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Greywater Plumbing & Heating · Process documentation · Spokane, WA

Odessa Whitlock manages operations for a plumbing company and uses this so every job process has an owner, an approver and a review date that never slips.

Home servicesComplianceLinked tables3 tables · 11 views · 1 form · 2 row actions · 1 agent
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SOPs by status

SOPs
Draft1
Truck stock check each morning—Field work
In review1
Trench and confined-space entry—Safety
Approved7
Taking an emergency call—Dispatch
Scheduling a standard service visit—Dispatch
Water heater replacement—Field work
Shutting off and testing gas lines—Safety
Invoicing and collecting payment—Office
2 more
Archived1
Old paper job sheets—Office

Tables

SOPs

10 sample rows · 18 columns

Every written procedure and who answers for it.

TitleSOP numberDepartmentStatusVersionOwnerApprover
Taking an emergency call—DispatchApproved2.1Liesel MontroseOdessa Whitlock
Scheduling a standard service visit—DispatchApproved1.4Liesel MontroseOdessa Whitlock
Water heater replacement—Field workApproved3.0Bram EsterhuizenOdessa Whitlock
Shutting off and testing gas lines—SafetyApproved2.2Yusuf DemirciOdessa Whitlock
Trench and confined-space entry—SafetyIn review1.0Yusuf DemirciOdessa Whitlock
Invoicing and collecting payment—OfficeApproved1.7Rhea BallantyneOdessa Whitlock
Truck stock check each morning—Field workDraft0.3Bram EsterhuizenOdessa Whitlock
Handling a customer complaint—OfficeApproved1.1Rhea BallantyneOdessa Whitlock
Old paper job sheets—OfficeArchived1.0Rhea BallantyneOdessa Whitlock
Using the pipe camera—Field workApproved1.2Bram EsterhuizenOdessa Whitlock

Acknowledgements

8 sample rows · 5 columns

Who has read and signed each procedure.

Sign-offSigned onPersonSOPLogged
Bram signed taking an emergency callAug 19, 2026Bram EsterhuizenTaking an emergency call—
Yusuf signed taking an emergency callAug 21, 2026Yusuf DemirciTaking an emergency call—
Bram signed shutting off and testing gas linesSep 8, 2026Bram EsterhuizenShutting off and testing gas lines—
Liesel signed shutting off and testing gas linesSep 9, 2026Liesel MontroseShutting off and testing gas lines—
Odessa signed invoicing and collecting paymentSep 18, 2026Odessa WhitlockInvoicing and collecting payment—
Yusuf signed water heater replacementJul 10, 2026Yusuf DemirciWater heater replacement—
Liesel signed handling a customer complaintSep 26, 2026Liesel MontroseHandling a customer complaint—
Yusuf signed using the pipe cameraOct 1, 2026Yusuf DemirciUsing the pipe camera—

Also included

  • ApproveRow action
  • ArchiveRow action

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