Set-up guides

How to set up JobCardOS for a plumbing business

Every callout carded with the customer's address, priced and signed off on site, and invoiced from the same job.

About 20 minutes · 7 steps

Step 1

Sign up and choose Plumbing

Pick Plumbing when you sign up. You start with a plumbing business's price list — callout & assessment, blocked drain, leak detection, burst pipe repair and more — which you edit to your own prices under Settings → Services.

Add each plumber under Settings → Technicians so every job can be assigned to whoever is doing it.

Step 2

Put your logo on the job card

Under Settings → Branding, upload your logo and write the terms you want above the customer's signature. Your logo then appears on every printed job card, invoice and statement.

Branding settings for a demo plumbing business with its logo uploaded and job card terms filled in
Demo account — every name and number is invented.

Step 3

Bring your customers across

Under Customers → Import, upload your customer list as a spreadsheet (CSV). Name first; phone, email and address are picked up if they are there. The address shows on every job and opens in Google Maps.

Step 4

Book a job in

Book a job in asks for the customer, their number and what needs doing — a burst geyser or a blocked drain, for example. It takes under a minute, on the phone or at the desk.

Straight after, one tap opens WhatsApp from your own number with the confirmation already written.

The book-a-job-in screen on a phone for a demo plumbing business
Demo account — every name and number is invented.

Step 5

Print the job card

Print job card gives an A4 card with your logo, the customer, the work requested, the estimate and a signature line — with a tear-off tag carrying the job number.

A printed job card for a demo plumbing business
Demo account — every name and number is invented.

Step 6

Move each job through, and tell the customer

Jobs move Booked → On Site → Work in Progress → Work Done → Signed Off, in the words your trade uses. The week view shows what is on each day; when a job is done you are offered a one-tap WhatsApp to the customer.

The week view for a demo plumbing business
Demo account — every name and number is invented.

Step 7

Invoice from the job

When the work is signed off, Invoice prints straight from the job with your logo and banking details — nothing retyped. Customers you bill monthly get one statement instead.

An invoice for a demo plumbing business
Demo account — every name and number is invented.

Ready to set up your plumbing business?

Plans from R249 a month, month to month. Rather see it first? Ask for a demo and we will walk you through it.