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What a plumber should confirm before the truck rolls

A pre-visit note should name the fixture, the access, the shutoff, and what the visit will not include.

What a plumber should confirm before the truck rolls

No-shows and dry runs usually come from a missing fact: nobody is home, the dog is loose, the shutoff is buried, or the owner expects a repipe when you priced a cartridge. The construction workflows live in the construction library.

What to look at

Confirm the symptom, the fixture, who will be there, where to park, and whether water can be off for the visit. If the job may become a camera or a slab isolation, say that the first visit is diagnosis.

A field example

Harbor Plumbing sent a confirmation for a kitchen faucet that dripped from the spout. The note named the fixture, the shutoff under the sink, a two-hour window, and the fact that a repipe or a slab isolation was not included. The owner replied that the shutoff was seized. The tech brought a main-valve key instead of discovering that on the driveway.

What to leave unverified

Do not promise a repair price in the confirmation. Do not promise that the work will pass an inspection. Those belong in a quote after someone has seen the pipe.

Sources to open

The confirmation is a scope note, not a code inspection. If the visit may touch a water heater, a backflow device, or a permit-required replacement, name the local plumbing code and the permit office you would call after you have seen the pipe.

A practical next step

Send the note the day before. Keep a copy on the work order so the tech and the owner are looking at the same scope.

Related workflow: Water Service Replacement Scope and Quote.

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