout capped
- Debris removed
- Customer shown result
Main sewer line clear
- Cleanout located
- Line cabled / jetted
- Camera check (if)
- Flow verified
- Cleanout capped
- Area cleaned
Water heater service
- Power/gas safe
- T&P checked
- Anode / flush (if)
- Connections tight
- Heat cycle verified
- Area cleaned
Toilet repair (running / clog)
- Problem found
- Flapper / fill valve / auger
- Tank refilled
- Flush tested
- No leaks
- Area cleaned
Burst / frozen pipe repair
- Water shut
- Damaged section cut out
- New section joined
- Pressure restored
- Insulated / protected
- Dry-out noted
Low water pressure call
- Pressure measured
- Aerators / PRV checked
- Cause found
- Fix made
- Pressure re-measured
- Customer briefed
Renovation / remodel
Bathroom remodel plumbing
- Demo & cap-offs
- Drain / vent relocated
- Supply lines run
- Shower valve set
- Rough inspection
- Fixtures trimmed out
- Final leak check
Kitchen remodel plumbing
- Old lines capped
- New sink / DW / fridge lines
- Drain & vent run
- Rough inspection
- Fixtures & disposal set
- Leak check
Whole-house repipe
- Plan & shutoff
- Old pipe abandoned / removed
- New PEX / copper run
- Fixtures reconnected
- Pressure test
- Wall access patched (if)
Laundry room relocation
- Drain & vent run
- Box with valves set
- Dryer / gas line (if)
- Pressure test
- Washer connected
- Leak check
Inspect / maintain
Plumbing inspection
- Fixtures checked
- Visible pipes inspected
- Water heater age / condition
- Pressure noted
- Leaks / issues listed
- Report shared
Sewer camera inspection
- Access found
- Camera run full length
- Problems marked with depth
- Video saved
- Findings explained
- Quote given (if)
Backflow test
- Device located
- Test kit connected
- Readings recorded
- Pass / fail noted
- Tag / report filed
- Customer copy
Use these as a base. You know the job best, so add or skip steps to fit it. You are responsible for the work and the customer info you collect. See the Terms and Conditions.