📋 Document Roadmap

Phase 1: Registration & Compliance (11 docs)

✔	Ref	Document	Purpose
	PLB-001	CIPC Registration Certificate	Proof of company registration
	PLB-002	Memorandum of Incorporation (MOI)	Company constitution
	PLB-003	SARS Registration (IT, PAYE, VAT)	Tax compliance (VAT if turnover >R1m)
	PLB-004	COIDA Registration	Employee injury cover
	PLB-005	Public Liability Insurance	Cover for property damage (burst pipes, floods)
	PLB-006	Plumbing Contractor Registration (PIRB)	Mandatory for all plumbers
	PLB-007	Qualified Plumber Trade Certificate (Red Seal)	For issuing certificates
	PLB-008	Business Licence (Municipal)	Required for trading
	PLB-009	Waste / Effluent Carrier Licence (if emptying septic tanks)	Environmental compliance
	PLB-010	B‑BBEE Certificate	For corporate and government tenders
	PLB-011	CSD Registration	For government tenders

Phase 2: Contracts & Client Docs (11 docs)

✔RefDocumentPurpose PLB-012 Plumbing Service Agreement (Master) Core client contract PLB-013 Quotation / Estimate Template Itemised (labour, materials, call‑out fee) PLB-014 Certificate of Compliance (COC) – Plumbing For geyser, solar, gas – required for property sales PLB-015 Drainage / Sewer Inspection Report (camera) For blockages, tree roots PLB-016 Water Installation Test Report (pressure test) Leak verification PLB-017 Geyser Installation / Replacement Certificate Warranty, compliance PLB-018 Non‑Disclosure Agreement (NDA) For commercial clients, pricing PLB-019 Subcontractor Agreement (labour hire) For large projects PLB-020 Material Supply Agreement (pipes, fittings, geysers) With wholesalers PLB-021 Warranty Certificate (labour, parts) Customer confidence PLB-022 Variation / Extra Work Order Form Scope changes

Phase 3: Human Resources (10 docs)

✔RefDocumentPurpose PLB-023 Employment Contract – Qualified Plumber Permanent PLB-024 Employment Contract – Apprentice Plumber Trainee PLB-025 Employment Contract – Drainage / Jet Vacuum Operator Specialist PLB-026 Employment Contract – General Assistant / Labourer Unskilled support PLB-027 Employment Contract – Admin / Dispatch Estimator Office PLB-028 Independent Contractor Agreement (casual labour, subcontractors) Project basis PLB-029 Code of Conduct (Employees) Safety, professionalism, theft prevention PLB-030 Disciplinary Code & Procedure HR compliance PLB-031 Job / Call‑Out Roster (per day) Emergency rotation PLB-032 Attendance Register (Daily) Sign‑in / sign‑out

Phase 4: Operations & Project Management (14 docs)

✔RefDocumentPurpose PLB-033 Job Card / Work Order (per site) Scope, materials, time PLB-034 Site Inspection Report (pre‑work) Existing condition, photos PLB-035 Bill of Materials (BOM) per job All parts, quantities PLB-036 Daily Site / Work Log (progress, weather, delays) Project tracking PLB-037 Vehicle / Van Inventory Log (tools, stock on board) Asset tracking PLB-038 Tool Sign‑Out Register (specialist tools – drain camera, press tools) Loss prevention PLB-039 Stock / Inventory Register (pipes, fittings, geysers) Warehouse control PLB-040 Supplier Delivery Note Log Materials received PLB-041 Purchase Order Template To suppliers PLB-042 Client Site Safety / Access Form For hazardous sites (sewage, confined spaces) PLB-043 Commissioning / Handover Certificate (client sign‑off) Job complete PLB-044 After‑Call / Warranty Service Log (callbacks) Defect tracking PLB-045 Emergency Call‑Out Log (after hours) Response tracking PLB-046 Septic Tank / Conservancy Tank Emptying Log (if applicable) Compliance record

Phase 5: Health & Safety (11 docs)

