Bespoke report workflows

Less time formatting.
More work finished.

Plumb turns your existing reports and templates into a simple, step-by-step process that helps your team capture every detail and create polished reports ready to send.

Built around your templatesSet up with youWord + PDF output
W
Site inspectionYour template.docx
Project
Inspector
Your format
1
PLUMBStep 2 of 4

Site details

Project address18 Bridge Lane
Inspection date03 Aug 2026
All required details complete
2
Ready to send
P
Site inspection18 Bridge Lane
Overall statusPASS
DOCXPDF
Your template. A much easier way to fill it.

Your templates.

Your standards.

Far less admin.

How it works

From familiar template
to effortless workflow.

There is no blank canvas and no complicated builder to learn. We do the setup, then give your team a clear path from first detail to finished document.

01

Share your report

Send us the report templates your team already uses—quotes, inspections, handovers and more.

02

We build the workflow

We turn every changing section into a clear, guided form and set it up around the way your team works.

03

Fill, finish, send

Your team completes the guided steps. Plumb returns a polished report document and PDF in your format.

YOUR TEMPLATE
YOUR WORKFLOW
PLUMBSETUP PLAN
01

Template review

Complete
02

Workflow mapping

Complete
03

Team rollout

In progress
Built with you, not handed off to you.

Bespoke by design

Software should fit the way you work.

Most report tools give you a builder and leave you to figure it out. Plumb starts with your documents and your process.

  • Hands-on template setup

    We map the fields, repeat sections and rules with you.

  • Consistent output

    Your client receives the format they already know and trust.

  • A workflow your team can follow

    Clear steps, consistent answers and fewer missed details.

Made for the work

Reporting that keeps up
with the job.

For construction and contractor teams who need consistent, client-ready paperwork without slowing the day down.

01

Inspection reports

Capture findings, photos and repeat items without wrestling with tables.

02

Customer quotes

Gather job details consistently and turn them into a ready-to-send quote.

03

Completion packs

Keep handover information complete, ordered and in the format clients expect.

A clearer reporting workflow starts here

Show us the report
that slows you down.

We’ll look at your template, understand how your team fills it, and give you straightforward pricing for setting up Plumb around your business.

Get pricing

What happens next

  1. 1
    Send a sampleOne of your existing report templates
  2. 2
    Walk us through itA short, practical conversation
  3. 3
    Get a tailored quoteClear scope and pricing for your workflow