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Plumbing estimate template

Price the job your way, and give the customer a choice.

Make an estimate Try the sample
  • Free to try
  • Saved only if you choose
Water heater repair or swap Sample

Estimate

E-0042

For

Alex Sample

Good for

30 days

  • Repair401.50
  • Replace1,815.00Recommended
  • Upgrade2,530.00

Replace, as it prints

  • Service call1 visit × 110.00110.00
  • Install labour3 hr × 110.00330.00
  • Water heater, gas tank1 each × 1,035.001,035.00
  • Valves, connectors and venting1 lot × 100.00100.00
  • Take away the old tank1 load × 75.0075.00
Subtotal
1,650.00
Sales tax 10%
165.00

Total

1,815.00

Deposit 10% to start: 181.50

Labour 110.00 an hour · 25% markup on parts

Plumbing · Estimate

What goes on a plumbing estimate

The example above is made up; yours starts with nothing filled in.

Start yours

  1. Repair, replace or upgrade

    Three options on one page, so the customer picks one.

  2. Fixtures by name

    The faucet, valve or water heater named and sized, so the invoice and the warranty match what went in.

  3. What could change it

    Damage behind the wall, old shut-offs that won't close, and permits, said before the work starts.

  4. Water heaters at the door

    A water heater sold at the customer's home can come with extra rules: check the rule where you work.

The papers of one plumbing job

Do heating and cooling too? HVAC estimate template

The same made-up job, every amount before tax.

  1. 1 Hourly rate 110.00 / h worked out once
  2. 2 Estimate You're here 1,650.00 priced from the rate
  3. 3 Invoice Next 1,770.00 the estimate and a signed extra
Next in the job Plumbing invoice template An invoice for a service call, a drain or a water heater: the call, labour, parts and disposal on their own lines, the tax where you work, and how to pay.

The lessons behind it

Where it fits

All tools

Sends it work

1 Before the job

Estimate & quote builder This tool

Same step

Gets its work

Both ways

+ 4 more
Every step of a job

  1. 01 Before the job

  2. 02 Agree it

  3. 03 On the job

  4. 04 Get paid

  5. 05 After

  6. 06 Back office

Questions

How far over the estimate can the bill go?

Many places set a limit. Type yours as a percent and each change is checked against it. Check the rule where you work.

Markup or margin?

A 50% markup on 100 makes 150: a 33% margin, not 50%.

How big a deposit?

Many ask 10% or less, or enough for parts they order. Check the rule where you work.

What does it print?

The estimate, a job sheet with a shopping list, and a change form.

Where is my estimate kept?

Nowhere, unless you sign in and save it. A PDF is made on our server and not kept.

Is this legal advice?

Guidance, not legal advice.

Free to try.

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