Voxlivo

Plumbing dispatcher and CSR job description: a free template for a small shop

By Waleed Ahmed · · 9 min read
Hiring · plumbing CSR

4phone tests for the interview, from a ceiling leak to a gas smell.

A plumbing dispatcher answers the service calls, books them, assigns each job to a plumber by urgency, location and skill, and re-plans the day when a job runs long. A plumbing CSR (customer service rep) answers and books the calls but doesn't run the plumbers. In many small shops one person does both, so if that's your plan, hire for both and say so in the ad.

CSR or dispatcher: which one am I hiring?

The U.S. Department of Labor's O*NET database files them as two jobs. Customer service representatives talk to customers to give information, take orders and get the details of complaints, and keep records of each conversation (O*NET 43-4051.00). Dispatchers send workers to calls, schedule them, and keep records of what was requested and done (O*NET 43-5032.00). In a plumbing shop that splits like this:

If the job is mostly…You're hiringTitle for the ad
Answering calls, booking jobs, confirming tomorrow, following up on estimatesA CSRCustomer Service Representative (Plumbing)
Running the board: who goes where, moving jobs when one runs long, parts, keeping plumbers and customers updatedA dispatcherPlumbing Dispatcher
Both, because there's one seat in the officeBoth in onePlumbing Dispatcher / CSR

Write down which tasks you're actually handing over before you post. If invoicing, permits or ordering water heaters are in it, they go in the ad too.

The template: copy it and fill in the blanks

Replace everything in [brackets] and delete any line that isn't true for your shop.

Job title: Plumbing Dispatcher / Customer Service Representative

About us: [Company name] is a [number]-truck plumbing company in [area]. We fix [leaks, drains, water heaters, sewer lines] for [homeowners / landlords / small businesses]. You'll be the first voice our customers hear, often on a bad day.

Schedule: [Monday to Friday, 7 AM to 4 PM], [full-time / part-time]. [On-call: none / one weekend in [__], phone only, paid $[__]]. [Busy weeks: ___.]

Pay: $[__] to $[__] an hour, [overtime at time and a half over 40 hours]. [Benefits: ___]. [Paid time off: ___].

What you'll do:

  • Answer customer calls [and web requests], fill in our booking card on every call, and book the job.
  • After the safety check, walk callers with running water to their shutoff valve [our rule].
  • Assign jobs to our [number] plumbers by urgency, location and skill, and move the schedule when a job runs long.
  • Give our trip, diagnostic and after-hours fees exactly as written, and leave repair prices to the plumber on site [or: quote from our written price list].
  • Keep customers updated on arrival windows and delays.
  • Enter jobs and notes in [Jobber / Housecall Pro / ServiceTitan / our calendar].
  • [Confirm tomorrow's jobs, follow up on estimates, order parts, send invoices.]
  • Follow our safety script for gas smells and water near electrics, every time.

What you need:

  • A calm voice with upset callers, including the one with water on the floor.
  • Good notes: the address, the number and the problem, right the first time.
  • Comfort with a computer, a phone and scheduling software (we'll train you).
  • [Plumbing or trades experience is a plus, not a must.]

How to apply: [Call ___ / email ___]. [Calling is fine. We'll hear how you sound on the phone.]

[Company name] is an equal opportunity employer.

Three rules for the ad. Write the real hours, including on-call, and if the job is hourly, federal law requires at least time and a half for hours over 40 in a workweek for non-exempt employees (U.S. Department of Labor). Say the pay: some places require it, for example New York for businesses with four or more employees (New York State Department of Labor); check your own state. And describe the job, not the person: the EEOC says a job ad can't show a preference for or discourage applicants because of things like age (40 or older), sex, race or disability (EEOC).

The booking card: what to write down on every plumbing call

Your plumber needs these details before leaving for the job. Print it, tape it by the phone, and make it part of the training. The new hire fills in every line before hanging up.

