Price The Whole Visit
Account for the heater, fittings, crew hours and other direct costs before presenting the estimate.
ServiceIQ FOR PLUMBING
Every Call Leaves Clues.
Put Them To Work.
ServiceIQ follows the plumbing work behind the numbers. Find the labor eating into water heater margins, the truck-stock gaps that need a review and the specific jobs behind a plumber’s performance.
Enterprise Intelligence · United States
Intelligence BriefSUMMIT MECHANICAL · PLUMBINGIllustrative Company Data
Keep The Second Trip Visible
Connect parts usage and recorded labor to the job, then review the cost of the return visit.
See The Plumbing Mix
Separate repair, drain and installation margins so one busy category cannot hide another.
INTELLIGENCE FOR EVERY ROLE
One Plumbing Operation.
A Clearer Day For Everyone.
Dispatch sees the next call. The technician sees the job. The manager sees the pattern. Explore how ServiceIQ helps each person make a better next decision—and keep the work connected.
Dispatch
Know The Call Before You Assign It.
Call types, priorities, tags, technician assignments and route context in one working view.
IN YOUR PLUMBING BUSINESS
A Water Leak Arrives During A Full Day.
- What You See
- See the Water Leak job type, priority and customer tags alongside technician assignments and route context. Keep the reported issue distinct from a scheduled heater installation.
- What You Do Next
- Review the assignment and arrival plan with the call’s context. Keep any return visit connected to the original job.
WHY IT HELPS
A clearer response to urgent work without losing the planned installation schedule.
Plumber Receives the Problem, Assignment and History
Dispatch IntelligenceServiceIQ
The Same Job. A Clearer Handoff. Customer Context → Assigned Work → Documented Findings → Cost and Invoice Review → Business Decisions
SERVICEIQ MARGIN INTELLIGENCE
See How The Work
Contributes To The Goal.
Bring service mix, direct costs and company targets into the same conversation. Explore this fixed example of the margin intelligence your team can use inside ServiceIQ.
Plumbing · ExampleDEPARTMENT MARGIN INTELLIGENCE
Different Services. One Department Goal.
See how ServiceIQ helps reveal a margin gap and a possible path to your company’s goal.
- Department Goal
- 63%
- Current Blend
- 62.5%
- Additional Gross Profit Needed
- $500
$100,000 Example Revenue · Revenue Shares Stay Fixed
| Service | Revenue Share | Current Margin | Example Plan |
|---|---|---|---|
| Water HeatersHeld Fixed | 50% | 55% | 55% |
| Drain CleaningExample Adjustment | 50% | 70% | 71% |
Example Department Blend62.5% 63%
With water-heater margin held at 55%, a 71% drain-cleaning margin brings this example department mix to its 63% goal.
- Set Separate Goals For Each Department
- See Which Services Contribute To The Blend
- Review Flexible Margins Against Your Company’s Limits
Illustrative planning example. Company targets and service mix vary. Gross profit excludes overhead. These scenarios do not predict demand or change actual prices.
THE WORK BEHIND THE WORK
Built Around What Happens
On A Plumbing Call.
The Finding Changes The Scope
A customer books a leak. The plumber finds the source and the condition around it. Keep the findings, photos, repair scope and customer decision together instead of losing them between the call and the estimate.
The Fitting That Costs A Second Trip
A missing valve or connector can consume travel and another block of labor. Review truck stock against stocking templates, then record the parts actually installed on the job.
The Repair And The Next Visit
Keep a drain diagnostic, a water heater replacement and a scheduled follow-up distinct. Tags, notes and customer history give the next plumber the context before arriving.
THE PLUMBING OPERATION, CONNECTED
From The Reported Leak
To The Recorded Result.
Know what the customer reported, what the plumber found and what the customer approved. Keep that context connected to dispatch, stock, purchasing and the invoice.
Leaks, Drains & Hot Water
Send The Plumber With The Story.
Water Leak, Drain Clog and No Hot Water describe different visits. Bring the reported problem, previous work, access notes and return-visit context into the dispatch decision.
