Enquiry and Site Visit Records for Plumbing Contractors
This module holds every plumbing enquiry in one list, from a bathroom refit to a full building water line. The site visit, its measurements and its photographs stay attached to the client and the address.
What is recorded for each enquiry
An enquiry reaches a plumbing office by phone, by WhatsApp or at the counter of a fittings shop. The office logs it once, with the same fields every time.
At the site
The supervisor records what was seen. Pipe runs, number of bathrooms, floor heights, existing lines and the position of the sump or overhead tank go into the visit note. Photographs are added from a phone. These notes are what the quotation is built from, so nobody has to remember the site later.
From enquiry to quotation
A visit that is complete becomes a quotation with one step. The measurements and fitting notes carry across. An enquiry that goes cold is marked lost with a reason, and the office can call it again when it chooses.
What the client decides
- Which job types the firm takes, and which it declines
- Who may visit sites and enter measurements
- The fields a visit note must have before a quotation opens
- How long an unanswered enquiry stays on the open list
- Whether visits are charged or free for each job type
Frequently asked questions
Can an enquiry be logged from a phone?
Yes. A supervisor or the office can add an enquiry from a phone, with the address and a photograph, while still standing at the site.
What happens to an enquiry that never turns into a job?
It stays on the list as lost or on hold, with the reason. Nothing is deleted, so the client’s history is there if they call again.
Does the visit note replace the quotation?
No. The note records what was seen at the site. The quotation prices it, using your rate list.
Can one client have several sites?
Yes. A builder with three projects has one client record and three addresses, and each enquiry is tied to the right one.
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