Plumbing service call diagnostic record

Plumbing Contracting | PublicProof Academy working document

Captures what the tech found, the options presented, and the customer's written approval before any work begins.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Arrival

Customer name and address
Reported problem
Arrival time
Area protected (drop cloths, shoe covers)

Diagnosis

What was found
Photos taken (before)
Code or safety issues observed
Is this inside our license scope? yes / no

Options presented

Option 1 and price
Option 2 and price
Option 3 and price
Exclusions explained (drywall, concealed damage)

Approval

Option chosen
Customer signature and time
Permit needed? yes / no
Change orders signed for any added work

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.