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Plumbing Business OS PRO — Complete Excel Management System | Jobs, Estimates, Inventory, Invoices & Profit Dashboard

Це оголошення показано мовою оригіналу (англійська).

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.

$29.99

Що ви отримаєте: 1 файл · 148.71 KB · ZIP

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Опис товару

🔧 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.

Що ви отримаєте

1 файл · 148.71 KB

  • SAVASH_Plumbing_Business_OS_PRO_PREMIUM_COMPLETE_PACKAGE.zipZIP · 148.71 KB

Входить до Getly ProОтримати Pro

ЛіцензіяКомерційне використання дозволено
Перегляди28
Опубліковано27 серп. 2026 р.
Розмір файлу148.71 KB
Формат файлуZIP
Версіяv1.0

Теги

plumbing businessplumbing spreadsheetplumbing templatebusiness managementjob costingplumbing contractorestimate trackerinvoice trackerinventory trackerprofit dashboard
S
SAVASH Works

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$29.99