Industry Packs - Plumbing & Drainage

Introduction

The Plumbing & Drainage Industry Pack is a purpose-built solution designed to meet the operational, financial, and compliance needs of businesses within the plumbing and drainage sector. Featuring powerful dashboards, in-depth reporting, and a full suite of compliance and risk forms, this pack helps streamline workflows, improve compliance, and support smarter decision-making.

Included in this pack:

• 4 Dashboards: Gain visibility across finance, CRM, asset management, and F-Gas tracking.
• 17 Core Reports: Track job performance, financial metrics, compliance, and customer activity.
• 21 Accounting Reports: Manage invoices and exports across major platforms with built-in controls to avoid duplication.
• 12 Compliance Forms: Maintain adherence to UK regulations and industry standards.
• 3 Risk Assessment Forms: Proactively manage site safety and environmental responsibility.

This user guide provides an overview of the reports, forms, and dashboards available to you, along with instructions on where to access them.

Subscribing to the Industry Pack app

You'll firstly need to subscribe to the app. If you need help subscribing to your chosen Industry Pack app, please click here.

Once this has been set up, you'll have access to your industry specific Reports, Forms and Dashboards. Read on below to find out more.

Reports

Your reports can be found via Reports > Dynamic Dashboards

Use the filters to search for a specific report, if required

You’ll have access to the following reports:

• Job Tracker
• Invoice Log
• Purchase Invoice Analysis
• PPM Contract Tracker
• Job Performance KPI
• Job and Visit Details
• Job Performance and Cost Analysis
• Quote Tracking and Analysis
• Monthly Timesheet Report
• Purchase Order Details
• Customer Profile and Receivables
• Asset Inventory & Financials
• Vehicle Safety Inspection
• Site Insights & Receivables
• Non-Productive Time KPI
• Stock Inventory Details
• PPM Quote Details
• Adept Sage Purchase Export
• Adept Sage Sales Line Item
• Kashflow Sales Export
• Pegasus Opera Purchase Analysis
• Pegasus Opera Purchase Transaction
• Pegasus Opera Sales Analysis Export
• Pegasus Opera Sales Transaction Export
• Quickbooks Purchase Export
• Quickbooks Sales Invoice Detailed
• Sage 200 Purchase Invoice Export
• Sage 200 Sales Invoice Export
• Sage 50 Purchase Export
• Sage 50 Sales Export
• Sage Purchase Business Cloud Accounting
• Sage Purchase Invoice Export
• Sage Sales Business Cloud Accounting
• Sage Sales Export
• Xero Purchase invoice export
• Xero Sales Export
• AccountsIQ Export Report
• Xero Export Canada

Want to learn more about Dynamic Reports? Click here to find out how to export and schedule them effortlessly!

Forms

To access your forms, navigate to Settings > Electronic Forms

The following forms will be visible:

• Clean and Disinfection Report Sheet (CLDIS)
• Tank Chlorination Form (PWTC)
• Tank Inspection Survey (PWTIS)
• Water Hygiene Report (WHRS)
• Unvented Hot Water Cylinders (TUH)
• CCTV Drainage Report (TCCTVDR)
• Drain Pressure Test Certificate (TDPTC)
• Duty of Care Waste Transfer Note (TDCWTN)
• Bathroom Quality Checklist (TBQC)
• Dynamic Risk Assessment (TDRA)
• Short Duration Work On-site Risk Assessment (RAandSDWSRA)
• Certificate of Compliance (TCOC)

Click here to read more about your Electronic Forms and how to deploy them to your engineer's mobile apps, or click here to to find out how to complete mobile forms within the app.

Dashboards

Your Dashboards can be found under the Dashboard menu item

You’ll be able to utilise the following Dashboards:

• Finance Dashboard
• Asset Overview Dashboard
• CRM Dashboard
• FGAS Cylinder Dashboard
• IPD01 Inspection and Testing Certificates
• IPH05 Water Hygiene and Maintenance
• IRA01 Risk Assessment

The primary user must publish the dashboards to make them available to others.

Navigate to Reports > Dynamic Reports and click on the Dynamic Dashboards tab.

Toggle the Publish icon to activate the dashboards as needed.

Further Support

For further information or assistance with the above, contact our Support Team on 0800 326 5561 or email support@joblogic.com. Alternatively, our Customer Success Management team can be reached by emailing customersuccess@joblogic.com

Publishing Details

This document was written and produced by Joblogic’s Technical Writing team and was last updated on the date specified above. Be aware that the information provided may be subject to change following further updates on the matter becoming available. Additionally, details within the guide may vary depending on your Joblogic account’s user permissions.