Pre-Bid Site Visit Process for Plumbing
The Pre-Bid Site Visit Process workflow helps plumbing contractors validate site conditions before submitting estimates. It covers reviewing fixture locations, checking access, identifying obstacles, and evaluating code requirements. Managers document findings, take photos, and confirm with design or client teams. By using this workflow, plumbing companies reduce estimating errors, protect margins, and improve efficiency. Clients benefit from confidence in accurate proposals. Teams gain accountability with documented assessments. With this workflow in place, plumbing contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably by ensuring estimates are based on real field conditions.
Confirm crawlspace or trench access date
Bring riser diagrams, plumbing specs
Get trench safety notes and access points
Walk sewer, water, and gas stub-outs
Record trench layout, sewer location
Identify trench collapses or sloped access
Measure pipe fall and spacing
Spot plumbing lines outside spec
Ask about trench fill vs rough timeline
Clarify trench depth and backfill check
Log incorrect stub-out elevations
Send stub-out and trench layout photos
Revise line length, coupling count
Save trench access notes in bid tool
👈 Use this SOP template inside Subtrak
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