This industry pack is a complete toolkit for plumbing and drainage businesses, combining sector-specific compliance forms, powerful reporting, and real-time dashboards to help you track performance, control costs, and meet regulatory requirements. 
 
Designed as the perfect starting point for software-based management, it gives you a strong foundation to streamline operations, reduce risk, and deliver better service to your customers.  

Dashboards 

• Finance 

• Asset overview 

• CRM 

• F-Gas cylinder 

• Inspection and testing certificates 

• Water hygiene and maintenance 

• Risk assessment 

Compliance 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) 

Reports  

• Get clear visibility across every part of your business with 38 reports covering job performance, financials, compliance, customers, and asset management. 

• Job performance and operations: Track job outcomes, engineer productivity, and visit details with reports like the Job Performance KPI and Job Tracker. 

• Financial management: Analyse costs, invoices, and purchasing with tools such as the Invoice Log and Purchase Invoice Analysis. 

• Compliance and contracts: Stay on top of PPM contracts, site inspections, and vehicle safety with reports like the PPM Contract Tracker. 

• Customer and asset insights: Monitor customer profiles, receivables, and asset performance to improve service delivery and retention. 

• Accounting integrations: Export data seamlessly into leading platforms including Sage, Xero, QuickBooks, KashFlow, Pegasus Opera, and AccountsIQ. 

Benefits 

The Plumbing & Drainage Industry Pack is built around the challenges plumbing and drainage businesses face every day, from proving compliance to keeping jobs profitable. 

• Stay compliant: Avoid penalties and failed inspections with ready-to-use forms for water hygiene, drainage testing, and waste management. 

• Work faster: Replace paper trails and manual processes with dashboards that give instant visibility of jobs, assets, and finances. 

• Protect margins: Track invoices, purchasing, and contract performance to spot cost issues before they hit profitability. 

• Win customer trust: Deliver clear, professional reports that prove compliance and demonstrate accountability. 

With this industry pack, you can confidently oversee your entire operation. Stay compliant, protect profits, and deliver a higher standard of service on every job. This is a proven way to maximise output while saving time and effort.