01 / The customer request
“We need a water heater replacement and would also like to discuss our aging AC system.”

LightWork for Plumbing & HVAC
Keep plumbing and comfort-system requests organized around the equipment, symptoms, and access involved.
Explore with sample details. No account needed.
The details make the difference
Give the customer a clear starting point. Gather the context below, then use your judgment to work through what is known and what still needs a closer look.
Get the project scope checklistA plumbing & hvac project, in practice
An illustrative project showing the information to bring into your estimate review.
01 / The customer request
“We need a water heater replacement and would also like to discuss our aging AC system.”
02 / The project details
03 / Your scope review
Separate the two service scopes so each can be reviewed with the appropriate equipment and site information.
Your judgment. Your final quote.See LightWork in action
The product walkthrough shows the shared LightWork experience. Apply it to the plumbing & hvac project details above.
Step 01
Set your service details and job preferences around the plumbing & hvac work you take on.
Step 02
Bring the supplied project details into your review, identify open questions, and decide the next step.
Record each system and concern separately so the contractor can review the work, required assessments, and next steps for each.
LightWork helps collect project details, prepare estimates, and manage follow-up. Use the submitted information to review the scope and decide whether a call, site visit, or written estimate is the right next step.
You do. Customer details and an initial estimate are starting points for your review. Confirm measurements, conditions, materials, and exclusions before sending a final quote.
Yes. Open the sample project estimator to explore with sample details, or watch the product walkthrough below. Visit pricing for current plans and terms.
Less back-and-forth. More clarity.
Collect the details. Review the scope. Make the next move yours.