Plumbing business management, run from the truck.
WorkTrac is plumbing business management software for residential service, commercial service, new construction, and re-pipe plumbing shops. It combines technician dispatch, a fixture registry per customer, recurring service agreements, parts and truck-stock inventory tracking, GPS-verified time tracking, OSHA safety reporting with lone-worker SOS for techs working under slabs or in crawl spaces, customer photo proof on every job, and offline-first mobile for basements with zero signal. The customer portal lets homeowners and commercial accounts see live job status, photo evidence, and invoices without an app install. Modular add-on pricing starts at $29/mo with a 30-day Enterprise trial. Two-way QuickBooks Online sync is included on Enterprise or available as a $19/mo add-on. The sandbox runs on a demo service org so plumbers can try the platform on realistic data before signup.
What plumbing shops actually run day to day
Plumbing service is mostly truck-based work in customer homes and commercial properties. A tech rolls up with a stocked truck, diagnoses the problem, pulls the parts off the truck (or radios in for a parts run), captures photo proof of the work, runs the customer through the invoice, takes a signature, and moves to the next job. The office side handles dispatch, the parts inventory across multiple trucks, the customer portal for the homeowner who wants to see what happened, and the QuickBooks sync for the books. Most plumbing shops piece this together; WorkTrac was designed to handle the whole loop in one tool.
Track water heaters, fixtures, water mains, and gas lines per customer. Service history follows the fixture, not the visit.
Recurring inspections, water-heater flushes, and backflow tests auto-generate tasks on the schedule the contract requires.
Parts tracked per truck. Tech pulls a part on a job and inventory updates in real time. Reorder alerts at threshold.
One-tap emergency alert with live GPS sent to managers. Critical for techs under slabs, in crawl spaces, or alone after hours.
Homeowners and commercial accounts see live job status, photos, signatures, and invoices via a private link. No app install.
Required-photo tasks enforce before/after photo capture. Customer signs on the device before the invoice goes out.
Lone-worker SOS for under slabs and crawl spaces
Plumbing has a higher rate of solo-tech work than any other field service trade. A plumber under a slab on a sewer line, in a crawl space chasing a leak, or alone on a commercial mechanical room call is in a fundamentally different safety posture than a crew working in pairs on a construction site. OSHA's lone-worker guidance has been tightening, and the insurance side follows close behind — workers' comp carriers increasingly want to see a documented lone-worker safety system before they'll write the policy.
WorkTrac's SOS relay is built specifically for this. The tech holds the SOS button on the mobile app for two seconds; the app captures live GPS coordinates and pushes the alert immediately to every manager and admin in the org with their phone numbers populated. The alert includes the tech's name, current GPS, the last task they were on, and a direct-dial number. SOS events are signed in the cryptographic work proof chain, so the shop can prove the alert happened, when, and where — critical for both liability defense and the OSHA lone-worker documentation the carrier wants to see.
For shops that send techs to commercial accounts after hours, the SOS relay doubles as a recurring check-in tool. The tech can set a check-in reminder before starting the job; if they don't cancel within the window, the system auto-triggers the same alert flow. Lone-worker safety converts from a poster on the wall to an actually-used tool.
Parts and truck-stock inventory from the truck
Parts management is the operational headache that bites plumbing shops the most. Tech-2 needs a 3/4" PEX coupling, doesn't have one, drives 40 minutes for it, the customer waits, the day blows up. WorkTrac's inventory module tracks parts per truck, lets the tech pull a part on a job (which updates the truck's count in real time), and surfaces reorder alerts when any truck dips below threshold.
The dispatch board shows parts availability when assigning a job: if the job needs a 50-gallon water heater and only Truck-3 has one in stock, the dispatcher sees that before assigning. The same data feeds the parts-cost line on invoices, so what came off the truck shows up on the customer's invoice without manual entry.
Customer portal + service agreements in the same tool
The customer portal gives homeowners and commercial accounts a read-only view of their jobs: live status, captured photos, signed work orders, invoices, and the full history of past visits. No app to install — just a private link. For service-agreement customers, the same portal shows their upcoming scheduled maintenance, the agreement billing history, and a one-click renewal at expiration. Service agreements bill via Stripe on the recurrence the contract requires (monthly, quarterly, annual), auto-generate the maintenance tasks 14 days before they're due, and renew with the customer's on-file payment method. For shops doing recurring backflow testing, water-heater flushes, or commercial preventive maintenance, this consolidates the contract-billing + dispatch loop that most shops run across QuickBooks + a separate scheduling tool.
Common questions, answered.
Yes. Service agreements bind to a customer or specific fixtures, set a recurrence (typically annual for water-heater flushes, monthly or quarterly for commercial), and auto-bill via Stripe. Maintenance tasks auto-generate on the dispatch board 14 days before they're due. Renewals run on the customer's on-file payment method.
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