🛍️ Product Description

🔧 Bring your plumbing business into one organized workspace.

From the first service call to the final invoice, keeping track of customers, appointments, materials, and paperwork takes attention. Plumbing & Drain Service Manager, available from Eldon-Digital, brings those everyday records together in a colorful application built around plumbing and drain service workflows.

Manage customer details, prepare estimates, schedule visits, organize work orders, track stock, and record payments through connected records that help you follow each job.

With 29 record modules, 15 report views, customizable colors, and a responsive interface, the app gives independent plumbers and small service teams a practical place to manage their daily operations.

📌 Current edition: Version 0.9.1 Integration. This is an early release with working core workflows and documented feature limitations. Review the compatibility and release details below when deciding whether it fits your business.

✨ Explore what you can manage

• 🏠 Customers, properties, and fixtures
  Keep customer contact information, billing details, service addresses, access instructions, and site notes together. Maintain separate property and fixture records so you can identify where the work happens and which equipment needs attention.
• 📞 Service calls and sales opportunities
  Record incoming requests, reported problems, urgency, and next steps. Review priority requests in the emergency queue, track opportunities, and continue a request into an estimate or job.
• 🧾 Estimates and service pricing
  Build a reusable price book for common services. Prepare estimates with quantities, prices, discounts, taxes, and terms. Present Good, Better, and Best options, record the selected package and typed acceptance, and create an approved job from the agreed scope.
• 📅 Scheduling and dispatch
  Schedule visits and assign technicians, crews, vehicles, and equipment. Record appointment windows, travel allowances, and required skills. Review scheduling conflicts and update visit statuses as the day changes.
• 🛠️ Jobs, work orders, and closeout
  Connect the approved work to its appointments, work orders, and invoices. Record diagnosis, completed work, checklist answers, evidence references, and recommendations. Follow defined service stages and review required information before closing the work order.
• 👷 Technicians, crews, and time records
  Maintain technician contact details, skills, credentials, availability, and crew assignments. Record travel, on-site work, breaks, nonbillable time, and mileage against jobs. Time entries are entered manually.
• 📦 Parts, stock movements, and purchasing
  Track recorded on-hand, reserved, and available quantities. Reserve materials for jobs, record issues and returns, transfer stock between stock records, and document adjustments. Create purchase orders and record partial receipts against ordered items.
• 🚐 Vehicles and equipment
  Keep basic vehicle and equipment records with identifiers, assignments, availability, maintenance dates, and operating notes. Select these resources when scheduling service visits.
• 🔁 Maintenance plans and recurring work
  Record maintenance frequencies, upcoming dates, included services, and plan details. Generate proposed recurring visits, review them in the approval queue, and approve or skip each occurrence before it becomes active work.
• 🛡️ Agreements, warranties, and callbacks
  Keep service terms, coverage dates, exclusions, and acceptance details accessible. Link callbacks to the original job and document their classification, corrective action, and customer outcome.
• 💳 Invoices and payment records
  Create invoices from jobs, review charges, set due dates, and issue finalized documents. Record money received, credits, refunds, and payment reversals with supporting reasons. Payment features maintain business records; payment collection takes place through your chosen payment provider.
• 📊 Reports and everyday visibility
  Use the dashboard and report views to review recorded activity, outstanding balances, stock information, and other operational data. Search records, apply filters, save useful views, and follow related records and history.

🎨 A colorful workspace you can personalize

Choose from six themes, including Aqua/Cobalt, Teal/Amber, Indigo/Coral, Emerald/Blue, Plum/Gold, and High Contrast.

Larger sidebar labels, emoji navigation, adjustable bold text sizes, comfortable or compact spacing, and reduced-motion preferences let you tailor the interface to your working style. Appearance preferences apply to the browser you are using.

📱 Connect devices on your local network

Run the application on a host computer and access it through a browser. With device access enabled, compatible phones, tablets, and computers on the same local network can connect using the displayed host address or QR code.

The host must remain running, awake, and reachable. Local-network setup may require firewall configuration. HTTPS requires a suitable certificate trusted by the connected devices.

📤 Export in PDF, Excel, or CSV

Choose a single record, selected records, the current page, or filtered results where available. Select customer-facing or internal output according to the information you need to share.

On the host computer, supported exports can open automatically in the default viewer without requiring a Save As prompt first. An export copy is created in the app’s exports folder. Connected devices use their browser’s preview and download controls.

🔐 Manage access and maintain backups

Create individual accounts with roles such as Administrator, Dispatcher, Technician, Billing, Inventory/Purchasing, and Read-Only. Configure permissions and record access for the people using your workspace.

Create manual backups, configure scheduled backups, and preview a restore before proceeding. The host administrator can also use the red Shutdown the host button to close connections and stop the application.

📦 Digital download contents

• Downloadable application package with launch files.
• Setup instructions and illustrated user and administrator documentation.
• Optional fictional demonstration data for exploring workflows.
• Sample estimate, service report, and invoice documents.
• Release notes and documented feature limitations.

💻 Compatibility and setup

The verified host platform is Windows x64. Extract the complete package to a writable local folder, keep its files together, and follow the first-run instructions. The included Windows application does not require a separate programming-language installation or database server.

Use a current compatible browser to access the interface. Keep the working database on a local disk outside cloud-sync folders and network shares. Included Mac binaries have not been verified on physical Mac hardware.

📝 Current release details

This edition focuses on service-business records and operational workflows. Advanced accounting, payroll, optimized routing, and several automation features remain incomplete. Customer email features prepare drafts for external handling. Limited disconnected field notes require additional setup; full offline photo, signature, and time-entry workflows are not included.

This is a digital software product. No physical item will be shipped.

🛒 Give your daily service records a dedicated home with Plumbing & Drain Service Manager from Eldon-Digital.