Water Heaters & Maintenance Plans

Water Heater Service Software
Flush Plans, Equipment Records and Maintenance Members That Come Due on Their Own

Every water heater you flush is a customer who will need you again next year, and every old tank you look at is a replacement job waiting to be quoted. PlumbingBossPro keeps each water heater on the house with its type, fuel, size, year, serial and location, brings yearly flush plans back on a live Waiting List map when they come due, puts the inspection checklist on the tech's phone, and charges the card on file when the visit is complete.

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365 Days
A Yearly Flush Comes Due
$59
Plans Start Per Month
7 Days
Grace Before Overdue
14 Days
Free Trial, No Card
PlumbingBossPro showing a plumbing company's Waiting List map of yearly water heater flush visits colored not due, due now and overdue

Affordable Doesn't Mean Cheap.
This Is Real Maintenance Plan Software for Plumbers.

Plans start at $59/month, and equipment records, recurring flush plans, the Waiting List map and the inspection checklist are part of every plan. To see how water heater work fits with dispatch, estimates, invoicing and the tech app, start at PlumbingBossPro and then come back here for the maintenance side.

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Water Heaters on the House

Tank or tankless, gas or electric, size, brand, model, serial, year installed and where it sits. Saved once, shown on every job at that address.

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Flush Plans at 365 Days

Set a yearly flush by minimum days between visits. When the year is up, the visit comes due on its own. Nobody keeps a list.

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Waiting List Map

Every visit that came due, on a live map and list. Pins show not due yet, due now, or overdue past a 7-day grace.

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Inspection Checklist

Flush, anode rod, T&P valve, water pressure, temperature and more on the tech's phone, with a printable report for the homeowner.

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Sign-Up Form

A flush plan sign-up form with the card captured lands in Form Responses. One click turns it into a client.

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Auto-Charge at Completion

Complete creates the invoice and can charge the card on file, so plan visits are paid before the van leaves.

The Water Heater, the Year It Went In and the Way to the Shut-Off Before the Tech Walks In

Whoever installed or first serviced the water heater already wrote down what it is. PlumbingBossPro keeps that on the house and shows it on the tech's job card, so the plumber knows whether it is a 50-gallon gas tank in the garage or a tankless unit in the attic before the van door opens.

  • Tank or tankless, gas or electric
  • Brand, model #, serial # and size in gallons
  • Year installed, so an aging tank is easy to spot
  • Location and access notes, including the main shut-off
  • Softener, sump pump, backflow preventer and other equipment too
  • Changes made on a job flow back to the house
Example Tech App Card — Van 2
Stop 3 · Yearly Water Heater Flush
Water Heater - Tank (Gas) · Rheem XG50T06 · 50 gal · installed 2014
Next
Location
Garage · Shut-off is in the meter box at the curb
Note
Checklist
Flush, anode rod, T&P valve, pressure, temperature
List
Navigation
One tap to directions
Nav
Stop 4 · Tankless Descaling
Water Heater - Tankless (Gas) · attic access in hall closet
Then
Illustration of the equipment details a tech sees from your property records.

A Maintenance Program That Runs Without a Spreadsheet

Most plumbing companies that try a flush plan keep the members on a spreadsheet, and the spreadsheet stops getting opened by March. PlumbingBossPro does the remembering. You record the water heater, set the plan's days between visits, and the visit shows up on the Waiting List when it is due.

01

Record the Equipment

Save each water heater on the house: type, fuel, size, brand, model, serial, year and location. Add the softener or backflow preventer if there is one.

02

Set the Plan

A yearly flush at 365 days, softener service, tankless descaling or a backflow test. Whatever days between visits you choose.

03

Visits Come Due

When the time is up, the visit lands on the Waiting List map as due now. Past the 7-day grace it shows overdue.

04

Route, Inspect, Charge

Put the due visits on a van, auto-route them, and let the tech run the checklist, tap Complete and charge the card on file.

Generic Field-Service Software Forgets the Water Heater

Most field-service software gives a job an address and a notes box. A water heater is a piece of equipment with a fuel type, a size, a serial number and an install year, and it needs the same visit every year. Software that only knows the address leaves the equipment in a notebook and the plan in somebody's memory.

Ask a plumbing owner how the flush plan is going and you usually hear the same story: plenty of customers said yes on the repair call, a few got their first flush, and then nobody remembered to call them back the next year. Which house had the tankless unit. Which tank was already twelve years old. Whose card was supposed to be charged.

