Don’t lose profits to untracked expenses. Disorganized purchasing means surprise costs, bad estimates, and wasted time. This template organizes finances, ensuring jobs are profitable.
Automatic Total Calculations
Customizable Logo & Branding
Professional Printable Reports
Google Sheets and Excel Ready
Easily add your company logo and contact information to create a branded, professional purchase order that builds trust with your suppliers.
Add your company logo to make every purchase order instantly recognizable as yours.
Quickly enter your essential business details, including name, address, and contact info.
Input all vendor and shipping details in one convenient place.
Use this template to create a clear, official record for every order, eliminating confusion and ensuring you get exactly what you paid for.
Itemize every part by listing service/product descriptions, quantities, and prices for total clarity.
Assign unique purchase order numbers to easily track each order from placement to delivery and payment.
Improve supplier communication and prevent errors by providing clear, detailed order forms.
This tab is your printable summary. It automatically pulls data from previous tabs to create a clean, professional purchase order.
View a full order summary that displays all items, quantities, and automatically calculated totals.
Review the final cost breakdown, which clearly lists Sub Total, Tax, Shipping, and the final Total Amount.
Get a vendor-ready report that acts as a complete, printable purchase order to send to your vendor.
Go beyond basic tracking. Housecall Pro connects your purchase orders to job costing reports, giving you a clear view of your business’s financial health.
See profit on every job by instantly viewing your margins as you track labor and material costs.
Run detailed reports to make smarter business decisions using clear, easy-to-read financial data.
Simplify your accounting by seamlessly integrating your purchasing data with QuickBooks and other tools.
See how Housecall Pro works for you. No credit card required.
Streamline your purchasing and control costs with our free, customizable purchase order template for Google Sheets and Excel. It’s designed to help you track expenses, ensure every job is profitable, and save time on administrative tasks.
For plumbing professionals, a disorganized purchasing process leads to costly delays, budget overruns, and frustrated customers. It’s easy for orders to be forgotten, duplicated, or incorrectly recorded.
This template provides a formal process for procuring goods, bringing clarity and control. A purchase order is a legally binding document that creates a clear agreement with suppliers, detailing exactly what you’re ordering, the agreed-upon price, and delivery terms to eliminate ambiguity.
In the fast-paced world of plumbing, overlooking administrative tasks is easy. You might order via phone or text, which seems efficient but often leads to problems that eat away at profits.
Imagine this scenario:: during a re-piping job, you’re short a fitting. You call the supplier for it, but in the rush, you forget to record the order. A few days later, another team member places a duplicate order. Now you’ve paid for twice the material, and your inventory is inaccurate. A formal PO system, like the one this template provides, prevents these exact mistakes.
Without a clear process, you’re likely to encounter:
You don’t need expensive software to bring order to your purchasing. This well-designed template is a game-changer. By providing a standardized format, it helps you overcome the challenges of manual purchasing.
Here’s how this specific template helps your business:
This template includes all the fields necessary for a comprehensive and professional purchase order, organized into easy-to-use tabs:
This simple Google Sheet purchase order template helps you standardize material requests, ensuring a professional look and clear supplier expectations. Follow these steps to create professional POs for your plumbing business. For convenience, these instructions are also on the ‘Instructions’ tab in 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 Business & Vendor Information Open your copy and go to the “Company And Vendor Information” tab. Replace placeholders with your company’s name, address, contact details, and logo. Then, fill in the vendor’s name and contact person. Finally, add the shipping address, method, and expected delivery date.
Step 2: Define Purchase Order Details Go to the “Purchase Order Details” tab. List each material with its “Service/Product Description,” “Quantity,” and “Unit Price.” The template auto-calculates line totals. After listing items, enter the tax percentage and shipping cost. The sheet then automatically calculates the subtotal, tax amount, and grand total.
Step 3: Review and Share Your Professional PO Once all details are entered, review the “Printable Report – Full Summary” tab for the clean, professional PO. Print it for your records. To save a digital copy, go to File > Download > PDF Document (.pdf). A PDF is non-editable, perfect for emailing suppliers.
Step 4 (Optional): Print a Blank Copy for Manual Use If you need to write a PO by hand, the template includes a blank version. Go to the “Printable Report-Blank Summary” tab to print a copy for manual completion.
A template beats verbal orders, but it still requires manual data entry and sending files. Housecall Pro’s software makes your purchasing process a dynamic, integrated tool, eliminating this manual work.
Connect Purchases Directly to Jobs Stop tracking costs on separate spreadsheets. Housecall Pro lets you create digital POs and link them directly to a job, showing you the exact material costs and true profitability on every project.
Create Digital, Professional Purchase Orders Go beyond static PDFs. Create and send clean, branded purchase orders from your phone or tablet. When a supplier confirms, you have a secure, digital record accessible to your whole team.
Real-time Job & Inventory Tracking When a PO is created, your team sees what’s on order. Our inventory management tracks van and shop stock, so you know exactly what you have and what to order, reducing duplicate purchases.
Seamlessly Create POs from Job Details Pull job details directly into estimates and invoices. Our software streamlines the entire process. Purchase orders are fully integrated, eliminating double-entry and saving administrative hours.
To run a profitable business, you need to have a tight control on your costs. Our free template is the perfect place to start. It helps you create organized purchase orders so every material expense is tracked and accounted for. When you’re ready to upgrade from a spreadsheet, Housecall Pro software can automate your entire purchasing and job costing process.
Try Housecall Pro free for 14 days — and take full control of your material costs, protecting your profit on every job.
A Plumbing Purchase Order Template is a pre-formatted document that helps plumbing businesses create and manage purchase orders efficiently. It includes fields for supplier details, materials or parts requested, quantity, unit price, total cost, and approval signatures — ensuring accuracy and accountability in procurement.
Using this template saves time and reduces errors in ordering materials. It standardizes the purchasing process, provides a clear record of transactions, and helps track expenses. It also ensures suppliers receive accurate details, minimizing delays or miscommunication.
Yes! The template is easy to customize. You can add your business, vendor, and shipping details, or include custom fields for tax, shipping costs, and internal notes. It can be easily adapted to match your company’s procurement workflow.
Our template is a Google Sheet but is easily used in Excel. After opening the link, go to the menu and select File > Download > Microsoft Excel (.xlsx). This will save a fully compatible Excel version of the file to your computer.
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