Plumbing work order for a water heater swap.
A 50-gallon gas swap is a half-day job if the truck is loaded right and the venting is what the office was told. This sheet is what the plumber needs before leaving the shop: the parts, the checks, the permit number and where the basement door is.
Work order
| Item | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| 50 gal gas water heater, atmospheric vent Confirm height fits under the vent connector | 1 | each | $1150.00 | $1,150.00 |
| Thermal expansion tank, 2 gal Closed system, check valve at the meter | 1 | each | $95.00 | $95.00 |
| Gas connector, shutoff and sediment trap | 1 | set | $85.00 | $85.00 |
| Vent connector and fittings Bring 4 in., check size on site | 1 | set | $60.00 | $60.00 |
| Drain, disconnect and haul away old tank | 1 | each | $75.00 | $75.00 |
| Permit No. [number] | 1 | each | $120.00 | $120.00 |
| Check: T&P discharge pipe run to an approved location | 1 | check | $0.00 | $0.00 |
| Check: draft test at the draft hood with burner running | 1 | check | $0.00 | $0.00 |
| Check: gas leak test on every new joint | 1 | check | $0.00 | $0.00 |
Click any text to change it. Rates and the tax rate are examples, so put in your own. Totals update as you type.
What this template covers
- The full parts list for one swap, so a second supply house run doesn't eat the afternoon
- Permit number on the sheet, since the inspector asks the plumber, not the office
- Check: lines for the T&P discharge, the draft test and the gas leak test
- Old and new serial numbers for the warranty paperwork
- A stop-and-call rule for venting or gas that isn't right as found
Doing it in Redline
Leaking tanks don't wait. Ask the chat "find a time for the DeLuca water heater, half a day" and it offers open slots, putting him next to other jobs in the same town when it can. On Team ($129 a month for 3 seats), dispatch it by chat and the job, with your notes on venting and access, lands on the plumber's phone. If he finds a 3 in. vent where you expected 4, he says so in the job's crew chat thread instead of calling the office twice.
Redline doesn't hold a parts catalog or truck stock, so the parts list lives in your notes and on this sheet. Once he marks it done, the job waits in Money under Ready to bill, and the invoice goes out as a card pay link on Solo or up. See the plumbing dispatch page for how the day runs, or the plumbing invoice template.
Load the truck once.
Redline is free to start. Dispatch, the tech app and crew chat are on Team.
Keep reading
- Work order templateThe tech's copy: scope, checklist with quantities, parts, access, sign-off.
- Plumbing change order templateRepipe: cracked cast iron behind the wall, extra openings, patching spelled out.
- Plumbing invoice templateWater heater swap with expansion tank, fittings, permit and haul-away.
- Plumbing dispatch softwareBurst pipe at 10am? Reshuffle the day and send a truck in one message.