That information belongs on the house, and the reminder belongs to the software. When the visit comes due on its own and the equipment shows up on the job card, a maintenance plan actually gets maintained.

PlumbingBossPro keeps the house, the equipment, the plan and the payment in one place, from the first repair call to the tenth yearly flush.

Water Heater and Maintenance Plan Features

Every tool here exists so that yearly visits happen on time, techs show up knowing the equipment, and findings turn into the next job.

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Water Heater Records

Tank or tankless, gas or electric, brand, model #, serial #, size, year installed, location and access notes, saved on the house.

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From House Picker

New jobs at the address fill in the equipment from the house, and changes on the job flow back.

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Recurring Plans

Yearly flush at 365 days, softener service, tankless descaling and backflow tests, all set by minimum days between visits.

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Waiting List Map

A live map and list of every visit that came due, with pins for not due yet, due now and overdue.

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7-Day Grace

A visit is due when its days are up and turns overdue once it passes a 7-day grace.

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Inspection Checklist

Shut-off, pressure, temperature, flush, anode rod, T&P valve, venting, leaks, softener and more, with readings.

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Printable Report

Print a Plumbing Inspection Report with the condition and recommendations for the homeowner.

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Replacement Quotes

Build a water heater replacement estimate from your service list. Approved online, it becomes the scheduled job.

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Sign-Up Form

Customers sign up for a flush plan with the card captured. One click converts the response into a client.

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Auto-Charge

Charge the card on file on completion or on a schedule, with invoices and past-due follow-up.

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Reminders

Automated reminders by text and email, plus on-the-way and arrived texts from the tech's phone.

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Landlord Accounts

One client with many addresses. Set to Monthly, a landlord gets one statement with every address listed.

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Tags & Custom Fields

Tag plan members, record cancellation reasons and pull them up in reports.

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Customer App

Members sign up for services, update their card, pay invoices and watch the route on a live map.

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CSV Import

Bring in your existing flush customers. Imported addresses are placed on the map automatically.

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Simple Plans

Start $59, Pro $89 and Crew $199 per month, with maintenance plans on every plan.

Due Visits Become a Full Day for the Maintenance Van

A common setup is one van on repairs and drains and one on water heaters and maintenance. The Waiting List shows every flush, descaling, softener and backflow visit that has come due. The office assigns a cluster of due pins to the maintenance van for a day, auto-routes them Closest First or Furthest First from the shop, and the tech's phone shows the same order. On a slow week, the not-due-yet pins nearby are there to fill the gaps. For the full walkthrough, read Water Heater Service Software: The Complete Guide to Flush Plans and Maintenance Members for Plumbing Companies.

  • Waiting List map colored not due, due now and overdue
  • Dispatch board by van and day
  • Auto-route from the shop or set the order by hand
  • One van on repairs, one on water heaters
  • Print route sheets and save views
  • Crew GPS on the office map
Example Dispatch Board — Tuesday
Van 1
Service calls, drain cleaning and leak repairs
Van 2
Yearly flushes and tankless descaling, north side
Van 3
Landlord homes · flushes on one monthly statement
Owner
Two water heater replacement quotes from last week
Every due visit, on a van, in order.
The same order on the board and on the phone.

Members Know the Plumber Is Coming, So the Garage Is Open and the Water Heater Is Clear

A flush goes faster when someone has moved the bikes away from the tank and the side door is open. Automatic reminders the night before, on-the-way and arrived texts, and a live route map in the customer app tell the member when to expect the van. Replies come back to the office through two-way texting. When the visit is complete, the invoice, the card on file and online payment are all in the customer app.

  • Reminders by text and email
  • Night-before, when-they're-next and tech-arrived alerts, chosen by the customer
  • Live route map with their place in line
  • Two-way texting with the office
  • Sign-ups, card updates, invoices and online payment in the customer app
Example House Record
Plan
Yearly water heater flush (365 days)
Water heater
Tank (Gas) · 50 gal · installed 2014
Location
Garage, left of the door
Softener
Yes · service yearly
Customer
Night-before and arrived texts on

Simple Plans. Maintenance Plans Come With Every One.

Pick the plan that fits your shop. Every plan starts with a 14-day free trial and no credit card.

Compare plans on the pricing page.

Water Heater Service Software — Common Questions

What water heater details can I save?

Each house keeps a list of its equipment. For a water heater that means tank or tankless, gas or electric, brand, model number, serial number, size in gallons, year installed, location and access notes. The same list holds a softener, whole-house filtration, sump pump, backflow preventer, main shut-off and more. New jobs at the house fill in from it, and changes made on a job flow back.

