Skip to content

Built in Prince Edward Island · Priced in Canadian dollars · Support from the people who built it

Gasfitting

The CRM that quotes at the appliance.

Daybook runs a gasfitting company end to end: a request becomes a booked service call, the gasfitter quotes at the appliance from your own price list, and the service call report, the gas line sheet and the conversion sheet are filled in on the phone — the leak test, the pressure test, the permit number. Then the invoice, with GST/HST by province.

The job “Robin Haddad — Gas line run” in Daybook, and its brief: an update from the crew, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves and what is waiting on us.

The rules the trade lives under

Built around the paperwork a gasfitter already answers to.

  • The gas code (CSA B149.1), as your province adopts it

    The gas line sheet records the appliances served, the pipe, the pressure test and whether it passed, whether the CSST is bonded, and that the lines were purged and the appliances lit. On Crew and up.

  • Gas permits and inspections

    A line run or a rough-in does not close without the pressure test, the photographs of the run before the walls close and the gasfitter’s sign-off. The same sheet has a place for the permit number and whether the inspection passed.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel. A furnace or water heater quote opens with the province’s cover page.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the techs on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not pull a permit, book an inspector, check anyone’s gas ticket or check your work against the code. The sheets record what you did, the hazard assessment is yours to fill in, and the inspector and your province have the last word.

Three things that go wrong

The headaches every gasfitter knows.

The smell of gas, between two hookups

A leak call comes in between a range hookup and a BBQ line, and somebody has to read the whole message to see that it is the one that cannot wait.

In Daybook Any smell of gas is filed as a gas leak and emergency first, whatever appliance or line it names — and the request becomes a booked service call from the same board as everything else.

The walls are closed, and where is the test

The line is run, the drywall is up, and the inspector asks for the pressure test and the permit number.

In Daybook The gas line and pressure test sheet wants the pipe, the test and its result, the lines purged and the appliances lit, and the run photographed before the walls close, signed by the gasfitter — and the job is not complete until it is filled in.

The return visit, and which appliance was it

The second trip starts with a phone call back to the office: what is in that house, what does the rating plate say, and what did the last gasfitter find?

In Daybook The appliance stays on file at the address — make, model, serial and the year it went in — and the service call report keeps the fault, the leak test and pressure readings, and whether it was left in service.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The gasfitting toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — gasfitting gets its own shape. A visit is a service call, not a site visit; the button says Book a service call; and the drafts, the replies and the job summaries say drop and trunk, stub-out, hookup, conversion and orifice, regulator, pressure test, CSST and black iron the way a gasfitter does.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — a leak, a line run, a hookup, a conversion — and one button: Book a service call. The gasfitter quotes at the appliance; when the call is done, the next step is Mark won.

The requests board in Daybook: “Curtis MacNeil — New-construction rough-in” and “Lisa Petrov — Fireplace & hearth”.

The service call

A request becomes a booked call. Not a site visit.

Every request lands on one board with its service type — a leak, a line run, a hookup, a conversion — and one button: Book a service call. The gasfitter quotes at the appliance; when the call is done, the next step is Mark won.

  • The requests board in Daybook: “Curtis MacNeil — New-construction rough-in” and “Lisa Petrov — Fireplace & hearth”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • Seven service types: gas leak & emergency, gas line run, appliance hookup & service, fireplace & hearth, conversion, propane tank & regulator, new-construction rough-in
  • A smell of gas is filed as the leak call first, whatever appliance it names — sorted for you
  • Book a service call from the request — and plan the day’s route from the same board
  • An arrival window on the booking, and an On my way text that names who is coming, with a link to follow
  • Service call, then Quote, then Mark won — a quote is there when you want one, never in the way
  • Requests from your website’s book-a-service-call form land here as real requests
Scheduling

The price list

Priced by the call, the drop and the hookup.

A gasfitter quotes from a price list, not an estimator — so yours starts labelled: the leak check and the after-hours leak call, the first appliance drop and each additional one, line extensions and stub-outs, rough-in per outlet, pressure tests, range, dryer, BBQ and heater hookups, conversions, propane tank sets, black iron and CSST by the foot, the gas permit. Your own prices go on it, and every quote and invoice reads from it.

Per drop the call, the drop, the hookup, the conversion and the rough-in per outlet — the way the trade is sold

The price list

Priced by the call, the drop and the hookup.

A gasfitter quotes from a price list, not an estimator — so yours starts labelled: the leak check and the after-hours leak call, the first appliance drop and each additional one, line extensions and stub-outs, rough-in per outlet, pressure tests, range, dryer, BBQ and heater hookups, conversions, propane tank sets, black iron and CSST by the foot, the gas permit. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Service calls, gas lines, hookups and service, pipe, fittings and parts, permits, labour by the hour
  • Cost, price and markup beside each item
  • Quotes and invoices in a gasfitter’s words — approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The paperwork

Three sheets, written for gasfitters.

A service call report with the appliance, the fuel, the leak test and whether it was left in service. A gas line and pressure test sheet with the pipe, the test, the permit and the run photographed before the walls close. A conversion and commissioning sheet with the orifices, the pressures set and the label on the plate. They attach themselves to the right jobs, and the last two will not let a job close unfinished.

The checklists in Daybook: “Service call report” and “Gas line & pressure test sheet”, the second marked as blocking a job’s completion.

The paperwork

Three sheets, written for gasfitters.

A service call report with the appliance, the fuel, the leak test and whether it was left in service. A gas line and pressure test sheet with the pipe, the test, the permit and the run photographed before the walls close. A conversion and commissioning sheet with the orifices, the pressures set and the label on the plate. They attach themselves to the right jobs, and the last two will not let a job close unfinished.

