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For plumbing contractors

Water heaters, repipes and rough-ins, one record each.

The office quotes it, the plumber photographs what the wall was hiding, and the customer signs the change before the money moves.

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A plumber tightens a fitting on a water line.

In Optracs

The same job, in Optracs.

The office sends the estimate; the crew opens the job on site. Recreated from Optracs with sample data.

Sample workspace

Sample workspace. An estimate for water heater replacement built from catalog line items: 50-gallon high-efficiency tank, 1 ea, $1,640; Expansion tank, 1 ea, $185; Shut-off valve, 1 ea, $95; Venting and fittings, 1 ea, $240; Install labor, 6 hr, $780, and 2 more lines, for a total of $3,150. Its timeline shows it sent and viewed, and not yet accepted. On a phone, the same job shows its address, 3 tasks with 1 ticked off, and 2 files.

  • An estimate in minutes

    Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.

  • A takeoff for plumbing

    On the Crew plan, typed in or imported from a supported report or a CSV.

    Fixtures Toilets Water heaters Rough-ins Supply pipe Gas line

  • The crew's day, on the job

    Tasks with a person and a due date. Photos, notes and files go onto the job as the work happens.

    Photograph venting and shut-off Haul away the old tank Photograph the finished install

Documents

The paperwork, on the job.

Written from your own templates, signed by the customer from one link, kept with the job.

  • Estimate

    Lines from your catalog, priced to your margin, with a tank and tankless side by side when you want to offer both.

  • Change order

    Signed by the customer before the extra work is billed.

  • Photos from the job

    Before the wall closes, and after. Attached to the job, with the date.

  • Work order

    What the plumber is doing today, from your own template.

  • Invoice and payments

    Deposit, progress or final: record each payment against the invoice.

A day in the trade

A job, start to finish.

  1. 7:40 AM

    Office

    A leaking water heater comes in as a new lead. Call back, log it on the card, and the job opens on the production board.

  2. 9:20 AM

    Utility room

    Photos of the old tank, the venting and the shut-off go onto the job before the plumber leaves.

  3. 11:00 AM

    Office

    The heater, fittings and labor come from your catalog. Send tank and tankless as options, and the customer accepts one from the link.

  4. 2:30 PM

    Behind the wall

    The supply line is worse than it looked. A change order goes out and the customer signs it from the link.

  5. 4:45 PM

    Office

    Invoice from the accepted estimate plus the signed change, then record the payment when it lands.

The trade, by the numbers.

From the US Census Bureau. More in our research.

111,207

Plumbing, heating and air-conditioning contractors: US establishments with paid employees.Source: Census CBP 2023. Data as of March 2023 (released June 2025).

76.8%

Of those establishments, the share with fewer than 10 employees.Source: Census CBP 2023. Data as of March 2023 (released June 2025).

Early access

Tell us how your business runs.

Optracs is in early access for contractors in the United States. A person reads every request.

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