How does a yearly flush plan come due?

You set the plan by minimum days between visits, 365 for a yearly flush. When the days are up the visit shows on the Waiting List map as due now. If it sits past a 7-day grace it shows as overdue, so late visits stand out.

Can customers sign up for a flush plan online?

Yes. The sign-up form captures the customer's details and card, and the response lands in Form Responses. One click converts it into a client. Customers can also sign up for services from the customer app.

What does the tech fill out at the visit?

An inspection checklist on the phone: main shut-off, water pressure, water heater temperature, flush, anode rod, T&P valve, venting, visible leaks and more, plus readings, a condition and recommendations. The office can print a Plumbing Inspection Report for the homeowner.

Can plan visits be charged automatically?

Yes. With a card on file, completing the visit creates the invoice and can charge the card. You can also charge on a schedule. Landlords set to Monthly get one statement each month covering every address.

How much does it cost?

Start is $59/month, Pro is $89/month, and Crew is $199/month. Equipment records, recurring plans and the Waiting List are on every plan, and every plan starts with a 14-day free trial with no credit card.

Water heaters and maintenance plans are one piece of how PlumbingBossPro runs a plumbing company. For dispatch, estimates, the tech app, invoicing and property manager accounts, see the full PlumbingBossPro platform overview.

Water Heaters & Maintenance Plans Guides

Practical reading on equipment records, yearly flush plans, the Waiting List, selling and pricing plans, the inspection checklist, replacement quotes, tankless, softener and backflow schedules, landlords, auto-charge, renewals and cancellations.

  1. Water Heater Service Software: The Complete Guide to Flush Plans and Maintenance Members for Plumbing Companies
  2. Tracking Every Water Heater You Service: Equipment Records Saved on the House
  3. Tank or Tankless, Gas or Electric: The Water Heater Details Every Plumber Should Record
  4. Yearly Water Heater Flush Plans at 365 Days: How Plumbing Visits Come Due on Their Own
  5. The Waiting List Map for Plumbing Flush Plans: Not Due, Due and Overdue Pins
  6. The 7-Day Grace on Plumbing Flush Visits: When a Due Pin Turns Overdue
  7. Filling Slow Plumbing Weeks From the Water Heater Flush Waiting List
  8. Selling a Flush Plan at the End of a Plumbing Repair Call
  9. The Maintenance Plan Sign-Up Form: Card Captured Before the Plumber's First Visit
  10. How to Price a Water Heater Flush Plan for a Plumbing Company
  11. What a Water Heater Maintenance Visit Includes: Flush, Anode Rod, T&P Valve and Pressure
  12. The Plumbing Inspection Checklist and the Printable Report for the Homeowner
  13. Spotting Old Water Heaters on Maintenance Visits and Turning Findings Into Replacement Quotes
  14. Running a Water Heater Replacement Job From Approved Quote to Paid Invoice
  15. Tankless Descaling Plans: Recurring Maintenance for Tankless Water Heaters
  16. Water Softener Service Plans for Plumbing Companies
  17. Backflow Testing Schedules: Keeping Yearly Tests From Slipping Through the Cracks
  18. Maintenance Plans for Landlords With Many Homes: One Client, Many Water Heaters, One Statement
  19. Auto-Charging Maintenance Plan Visits When the Plumber Taps Complete
  20. Flush Reminders by Text and Email: Getting Plan Members Ready for the Plumber
  21. Renewing Plumbing Maintenance Plans Year After Year
  22. When Members Cancel: Recording Why People Leave Your Plumbing Maintenance Plan
  23. Tracking Plan Members in Reports: Who Is Signed Up, Who Is Due and Who Has Lapsed
  24. One Van on Water Heaters: Routing Flush and Maintenance Visits by Area
  25. What the Plumber Sees on the Job Card at a Water Heater Visit
  26. The Customer App for Maintenance Plan Members: Signing Up, Updating Cards and Watching the Route
  27. Beyond the Water Heater: Adding Sump Pumps, Filtration and Shut-Offs to a Plumbing Maintenance Plan
  28. Moving Flush Customers Off Spreadsheets: CSV Import and Building Water Heater Records
  29. Mistakes Plumbing Companies Make Running Maintenance Plans
  30. Choosing Water Heater and Maintenance Plan Software for a Plumbing Company

Stop Losing Flush Customers
to a Forgotten Spreadsheet.

Water heaters saved on the house, yearly visits that come due on their own, a checklist on every tech's phone and payment at completion. Try PlumbingBossPro free for 14 days.

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