Guides for your trade
Trade-specific playbooks for plumbers, electricians, aircon, pool and borehole installers.
Page 1 of 1 · 6 in Trade Guides
Security and CCTV installers: turning alarm and camera installs into service work
Alarm batteries go flat, recorder drives fill up and cameras drift out of focus. Here is how to make sure the call comes to you when they do.
Read articleEV charger installs: what to record on the day
Home charger installs are new enough that nobody has a filing habit for them yet. What to capture while you are on site, and why the load side matters most.
A plumber's guide to tagging geysers and heat pumps
Where to stick the tag, what to photograph, how to set a service interval and how to explain it all to the homeowner in under a minute.
Aircon technicians: building a service book that fills your quiet months
Aircon work comes in waves. A simple service book lets you plan maintenance into your quiet months instead of waiting for the next heatwave.
Electricians: turning CoCs and DB board upgrades into repeat work
Every CoC and board upgrade puts you inside an installation that will need work again. How electricians can keep the right records and stay findable.
Pool pump and borehole installers: seasonal service schedules
What to check on pool pumps and borehole pumps before, during and after peak season, with schedules that follow your region's rainfall pattern.
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What installers say about it
The same story in every trade: a tag that stays on the unit is what brings the next job back to the person who fitted it, years after the invoice was paid.
Three geysers I fitted in 2023 came back to me this winter instead of going to whoever was cheapest on Google. The tag was still on the pipe and they scanned it.
The rating plate photo doing the typing is the part my guys actually use. Before this, half the job cards came back with the serial number missing.
A customer phoned about a warranty claim from two years ago. I had the certificate of compliance and the install date on screen before she finished the sentence.

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