LineWhat a good note looks like
Name and callback numberRead the number back, digit by digit.
AddressUnit number, gate code, which door, where to park.
Owner or tenant?If it's a tenant, who approves the work, and the landlord's number.
What's wrong, in their wordsThen which fixture: kitchen sink, upstairs toilet, water heater, main line.
Is water running right now?If yes: is the shutoff off? Which one: the fixture, the water heater or the main?
One drain or several?One slow sink is a different job from every drain backing up at once.
Water heater detailsGas or electric, tank or tankless, roughly how old, where it sits.
AccessBasement, crawlspace, slab, attic, garage. Pets. Someone home?
Fee said, and agreedYour trip, diagnostic or after-hours fee, word for word, and their OK.
How they found youGoogle, a truck, a neighbor, a past job.

On an emergency call the order changes: safety, then the shutoff, then the card.

What should you pay a plumbing dispatcher or CSR?

The Bureau of Labor Statistics doesn't count plumbing shops on their own. The closest group is building equipment contractors (plumbing, heating and air-conditioning, electrical and other building equipment contractors). In May 2025 (BLS):

  • Customer service representatives there: about 21,580 people, a mean of $23.55 an hour ($48,990 a year) and a median of $22.39 an hour. Across all industries the CSR median was $21.53 (BLS).
  • Dispatchers there: about 14,490 people, a mean of $24.08 an hour ($50,090 a year).

So in this group the two jobs pay about 50 cents an hour apart. Local pay can be well above or below these numbers; read a few local ads before you fill in your range. What the hire costs once benefits are added, and how that compares with an answering service, is in dispatcher or answering service? What a small shop really pays (written for HVAC, and the numbers work the same way for plumbing).

Do they need plumbing experience?

Usually not. O*NET puts both jobs in Job Zone 1–2: usually a high school diploma or GED, and anywhere from a few days to a year of on-the-job training (O*NET 43-4051.00, O*NET 43-5032.00). The trade words (P-trap, cleanout, PRV, tankless) are training; a calm voice on a flooding call and a complete booking card are what the interview should test.

Four phone tests for the interview

Play the caller for five minutes. Score each test pass or fail. You're listening for order (safety, then water, then details) as much as for words.

1. Water coming through the ceiling

You say: It's 4:30 PM. "Water is dripping through my kitchen ceiling, right by the light. What do I do?"

A good answer: Safety first: tells the caller to stay away from the wet light and anything electrical, and not to touch switches or outlets near the water. Then, following your shop's rule, asks if they know where the water shutoff is and walks them to it (the fixture upstairs if they know which one, otherwise the main), unless the shutoff is in standing water or near electrics. Only then the address, number and fee. Books the earliest slot you allow, or follows your rule for putting it through to the on-call plumber.

A fail: Starts with the address while water is still running, tells them to flip the light switch to check it, or promises a plumber "in 20 minutes."

2. The water heater price shopper

You say: "How much to put in a new 50-gallon water heater? I've got another quote for $1,100."

A good answer: Uses your written price or range if you've given one, word for word. If not, says a plumber will look at it and quote before any work starts, and asks the questions on your booking card (gas or electric, how old, where it sits). Turns it to a booking: "I can get someone out tomorrow morning to look at it. What's the address?"

A fail: Guesses a number, says the other quote is a rip-off, or lets the caller hang up without being asked to book.

3. Every drain backing up

You say: "The toilet gurgles when I run the washing machine, and now the tub has dirty water in it."

A good answer: Asks whether it's one drain or several (that tells your plumber whether to bring the main-line gear), gives your shop's instruction on running water until someone gets there, and books it at the priority you've set for backups. Notes it on the card as "several drains."

A fail: Books it as "slow drain" with no detail, or tells them to pour a chemical cleaner in when you haven't said that's your advice.

4. The gas smell near the water heater

You say: "I smell something like rotten eggs in the garage, near the water heater. Should I relight the pilot?"

A good answer: Tells the caller to leave the house now, without switching anything on or off on the way out, and to call 911 or the gas utility from outside. Doesn't troubleshoot, doesn't book a visit while they're still inside. Offers to book once the utility or fire department says it's safe.

A fail: Walks them through relighting the pilot, tells them to open a window and wait, or keeps them on the line inside the house.

