Industry templates

One dispatch desk, configured for your trade.

RunSheets isn't a generic ticket queue with your logo pasted on. Ticket categories, dispatch rules, SLA timing, and billing all flex to match how your specific trade actually schedules and bills work — whether that's a storm-damage roofing crew, a 24/7 tow truck, or a multi-trade HVAC and general contracting shop.

Roofers

Storm season, multi-day jobs, and proof-of-work documentation — without a spreadsheet holding it together.

A single hailstorm can turn a two-person roofing crew's phone into a nonstop ringer. RunSheets gives you a Category set built for that reality — Inspection/Estimate, Storm/Insurance Claim, Repair, and Full Replacement — so every call that comes in during a storm surge lands in the right bucket instead of one undifferentiated pile.

Multi-day tear-off-and-replace jobs get scheduled on the Day Timeline exactly like any other ticket, so a crew's whole week is visible at a glance instead of living in a paper binder in the truck. And because every ticket carries full resolution notes, a roofer has a real, timestamped record of what was found and what was done — useful the moment an insurance adjuster asks for it.

  • Storm-damage calls captured automatically with Email-to-Ticket
  • Multi-day replacement jobs scheduled on the Day Timeline
  • Map view clusters storm-damage tickets by neighborhood for efficient routing
  • Internal Job Tracking Sheet logs material cost (shingles, underlayment, flashing) without touching the customer invoice
  • Resolution notes double as a documentation trail for insurance claims
Storm Response Multi-Day Crews Insurance Documentation Material Cost Tracking

Plumbers

Emergency leaks, multi-unit properties, and after-hours coverage — handled automatically, every time.

A burst pipe at 11 p.m. doesn't wait for business hours, and it shouldn't wait on a dispatcher either. Mark a ticket Emergency and RunSheets routes it straight to whoever's on call, with an instant email and text alert. No group chat, no missed calls.

For plumbers who service apartment complexes or work with property managers, Multi-Site & Multi-Location Support means a single customer record can hold every building and unit they're responsible for, each with its own address. And when a routine repair call turns into "we need a whole new water heater," the Service Call → Installation conversion carries the ticket forward instead of starting over.

  • Emergency tickets auto-route to on-call with email and text alerts
  • Service Locations for apartment complexes and multi-unit landlords
  • Service Call → Installation conversion when a repair becomes a full replacement
  • In-line customer creation for new tenants calling in for the first time
  • Upcoming Installs calendar for scheduled water heater and fixture jobs
  • Pairs with Nagoh's AI Receptionist to answer every after-hours call and route it straight into on-call
Emergency Response Multi-Unit Properties On-Call Rotation Install Conversion AI Receptionist Ready

Electricians

Panel work, inspections, and licensed-technician assignment — tracked from ticket to sign-off.

Electrical work carries a paper trail whether you want one or not — inspections, permits, and code compliance all depend on being able to show exactly who touched a job and when. RunSheets' Audit Log records every create, update, and delete under the real name of whoever did it (pulled from the login screen, never "anonymous"), so that trail exists automatically.

Ticket categories split panel upgrades, wiring repairs, inspections, and new installs so your board isn't one undifferentiated queue, and manual dispatch assignment means a panel upgrade only ever lands on a technician you trust with it — never auto-assigned to whoever happened to be free.

  • Ticket categories for inspections, panel upgrades, wiring repairs, and installs
  • Manual dispatch assignment keeps specialized jobs with the right technician
  • Audit Log gives a defensible, named record for code-compliance questions
  • Upcoming Installs calendar for panel upgrades and EV charger installs
  • Map view for routing across a spread-out service territory
Licensed-Technician Assignment Code-Compliance Audit Trail Panel & Install Scheduling

Towing & Emergency Roadside Services

Minute-by-minute dispatch for a business that never has a slow moment.

Every call is a live, priority-colored pin on the Map the instant it's created, and emergency or after-hours calls auto-escalate straight to whoever's on call — with email and text alerts that don't require anyone staring at a screen. An itemized invoice generates the moment the job closes.

24/7 On-Call Live Map Dispatch Minute-by-Minute SLA

HVAC & General Contracting

The original RunSheets customer — seasonal maintenance, multi-trade crews, and install-to-close tracking.

RunSheets started as a custom dispatch system built for an HVAC and general contracting client — so this is the workflow it fits most naturally. Seasonal maintenance visits confirm automatically, commercial accounts with several buildings stay straight on Multi-Site support, and an Internal Job Tracking Sheet gives your office true job cost without any of it touching the customer's invoice.

Seasonal Maintenance Multi-Trade Crews Commercial Multi-Site

Pool Services

Recurring routes, chemical logs, and equipment checks — tracked per visit instead of on a clipboard in the truck.

A pool route lives and dies on whether the last visit's readings and service actions are actually written down somewhere your whole team can see. RunSheets turns each stop into a ticket carrying chemical readings, salt chlorinator checks, and filter backwashing right in the same resolution-notes/checklist fields every other template uses for job detail — so a route tech, the office, and the customer's invoice are all looking at the same record.

Recurring weekly/bi-weekly accounts schedule the same way a maintenance contract does in the HVAC template — every stop lands on the Day Timeline for the day it's due — and the live map plots the whole route so a tech (or a dispatcher covering for one) always knows the next-closest stop. On-Call covers the calls that can't wait for the regular route: a green pool, an equipment failure, a chemical-imbalance callback.

  • Chemical logs, salt chlorinator checks, and filter backwashing tracked per visit
  • Recurring route stops scheduled on the Day Timeline like a maintenance contract
  • Live map plots the day's route stop-to-stop
  • On-Call escalation for green-pool and equipment-failure emergencies
Chemical Logs Route Scheduling Equipment Checks Live Map Routing

House Cleaning / Maid Services

Checklist tasks, entry codes, and supply re-stock — every crew member sees the same appointment detail.

A cleaning appointment isn't just an address and a time — it's a checklist of exactly what's included, how to get in (a gate code, a lockbox, a doorman), and whether the crew is running low on supplies before the next stop. RunSheets keeps all of that on the ticket itself, so a fill-in crew member sees the same entry notes and task checklist a regular crew would, instead of a text message that gets lost.

Recurring weekly/bi-weekly/monthly clients schedule the same way any other recurring visit does, and the live map plots the crew's stops for the day so a route can be resequenced on the fly when a same-day reschedule or lockout comes in. On-Call covers exactly that: last-minute reschedules, a crew locked out, or a client who needs a same-day add-on.

  • Per-appointment checklist tasks, entry codes/access notes, and supply re-stock tracking
  • Recurring weekly/bi-weekly/monthly clients scheduled like any other repeat visit
  • Live map plots the crew's route for the day, resequenced on the fly
  • On-Call covers same-day reschedules and lockout issues
Checklist Tasks Entry Codes & Access Supply Tracking Route Resequencing

Don't see your trade listed?

RunSheets' ticket categories, dispatch rules, and billing all configure per tenant — if your trade isn't above, it's likely a short setup conversation away, not a rebuild.

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