Plumbing Estimate Template
A free estimate (or quote) for plumbers. Write down what's wrong, price parts and labor separately, and note when the customer said yes.
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View full pageWhat's on this estimate
- Your business name, logo, address, phone, email and license number
- Estimate number, date, valid-until date and job number
- The customer, and the job: address, the date you looked and how long the job takes
- What's wrong: what the customer told you, and what you found
- Parts and materials with quantity, unit price and amount
- Labor with hours, rate and amount
- Service call, permit and fees, tax on parts and labor, and the estimated total
- Approve this work: in person, by phone or by text, the time, name, signature and date
How to fill it in
- Add your business details, logo and license number, then save it as your master copy.
- Give each estimate a new number and a valid-until date.
- Fill in the customer and the job address.
- Write what the customer told you in their words, then what you found.
- List the parts, then the labor in hours.
- Add the service call, and the permit fee if the job needs one.
- Get a yes, and write down how and when they said it. Then print it or save it as a PDF to send.
Estimate or quote?
Plumbers use both words. Some use "quote" for a fixed price and "estimate" for a best guess that can change. Whatever you call it, write down what it covers, how long the price is good for, and that you'll ask before doing anything that isn't on it. The template says that last part for you, under the total.
Once the job is done, copy the lines onto the plumbing invoice.
Questions
- Should I list parts and labor separately?
- Most customers trust an estimate more when they can see both. If you work flat rate, write each task with its price and leave the hours empty.
- How long should an estimate be valid?
- Pick a time and write it on the estimate. Many plumbers use 30 days, because part prices change. The template has a valid-until date next to the estimate number.
- Do I need a permit to replace a water heater?
- Many cities and counties require one, and some require one for other plumbing work too. Put the fee on the estimate so the customer sees it before saying yes. Your local building department knows the rules.
- What if I find more work during the job?
- Stop, show the customer what you found and what it costs, and get their OK before you do it. Write down when and how they said yes. The pack's work order has a log for those approvals.
- Can I give the customer options?
- Yes. The plumbing pack has a Good / Better / Best proposal for when you want to show two or three ways to do the job, like a tank or a tankless water heater.