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Industry Pack - Plumbing and Drainage Industry
An all-in-one plumbing and drainage toolkit—custom dashboards, compliance forms, and accounting reports to streamline jobs, manage risk, and boost efficiency.
by Joblogic Marketplace
The Plumbing & Drainage Industry Pack is a purpose-built solution designed to meet the operational, financial, and compliance needs of businesses within the plumbing and drainage sector. Featuring powerful dashboards, in-depth reporting, and a full suite of compliance and risk forms, this pack helps streamline workflows, improve compliance, and support smarter decision-making.
Included in this pack:
- 7 Dashboards: Gain visibility across finance, CRM, asset management, and F-Gas tracking.
- 38 Reports: Track job performance, financial metrics, compliance, and customer activity.
- 12 Compliance Forms: Maintain adherence to UK regulations and industry standards.
01
Forms
Clean and Disinfection Report Sheet (CLDIS)
Tank Chlorination Form (PWTC)
Tank Inspection Survey (PWTIS)
Water Hygiene Report (WHRS)
Unvented Hot Water Cylinders (TUH)
CCTV Drainage Report (TCCTVDR)
Drain Pressure Test Certificate (TDPTC)
Duty of Care Waste Transfer Note (TDCWTN)
Bathroom Quality Checklist (TBQC)
Dynamic Risk Assessment (TDRA)
Short Duration Work On-site Risk
Assessment (RAandSDWSRA)
Certificate of Compliance (TCOC)
02
Dashboards
JLD01: Finance
JLD02: Asset Overview
JLD05: CRM
JLD06: Fgas Cylinder
IPD01 Inspection and Testing Certificates
IPH05 Water Hygiene and Maintenance
IRA01 Risk Assessment
03
Reports
Job Tracker
Invoice Log
Purchase Invoice Analysis
PPM Contract Tracker
Job Performance KPI
Job and Visit Details
Job Performance and Cost Analysis
Quote Tracking and Analysis
Monthly Timesheet Report
Purchase Order Details
Customer Profile and Receivables
Asset Inventory & Financials
Vehicle Safety Inspection
Site Insights & Receivables
Non-Productive Time KPI
Stock Inventory Details
PPM Quote Details
Adept Sage Purchase Export
Adept Sage Sales Line Item
Kashflow Sales Export
Pegasus Opera Purchase Analysis
Pegasus Opera Purchase Transaction
Pegasus Opera Sales Analysis Export
Pegasus Opera Sales Transaction Export
Quickbooks Purchase Export
Quickbooks Sales Invoice Detailed
Sage 200 Purchase Invoice Export
Sage 200 Sales Invoice Export
Sage 50 Purchase Export
Sage 50 Sales Export
Sage Purchase Business Cloud
Accounting
Sage Purchase Invoice Export
Sage Sales Business Cloud Accounting
Sage Sales Export
Xero Purchase invoice export
Xero Sales Export
AccountsIQ Export Report
Xero Export Canada
Free of Charge
Monthly plan
Free
To read our handy guide with the full breakdown, click here .
Version
1.0.0
Categories
Industry Specific Tools
Recommended for
Service Delivery Team
You May Also Like
The Plumbing & Drainage Industry Pack is a purpose-built solution designed to meet the operational, financial, and compliance needs of businesses within the plumbing and drainage sector. Featuring powerful dashboards, in-depth reporting, and a full suite of compliance and risk forms, this pack helps streamline workflows, improve compliance, and support smarter decision-making.
Included in this pack:
- 7 Dashboards: Gain visibility across finance, CRM, asset management, and F-Gas tracking.
- 38 Reports: Track job performance, financial metrics, compliance, and customer activity.
- 12 Compliance Forms: Maintain adherence to UK regulations and industry standards.
01
Forms
Clean and Disinfection Report Sheet (CLDIS)
Tank Chlorination Form (PWTC)
Tank Inspection Survey (PWTIS)
Water Hygiene Report (WHRS)
Unvented Hot Water Cylinders (TUH)
CCTV Drainage Report (TCCTVDR)
Drain Pressure Test Certificate (TDPTC)
Duty of Care Waste Transfer Note (TDCWTN)
Bathroom Quality Checklist (TBQC)
Dynamic Risk Assessment (TDRA)
Short Duration Work On-site Risk
Assessment (RAandSDWSRA)
Certificate of Compliance (TCOC)
02
Dashboards
JLD01: Finance
JLD02: Asset Overview
JLD05: CRM
JLD06: Fgas Cylinder
IPD01 Inspection and Testing Certificates
IPH05 Water Hygiene and Maintenance
IRA01 Risk Assessment
03
Reports
Job Tracker
Invoice Log
Purchase Invoice Analysis
PPM Contract Tracker
Job Performance KPI
Job and Visit Details
Job Performance and Cost Analysis
Quote Tracking and Analysis
Monthly Timesheet Report
Purchase Order Details
Customer Profile and Receivables
Asset Inventory & Financials
Vehicle Safety Inspection
Site Insights & Receivables
Non-Productive Time KPI
Stock Inventory Details
PPM Quote Details
Adept Sage Purchase Export
Adept Sage Sales Line Item
Kashflow Sales Export
Pegasus Opera Purchase Analysis
Pegasus Opera Purchase Transaction
Pegasus Opera Sales Analysis Export
Pegasus Opera Sales Transaction Export
Quickbooks Purchase Export
Quickbooks Sales Invoice Detailed
Sage 200 Purchase Invoice Export
Sage 200 Sales Invoice Export
Sage 50 Purchase Export
Sage 50 Sales Export
Sage Purchase Business Cloud
Accounting
Sage Purchase Invoice Export
Sage Sales Business Cloud Accounting
Sage Sales Export
Xero Purchase invoice export
Xero Sales Export
AccountsIQ Export Report
Xero Export Canada
Free of Charge
Monthly plan
Free
To read our handy guide with the full breakdown, click here .
Version
1.0.0
Categories
Industry Specific Tools
Recommended for
Service Delivery Team
You May Also Like
What is the Plumbing & Drainage Industry Pack?
Who is this pack designed for?
Does it support compliance requirements?