Practical starter · no invented customer story
Plumbing Crew Check-In Playbook
A lightweight morning board for service plumbers, drain technicians, install teams, apprentices, and excavation crews.
Start with this board
| Who | Service, drain, install, and excavation teams |
|---|---|
| Assignment field | First call or project — for example, Drain route West · Job 416 |
| Suggested roles | Service plumber, Drain tech, Apprentice, Excavation crew, Crew lead |
| Check-in moments | Shift start → First-call arrival when required → End of assignment or shop return |
Three questions for the morning huddle
- Which calls require a second person or special equipment?
- What part pickup must happen before the first stop?
- Which customer window cannot move?
Privacy and safety boundary
Use job numbers for residential calls on a shared board. Do not place gate codes, payment details, or photos of private areas in a check-in note.
When this lightweight board is no longer enough
Move to a field-service platform when you need dispatch, price books, estimates, invoicing, or equipment histories.
Recordkeeping note
The U.S. Department of Labor allows employers to choose a timekeeping method, provided required records are complete and accurate. Check-in timestamps can help reconstruct events, but they do not calculate compensable time, overtime, travel time, or every record an employer may need. Review DOL Fact Sheet #21 and applicable state and local rules.