The gas and electrical safety lines come from federal guidance. Ready.gov says not to touch electrical equipment if it is wet or if you are standing in water (Ready.gov). For a gas smell, the U.S. Consumer Product Safety Commission says to leave immediately, contact the gas authorities from outside, and not to operate anything electric, like lights or phones, before leaving (CPSC). Put both on a card by the phone on day one:

  • Gas smell: “Everyone out of the house now, without switching anything on or off. Call 911 or your gas utility from outside.”
  • Water near the electrics: “Stay away from it and don't touch switches or outlets. If it's near the panel or anyone is in danger, call 911.”

Our after-hours call script for plumbers covers the shutoff walk-through in detail.

The first 30 days: a checklist

  1. Day 1: the safety card by the phone, and the booking card on every call from the first one.
  2. Week 1: a day riding with a plumber, to see a main shutoff, a cleanout and a water heater in real houses.
  3. Week 1: your written fees (trip, diagnostic, after-hours) and your rule for prices: from a price list, or “the plumber quotes before any work starts.”
  4. Week 1: your service area, your plumbers' skills (who does sewer, who does water heaters, who has the camera), and which jobs you don't take.
  5. Week 2: takes calls with you listening, then books into your software alone.
  6. Week 2: knows what goes to the on-call plumber tonight and what waits for the first slot tomorrow, written down.
  7. Week 3: runs the board for a full day while you're on jobs; you read the booking cards that night.
  8. Week 4: confirms tomorrow's jobs every afternoon and handles reschedules without asking.
  9. Day 30: sit down together: which calls they didn't know how to handle, and what to add to the cards.

Who answers when they go home?

A full-time hire covers about 40 of the week's 168 hours. Nights and weekends are most of the rest, and while your new hire is on one call the second caller still rings out. Decide before you post the ad who picks up after closing, at lunch and on days off, and when two calls come in at once: you, a paid on-call rotation, voicemail or an answering service. If it's your cell, write that down and tell the new hire. What the outside options cost is in how much a plumbing answering service costs.

Where we fit (and where we don't)

Voxlivo is the after-hours and overflow line for owner-run plumbing and HVAC shops. It doesn't replace a dispatcher or do office work. It takes the calls nobody in the office can: it says it's a virtual assistant, takes the name, address and what's broken, books into your Google Calendar and emails you. Starter is $49 a month; Growth ($99) also rings your on-call phone for emergencies (pricing). See it for plumbing shops.

Questions owners ask

Should the CSR give prices on the phone?

Only the ones you've written down for them. Fees you charge every time (trip, diagnostic, after-hours) belong on a card, word for word. Anything that depends on what the plumber finds is “the plumber will quote before any work starts.”

Should they take the night phone too?

Only if it's in the ad and you've worked out the pay. Under federal rules, someone who has to stay on call at your shop is working; someone on call at home who can be reached usually isn't, but the more you restrict their time, the more of it may have to be paid (DOL Fact Sheet 22).

Is a plumbing CSR different from an HVAC one?

The job is the same; the calls differ. A plumbing caller may have water still running, so the shutoff question comes right after the safety check, before the address. The HVAC version of this template, with its own phone tests, is our HVAC dispatcher job description.

How many calls before I need someone full-time?

Count for two weeks before you decide: every call, when it came in, and whether you picked up. The worksheet in our dispatcher vs answering service guide helps you count.

Sources checked 9 November 2026: O*NET OnLine: Customer Service Representatives (43-4051.00) · O*NET OnLine: Dispatchers, Except Police, Fire, and Ambulance (43-5032.00) · BLS Occupational Employment and Wages, May 2025: building equipment contractors and customer service representatives, all industries (figures from the BLS public data API, 9 November 2026) · U.S. Department of Labor: overtime pay · DOL Fact Sheet 22: hours worked · New York State Department of Labor: pay transparency · EEOC: prohibited employment policies and practices · Ready.gov: floods · CPSC winter safety tips.

More from the blog

Free tool: voicemail greeting generator for your shop's after-hours message.

Hear it before you decide.

Call the two-minute demo and play a customer, or tell us about your business. A person sets it up, and you can be live in about a day.