✔RefDocumentPurpose PLB-047 Occupational Health & Safety (OHS) Policy Company H&S PLB-048 Site‑Specific Risk Assessment (confined spaces, sewage, hot water, working at height) Hazard identification PLB-049 Safe Work Method Statement (SWMS) – drain cleaning, geyser replacement, roof work Task safety PLB-050 Confined Space Entry Permit (for sewer, septic tanks) Mandatory for high‑risk PLB-051 Incident / Accident Report Form Injury, flood, near‑miss PLB-052 First Aid Kit Register (per vehicle, per workshop) Inventory PLB-053 Fire Extinguisher Inspection Log (vehicles, workshop) Monthly check PLB-054 Emergency / Rescue Plan (confined space) For sewer / septic work PLB-055 Personal Protective Equipment (PPE) Register Gloves, goggles, boots, respirators, hard hats PLB-056 Biological Hazard / Pathogen Exposure Plan (sewage work) Hepatitis, E. coli protection PLB-057 Toolbox Talk Register (weekly safety) Staff engagement

Phase 6: Finance & Suppliers (8 docs)

✔RefDocumentPurpose PLB-058 Invoice Template (per job) Billing client PLB-059 Supplier Invoice Register (materials, geysers, tools) Expense tracking PLB-060 Payroll Register Staff wages PLB-061 Petty Cash Log Small purchases (fittings, tape) PLB-062 Client Payment History Accounts receivable PLB-063 Supplier Payment Schedule Creditors aging PLB-064 Job Costing Sheet (labour + materials per job) Profitability PLB-065 Bank Reconciliation Template Monthly finance

Phase 7: Equipment & Assets (9 docs)

✔RefDocumentPurpose PLB-066 Asset Register (Master) Vehicles, drain cleaning machines, press tools, welders, compressors PLB-067 Vehicle / Van Log Sheet (fuel, trips, maintenance) For service vehicles PLB-068 Tool / Equipment Calibration Log (gas detectors, pressure gauges, camera systems) Safety and accuracy PLB-069 Power Tool Inventory (drills, grinders, pipe cutters, threaders) Theft tracking PLB-070 Ladder / Step Stool Inspection Log Working at height safety PLB-071 Stock / Warehouse Inventory (geysers, pipes, valves) Monthly count PLB-072 PPE Replacement Log (gloves, respirator filters) Expiry tracking PLB-073 Drain Camera / Inspection Equipment Log Maintenance PLB-074 Asset Disposal Form Selling old vehicles / tools

Phase 8: Forms & Templates (8 docs)

✔RefDocumentPurpose PLB-075 Daily Job Report (for client progress) Transparency PLB-076 Emergency Call‑Out Acknowledgment Form (client signature) Confirmation of after‑hours rate PLB-077 Overtime Authorization Form Staff approval PLB-078 Leave Application Form Staff requests PLB-079 New Employee Induction Checklist (plumbing safety, confined space) Onboarding PLB-080 Supplier Evaluation Form Wholesaler performance PLB-081 Customer Satisfaction Survey After service PLB-082 Termination Checklist Offboarding

