Offlico printable checklist

Plumber booking app checklist

Use this to compare whether a booking app turns plumbing enquiries into qualified jobs, not just calendar slots.

Booking request fields

• Customer name, phone number, email, address, and postcode
• Service type, such as leak repair, blocked drain, boiler issue, service visit, quote visit, or planned work
• Urgency, including active water damage or emergency callout flag
• Property type, access notes, parking, pets, keys, flats, gates, and managed building details
• Photos, boiler make, water isolation status, and short job notes when relevant

Route and confirmation rules

• Check service area and route fit before confirming hard to serve slots
• Use request first for uncertain, quoted, emergency, or safety sensitive work
• Use instant booking only for predictable jobs with known duration and clear rules
• Protect travel buffers, parking time, setup time, and overrun risk

Reminder and payment checks

• Send booking received, confirmed, prep, on the way, and after visit messages where useful
• Include the action the customer must take before the visit
• Show deposit, callout fee, quote, or invoice expectations before the booking is submitted
• Keep payment status, invoice details, and reminders connected to the job record