ePublishing Templates
Plumbing Business OS PRO — Complete Excel Management System | Jobs, Estimates, Inventory, Invoices & Profit Dashboard
Run your plumbing business with more control and less paperwork. A professional all-in-one Excel management system for jobs, estimates, customers, inventory, invoices, expenses, scheduling and real job profitability — with a ready-to-use dashboard and sample version included.
Product Description
🔧 Run Your Plumbing Business With More Control
Stop managing customers, jobs, prices, inventory, payments and expenses across scattered notes and separate files.
SAVASH Plumbing Business OS PRO is a professional, plumbing-specific business management system designed to bring your day-to-day operations into one organized Excel workbook.
Whether you're a solo plumber, owner-operator, small plumbing company or growing service business, this system gives you a structured way to manage the workflow from lead → estimate → job → costing → invoice → payment → profit.
📊 WHAT'S INCLUDED
📈 Executive Dashboard
See your most important business numbers in one place, including:
• Total jobs
• Completed jobs
• Revenue
• Job profit
• Outstanding invoices
• Business expenses
• Inventory value
• Open leads
👥 Customer & Property Management
Keep customer and property information organized instead of searching through messages and notebooks.
• Customer database
• Contact information
• Property records
• Property types
• Equipment information
• Service history
• Customer notes
📋 Lead & Service Call Management
Keep track of potential customers and incoming service requests.
• Lead tracking
• Lead sources
• Follow-up dates
• Service calls
• Priority levels
• Assigned technicians
• Job status
🧾 Estimates & Pricing
Create a more organized estimating workflow.
• Plumbing price book
• Labor rates
• Material allowances
• Other costs
• Estimate tracking
• Quote status
• Follow-up dates
• Suggested pricing calculations
🔧 Job Management & Job Costing
Know what each job is actually costing you.
Track:
• Labor
• Materials
• Other costs
• Revenue
• Job profit
• Profit margin
• Technician
• Job status
• Scheduled date
This helps you distinguish revenue from actual job profitability.
📦 Parts & Inventory
Keep an eye on the parts and materials your business uses.
• Part database
• Suppliers
• Unit cost
• Selling price
• Quantity on hand
• Reorder level
• Inventory value
• Automatic reorder flag
There's also a dedicated Truck Stock section for tracking parts assigned to technicians or vehicles.
👷 Technician & Scheduling Management
Organize your field operation.
• Technician records
• Hourly cost
• Billable rate
• Skills
• Scheduling
• Start/end times
• Job assignments
• Priority
• Status
💰 Invoices, Payments & Expenses
Keep your incoming and outgoing money organized.
• Invoice tracking
• Payment tracking
• Outstanding balances
• Payment methods
• Business expenses
• Expense categories
• Job-related expenses
🔄 Maintenance & Customer History
Build a better system for repeat customers.
• Maintenance agreements
• Renewal dates
• Next service dates
• Service frequency
• Equipment & warranty records
• Service history
• Previous work performed
🤝 Referrals & Business Tracking
Track where customers come from and monitor referral activity.
• Referral source
• Referrer
• New customer
• Related job
• Revenue
• Reward/commission status
🎁 YOUR PURCHASE INCLUDES
1. Premium Excel Business OS
The main blank system ready for your own plumbing business.
2. Sample Version
A populated demonstration version with fictional example data so you can see how the system is intended to work before entering your own information.
3. Quick Start Guide PDF
Simple setup instructions.
4. Feature Guide PDF
A clear overview of the system's modules.
5. Printable Forms PDF
Useful field and job-management forms.
6. README & License
⭐ WHY THIS IS DIFFERENT
This isn't just a basic plumbing job sheet.
It's designed around the complete business workflow:
LEAD → SERVICE CALL → ESTIMATE → JOB → COSTING → INVOICE → PAYMENT → PROFIT
Instead of tracking only one part of your business, the system brings operations, customers, jobs, pricing, inventory and financial tracking into one organized business-management environment.
👤 PERFECT FOR
✔ Solo plumbers
✔ Owner-operators
✔ Small plumbing companies
✔ Residential plumbing businesses
✔ Commercial plumbing businesses
✔ Plumbing service teams
✔ New plumbing businesses
✔ Growing contractors
✔ Plumbing businesses replacing paper-based tracking
💻 FILE & USAGE INFORMATION
Format: Microsoft Excel (.xlsx)
Designed primarily for desktop/laptop Excel use.
The workbook can also be opened in compatible spreadsheet applications, but the best experience is on desktop/laptop because some advanced spreadsheet formatting and features may be reduced on mobile.
No monthly subscription is required for the workbook itself.
🚀 START ORGANIZING YOUR PLUMBING BUSINESS
Know your jobs.
Know your costs.
Know your inventory.
Know what customers owe you.
Know where your money is going.
And most importantly — get a clearer view of what you're actually earning.
SAVASH Plumbing Business OS PRO gives you a professional starting point for bringing your plumbing business operations into one organized system.
Digital product — no physical item will be shipped.
Sample data is fictional. Replace sample information with your own business data and verify your own pricing, tax, accounting, legal, safety and local regulatory requirements
☑️Best experienced on desktop or laptop; mobile access is supported through Microsoft Excel.
What you get
1 file · 148.71 KB
- SAVASH_Plumbing_Business_OS_PRO_PREMIUM_COMPLETE_PACKAGE.zipZIP · 148.71 KB
ePublishing Templates
Plumbing Business OS PRO — Complete Excel Management System | Jobs, Estimates, Inventory, Invoices & Profit Dashboard
Run your plumbing business with more control and less paperwork. A professional all-in-one Excel management system for jobs, estimates, customers, inventory, invoices, expenses, scheduling and real job profitability — with a ready-to-use dashboard and sample version included.
Tags
Frequently asked questions
Do I get access instantly?
Yes. This is a digital product — you can download it right after checkout, straight from your library.
Can I use it for commercial projects?
Licence terms are set by the seller. Check the product description before you buy — it states any limits on personal, commercial or client use.
What's your refund policy?
You're covered by a 30-day money-back guarantee. If something isn't right, request a refund from your order and the Getly team reviews it.
What file formats and sizes will I get?
You'll download the files exactly as the seller packaged them (about 148.71 KB). See the product details and description for the included formats.
Do I get free updates?
Yes — when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.
Price
$29.99



