Recurring plumbing service plans only pay off if the visits happen and you can prove they did. SodaDesk turns each plan into visits that generate themselves, assign automatically, and capture the same proof every time.
The Business Case
Plumbing service plans leak revenue when visits are tracked by hand. Automating generation and proof closes the gap.
Where Most plumbing Contractors Get Stuck
- Service plan visits live in a spreadsheet and quietly get missed.
- No documented proof a backflow test or inspection was actually performed.
- Nobody's assigned until the client calls asking where the tech is.
- Hard to justify the plan's value at renewal without a record.
How SodaDesk Solves It
Auto-generated plumbing visits
Each plan creates its next visit 14 days out and assigns your default tech automatically.
Backflow & pressure proof
Capture test pressures and backflow results as number fields with a photo of the gauge attached.
Locked plan checklist
The same checklist runs every visit, so proof is consistent across the plan.
Renewal-ready record
A documented history of every visit makes the renewal conversation easy.
How It Works
Owner schedules the job
Create a one-time or recurring plumbing job and assign a tech — the right checklist is attached automatically.
Tech checks in on site
Check-in captures the time and, when location is allowed, a GPS-verified arrival — never blocking, even if permission is denied.
Checklist + photo proof
The tech works the checklist on mobile: numbers, notes, and required photos. Mark Complete stays locked until every required item is done.
Proof is captured automatically
Photos, readings, time on site, GPS, and the customer signature are compiled into a job-proof record the owner can send to the customer.
Built for plumbing
Backflow and pressure proof
Record test pressures and backflow results as number fields with expected ranges, with a photo of the gauge attached — the documented evidence the job was tested, not just ticked.
Drain and leak before/after
Before and after photos of the work area and fittings are required to close the job, so there's visual proof of what was found and what was fixed.
Recurring service plans on autopilot
Annual and quarterly maintenance plans generate the next visit automatically and assign the regular tech, with the contract's checklist locked in.
Frequently Asked Questions
How do recurring plumbing visits get created?
Active plans auto-generate the next visit when it's within 14 days — on creation, on startup, and daily, with no duplicates.
Can I record backflow or pressure test results?
Yes. Use number fields with expected ranges and attach a photo of the gauge as evidence.
What if I don't set a default tech?
The visit is created unassigned and flagged in the owner's alert bell so it's picked up before the client notices.
Does this handle dispatch or invoicing?
No. SodaDesk runs recurring maintenance and job proof, not dispatch, quoting, or invoicing.