Plumbing contractor
Kestrel Fork Plumbing · Plumbing contractor · Tulsa, OK
Luis Ortega runs Kestrel Fork Plumbing, a five-truck shop in Tulsa, and he uses this to move every service call from booked to invoiced without a finished job sitting unbilled in a truck.
Construction and tradesWork ordersBoards3 tables · 5 views · 2 forms · 2 dimension sets · 1 booking page · 1 digest · 1 notification · 1 stage rule set · 1 agent
Use this templateCall board
Service callsAnnual water heater flush and inspection — Hargrove
Install outdoor freeze-proof hose bib — Pruitt
Replace garbage disposal — Abernathy
Clear main line cleanout, duplex — Vasquez
Install tankless water heater — Ellingson
Replace bathroom sink drain, rental 4A — Faircloth
Diagnose no hot water — Beaumont
Replace broken restroom flush valve — Fellowship
Dig and replace main sewer line — Lindqvist
Repipe kitchen and bath with PEX — Sandoval
Replace water heater expansion tank — Ellingson
Repair leaking shower valve — Goodwin
Camera inspection before buying the house — Castellanos
Replace kitchen faucet, unit 6 — Group
Replace prep-sink drain and trap — Diner
Replace 50-gallon water heater — Hargrove
Clear kitchen drain, rental unit 2B — Faircloth
Replace grease trap lid and gasket — Diner
Install kitchen faucet and shutoff valves — Beaumont
Camera inspection of main sewer line — Lindqvist
Replace kitchen supply lines — Castellanos
Install water filter at the front sink — Dental
Tables
Service calls
32 sample rows · 15 columnsEvery call from the first phone call to the invoice: what is wrong, who is going and what it was quoted.
| Service call | Call number | Customer | Job type | Priority | Status | Scheduled for |
|---|---|---|---|---|---|---|
| Replace 50-gallon water heater — Hargrove | SC-1041 | Delphine Hargrove | Sep 15, 1:00 PM | |||
| Clear kitchen drain, rental unit 2B — Faircloth | SC-1042 | Lorenzo Faircloth | Sep 17, 6:00 PM | |||
| Replace grease trap lid and gasket — Diner | SC-1043 | Riverbend Diner | Sep 18, 12:00 PM | |||
| Install kitchen faucet and shutoff valves — Beaumont | SC-1044 | Tilden Beaumont | Sep 22, 2:00 PM | |||
| Camera inspection of main sewer line — Lindqvist | SC-1045 | Margit Lindqvist | Sep 24, 4:00 PM | |||
| Repair burst supply line, unit 14 — Group | SC-1046 | Halvorsen Property Group | Sep 25, 12:00 PM | |||
| Install sump pump and check valve — Sandoval | SC-1047 | Marisol Sandoval | Sep 28, 1:00 PM | |||
| Replace toilet and wax ring, hall bath — Pruitt | SC-1048 | Walter Pruitt | Sep 30, 6:00 PM | |||
| Hydro-jet fellowship hall floor drains — Fellowship | SC-1049 | Eastside Baptist Fellowship | Oct 1, 2:00 PM | |||
| Replace 40-gallon water heater — Tsubaki | SC-1050 | Kenji Tsubaki | Oct 5, 12:00 PM | |||
| Fix running toilets, three rentals — Vasquez | SC-1051 | Hector Vasquez | Oct 6, 4:00 PM | |||
| Replace hose bibs front and back — Abernathy | SC-1052 | Cordelia Abernathy | Oct 7, 6:00 PM |
Customers
16 sample rows · 8 columnsThe homeowners, landlords and businesses Kestrel Fork serves, and everything done at their addresses.