Plumbing & Sanitation Solutions (Pty) Ltd/
│
├── 01 Registration & Compliance/
│   ├── CIPC_Registration.pdf
│   ├── MOI.pdf
│   ├── SARS_Registration.pdf
│   ├── COIDA_Certificate.pdf
│   ├── Public_Liability_Insurance.pdf
│   ├── PIRB_Plumbing_Contractor_Registration.pdf
│   ├── Qualified_Plumber_Trade_Certificate.pdf
│   ├── Business_Licence.pdf
│   ├── Waste_Effluent_Carrier_Licence.pdf (if applicable)
│   ├── B-BBEE_Certificate.pdf
│   └── CSD_Registration.pdf
│
├── 02 Contracts & Client Docs/
│   ├── Plumbing_Service_Agreements/ (by client)
│   ├── Quotation_Template.docx
│   ├── Certificates_of_Compliance_COC/ (by site – geyser, gas, solar)
│   ├── Drainage_Sewer_Inspection_Reports/ (camera footage logs)
│   ├── Water_Installation_Test_Reports/
│   ├── Geyser_Installation_Certificates/
│   ├── Subcontractor_Agreements/
│   ├── Material_Supply_Agreements/ (wholesalers)
│   ├── Warranty_Certificate_Template.docx
│   └── Variation_Order_Form.docx
│
├── 03 Human Resources/
│   ├── Employment_Contracts/
│   │   ├── Qualified_Plumber.docx
│   │   ├── Apprentice_Plumber.docx
│   │   ├── Drainage_Operator.docx
│   │   ├── General_Labourer.docx
│   │   └── Admin_Dispatch.docx
│   ├── Independent_Contractor_Agreements/
│   ├── Code_of_Conduct.pdf
│   ├── Disciplinary_Code.pdf
│   ├── CallOut_Rosters/ (by week)
│   └── Attendance_Registers/ (by month)
│
├── 04 Operations & Project Management/
│   ├── Job_Cards_Work_Orders/ (by site)
│   ├── Site_Inspection_Reports/ (pre‑work)
│   ├── Bills_of_Materials/ (per job)
│   ├── Daily_Work_Logs/ (by plumber)
│   ├── Vehicle_Stock_Inventory_Logs.xlsx
│   ├── Tool_Sign_Out_Register.xlsx
│   ├── Warehouse_Stock_Inventory.xlsx
│   ├── Supplier_Delivery_Notes/ (by date)
│   ├── Purchase_Orders_Issued/ (by date)
│   ├── Client_Site_Access_Forms/
│   ├── Commissioning_Handover_Certificates/
│   ├── Warranty_Service_Log.xlsx
│   ├── Emergency_CallOut_Log.xlsx
│   └── Septic_Tank_Emptying_Log.xlsx (if applicable)
│
├── 05 Health & Safety/
│   ├── OHS_Policy_Plumbing.pdf
│   ├── Risk_Assessments/ (confined spaces, sewage, heights)
│   ├── Safe_Work_Method_Statements/
│   ├── Confined_Space_Entry_Permits/ (by job)
│   ├── Incident_Reports/ (by date)
│   ├── First_Aid_Kit_Register.xlsx (per vehicle)
│   ├── Fire_Extinguisher_Log.xlsx
│   ├── Emergency_Rescue_Plan_Confined_Space.pdf
│   ├── PPE_Issue_Register.xlsx
│   ├── Biological_Hazard_Exposure_Plan.pdf
│   └── Toolbox_Talk_Register.xlsx
│
├── 06 Finance & Suppliers/
│   ├── Invoices_Issued/ (by job)
│   ├── Supplier_Invoice_Register.xlsx
│   ├── Payroll_Records/ (by month)
│   ├── Petty_Cash_Log.xlsx
│   ├── Client_Payment_History.xlsx
│   ├── Supplier_Payment_Schedule.xlsx
│   ├── Job_Costing_Sheets.xlsx
│   └── Bank_Reconciliation.xlsx
│
├── 07 Equipment & Assets/
│   ├── Asset_Register.xlsx
│   ├── Vehicle_Logs/ (by vehicle)
│   ├── Tool_Calibration_Log.xlsx
│   ├── Power_Tool_Inventory.xlsx
│   ├── Ladder_Scaffold_Inspection_Log.xlsx
│   ├── Stock_Warehouse_Inventory_Count.xlsx
│   ├── PPE_Replacement_Log.xlsx
│   ├── Drain_Camera_Equipment_Log.xlsx
│   └── Asset_Disposal_Form.docx
│
└── 08 Forms & Templates/
    ├── Daily_Job_Report_Template.docx
    ├── Emergency_CallOut_Acknowledgment.docx
    ├── Overtime_Form.docx
    ├── Leave_Application.docx
    ├── Plumber_Induction_Checklist.docx
    ├── Supplier_Evaluation_Form.docx
    ├── Customer_Satisfaction_Survey.docx
    └── Termination_Checklist.docx