Plumbing client and site records: preserve diagnosis, parts and return work

Hand over a parts-dependent plumbing return through AxiomBlue records

1. Select the customer and actual site on the AxiomBlue job. In Description, record the caller/approver/payer distinction, call-out agreement and any purchase-order reference required by the billing contact.
2. Record the fixture, diagnosis, accepted replacement and required part in the job’s Description/Notes. Keep the unresolved repair in Tasks; add a supporting photo on Basic or Professional where it helps identify the installation.
3. Ask the returning plumber to open the job on their device and find the previous visit and parts reference. Record the actual repair outcome and check the first invoice before preparing another bill.

Keep the property and approval roles clear

An owner, tenant and property manager may all contact you about the same repair. Record who arranges access, who approves work and who pays. Keep each property distinguishable when one customer manages several addresses. Confirm a purchase-order or job reference before relying on it for billing.

Record a finding the next plumber can use

Identify the affected fixture or equipment, the reported issue and what the visit established. Record the agreed next action, part identification and whether it has arrived. Avoid turning an unconfirmed diagnosis into a stated repair outcome. Keep relevant required documentation through the correct authorised process.

• Property and fixture reference
• Reported issue and observed finding
• Repair scope and customer approval
• Part description and readiness
• Outstanding task, access arrangement and previous charge reference

Rehearse the parts-dependent return

Illustrative case: a mixer cartridge is ordered after investigation. The next plumber should be able to identify the fixture, correct part and agreed work before travelling. If a different fault is found, retain the new finding and seek the appropriate approval rather than overwriting the original diagnosis.

Make the next visit usable from the field account

Keep lasting site detail separate from today’s scope and unresolved tasks. In AxiomBlue, the separate customer-site notes field is available in the web app; put the instructions needed by a native-app worker in the job description or tasks. Verify access from the worker’s account. Uploads need Basic or Professional; Free has customer and usage limits.

Restrict sensitive access information and share only what the person needs. Check current details with the customer instead of carrying an old instruction into every future job. Professional adds crew management and recurring job series where those suit the work.

Sources: Protect customer information