Daybook
Plumbing
Daybook runs a plumbing company end to end: a request becomes a booked service call, the plumber quotes under the sink from your own price list, and the service call report, the drain cleaning report and the rough-in sheet are filled in on the phone — the pressure test, the photographs before the walls close. Then the invoice, with GST/HST by province.
The rules the trade lives under
The rough-in sheet records the fixtures, the supply and drain materials and the pressure test — the pressure, how long it held and whether it passed — with the photographs before the walls close. On Crew and up.
A rough-in does not close without the pressure test, the photographs before the walls close and the plumber’s sign-off. The same sheet has a place for the permit or inspection number and whether the inspection passed.
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 water heater or water treatment quote opens with the province’s cover page.
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, test a backflow preventer 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
A request sits in a voicemail, the call is booked by text, and the price the plumber gave under the sink lives in somebody’s head until the customer rings to ask about it.
In Daybook A request becomes a booked service call, and once the call is done the job’s next step is Mark won — with a quote there when the job needs one. A basement bathroom still gets quoted before the walls open.
The drywallers came Thursday. The rough-in held — and now there is no record of the pressure test, and no picture of what is behind the tile.
In Daybook The rough-in and pressure test sheet wants the fixtures, the materials, the test and its result and the photographs before the walls close, signed by the plumber — and the job is not complete until it is filled in.
The second trip starts with a phone call back to the office: what is in that basement, how old is it, and what did the last plumber find?
In Daybook The water heater stays on file at the address — make, model, serial and the year it went in — and the service call report keeps the fault, the parts and the pressure test, so the plumber arrives knowing what is there.
The 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 AssistantTexting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.
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 gate code, pinned. Said once in an email, and now at the top of the job for the crew.
The deadline. What is time-sensitive, and by when.
What the customer asked for. Each request, with the message it came from.
What we owe, and the next step. One next step, and a button that starts 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.
On top of everything Daybook does for every one of its 44 trades — the full list is here — plumbing 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 snake, auger and jet, main line, rough-in, shut-off, PEX, copper and ABS the way a plumber does.
The service call
Every request lands on one board with its service type — a leak, a blocked drain, a water heater, a rough-in — and one button: Book a service call. The plumber diagnoses at the fixture and quotes on the spot; when the call is done, the next step is Mark won.
The price list
A plumber quotes from a price list, not an estimator — so yours starts labelled: the diagnostic and the after-hours call, main-line and secondary drains, hydro-jetting and the camera, tank and tankless water heaters with the labour beside them, faucets, toilets and shower valves, rough-in and repipe per fixture, PEX, copper and ABS by the foot. Your own prices go on it, and every quote and invoice reads from it.
The paperwork
A service call report with where in the building, the fault, the parts and the pressure test. A drain cleaning report with the method, the cause and what the camera saw. A rough-in and pressure test sheet with the photographs before the walls close. They attach themselves to the right jobs, and the last one will not let a rough-in close unfinished.
Equipment and plans
Every client has an equipment list: the water heater, the softener, the sump pump 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 flush and inspection, say — and the visits go on your schedule and keep coming, and the plan bills itself.
Safety on site
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.
Getting paid
The invoice is raised off what was agreed at the fixture — or by stage on a long rough-in. With a Stripe card reader, the plumber 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.
The techs
Field seats are free and unlimited on Crew and Company, so every plumber 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.
The economics
Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people under the sink 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 plumber and apprentice gets the app. |
| Plumbing tools | A generic job form; the pressure test lives in a text message. | The service-call shape, a labelled plumbing price list, three plumber’s sheets, and the water heater 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 plumbing site template on every plan, with a drain-cleaning page and a book-a-plumber form that mints a real request. |
Nothing here is a discount, and there is no setup fee.
Plumbing 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.
Switching
There is no importer for another product’s export, and the page does not pretend there is. What there is gets a plumbing company running in an afternoon.
Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.
The plumbing price list is already labelled, from the diagnostic to PEX 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.
The plumbing template is already written for the work, with a drain-cleaning page — your photographs and your words go in, and the book-a-plumber form drops requests straight into Daybook.
No. The rough-in and pressure test sheet has a place for the permit or inspection number and whether the inspection passed, with the photographs beside them. Pulling the permit and booking the inspector stay with you.
No — a plumber quotes from a price list, so that is what Daybook gives you: the call, the drain, the heater, the fixture and the rough-in per fixture, labelled on day one, with your own prices on it.
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.
Yes. The service call report, the drain cleaning report and the rough-in and pressure test sheet are yours to edit, and you can add your own. Checklists are on Crew and up.
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.
Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.
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