Reports for Plumbing Contractor Owners and Supervisors

These reports gather what a plumbing firm records in separate places: quotations, calls, material, bills, dues and wages. Every report draws on entries the office and the supervisors already make.

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Records that usually sit apart

In a small plumbing firm, quotations live in one file, the store register in another and wages in a notebook, so a question about one job needs three sources. Each report pulls from a single job record. One place answers it.

The reports

Quotations open, won and lost

Each quotation by status and by age, from the enquiry and quotation modules, so follow-up calls go to the right clients.

Service calls by status and plumber

Calls open, assigned and closed, with the plumber and the area, from the service ticket records.

Material issued against each job

Pipes, fittings and sanitaryware issued to a site, set beside the quoted quantities, from the store and job records.

Running bills raised and received

Bills by builder and job, with retention held and amounts received, from the measurement and receipt entries.

Dues by client, oldest first

Unpaid bills listed by client and by age, so the owner knows whom to call.

Wages and advances

Days worked, piece-rate work, advances and balance for each plumber and helper, from attendance records.

Maintenance contracts due for renewal

Contracts ending soon, with the building and the last amount billed.

Who acts on each report

Owners read dues, open quotations and billing against material, while the office works from service call lists and renewals. Supervisors read material issued to their sites. Store keepers read stock to reorder. Each person opens only the reports that match the role.

What the figures reflect

What a report shows depends on what has been entered. If a plumber’s attendance is not marked, or material leaves without a store entry, the figures show a gap and point to the missing record. Further reports are possible wherever the data exists, and each is scoped when requested.

FAQ

Frequently asked questions

Are the reports live?

Yes. They change as entries are made, so a bill posted in the morning shows in the dues list by afternoon.

Can an owner see profit for each job?

Yes, as billing against the material and wages recorded for that job. What overheads to add is for the owner to decide.

Can a supervisor see only his own sites?

Yes. Each reader gets reports to suit the role, so a supervisor can be limited to the sites assigned to him.

Can reports go to the accountant?

Bills, receipts and dues can be exported as files. A direct Tally export is scoped during set-up.

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