Example setup: Plumbing
Who it’s for: a plumbing contractor tracking fixtures, tests and shutoffs.
What they want to know: which fixtures are set, which tests have passed, and where the shutoffs are.
Use this as a starting list, and change whatever doesn’t fit.
The reports they want
Section titled “The reports they want”- Fixtures by type and stage
- Pressure tests by result
- Tests past due
- Shutoffs by what they serve
Card types and fields
Section titled “Card types and fields”| Field | Field type | Fixture | Pressure test | Shutoff | Why |
|---|---|---|---|---|---|
| Mark | Text | Yes | Yes | Yes | What lists and search call a point. The Name on every card type |
| Fixture stage | Status: Rough-in, Set, Tested | Yes | Shows progress | ||
| Fixture type | Select: Sink, Toilet, Shower, Floor drain | Yes | The report groups by it | ||
| Result | Status: Not tested, Pass, Fail | Yes | The report groups by it | ||
| Test by | Date, Past dates turn red | Yes | Late tests stand out on the plan | ||
| Serves | Status: Domestic water, Gas, Fire | Yes | Color tells you the system at a glance | ||
| Normally | Dropdown: Open, Closed | Yes | Useful on the card, not on the plan | ||
| Photos | Photos | Yes | Yes | Yes | Shows the work; nothing to count |
What each point shows
Section titled “What each point shows”| Card type | Color | Inside | Ring | Also |
|---|---|---|---|---|
| Fixture | Fixture stage | Fixture type | Nothing | Mark as a Label |
| Pressure test | Result | Nothing | Nothing | Test by as a Label |
| Shutoff | Serves | Nothing | Nothing | Mark as Text underneath |
A shutoff’s color means the system, while a fixture’s means its stage. Each card type sets its own, so a legend for your crew helps here.
Templates
Section titled “Templates”- A template per fixture type, with Fixture type filled in
Ask your AI app
Section titled “Ask your AI app”Once points are going in, you can ask Claude, ChatGPT or Grok Bot things like:
- “Which pressure tests are past due?”
- “Show me every failed test, with its date.”
- “Where are the gas shutoffs on Level 1?”
Want a different setup? Tell Claude, ChatGPT or Grok Bot what your company does and ask it to adjust this one.