Step-by-step guide for plumbers: organize multiple daily services without missing details
Step-by-step guide for plumbers managing multiple daily services: clients, addresses, materials, and travel times with Foco.
A plumber who handles multiple services a day doesn’t just fix pipes: they manage clients, addresses, materials, travel times, and deadlines. If you use scattered notes, a paper diary, or generic apps, it’s easy to overlook a detail: forgetting a tool, arriving late to an appointment, or not remembering what materials you need for each job. Foco is designed for professionals like you, who juggle several jobs at once (including personal tasks) and need to see everything in one place without mixing up information.
1. Create a container for each client or type of service
In Foco, each job is a container with a name and color. For example: "Client López (bathroom repair)" in blue, "XYZ Office Maintenance" in green, or "24/7 Emergencies" in red. This way, when you open the app, you can instantly see which tasks belong to each service. You can group them by type (repairs, installations, maintenance) or by client, whichever works best for you. The color of each container is applied to its tasks, helping you identify them quickly in Panorama mode, where all tasks are displayed together.
2. Add tasks for each service with key details
- Clear title: Example: "Fix kitchen leak (Client López)" or "Install water heater (XYZ Office)".
- Due date: The date and time of the service. If it’s recurring (like monthly maintenance), set the recurrence so Foco automatically generates the next task when you complete the current one.
- Duration: Estimate how long the service will take (e.g., 90 minutes). This helps you plan travel time between appointments.
- Address and materials: Use the notes field to add the exact address, access code, or list of materials needed (e.g., "wrench, rubber gasket, silicone"). If you prefer, record a voice note with these details, and Foco will transcribe it automatically.
- Priority: Mark as "urgent" for services that can’t wait or "important" for those requiring prep work (like buying materials).
- Reminder: Set an alert 30 minutes before you need to leave for the service to double-check you have everything.
3. Use voice capture to log services on the go
When a client calls for an urgent service, don’t waste time typing. Open Foco, press the voice button, and say: "Fix water leak at 15 Mayor Street, 3rd floor right, tomorrow at 10:00 AM, urgent, bring rubber gasket and wrench." Foco will transcribe the audio, detect the date, time, priority, and reminder, and create the task already filled out with the audio attached. If you have multiple services in a row, use Burst: say "Service at 22 Sol Street at 12:00 PM, faucet installation; service at 8 Libertad Avenue at 3:00 PM, boiler check," and Foco will split each one into separate tasks for you to review before saving them all at once.
4. Plan your day with Foco’s views
- List view: Groups pending tasks by date (Today, This Week, Later). Ideal for seeing at a glance which services you have each day and in what order.
- Kanban view: Create columns like "Pending," "On the way," "In progress," and "Completed." On desktop, drag tasks between columns; on mobile, use tabs. This way, you’ll know the status of each service.
- Calendar view: Displays your services on a weekly or monthly calendar, alongside events from your Google Calendar or Outlook (like meetings or personal appointments). This helps you avoid overlaps and plan travel time between services.
5. Share information with collaborators or clients effortlessly
If you work with an assistant, invite them to a work container (e.g., "Emergency Team") to assign them specific tasks, like buying materials or preparing tools. If a client needs to confirm details, generate a public link for a specific task (e.g., the address or service time) and send it via WhatsApp or email. The link doesn’t give access to the rest of your information in Foco, just that task.
6. Why Foco outperforms alternatives like generic notes or diaries
If you use a notes app or spreadsheet to organize your services, information can easily get scattered: one note for addresses, another for materials, another for deadlines. With Foco, each service is a container with all its tasks and details in one place. Plus, generic apps aren’t designed to manage multiple jobs at once: they lack colors to identify clients, don’t detect dates or priorities when dictating, and don’t let you see all your tasks together (Panorama mode) or filter just one service’s tasks (Focus mode). Foco is built for professionals like you, who need speed and clarity without wasting time organizing information.
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Every task from every job in one place. Free to start; Foco from €4 a month.