Part of the Contractors industry →
Plumbing Business OS
Estimate, schedule, and profit on every job. One workbook that runs the business side of your plumbing shop.
Digital download: a ZIP with the .xlsx workbook and the quick-start PDF. Buy direct and the download link arrives by email right after checkout. Also available on Etsy if you prefer to shop there. Buy once, yours forever.
Where this fits
Level 2 of 3: Run the operation
Connected operating systems for the work that repeats every week: estimating, pipeline, bookings, deadlines, follow-up. Tabs share data and formulas carry the numbers from estimate to invoice to dashboard. Enter it once and stop retyping the same figures into five different sheets.
Shown for the Contractors stack. The levels are the same in every industry.
Run the operation
$69 to $149
What comes next: You are at Level 2 (Run the operation). The step up is Level 3 (Put AI to work): Plumbing Dispatch & Recall Agent: $149
Beyond the levels: Own the whole stack — Every level for your industry, one purchase, about 25% off. In development now; we bundle the stack once the levels beneath it are real.
What’s included
Everything in the file set.
- Job EstimatorSet your labor rate, materials markup, trip charge, overhead, and target margin once. Every line updates from there. Sell price and margin check are formulas, not guesses.
- Work Order BoardEvery job from quoted to paid on one board, with plumber assignments, scheduled dates, and priority flags. Emergency jobs call out. Overdue jobs highlight automatically.
- Service Agreement TrackerMaintenance agreements with renewal dates, 30-day renewal flags, visits used and remaining, and agreement value. Recurring revenue you can plan on.
- Parts & Materials LogYour common parts with cost, markup, and sell price as formulas, stock on hand, reorder points, and automatic reorder flags. Inventory value totaled at cost.
- Profit DashboardPer-job revenue, labor, materials, and other costs with gross profit and margin percent. Jobs under 15% margin flag red. Monthly rollup plus a profit-by-month bar chart.
- Client CRMOne row per client with automatic job count and total billed, last-contact and follow-up dates with overdue highlighting, and notes for winning repeat business.
- Expense TrackerCategorized expense log with automatic monthly totals by category. Hand them straight to your accountant at tax time.
- Quick-start guide (PDF)The 15-minute setup, step by step, with realistic sample data already in the workbook so you can see exactly how each tab should look.
Who it’s for
Built for a specific desk.
- Plumbing shops running 1 to 15 plumbers
- Owner-operators estimating between jobs
- Shops that want service-agreement revenue instead of emergency-only work
Requirements
| You need | Microsoft Excel (desktop or web) or a free Google Sheets account |
|---|---|
| No add-ons, no subscriptions, no special software | |
| Sample data is fictional. Overwrite it with your own; the formulas work the same way |
A note from Procedura. Published by Procedura. Researched, structured, and checked against real plumbing workflows. Nothing here claims to be built by a veteran plumber, because it was not. A system’s worth is in its math and its procedures, which you can check for yourself.
Questions
Asked before you asked.
Still unsure? Write to [email protected]. We answer setup questions about every product.
Elsewhere in the stack. Put dispatch on autopilot: the Plumbing Dispatch & Recall Agent ($179) triages emergencies, recalls service clients, and flags parts to reorder.
No. It is a digital download: a ZIP with the Excel workbook and a PDF quick-start guide. Nothing will be mailed.
Because this is an instantly downloadable file, all sales are final. If your download is corrupted or a file is missing, email [email protected] and we will make it right. That is a delivery problem, not a fit problem, and we fix those.
Both. Open the .xlsx directly in Excel, or use File > Import in Google Sheets. Dropdowns, formulas, conditional formatting, and the profit chart carry over. Spot-check totals after import.
Yes. It is your file: edit the labor rate, materials markup, overhead, and margin settings, rename statuses, and add rows. The guide explains which cells are settings and which are formulas.
If you can type into a cell and pick from a dropdown, you can run this. The quick-start guide walks the 15-minute setup step by step, and the sample data shows you exactly what each tab should look like.
No. It tracks job costs, revenue, profit, and expenses: the numbers your accountant wants at tax time. It is not accounting software and not tax advice.
Keep climbing
Plumbing Dispatch & Recall Agent
The launch notes
Occasional, plain-spoken email.
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