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Plumbing contractors


Get control of your policies and procedures


TKO Business Modeller software provides a central system for managing all your document systems for your business. Our plumbing template which loads into TKO includes over 350 policies, procedures, job descriptions of a typical "plumbing business". See the list at the bottom of this page.


"As a user of TKO Business Modeller,  I am pleased to write that we have had wonderful success acquiring a Certificate of Registration from TQCSI using TKO. We received feedback that our management system was highly commendable.  It helped us to achieve certification for Quality, Health, Safety and Environment. I would certainly recommend this management system to other businesses who are looking to develop an integrated system combining the three standards Quality (ISO 9001), Health & Safety (AS 4801) and Environment (ISO 14001)." Anne Grosse, Pressure Sewer Services

What is a template?


A template is simply a database that loads directly into TKO and contains a collection policies, procedures, roles, job descriptions and kpi's relative to a particular industry i.e "Plumbing" contractors.

Here's a quick overview on what

you can do with

TKO Business Modeller


With TKO you can > Build beautiful manuals or a “knowledge base” style web site


Create policies, procedures and work instructions around your key departments.

Create beautiful manuals or a knowledge base style web site so that everyone knows what’s required of them.


With TKO you can build

  • Policies and procedures manuals
  • Health & Safety Manuals
  • Staff Manuals
  • Or any kind of manual you want
  • You can even export it all to a word document
  • or an easily accessible web knowledge base on a local or internet based site
  • ..try or buy now


Beautiful manuals and web site

With TKO you can > Organise content by department


Content is nothing without context, TKO helps you divide your business into manageable departments. Doing this helps bring a sense of clarity and purpose to your business. Create departments on the fly or from the systems manager and then create and assign content as needed. ..try or buy now


Structured organisation

With TKO you can > Manage your team through roles


In business and in life we wear many hats, TKO helps you define those hats (e.g roles) that you and your staff need to successfully run your business.


By using TKO you can provide "Employee Manuals" or a "Knowledge base" web site with all the information they need to focus on their roles. ..try or buy now

In business we all wear a number of hats


TKO Business Modeller - Includes 350 business documents

TKO Business Modeller

  • Policies and procedures
  • Roles & Job descriptions
  • Key performance indicators
  • Build manuals and or web site
  • Staff manuals

   30 Day Trial  

    Buy Now   

Find out more

Call 1300 735 681 (Australia) +61 3 54438069

Cornstalk Software "Transform My Business"

Table of Contents

Organisation Details/Vision

  1. VISION AND MISSION STATEMENT


Key Business Areas

  1. MANAGEMENT AND EXECUTIVE
    1. USING THIS TEMPLATE
    2. COMPANY POLICIES
    3. MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT
    4. BUSINESS PLAN TEMPLATE
    5. PLANNING AND STRATEGY
    6. RISK MANAGEMENT
  2. FINANCE
    1. ACCOUNTS RECEIVABLE
    2. ASSET MANAGEMENT AND PLANNING
    3. ACCOUNTS PAYABLE
    4. PAYROLL
    5. FINANCIAL REPORTING
    6. FINANCIAL MANAGEMENT POLICIES
  3. MARKETING
    1. BUSINESS DEVELOPMENT
    2. MARKETING RESOURCES
    3. LEAD GENERATION
  4. HUMAN RESOURCES
    1. STAFF RECRUITMENT
    2. STAFF TRAINING & PERFORMANCE
    3. DISCIPLINE AND TERMINATION
    4. DISPUTE RESOLUTION
    5. LEAVE AND SEPARATION POLICIES
    6. GENERAL HUMAN RESOURCES POLICIES
    7. EMPLOYEE INDUCTION MANUAL
    8. EMPLOYEE SAFETY MANUAL
  5. ADMINISTRATION
    1. OFFICE POLICIES AND PROCEDURES
    2. RECORDS AND DATA
    3. PURCHASING
  6. QUALITY ISO 9001:2008
    1. QUALITY MANUAL PURPOSE
    2. QUALITY MANAGEMENT SYSTEM
    3. MANAGEMENT RESPONSIBILITY
    4. RESOURCE MANAGEMENT
    5. PRODUCT REALIZATION
    6. MEASUREMENT, ANALYSIS AND IMPROVEMENT
  7. OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801
    1. INTRODUCTION
    2. PLANNING
    3. IMPLEMENTATION
    4. MEASUREMENT AND EVALUATION
    5. MANAGEMENT REVIEW
  8. ENVIRONMENTAL
    1. INTRODUCTION
  9. PLUMBING SERVICES
    1. CUSTOMER SERVICE, QUOTES AND BILLING
    2. DRAINAGE OPERATIONS
    3. GENERAL HOUSEHOLD PLUMBING
    4. ROOFING OPERATIONS
    5. BLOCKED AND BURST PIPES
    6. GAS FIITINGS AND OPERATIONS
    7. EMERGENCY PLUMBING SERVICES
    8. COMMERCIAL OPERATIONS


