Plumbing splits into two businesses that share a truck. One is the emergency callout that has to be dispatched in minutes. The other is compliance work that repeats on a schedule and is worth more than most shops realise.
It has to turn a call into a dispatched job in the next minute, because the customer with water on the floor is calling three companies. It also has to hold the repeating compliance work, because that is the revenue you can forecast. The rest is invoicing the same day so the emergency premium does not sit in a notebook for a week.
The same tools every Pinstripe Fleet customer gets, set up the way this trade runs.
Create the customer and the job in one pass, drop it on the board, and assign whoever is closest to free. Conflicts are flagged before you double book somebody who is already under a sink across town.
Backflow prevention assemblies generally have to be tested at least once a year by a certified tester, and the testers themselves recertify on a cycle, every two years in Oregon for example. That is predictable work: book it as recurring jobs for the whole customer base and it fills the quiet weeks instead of being remembered late.
Photos, a checklist, and a signature are captured on site. For work that gets disputed later, and water damage work does get disputed, the before and after photos are the whole argument.
The invoice comes off the finished job with the hours already attached, and the customer pays by card from a link into your own bank account. After hours work is billed the same day rather than a week later when nobody remembers agreeing to it.
Setup starts you with open dispatch slots for callouts, a service list built around diagnostics and repairs, a close out checklist with required photos, and same day invoicing with a payment link.
Yes. Set them as recurring jobs and the whole year books itself against each service location. Because they attach to the address rather than to a person, the work survives a customer contact changing, which is what usually loses these renewals.
The customer and the job can be created in one pass and assigned straight from the board, and reassignment works from the keyboard as well as by dragging, which matters when you are still on the phone with the caller.
Yes. You can authorize the card before the job and capture it once the work is finished, within the window the card networks allow. On emergency work that commits the money without billing for a job nobody has done yet.
Only if you allow it. You decide who can see money, and for anyone else the prices and totals are never sent to their device at all, so a phone left on a counter is not a problem.
The same platform, set up for a different trade.
Bring three jobs you ran last week and we will build them in front of you. If it cannot handle your real work, you will know in twenty minutes.
Pinstripe Fleet Management is built and supported by Pinstripe Business Services.
