Plumbing & Gas Installation
Plumbing & Gas Installation: appointments and service tracking, customers and CRM, e-Invoice and reporting.
Challenges
- Emergency calls and planned appointments mix in one list, so technician assignments clash.
- The verbal price at the survey never becomes a written quote, so haggling starts when the job ends.
- Pipes, valves and fittings used are not deducted from stock, so warehouse counts never balance.
- Warranty coverage is not on record, so nobody knows whether a repeat fault visit is billable or free.
Workflows
From call to work order
- An emergency call or appointment is logged with address, fault type and urgency.
- A suitable technician is assigned; the survey result is turned into a written quote.
- The approved quote becomes a work order and the crew sets off.
From consumption to warranty
- Pipes, valves and materials used are written to the work order and deducted from stock.
- The work order closes with customer approval; invoice and collection are attached.
- A warranty period is recorded for the repair; a repeat call within it links to the same record.
Documents
- Service call record
- Survey and quote form
- Work-order closure record
- Warranty certificate
Reports
- Open and closed work orders
- Workload by technician
- Material consumption by work order
- Repeat calls under warranty
Metrics
- Emergency response time
- Quote-to-approval conversion rate
- Material cost per work order
- Repeat-fault rate
Compliance
- Business opening and operating licence
- Vocational qualification certificate (plumbing)
- GİB e-document regime (e-invoice/e-archive)
Glossary
- Emergency call
- A service request prioritized with an urgency tag
- Site survey
- An on-site assessment record that turns into a quote
- Consumption
- Material written to the work order and deducted from stock
- Warranty
- A time-limited repair assurance tied to the work order
FAQ
Can I separate emergency calls from appointments?
Yes — the call is logged with an urgency tag and prioritized in technician assignment.
Can I turn the survey price into a written quote?
Yes — the survey record becomes a quote in one click; on approval a work order opens.
Can I deduct used materials from stock?
Yes — the moment pipe and valve are written to the work order, they leave stock and enter cost.
Can I track the warranty period?
Yes — a warranty period is recorded on the repair; a call within it links to the same work order.
Can I see a technician's daily workload?
Yes — assigned work orders are listed on the technician's calendar; clashes are blocked.