..try or buy now


Key Performance Indicators

  1. MANAGEMENT AND EXECUTIVE
    1. USING THIS TEMPLATE
      1. A structured training plan is in place and active
    2. PLANNING AND STRATEGY
      1. Business plan and strategy in place
  2. FINANCE
    1. ACCOUNTS RECEIVABLE
      1. Debtor days outstanding
    2. ACCOUNTS PAYABLE
      1. Average days to pay bills
    3. PAYROLL
      1. Timeliness in submission of statutory returns
    4. FINANCIAL REPORTING
      1. Cost of goods sold margin
      2. Net profit margin
  3. MARKETING
    1. BUSINESS DEVELOPMENT
      1. Marketing budget to turnover
      2. Marketing plan inplace and on track
      3. 20 new clients per month
    2. LEAD GENERATION
      1. Leads generated form marketing dollars spent
  4. HUMAN RESOURCES
    1. STAFF RECRUITMENT
      1. Staff turnover rate
    2. GENERAL HUMAN RESOURCES POLICIES
      1. Employee satisfaction index
      2. Average employee absence time
      3. Dress code and standard
      4. Staff attitude and cooperation
  5. ADMINISTRATION
    1. OFFICE POLICIES AND PROCEDURES
      1. Policies and procedures are completed and available to all staff
      2. Business premises kept clean and presentable
      3. Greeting customers by phone and direct
  6. QUALITY ISO 9001:2008
    1. MEASUREMENT, ANALYSIS AND IMPROVEMENT
      1. Customer complaints
      2. Customer satisfaction index
  7. OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801
    1. INTRODUCTION
      1. Workplace incident rate
    2. MEASUREMENT AND EVALUATION
      1. Work performed within local, state and federal laws
  8. ENVIRONMENTAL
    1. INTRODUCTION
      1. Number of paper pages used by employees each month
      2. Total purchased energy per month
  9. PLUMBING SERVICES
    1. CUSTOMER SERVICE, QUOTES AND BILLING
      1. Quotes and estimates fall within expected range
    2. GENERAL HOUSEHOLD PLUMBING
      1. Client invoicing and paperwork
    3. EMERGENCY PLUMBING SERVICES
      1. Emergency call response time
    4. COMMERCIAL OPERATIONS
      1. Scheduled maintenance

..try or buy now


Key Roles/ Job descriptions

  1. Xyz Plumbing
    1. Owner Manager CEO
      1. Plumbing Services Manager
        1. Plumber
        2. Gas fitter
        3. Roofing contractor
        4. Drainage contractor
      2. Marketing Manager
        1. Marketing Assistant
      3. Finance Manager
        1. Bookkeeper
        2. Payroll Clerk
      4. Human Resources Manager
        1. Trainer
      5. Safety Manager
        1. First Aid Officer
      6. Administration Manager
        1. Receptionist
        2. Office Cleaner
      7. Quality Manager
      8. Environmental Manager
      9. Team member