  • Service call report: the appliance and where it is, the fuel, the fault, what was found, the leak test and pressure readings, left in service, gas left on at the meter or tank
  • Gas line & pressure test sheet: appliances served, the pipe, the run, the test and its result, the permit number, CSST bonded, lines purged and appliances lit
  • Conversion & commissioning sheet: the appliance, the orifices fitted, the regulator and manifold pressure set, the homeowner shown the shut-off and the flame
  • Photographs and a sign-off on each — the customer’s or the gasfitter’s
  • Attached to the right service types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Equipment and plans

The appliance on file, and the plan that looks after it.

Every client has an equipment list: the furnace, the fireplace, the range at each address, with its model and serial, the year it went in, its warranty and when it is next due. Sell a maintenance plan on top — a yearly safety check of the gas appliances, say — and the visits go on your schedule and keep coming, and the plan bills itself.

On file the make, the model, the serial and the year it went in — at the address, for the next call

Equipment and plans

The appliance on file, and the plan that looks after it.

Every client has an equipment list: the furnace, the fireplace, the range at each address, with its model and serial, the year it went in, its warranty and when it is next due. Sell a maintenance plan on top — a yearly safety check of the gas appliances, say — and the visits go on your schedule and keep coming, and the plan bills itself.

  • Model, serial, the year it went in, the warranty and a photo of the rating plate
  • Tick the units a call is about, and each unit keeps a history of every job it was on
  • The gasfitter on the job can add a unit from its rating plate, with a photo
  • Plans with their price, how often they bill and the visits they include
  • Members, what plans bring in each month, and who renews in the next 30 days — on one page
  • The equipment due for service, and the units old enough to replace
Clients & the portal

Safety on site

The FLHA, filled in on the phone. Filed before the meter goes off.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the sheets and the photos, with no signal if it comes to that.

An FLHA in the crew app, “Run a gas line to the garage heater and pressure test it”: the task with its hazard and its control.

Safety on site

The FLHA, filled in on the phone. Filed before the meter goes off.

Pick the job and the address and the techs come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, the sheets and the photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 10 active: “Ahmed Beaulieu — Conversion — natural gas ↔ propane” and “Sarah Vandenberg — New-construction rough-in” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Run a gas line to the garage heater and pressure test it”: the task with its hazard and its control.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the techs on site
  • Clock-in and timesheets from the phone in their pocket
  • The service call report and the gas line sheet filled in on the job
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the call. Paid at the door.

The invoice is raised off what was agreed at the appliance — or by stage on a long rough-in. With a Stripe card reader, the gasfitter takes a card or Interac debit before the truck leaves. For the rest, a reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

A paid invoice in Daybook: BF-INV-0003, paid, $4,538.18.

Getting paid

Invoiced off the call. Paid at the door.

The invoice is raised off what was agreed at the appliance — or by stage on a long rough-in. With a Stripe card reader, the gasfitter takes a card or Interac debit before the truck leaves. For the rest, a reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm.

  • An invoice off the service call, or progress invoices by stage on a long job
  • A card or Interac debit taken at the door on a Stripe card reader; cash and cheques recorded on the spot
  • A gasfitter you allow can quote from your price list, have it signed and take payment on their own jobs — and never sees your costs
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The techs

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every gasfitter and apprentice has the app: the day’s calls, clock-in, the FLHA, the sheets, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 10 active: “Ahmed Beaulieu — Conversion — natural gas ↔ propane” and “Sarah Vandenberg — New-construction rough-in” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Service call, Quote and Mark won.
  • The checklists in Daybook: “Service call report” and “Gas line & pressure test sheet”, the second marked as blocking a job’s completion.

The economics

Priced on the office. Free for the techs.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people running the pipe alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The techs Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every gasfitter and apprentice gets the app.
Gasfitting tools A generic job form; the pressure test and the permit number live in a text message. The service-call shape, a labelled gasfitting price list, three gasfitter’s sheets, and the appliance on file at the address.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A gasfitting site template on every plan, with a propane-and-natural-gas page and a book-a-service-call form that mints a real request.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Gasfitting runs on the trades rate card — every plan the same app, the office seats counted and the techs free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a gasfitting company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The gasfitting price list is already labelled, from the leak check to CSST by the foot. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The gasfitting template is already written for the work, with a propane-and-natural-gas page — your photographs and your words go in, and the book-a-service-call form drops requests straight into Daybook.

Questions gasfitters ask.

Does it pull permits or book the inspection?

No. The gas line and pressure test sheet has a place for the permit number and whether the inspection passed, with the photographs of the run beside them. Pulling the permit and booking the inspector stay with you.

Which jobs will it not let me close?

A gas line run, a new-construction rough-in and a conversion. The line sheet wants the pressure test, the lines purged and the appliances lit, the photographs and the gasfitter’s sign-off; the conversion sheet wants the orifices, the pressures set, the homeowner shown the shut-off and the flame, and the customer’s sign-off. Both are yours to edit.

Is there a gasfitting estimator?

No — a gasfitter quotes from a price list, so that is what Daybook gives you: the call, the drop per appliance, the hookup, the conversion and the rough-in per outlet, labelled on day one, with your own prices on it.

Can a gasfitter take payment at the door?

Yes. With a Stripe card reader, anyone in the field you have allowed to take payment can charge an invoice for a job they are on — tap, insert or Interac debit — and the payment lands on the invoice by itself. Cash and cheques are recorded on the spot.

What does a tech cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work in a mechanical room with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real BBQ hookup. Watch it booked.

Your own calls beat any feature list — start the trial, book one, mark it done and see what the job page already knows.

14-day free trial · No credit card · Bring your client list