Plumber’s Assistant Templates

Plumber’s Assistant Templates

There is a huge number of templates that someone in the Plumber’s Assistant role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Plumber’s Assistant. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Work Order Template
2. Invoice Template
3. Time Sheet Template
4. Material Inventory Template
5. Equipment Maintenance Log Template
6. Job Estimate Template
7. Purchase Order Template
8. Expense Report Template
9. Safety Inspection Checklist Template
10. Customer Feedback Form Template

Reports

Reports are often prepared by a Plumber’s Assistant to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Revenue Report
2. Customer Satisfaction Report
3. Inventory Report
4. Work Order Completion Report
5. Equipment Maintenance Report
6. Time and Attendance Report
7. Safety Incident Report
8. Material Usage Report
9. Vehicle Mileage Report
10. Job Cost Analysis Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Plumber’s Assistant does and how they do it.

1. Daily Plumbing Maintenance SOP
2. Plumbing Repair SOP
3. Pipe Installation SOP
4. Drain Cleaning SOP
5. Fixture Replacement SOP
6. Water Heater Installation SOP
7. Leak Detection and Repair SOP
8. Sewer Line Inspection and Repair SOP
9. Gas Line Installation SOP
10. Emergency Plumbing Response SOP

Presentations

Plumber’s Assistant presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Customer Satisfaction Survey Results
3. Project Progress Update
4. Training and Safety Guidelines
5. Equipment Maintenance and Inventory Report

Legal Docs

There are several key times when a Plumber’s Assistant needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Service Agreement Template
2. Liability Waiver Template
3. Invoice Template
4. Work Order Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

Health & Safety templates for a Plumber’s Assistant ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Personal Protective Equipment (PPE) Checklist
4. Incident Report Form
5. Toolbox Talk Template

Calendars

Setting up Plumber’s Assistant calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Appointment Calendar
3. Project Timeline Calendar
4. Maintenance Schedule Calendar
5. Billing and Invoicing Calendar

Invoice Templates

Several types of Plumber’s Assistant invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Service Invoice: This invoice is used to bill clients for plumbing services provided, including labor and materials used.
2. Time and Materials Invoice: This invoice is used when the plumber’s assistant is working on a project that requires tracking time and materials used. It includes a breakdown of hours worked and materials used.
3. Maintenance Invoice: This invoice is used for regular maintenance services provided to clients, such as drain cleaning or pipe inspections.
4. Emergency Service Invoice: This invoice is used when the plumber’s assistant is called out for emergency services, such as burst pipes or flooding.
5. Estimate Invoice: This invoice is used to provide clients with an estimate of the cost of plumbing services before work begins. It includes a breakdown of labor and materials costs

Survey Templates

For a Plumber’s Assistant to get insights related to the work they do, they need to send out Plumber’s Assistant surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Service Quality Assessment Survey
3. Job Completion Feedback Survey
4. Equipment and Tools Evaluation Survey
5. Safety and Compliance Check Survey

Meeting Agendas

Having premade Plumber’s Assistant meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Safety Training Meeting
3. Project Planning Meeting
4. Client Consultation Meeting
5. Supplier Meeting

Budget Templates

To manage finances well, a Plumber’s Assistant would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Material and Supply Budget
3. Vehicle and Equipment Maintenance Budget
4. Advertising and Marketing Budget
5. Training and Certification Budget

Dashboards

Dashboards are a useful way for a Plumber’s Assistant to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Job Completion Dashboard
2. Inventory Management Dashboard
3. Customer Satisfaction Dashboard
4. Revenue and Expenses Dashboard
5. Work Order Tracking Dashboard

Proposal Templates

For bidding or requesting work, a Plumber’s Assistant needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Plumbing Maintenance Proposal
2. Residential Plumbing Installation Proposal
3. Commercial Plumbing Repair Proposal
4. Emergency Plumbing Services Proposal
5. Plumbing Renovation and Remodeling Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Plumber’s Assistant templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.