..try or buy now


Key Policies Procedures and Functions

  1. MANAGEMENT AND EXECUTIVE
    1. USING THIS TEMPLATE
      1. Business Excellence Template (BET) Information Document
      2. Attached files of the Essential Business Template
      3. Enter Name Of Topic Here
    2. COMPANY POLICIES
      1. A Quality Business
      2. Our Relationships with our Customers
      3. Occupational Health and Safety
      4. Environment and Cultural Heritage
      5. Our Team Culture
      6. Privacy Dignity and Confidentiality
      7. How we manage grievances
    3. MANAGEMENT REVIEW AND CONTINUAL IMPROVEMENT
      1. Business Strategy and Planning
      2. Updating Documentation
      3. Review of Measurements
      4. Checking that documents match what people do (Internal Audit)
      5. Improving the business system - prevention and correction of problems
    4. BUSINESS PLAN TEMPLATE
      1. Executive Summary
      2. Business Outline
      3. SWOT
      4. Objectives
      5. Risk Management
      6. Products and Services
      7. Marketing
      8. Competitive Analysis
      9. Advertising and Promotional Focus
      10. Business Operations
      11. Management and Key Personnel
      12. Legal Matters
      13. Financial Overview
      14. Summary
    5. PLANNING AND STRATEGY
      1. Company Overview
      2. Business Strategy
      3. Market Opportunity
      4. Marketing Plan and Strategy
      5. Financial Plan
      6. Product Strategy
      7. Vision, Mission, Goals and Objectives
      8. Exit & Payback Strategy
    6. RISK MANAGEMENT
      1. Establishing a context for risk management
      2. Communicating risk management to your organisation
      3. Identifying risks in your organisation
      4. Analysing risks in your organisation
      5. Evaluating risks in your organisation
      6. Treating risks in your organisation
      7. Monitoring and reviewing risks in your organisation
      8. Risk management summary
  2. PLUMBING SERVICES
    1. CUSTOMER SERVICE, QUOTES AND BILLING
      1. Keeping existing clients
      2. Budgets and Targets
      3. Weekly Sales Meeting
      4. Customer Service
      5. Discussing and Identifying Customer Requirements (agreeing Scope)
      6. Follow up and Feedback
      7. Identifying Root Causes when things go wrong
      8. Identifying and caring for Customer Property
      9. Taking an enquriy
      10. After call procedure
      11. Preparing a quote
      12. Billing procedure
      13. Recurring service contracts
    2. DRAINAGE OPERATIONS
      1. Process for installing new drainage system
      2. Installation of agricultural drains
      3. Installation of sewer systems
      4. Waste water systems installation
    3. GENERAL HOUSEHOLD PLUMBING
      1. Repair and replacement of sewer, septic and stormwater systems
      2. Repair and replacement of water supply lines
      3. Tap repair and replacement
      4. Replacement of downpipes
      5. Installation and repair of hot water systems
      6. Installation of dishwashers
      7. Leaking toilets and cisterns
      8. Supply and installation of rainwater tanks
      9. Supply and installation of toilets, cisterns, vanities, lab and cleaners sinks and tapware and emergency shower systems
    4. ROOFING OPERATIONS
      1. Repair and replacement of steel roofing and flashings
      2. Installation of skylights
    5. BLOCKED AND BURST PIPES
      1. Assessing and repairing a burst pipe
      2. Clearing a blocked pipe
    6. GAS FIITINGS AND OPERATIONS
      1. Checking for gas leaks
      2. Installing gas hws unit
      3. Installing gas heaters
    7. EMERGENCY PLUMBING SERVICES
      1. Taking the call
      2. Emergency contact numbers for authorities
    8. COMMERCIAL OPERATIONS
      1. Fire protection audit
      2. Scheduled maintenance
      3. Waste systems
      4. Water audits
  3. MARKETING
    1. BUSINESS DEVELOPMENT
      1. Marketing Plan
      2. Tenders and Quotes
      3. Generating new business
    2. MARKETING RESOURCES
      1. Managing our online presence
      2. What Print Media do we use
      3. Direct Mail and utilising our Database
  4. FINANCE
    1. ACCOUNTS RECEIVABLE
