Stop losing jobs to unprofessional quotes. A clear, detailed plumbing quote builds trust, answers questions upfront, and helps you close deals faster.
Fully customizable fields
Auto-calculates subtotals, taxes, and totals
Clean, professional, print-ready format
Google Sheets and Excel Ready
Quickly personalize quotes for a professional touch by instantly adding your logo, client details, and line items with our template.
Brand your document as your own by adding your company logo and contact information for a professional look.
Itemize with clarity by listing all plumbing services, parts, and labor charges for the job.
Let the template do the math, as it automatically calculates totals and prevents costly manual errors.
Build your price on the “Quote Details” tab, itemizing all costs with clear, transparent pricing to build trust and protect your profit.
Prevent disputes by using the Service/Product Description column to clearly outline all work.
Price accurately by entering the exact Quantity/Hour and Unit Price/Rate for precise line-item pricing.
Protect your profits with automated quote totals for Subtotal, Tax, and Total, which prevent manual math errors.
This report auto-pulls all info into one clean document, saving you valuable time and creating the professional quote you send to clients.
Look professional with a clean layout that combines company details, customer details, and costs.
Get it ready to send by downloading it as a PDF (“File” > “Download”) for a non-editable, professional file.
Save time because this report auto-populates from entries, eliminating re-typing and double-entry.
While a template is a great start, Housecall Pro eliminates slow manual entry by connecting quotes to a seamless workflow for true business automation.
Get instant approvals by letting customers approve quotes and e-sign online with one click from their phone.
Automate your follow-ups by sending automatic reminders for un-responded quotes, so no lead is forgotten.
Convert quotes to jobs by turning an approved quote into a scheduled job, with no double-entry needed.
See how Housecall Pro works for you. No credit card required.
In the competitive plumbing industry, a quote is more than just a price—it’s a powerful sales tool. Homeowners often compare multiple quotes, and the clearest, most professional one builds the most trust. A confusing or poorly structured quote can make customers doubt your professionalism, leading to questions, price haggling, and lost jobs.
A professional plumbing quote template solves this problem. It gives you a clear, consistent framework to present accurate and transparent proposals. Every quote you send looks polished, detailed, and designed to win more profitable plumbing work. This guide will show you how to create quotes that build trust and help you close more jobs.
What to Include in a Professional Plumbing Quote
A great quote leaves no room for doubt. It should provide the customer with all the information they need to make a confident decision. Your quote should be a clear, comprehensive document that details the proposed work and all associated costs.
Your Company Information: Your quote should prominently feature your company name, logo, address, and contact information. It should also include any relevant license numbers to establish your credibility as a qualified plumbing professional.
Client Information: Clearly state the full name of the client and the address of the job site. This ensures the quote is for the correct person and location.
Quote Number and Date: Assign a unique Quote ID for easy tracking. Include the date the quote was created and, critically, an expiration date (e.g., “Price valid for 7 days”).
Detailed Scope of Work: Provide a clear, itemized description of the work you plan to perform in the “Service/Product Description” column. Instead of a vague term like “Fix leak,” be specific: “Replace faulty cartridge in shower mixing valve” or “Install new 50-gallon gas water heater, including removal of old unit and disposal.”
Breakdown of Costs: Transparency is key. Your quote should have separate lines to itemize all costs, with columns for Quantity/Hour and Unit Price/Rate.
Our Google Sheet quote template is designed to be comprehensive yet easy to fill out. Follow these steps to create a winning quote for your next plumbing job. For your convenience, a copy of these instructions included on the ‘Instructions’ tab within the Google Sheet itself.
To start, fill out the form and hit download. You will receive an email containing a link to the Google Sheet, then follow the next steps.
Important First Step: Make a Copy of the Template You must save a copy of the Google Sheet to your own Google Drive. The original template you receive is view-only. This ensures everyone starts with a clean version. To make your own editable copy, simply:
Step 1: Customize with Your Company and Customer Information Open the “Company and Customer Information” tab. First, set up your master template by replacing the Company Logo and entering your Company Name, Company Address, and Company Phone Number. For each new job, fill in the customer’s info (e.g., Customer Name, Customer Address). Then, go to the “Quote Details” tab and enter a unique Quote ID and the Date of Quote.
Step 2: Detail the Work and Cost Breakdowns On the “Quote Details” tab, use the “Service/Product Description” column to outline the work. Then, fill out the Quantity/ Hour and Unit Price/Rate for each item.
Step 3: Review the Automated Totals The template auto-calculates the Amount for each item and the Subtotal (in Quote Totals). Just enter your local Tax % for each line. The sheet will then calculate the Tax Total and the final Total, preventing math errors.
Step 4: Save and Send Your Professional Quote Once filled out, review the “Printable Report-Full Summary” tab for the clean version. To send, go to “File” > “Download” and choose “PDF Document (.pdf)”. A PDF is non-editable and professional for clients.
Step 5 (Optional): Print a Blank Copy for Manual Use If you need to write a Quote by hand, the template includes a blank version. Go to the “Printable Report-Blank Summary” tab to print a copy for manual completion.
A well-crafted quote does more than just outline costs; it sets the stage for a successful project and a happy customer.
A template is a huge step up from writing quotes by hand, but it’s still a manual process. You have to enter data, save files, and manually follow up. Housecall Pro’s software automates your entire sales process, turning quotes into a powerful, interactive sales tool.
Creating quotes by hand slows your business down. Our free template is the first step to speeding up your sales process, letting you create professional, organized quotes in a fraction of the time. When you’re ready to put your sales on autopilot, Housecall Pro software can automate the entire workflow, from quote to job approval.
Try Housecall Pro free for 14 days — and take full control of your service pricing, protecting your profit on every job.
An Estimate is a rough guess of the cost, often given before all details are known, and the final price can change. A Quote (like this template creates) is a formal, fixed-price offer based on the specific Service/Product Description and Quantity/ Hour you list. It’s an exact price for that specific job.
Yes, this template is a completely free download for plumbers. It is designed to provide you with a professional tool to create job quotes without any cost.
Yes, it does. The template has built-in formulas that handle all calculations automatically. It calculates line item totals, the subtotal, the tax amount, and the final total quote amount. 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.
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