Free Plumbing Checklist Template
A plumbing checklist covers the main steps in a plumbing job, from booking and diagnosis through repair, testing, and close-out.
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Heat or water goes out, the clock starts, and nobody wants a job that turns into repeat visits because the fault wasn’t pinned down the first time. This plumbing checklist runs the work as a project board, so the steps stay visible from the first call through to sign-off, with Booking and site prep at the top and close-out at the end. The board uses a rubber-seal purple with aged green accents under Zilla Slab headings and Roboto body text, so the call-outs and checks read clearly while the job moves.
Each column holds the cards that come up on real plumbing & hvac work: booking and access checks, then isolation and tracing during Arrival and diagnosis, then the likely fixes under Repair and replacement. The last two columns cover pressure testing, certificates, and heating checks, then the tidy-up, report, and invoice moment where the paperwork gets finished and the job gets closed without loose ends.
- Booking and site prep Covers booking payment, access and risk checks, and ordering parts so the visit doesn’t start with missing spares.
- Arrival and diagnosis Tracks isolation, leak tracing, boiler checks, and drain inspection so the cause gets narrowed down before repairs start.
- Repair and replacement Holds the repair and install work, from pipework and sanitaryware through cylinders, boilers, and a powerflush if needed.
- Test and commission Keeps the tests and compliance steps together, including pressure testing, gas safety checks, and heating run-up.
- Tidy, record and close Finishes with cleanup, the written report, the final invoice, and client sign-off before the job gets closed.
Once the board is in your workspace, the only setup is adding your own dates and assigning the 21 cards to whoever’s doing the work using tasks. The columns keep the order of the job without pretending there’s a fixed schedule, so the same checklist still holds up for a call-out, a boiler swap, or a bathroom fit-out.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
5 columns carrying 21 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
Booking and site prep | Covers booking payment, access checks, ordering spares, and getting tools and PPE ready before the visit starts.
|
Arrival and diagnosis | Runs through call-out triage, isolating supplies, tracing the leak, boiler fault-finding, and checking drains and the soil stack.
|
Repair and replacement | Lists the common repair and replacement work, including pipework, sanitaryware, cylinders, boiler controls, and a powerflush with dosing.
|
Test and commission | Groups the proof steps like pressure testing, gas safety checks with certification, and heating checks across rooms.
|
Tidy, record and close | Closes the job with cleanup, a written report and maintenance advice, the final invoice and balance collection, and client sign-off.
|
What happens when you install it
- A project is created with its board, 5 columns and 21 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Plumbers, heating engineers, and emergency plumbing teams handling call-outs, repairs, and replacement work in occupied homes or rental properties.
Questions about this project template
What should a plumbing checklist include?
A plumbing checklist usually covers booking and site prep, diagnosis steps, repair work, testing and commissioning, and the tidy-up and close-out paperwork. This board follows that order as columns, with cards for each step.
How do you avoid repeat visits on a plumbing call-out?
Repeat visits usually happen when diagnosis gets skipped or parts and access aren’t confirmed ahead of time. The board keeps prep, isolation, tracing, and checks together before the repair column, so the fix starts from a clearer fault picture.
How do you keep track of plumbing jobs without a calendar schedule?
A project board can hold the order of work without locking the job to fixed dates. This template keeps the workflow in columns, and you add your own dates separately when you know them.
Do you need to lift floorboards or cut into walls to find a leak?
Some leaks can be traced with inspection and pressure checks, but hidden pipework can mean opening up floors or walls. The checklist keeps tracing and checks up front so the job records what was tested before any intrusive work starts.
What’s the difference between a plumbing checklist and a method statement?
A checklist tracks what needs doing and what’s been done, step by step, on a job. A method statement explains how the work will be carried out and what controls are in place for risks, so it’s more about the approach than the job flow.
When do you issue a gas safety certificate after boiler work?
A gas safety check happens after the repair or installation work and before the job gets signed off. This board places that step in the testing and commissioning stage, alongside pressure testing and heating checks.
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