Use these worksheets to keep observations, scope and responsibilities together. They are planning aids, not inspection certificates, construction drawings or legal contracts. Each opens as a simple printable page that can also be saved with your browser.
Pre-visit observation checklist
Record visible conditions without disturbing the plumbing: the room, capped pipes, accessible equipment labels, finished surfaces and access constraints. Keep pipe purposes marked unknown unless verified. Add your desired fixture list and any previous plans or permit records.
Open the pre-visit checklist · Download plain-text version
The existing rough-in guide explains why a photograph can document clues without proving a pipe’s purpose. Use the interactive planner for a customized brief.
Sample plumbing scope worksheet
Put fixtures, retained and altered work, supplies, drains, vents, equipment, concrete, electrical, inspections, return visits and exclusions into one shared scope. Mark who supplies products and who restores the visible room surfaces.
Open the scope worksheet · Download plain-text version
The proposal comparison guide and quote comparison tool help distinguish included allowances from missing costs.
Construction responsibility checklist
Assign each stage to an actual person or company. Record what must be complete before the next trade starts and which inspection approval is needed before work is covered.
Open the responsibility checklist · Download plain-text version
Read the construction sequence guide for occupied-home access, fixture timing and inspection coordination.
Completion and equipment record
Keep final inspection records, agreed changes, equipment models and serial numbers, manuals, service-access details and outstanding items together. For powered drainage, identify the served fixtures and the installer’s instructions for alarms, care and power interruptions.
Open the completion record · Download plain-text version
The pump ownership guide explains why equipment-specific instructions and replacement access matter. Return to the complete plumbing guide for the full project journey.