      1. Preparing Invoices
      2. Receipting Payments
      3. Accounting for Discounts
      4. Overdue Accounts
      5. Test
    2. ASSET MANAGEMENT AND PLANNING
      1. Information Technology Security and Recovery from Disaster
      2. Protection of Assets Policy
      3. Equipment for Operations
      4. Workplace Facilities
      5. Scheduled asset maintenance
    3. ACCOUNTS PAYABLE
      1. Cheque signing and authority
      2. Purchase Orders (ensuring a paper trail exists)
      3. Managing Petty Cash
      4. Confirming Receipt of Goods and Conformity of Supply
      5. Payment Approval (paying for what we get)
    4. PAYROLL
      1. Employee use of Time Sheets
      2. Preparation of Pays
      3. Superannuation Policy
    5. FINANCIAL REPORTING
      1. BAS Reports
      2. Profit and Loss Statements
      3. Management Reports
    6. FINANCIAL MANAGEMENT POLICIES
      1. Budgeting Policy
      2. Credit Card Authorisation Policy
      3. Financial Management Policy
      4. Investment Policy
      5. Credit Levels
  5. HUMAN RESOURCES
    1. STAFF RECRUITMENT
      1. Staff Recruitment Policy
      2. Recruitment Procedure
      3. Advertising for new staff
      4. Interviewing staff
      5. Letter of Appointment
      6. New Staff (First Day induction)
    2. STAFF TRAINING & PERFORMANCE
      1. KPIs and Non-Performance
      2. Annual performance review
      3. Conducting a counselling interview
      4. Professional development policy
      5. Training Policy
    3. DISCIPLINE AND TERMINATION
      1. Resignation
      2. Disciplinary Action
      3. Instant Dismissal
    4. DISPUTE RESOLUTION
      1. What is Harrassment and what is our attitude to conflict in the workplace
      2. Grievance Procedure
    5. LEAVE AND SEPARATION POLICIES
      1. Annual leave policy
      2. Compassionate/ Bereavement Leave
      3. General Leave Policy
      4. Parental leave
      5. Sick leave policy
      6. Separation - Abandonment of employment
      7. Separation - Dismissal
      8. Separation - Redundancy
      9. Separation - Resignation
      10. Separation - Retirement
      11. Unpaid Leave
    6. GENERAL HUMAN RESOURCES POLICIES
      1. Affirmative action policy
      2. Bullying policy
      3. Communication Processes
      4. Drug Testing Policy
      5. Outside Employment
      6. Sexual Harassment Policy
      7. Wages and Conditions
      8. Staff Responsibilities
      9. Staff Rights
    7. EMPLOYEE INDUCTION MANUAL
      1. Introduction
      2. Personnel
      3. Harassment and Grievances
      4. Wages and Conditions
      5. Leave
      6. Training
      7. Employee responsibilities
      8. Company owned motor vehicles
      9. Communications
      10. General Health and Safety
      11. Emergencies and Accidents
      12. Attitude to safety in the workplace
      13. Office Workplace Safety
      14. Security
      15. Lone worker
      16. Acknowledgement
    8. EMPLOYEE SAFETY MANUAL
      1. Working Safer - Queensland legislation
      2. Assuring Workplace Safety
      3. Risk Management
      4. Hazards and Hazardous Environments
      5. Manual Handling
      6. Explosive Power Tools and Other Plant
      7. Other Workplace Hazards
  6. ADMINISTRATION
    1. OFFICE POLICIES AND PROCEDURES
      1. Reception (our public face)
      2. Meeting Schedule
      3. Greeting Telephone Callers
      4. Greeting Visitors to the Office
      5. Food, Drink and Cleaning Up
      6. Opening and Closing Office Procedure
      7. Site Security
      8. Cleaning the premises
    2. RECORDS AND DATA
      1. Document and Data Control
      2. Filing and Records Management
      3. Email retention and archiving policy
      4. Anti-Virus Software
    3. PURCHASING
      1. Suppliers and Products
      2. What do we do with Defective Product
  7. QUALITY ISO 9001:2008
    1. QUALITY MANUAL PURPOSE
      1. Using the documents of the Quality Key Business Area
      2. Organisation Chart
      3. Enter Name Of Topic Here
      4. 1.1 Quality Management System - Requirements. Scope - General
      5. 1.2 Scope - Application
      6. 2 Normative reference
      7. 3 Terms and definitions