| Customer | Customer type | Phone | Service address | Service calls | |
|---|---|---|---|---|---|
| Ansel Goodwin | (918) 555-0125 | ansel.goodwin@cimarronmailhub.com | 4015 Larkin Bluff Ln, Tulsa, OK 74107 | Repair leaking shower valve — Goodwin, Install laundry box and washer shutoffs — Goodwin | |
| Cordelia Abernathy | (918) 555-0121 | cordelia.abernathy@cimarronmailhub.com | 1187 Quillfeather Ave, Tulsa, OK 74112 | Replace hose bibs front and back — Abernathy, Replace garbage disposal — Abernathy | |
| Delphine Hargrove | (918) 555-0111 | delphine.hargrove@tallgrasspostbox.net | 3308 Marlowe Ferry Rd, Tulsa, OK 74105 | Replace 50-gallon water heater — Hargrove, Annual water heater flush and inspection — Hargrove | |
| Eastside Baptist Fellowship | (918) 555-0120 | facilities@eastsidefellowshipok.org | 3900 Sable Orchard Ln, Tulsa, OK 74115 | Hydro-jet fellowship hall floor drains — Fellowship, Replace broken restroom flush valve — Fellowship | |
| Greta Ellingson | (918) 555-0123 | greta.ellingson@redbudinbox.org | 6631 Heron Mill Ct, Broken Arrow, OK 74012 | Replace water heater expansion tank — Ellingson, Install tankless water heater — Ellingson | |
| Halvorsen Property Group | (918) 555-0118 | maintenance@halvorsenpropgroup.com | 15 Ashgrove Plaza, Tulsa, OK 74103 | Repair burst supply line, unit 14 — Group, Replace kitchen faucet, unit 6 — Group | |
| Hector Vasquez | (918) 555-0122 | hector.vasquez@tallgrasspostbox.net | 840 Pinion Wash Rd, Tulsa, OK 74110 | Fix running toilets, three rentals — Vasquez, Clear main line cleanout, duplex — Vasquez | |
| Kenji Tsubaki | (918) 555-0116 | kenji.tsubaki@cimarronmailhub.com | 7714 Windmere Gate Ave, Tulsa, OK 74133 | Replace 40-gallon water heater — Tsubaki, Repair slow tub drain — Tsubaki | |
| Lorenzo Faircloth | (918) 555-0113 | lorenzo.faircloth@redbudinbox.org | 906 Sorrel Hollow Dr, Tulsa, OK 74104 | Clear kitchen drain, rental unit 2B — Faircloth, Replace bathroom sink drain, rental 4A — Faircloth | |
| Margit Lindqvist | (918) 555-0114 | margit.lindqvist@tallgrasspostbox.net | 4720 Heron Mill Ct, Broken Arrow, OK 74012 | Camera inspection of main sewer line — Lindqvist, Dig and replace main sewer line — Lindqvist | |
| Marisol Sandoval | (918) 555-0117 | marisol.sandoval@tallgrasspostbox.net | 2209 Larkin Bluff Ln, Tulsa, OK 74107 | Install sump pump and check valve — Sandoval, Repipe kitchen and bath with PEX — Sandoval | |
| Prairie Wind Dental | (918) 555-0124 | frontdesk@prairiewinddentalco.com | 77 Cattail Row, Tulsa, OK 74120 | Clear lab sink drain and replace trap — Dental, Install water filter at the front sink — Dental |
Also included
- Call board
- Finished and not yet invoiced
- Truck dispatchedTells the owner the moment a call goes out so the day's board stays in his head.
Related templates
- Concrete contractorLarkhaven Bend Concrete4 tables · 6 views · 2 forms · 1 dimension set · 1 digest · 1 checklist · 1 stage rule set · 1 agentChecklists
- Fencing contractorSaltmeadow Mill Fence Co.4 tables · 6 views · 1 form · 1 dashboard · 1 digest · 1 notification · 1 row action · 1 agentLinked tables
- Flooring installerEmberwick Bend Flooring4 tables · 6 views · 1 form · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentLinked tables
- Insulation contractorGalewood Fields Insulation3 tables · 5 views · 2 forms · 2 dimension sets · 1 portal · 1 dashboard · 1 digest · 1 notification · 1 stage rule set · 1 agentClient portals
- Irrigation contractorQuaintree Fields Irrigation4 tables · 6 views · 2 forms · 1 digest · 2 documents · 1 notification · 1 stage rule set · 1 agentDocuments and e-sign
- Landscaping companySabal Creek Landscaping3 tables · 6 views · 2 forms · 2 dimension sets · 1 digest · 1 notification · 2 row actions · 1 agentCalendar