Customizable: Personalize by adding your branding and customer information.
Easy to Use: Focus more on the job and less on paperwork. Simply fill in the blanks.
Print Ready: Download, print, and share your professional, auto-populated template.
Works Anywhere: Use the simple printable form at the office or on the jobsite.
Go to the “Company and Customer Information” tab. Fill in your business info and the client’s details to create the professional header for your receipt.
Add your company logo, name, and contact details to establish your professional brand.
Enter your customer’s name and address for a clear job record.
Assign a unique Receipt # and Date for your records and easy tracking.
In the “Plumbing Receipt Details” tab, list every service performed and part used. The template automatically calculates totals for a clear, accurate record.
List each service (e.g., ‘Drain Snaking’) in the DESCRIPTION field.
Enter the QTY and UNIT PRICE for each individual service or part listed.
The template automatically calculates the AMOUNT for each line, saving you time on manual math.
To finish, go to the summary section in the “Plumbing Receipt Details” tab. Enter the Total Amount Paid to show the customer’s payment has been received.
Enter the total cash, check, or card payment into the Amount Paid field.
The template auto-calculates the final BALANCE DUE to confirm the account is settled.
Save the “Printable Report” as a PDF to email to your customer instantly.
A template is a great start, but our software saves you hours. Stop manual entry and connect your plumbing receipts to your scheduling and payments.
Create and send professional invoices and receipts directly from the job site using your phone or tablet.
Let customers pay you on the spot with a credit card tap, or send an online payment link right from the invoice.
Automatically track which invoices are paid and send polite, friendly reminders for any that are overdue.
See how Housecall Pro works for you. No credit card required.
A plumbing receipt template is a pre-designed, reusable file that standardizes the process of issuing proof of payment after a service call or installation. More than a blank form, it’s a strategic tool that helps you operate more efficiently, build customer trust, and maintain accurate financial records for bookkeeping and tax preparation.
In the fast-paced world of plumbing, the way you document transactions speaks volumes. A haphazard, handwritten receipt can lead to unprofessionalism and confusion, while a standardized system immediately elevates your operations. It provides clarity for your customers, simplifies your financial management, and reinforces your brand’s credibility, establishing a foundation for sound business practices.
What to Include in Your Plumbing Receipt
A comprehensive receipt must contain specific information to be a valid document for both you and your customer. This template includes dedicated fields for every essential detail:
Adopting a template is a simple change that delivers tangible benefits, helping you run a more efficient, accurate, and professional plumbing business.
Who is this Receipt Template For?
This template is designed for any plumbing professional who needs a fast and reliable way to create professional proof of purchase. It’s particularly useful for:
Our Google Sheet receipt template is designed to be comprehensive yet simple, helping you standardize your billing for a professional look and accurate records. Follow these steps to build and issue professional receipts for your plumbing business. For your convenience, a copy of these instructions is also included on the ‘Instructions’ tab within the Google Sheet.
To get started, fill out the form on this page and hit download. You will receive an email containing a link to the Google Sheet, then you can follow the next steps.
Important First Step: Make a Copy of the Template Before you begin, you must save a copy of the Google Sheet to your own Google Drive. The original template you receive is view-only. This ensures every user starts with a clean, original version.
To make your own editable copy, simply:
Step 1: Customize with Your Business Information Open your copied Google Sheet and navigate to the “Company and Customer Information” tab. Replace the placeholder information with your plumbing company’s name, address, and contact details. Here, you can also upload your company logo.
Step 2: Enter Receipt Details and Line Items To create a new receipt, first enter the specific transaction details on the “Plumbing Receipt Details” tab, including the customer’s name, a unique Receipt #, and the Date. Next, list each service rendered or part sold by entering an “Item Description”, the “Quantity”, and the “Unit Price” for each line.
Step 3: Enter Payment and Review Automatic Calculations The template instantly calculates the line total for each item and the subtotal. Enter your Tax Rate to see the final total. In the “Total Amount Paid” field, enter the amount the customer has paid. The template will automatically calculate the final “Balance Due.”
Step 4: Save and Share Your Professional Receipt Once all the details are entered, review the “Printable Report – Full Summary” tab to see the clean, professional version of your receipt. To save a digital copy, go to File > Download and select PDF Document (.pdf). A PDF is a non-editable format perfect for emailing to customers.
Step 5 (Optional): Print a Blank Field Copy For situations where you need to fill out a receipt by hand, the template also includes a blank version. Navigate to the “Printable Report – Blank Summary” tab to print a clean copy that can be completed manually on a job site.
A template is a huge step up from handwritten notes, but you still have to enter data, save files, and manually send them. Housecall Pro’s software turns your billing process into a dynamic tool integrated directly into your workflow from scheduling to payment.
Get More Reviews You just finished the job and handed over the receipt—this is the best time to ask for feedback. Use our automated reviews feature to text a review link immediately after the visit, boosting your Google ranking.
Sync to Accounting Stop manual data entry at the end of the week. Automatically sync every receipt and line item directly to QuickBooks Online or Desktop to keep your books balanced without the extra paperwork.
Present Tiered Options to Increase Job Size Instead of just billing for a basic repair, use our estimating tools to build tiered proposals (e.g., “Good-Better-Best” options for a water heater replacement). This empowers customers to choose what fits their budget and often increases your average job value before you even create an invoice.
Reduce No-Shows Don’t let a locked gate or an absent homeowner waste your trip. Send automated customer notifications including “On My Way” texts so clients know exactly when to expect you.
Secure Recurring Revenue Turn a one-time repair into a loyal client. Attach service agreements to your job records to lock in future maintenance visits for drains or water heaters.
Track Customer History Never lose track of what you fixed. Save the receipt details into property profiles so you know exactly which model of water heater or valve was serviced the next time they call.
Track Tech Hours Paper timesheets are often inaccurate. Enable digital time tracking so technicians can clock into the specific work order upon arrival, ensuring accurate labor costing.
Dispatch Jobs Instantly Stop texting job details to your technicians. Use our dispatching tools to send work orders directly to their phones, complete with schedules and map routing.
Creating receipts by hand slows your business down. Our free template is the first step to speeding up your process, letting you create professional, organized receipts in a fraction of the time. When you’re ready to put your billing on autopilot, Housecall Pro can automate the entire workflow, from invoicing to payment.
Try Housecall Pro free for 14 days — and turn every plumbing receipt into faster payments and repeat business.
Yes, this template is a completely free download for plumbers. It is designed to provide you with a professional tool to manage your service call transactions without any cost.
Absolutely. The template is designed for customization. You can add your company logo on the “Company and Customer Information” tab, and it will automatically appear on every plumbing receipt you generate.
A complete plumbing receipt should include your business name and license number, the customer’s name and service address, a unique receipt number and date, an itemized list of services performed and parts used (e.g., ‘Drain Snaking,’ ‘New Ball Valve’), and a financial summary with the subtotal, taxes, and final total.
Yes, it does. The template has built-in formulas that automatically handle all calculations. It calculates line-item totals, the subtotal, tax amount, the final total, and the final balance due after you enter any payments made. This saves you time and ensures accuracy.
Our template is a Google Sheets file, but you can easily use it in Excel. After opening the template link, simply go to the menu and select File > Download > Microsoft Excel (.xlsx). This will save a fully compatible Excel version to your computer.
Plumbing Pros complete 25%+ more jobs per month 1
On average, plumbers grow monthly revenue by 38%+ 2
Run and grow your business in one app—and save 8+ hours a week 3
