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.
Your trade, set up
What Plumbing comes with.
Optracs runs a plumbing company's jobs by work type: service call, repair, drain cleaning, water heater replacement, fixture install, tankless water heater, repipe and sewer line repair. Switch off what you don't use, or make the trade your own.
Sales steps
- New Lead
- Contacted
- Site Visit
- Quote Sent
- Follow-Up
Work steps
- Ready to schedule
- Scheduled
- Rough-In
- Pressure Test
- Trim-Out
- Wrap-Up
Service call steps
- To Schedule
- Scheduled
- On Site
Work types
Service call Repair Drain cleaning Water heater replacement Fixture install Tankless water heater Repipe Sewer line repair
Checklists
- Plumbing job
- Water heater install
- Permit & inspection
The water heater install checklist
- Photo of the old unit and its nameplate
- Power or gas shut off, and the water supply closed
- Old unit drained, removed and hauled away
- New unit set and connected
- Relief valve and discharge line installed
- Expansion tank installed, where required
- Strapping installed, where required
- Drain pan installed, where required
- Gas connections leak-tested and the vent checked (gas units)
- Unit filled with water before power or gas is turned on
- Temperature set and hot water checked at a faucet
- Photo of the new unit and its connections
Shown at the Standard size. Setup starts on the Simple size, the same few steps for every trade, and you can pick Standard or Detailed there or later in Settings.
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
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An estimate built from your own catalog
Standard line items from your catalog, quantities from the takeoff, and a profit slider that reprices the estimate to your margin.
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A takeoff for plumbing
Typed in or imported from a supported report or a CSV.
Fixtures Toilets Water heaters Rough-ins Supply pipe Gas line
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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.
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.
9:20 AM
Utility room
Photos of the old tank, the venting and the shut-off go onto the job before the plumber leaves.
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.
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.
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
76.8%
Try it
See it with a sample company.
A company with a few months of work in it, ready to click through. We email you a code to open it.