    2. QUALITY MANAGEMENT SYSTEM
      1. 4.2.1 System Documented
      2. 4.2.2 Quality Manual
      3. 4.2.3 Control of Documents
      4. 4.2.4 Control of Records
      5. 4.1 Documentation Requirements - General
    3. MANAGEMENT RESPONSIBILITY
      1. 5.1 Management Commitment
      2. 5.2 Customer Focus
      3. 5.3 Quality Policy
      4. 5.4.1 Quality Objectives
      5. 5.4.2 QMS Planning
      6. 5.5.1 Responsibility and Authority
      7. 5.5.2 Management Representative
      8. 5.5.3 Internal Communication
      9. 5.6.1 Management Review - General
      10. 5.6.2 Review Input
      11. 5.6.3 Review Output
    4. RESOURCE MANAGEMENT
      1. 6.1 Provision of Resources
      2. 6.2.1 Human Resources - General
      3. 6.2.2 Competence, awareness and training
      4. 6.3 Infrastructure
      5. 6.4 Work Environment
    5. PRODUCT REALIZATION
      1. 7.1 Planning of Product Realization
      2. 7.2.1 Determination of Requirements Related to the Product
      3. 7.2.2 Review of requirements related to the product
      4. 7.2.3 Customer communication
      5. 7.3.1 Design and development planning
      6. 7.3.2 Design and development inputs
      7. 7.3.3 Design and development outputs
      8. 7.3.4 Design and development review
      9. 7.3.5 Design and development verification
      10. 7.3.6 Design and development validation
      11. 7.3.7 Control of design and development changes
      12. 7.4.1 Purchasing process
      13. 7.4.2 Purchasing information
      14. 7.4.3 Verification of purchased product
      15. 7.5.1 Control of Product and Service Provision
      16. 7.5.2 Validation of processes for production and service provision
      17. 7.5.3 Identification and traceability
      18. 7.5.4 Customer Property
      19. 7.5.5 Preservation of product
      20. 7.6 Control of Measuring and Monitoring Devices
    6. MEASUREMENT, ANALYSIS AND IMPROVEMENT
      1. 8.1 Measurement, analysis and improvement - General
      2. 8.2.1 Customer Satisfaction
      3. 8.2.2 Internal Audit
      4. 8.2.3 Monitoring and measurement of processes
      5. 8.2.4 Monitoring and measurement of product
      6. 8.3 Control of nonconforming product
      7. 8.4 Analysis of data
      8. 8.5.1 Continual Improvement
      9. 8.5.2 Corrective action
      10. 8.5.3 Preventative action
  8. OCCUPATIONAL HEALTH AND SAFETY AS/NZ4801
    1. INTRODUCTION
      1. 4.1 General requirements
      2. 4.2 OH & S Policy
    2. PLANNING
      1. 4.3.1 Planning Identification of Hazards, assessment and control of risks
      2. 4.3.2 Legal and Other Requirements
      3. 4.3.3 Objectives and Targets
      4. 4.3.4 OH&S Management Plans
    3. IMPLEMENTATION
      1. 4.4.1 Structure and Responsibility
      2. 4.4.2 Training and Competency
      3. 4.4.3 Consultation, Communication and Reporting
      4. 4.4.4 Documentation
      5. 4.4.5 Document and Data Control
      6. 4.4.6 Hazard Identification, risk assessment and control of risks
      7. 4.4.7 Emergency Preparedness and response
    4. MEASUREMENT AND EVALUATION
      1. 4.5.1 Monitoring and Measurement
      2. 4.5.2 Incident Investigation, corrective and preventive action
      3. 4.5.3 Records and records Management
      4. 4.5.4 OH&SMS Audit
    5. MANAGEMENT REVIEW
      1. 4.6 Management Review
  9. ENVIRONMENTAL
    1. INTRODUCTION
      1. Introduction
      2. 4.1 General requirements
      3. 4.2 Environmental policy
      4. 4.3.1 Environmental aspects
      5. 4.3.2 Legal and other requirements
      6. 4.3.3 Objectives and targets
      7. 4.3.4 Environmental management programme(s)
      8. 4.4.1 Structure and responsibility
      9. 4.4.2 Training, awareness and competence
      10. 4.4.3 Communication
      11. 4.4.4 Environmental management system documentation
      12. 4.4.5 Document control
      13. 4.4.6 Operational control
      14. 4.4.7 Emergency preparedness and response
      15. 4.5.1 Monitoring and measurement
      16. 4.5.2 Nonconformance and corrective and preventive action
      17. 4.5.3 Records
      18. 4.5.4 Environmental management system audit
      19. 4.6 Management review




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