Admin Automation Checklist

Admin Automation Checklist for Plumbers

Stop losing $600 a week in missed upsells because callback notes never made it to paper. Christine handles your admin from the van so you can focus on the pipe, not the paperwork.

Total admin tasks9 tasks (6 automatable)
Time saveable8h/week
Value saveable/month$3,118
0 of 9 reviewed
0%

Job Site Documentation

  • Text or voice-note specifics like 'Kowalski toilet flapper' while driving; Christine logs it instantly.

    1h 30m/week
    Automatable

  • Command: 'Email Mrs. Kowalski the $175 toilet quote for next Tuesday.' She drafts and sends it.

    1h 15m/week
    Automatable

  • You need human judgment to handle complex site limitations during the first look.

    30 min/week
    Manual

Financial Tracking & Invoicing

  • Snap a photo of the Ferguson Supply receipt; Christine reads it and splits costs across jobs in Sheets.

    2h/week
    Automatable

  • Upload shoebox receipts anytime; she sorts mileage and tools into your Google Sheet automatically.

    1h/week
    Automatable

  • Sensitive money talks need personal empathy and negotiation skills only you have.

    45 min/week
    Manual

Scheduling & Coordination

  • Text: 'Move Tran rough-in to Friday, push tiler to Monday.' She updates calendars and notifies trades.

    1h 25m/week
    Automatable

  • Say: 'Remind me to call Kowalski about the toilet quote tomorrow.' She makes sure nothing gets dropped.

    50 min/week
    Automatable

  • Physical inspection and troubleshooting of unique plumbing systems needs your expert hands.

    40 min/week
    Manual

Your Potential Savings

Check off automatable tasks above to see how much time and money Christine could save you each month.

Ready to automate your admin?

Christine handles your emails, scheduling, documents, and more — so you can focus on plumbers.

Try Christine Free
Automatable — Christine handles this for youManual — requires your personal judgment or presenceEstimated weekly time cost for this task