- Make the call type and priority visible on the board and the job.
- Open the customer record and assigned plumber’s route context together.
- Keep findings and next steps with the job when more work or another visit is needed.
Leaks, Drains & Hot WaterSERVICEIQ
Repair & Replacement Scope
Price The Whole Plumbing Visit.
A fixture repair, a water heater installation and a repipe need different material and labor assumptions. Keep the quoted scope and customer options attached to the work, then review the cost of delivering it.
- Document the diagnosis and present the repair or replacement scope clearly.
- Review equipment, fittings, materials and labor allowances before the estimate is sold.
- Compare the estimate with recorded job costs, including the time consumed by follow-up work.
Repair & Replacement ScopeSERVICEIQ
Truck Stock & Replenishment
Have A Plan For The Parts You Use.
Keep press fittings, PEX connections, valves and service-repair stock tied to truck locations and stocking templates. Review shortages and purchasing before the next missing part becomes another trip.
- Set separate stock targets for service trucks and the warehouse.
- Review recorded quantities against the location’s stocking template.
- Connect parts usage, replenishment and purchase orders to the operating picture.
Truck Stock & ReplenishmentSERVICEIQ
PLUMBING INTELLIGENCE · ILLUSTRATIVE JOB REVIEWS
See The Job.
Understand The Margin.
Explore three plumbing jobs. Follow the estimate, the recorded cost and the next decision—not just a company-wide average.
Residential Plumbing Service
Leak Repair
Invoice Revenue $685
Recorded Job Gross Margin42.8%−15.6 pts vs. estimate
Estimated
58.4%
Recorded
42.8%
MaterialsDirect LaborGross Profit
What Changed
The repair used $27 more material and $80 more direct labor than estimated. A return trip for the required valve consumed part of the margin.
What To Review Next
Review the valve target on the truck’s stocking template and the notes behind the second visit. Confirm the final repair scope is reflected on the invoice.
Job gross margin is invoice revenue less recorded materials and direct labor. These illustrative reviews exclude company overhead.
Explore Margin ProtectionINTELLIGENCE THAT UNDERSTANDS THE WORK
The Extra Trip
Has A Cost. See It.
Separate service repairs, drain work and installation classifications. Review where the recorded labor or material moved beyond the estimate before treating every busy day as a profitable one.
Plumbing Service
Leak diagnosis, fixtures and repair labor.
Drain Service
Diagnostic time, drain calls and repeat visits.
Water Heater Installation
Equipment, fittings and installation labor.
Commercial & Repipe Work
Project scope, material use and crew time.
Find The Jobs Behind The Extra Hours.
When repair margins slip, review the supporting jobs for additional visits, missing stock, changed scope and recorded time. Use that context to decide whether the next change belongs in the truck template, the estimate or the follow-up process.
Explore ServiceIQ IntelligenceBring the financial picture together with QuickBooks Online and QuickBooks Desktop. Review trends and priorities in intelligent reporting and weekly PDF email reports.
A CLOSER LOOK
Built Around
Your Plumbing Business.
Connected workflows for the office, the field and the next decision.
Can The Plumber’s Findings Stay Connected To The Original Call?
Yes. Keep the reported problem, job notes, photos, customer history and proposed work connected. Tags and next steps help the office follow the job when the diagnosis changes the scope.
How Does ServiceIQ Help With Plumbing Truck Stock?
Use truck and warehouse locations, stocking templates, recorded stock and parts usage to review replenishment needs. Keep purchase orders in the same operating workflow instead of treating every parts shortage as a separate spreadsheet.
Can I Separate Drain Work, Service Repairs And Water Heater Margins?
Yes. Use classifications to compare the same kind of work, review technician and job results within that classification, and open the supporting jobs to see the recorded labor and material.
Can I Present Repair And Replacement Choices To The Homeowner?
Yes. Present the documented findings and customer options with clear scope, pricing and Must, Should and Could priorities. Keep the customer’s selected work connected to the estimate and job.
RUN MORE THAN ONE TRADE?