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The Ultimate Guide to Plumbing Quotes That Win Jobs

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.

How to Fill Out Your Plumbing Quote Template

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:

1. Open the Google Sheet.
2. Go to the File menu in the top-left corner.
3. Select Make a copy. Your new, editable version will open, and you can now follow the steps below.

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.

3 Ways a Better Quote Increases Your Closing Rate

A well-crafted quote does more than just outline costs; it sets the stage for a successful project and a happy customer.

• Builds Customer Trust Through Transparency When a customer sees a detailed breakdown of costs for labor and parts, it eliminates suspicion. They understand exactly what they are paying for, which builds immediate trust and makes them more confident in choosing you over a competitor who provides a vague, single-line quote.
• Reduces Follow-up Questions and Saves Time A clear, comprehensive quote answers most customer questions before they are even asked. By providing all the details upfront, you spend less time on back-and-forth emails and phone calls, freeing you up to focus on more service calls.
• Sets Clear Project Expectations The detailed scope of work in your quote acts as a roadmap for the project. Both you and the customer have a clear understanding of what is included in the job. This prevents “scope creep” and disagreements down the line.

Beyond the Template: Automate Your Sales Process with Housecall Pro

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.

• Enable Online Approval and E-Signatures Make it easy for customers to say yes. With Housecall Pro, clients can view, approve, and electronically sign your quote from their phone or email with a single click. This convenience closes deals faster and eliminates the need to chase down signed paperwork.
• Automate Quote Follow-ups Stop letting potential jobs fall through the cracks. The software can automatically send polite, professional follow-up emails to customers who haven’t responded to a quote, helping you stay top-of-mind and win more work without lifting a finger.

• Add Images and Videos to Quotes Show, don’t just tell. Attach photos or videos of the corroded pipes or leaking valve directly to your quote to show the customer exactly why a repair or replacement is needed. Visual proof is incredibly persuasive and helps justify your recommendations.
• Convert Approved Quotes to Jobs Seamlessly Turn a signature into action. Once a customer approves a quote, you can instantly convert it into a scheduled job in your calendar. All the line items and customer details transfer automatically, saving you hours of administrative work.

Ready to Get Paid Faster?

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.