Schedule
Current Job
System Details
Facts about this site that don't change visit to visit — saved on the property and shown every time. Fill or correct these and they stick for the next visit.
Checklist
Arrival
0:00
⏱ Over 1 hr 10 min — likely needs a follow-up. Flagged for follow-up.
Invoice
Scheduled
Emergency Call
Customer
New
Repeat
Work Performed
Located tank/s #
Dug up tank
Pumped & backflushed
Checked water level
Above normal
Normal
Sludge / scum
Power propeller clean
Cleaned junction box
Checked baffles
None
Good
Poor
Material:
Concrete
PVC
Other
Condition of tank
Acceptable
Unacceptable
Checked field lines
Good
Poor
Runback:
Yes
No
Checked filter (Type)
Cleaned filter
Maintenance appears
Good
Fair
Poor
Cleaned lift station
Pump:
Working
Not Working
None
Photos
Tip: grab a before and after shot before you complete the job.
Tank & Measurements
⚠ Over 1200 gallons — add gallon overage to charges.
Good working septic
NOT a good working septic
Load Test & Tank Details
N
Tank & Component Locations
Saved to this property — pins show up on the next visit so your guy walks straight to it.
Charges
Prefilled from your price list. Check the lines that apply and adjust amounts.
Card - Pay Online (Stripe)
Check
Cash
Billed (unpaid)
Payment plan
The customer gets a secure “Pay this invoice” link in their emailed report; it shows as owing until they pay.
Follow-up Reminder
Needs a follow-up visit
Auto-checks when a job runs over 1 hr 10 min or the septic is marked not working. The reminder rides along in your email.