Download our Plumbing Service Agreement Template

The Ultimate Guide to Plumbing Service Agreements That Protect Your Business

In the competitive plumbing industry, a winning agreement is more than just a formality—it’s a critical business tool. Homeowners are often stressed when they call a plumber, and the professional who provides the clearest, most comprehensive agreement is the one who builds the most trust. A poorly structured or verbal-only agreement can make a potential customer question your professionalism, even if your technical skills are top-notch. It can lead to disputes over what was included, payment delays, and ultimately, damage to your reputation.

A professional plumbing service agreement template is the first step to solving this problem. It provides a standardized framework to present your terms clearly and accurately. Using a template ensures every contract you issue is detailed, transparent, and designed to protect you from liability and secure your payments. This guide will walk you through how to create an agreement that not only sets expectations but also helps you run a more profitable and less stressful plumbing business.

What to Include in a Professional Plumbing Service Agreement

A great agreement leaves no room for doubt. It should provide the customer with all the information they need to confidently proceed with the work. Your agreement should be a clear, comprehensive document that details the proposed services, timeline, and all associated costs and terms.

• Your Company Information: Your agreement should prominently feature your plumbing company name, logo, address, and contact information. It should also include any relevant license and insurance numbers to establish your credibility.
• Client Information: Clearly state the full name of the client and the address of the job site. This ensures the agreement is for the correct person and location.
• Agreement Date: Include the date the agreement was created and the planned start and end dates for the project.
• Detailed Scope of Work: Provide a clear, itemized description of the plumbing work you plan to perform. Instead of a vague term like “Fix toilet,” be specific: “Replace wax ring, bolts, and supply line for toilet in master bathroom.”

• Breakdown of method of payment: Transparency is key. Your agreement should clearly state the total value and outline the payment schedule, including the deposit amount, progress payments, and final balance due upon completion.
• Terms and Conditions: This is your legal protection. Include a section outlining your payment terms, warranty information for parts and labor, liability limits, and your policy for unforeseen issues (like discovering corroded pipes during a simple fixture replacement).
• Change Order Process: Formally state that any work requested outside of the original scope must be documented in a written and signed change order that details the additional costs.

How to Fill Out Your Plumbing Service Agreement Template

Our Google Sheet agreement template is designed to be comprehensive yet easy to fill out. Follow these steps to create a professional contract for your next job. For your convenience, a copy of these instructions is also included on the ‘Instructions’ tab within the Google Sheet itself.

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:

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 Business Information Open your copied Google Sheet and navigate to the “Company and Customer Information” tab. Replace the placeholder logo and enter your plumbing company’s name, address, and contact details. Save this version as your master template.

Step 2: Enter Client and Agreement Details For each new job, fill in the client’s information on the “Company and Customer Information” tab. Then, go to the “Service Agreement Details” tab and input the key dates and party information.

Step 3: Detail the Scope of Work and Payment Schedule On the “Service Agreement Details” tab, use the “Scope of Work” and “Payment Information” tables to provide a detailed outline of the services and the payment terms, including milestones and due dates.

Step 4: Review the Automated Document The template will automatically pull all your entered information into a clean, professional layout on the “Printable Report – Full Summary” tab. This automation prevents errors and ensures a consistent look for every contract.

Step 5: Save and Send Your Professional Agreement Once everything is filled out, review the “Printable Report – Full Summary” tab. To send it, go to “File” > “Download” and select “PDF Document (.pdf)”. A PDF is a non-editable format that is perfect for sending to clients for review and signature.

3 Ways a Better Agreement Protects Your Plumbing Business

A well-crafted agreement does more than just outline work; it sets the stage for a successful project and a protected business.

• Builds Customer Trust Through Transparency: When a customer sees a detailed breakdown of the work and terms, it eliminates suspicion. They understand exactly what to expect, which builds immediate trust and makes them more confident in choosing you over a competitor with a vague handshake deal.
• Prevents Scope Creep and Unpaid Work: The detailed scope of work acts as a firm boundary for the project. When a customer asks for “one more thing,” you can professionally refer back to the agreement and initiate a change order, ensuring you get paid for all the work you do.
• Provides Legal and Financial Protection: A signed agreement is your best defense in a dispute. It clearly outlines your warranties, limits your liability, and defines the payment terms, giving you a legally binding document to rely on if a client refuses to pay.

Beyond the Template: Automate Your Agreements with Housecall Pro

A template is a huge step up from verbal agreements, but it’s still a manual process. You have to enter data, save files, and manually chase signatures. Housecall Pro’s software automates your entire agreement process, turning contracts into a seamless part of your job management workflow.

• 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 service agreements from their phone or email with a single click. This convenience gets work started faster and eliminates paperwork.
• Add Images and Videos to Agreements: Show, don’t just tell. Attach photos of the problem area (like a corroded pipe or a leaking water heater) directly to your agreement to visually justify the scope of work.
• Convert Agreements Directly to Jobs: Once a customer signs, Housecall Pro allows you to convert the approved agreement into a scheduled job with just one click. All the details and line items are carried over automatically, saving you time and preventing data entry errors.
• Store and Track Everything in One Place: Stop searching through truck folders and messy emails. The software securely stores every signed agreement directly in the customer’s profile. You and your team will always have access to the correct document, whether in the office or on-site.

Ready to Win More Plumbing Jobs?

A clear, professional estimate is your most powerful tool for earning trust and winning more plumbing work. Our free template helps you present your pricing with confidence and transparency. When you’re ready to streamline your workflow and offer customers a seamless, modern experience, Housecall Pro has everything you need.

Try Housecall Pro free for 14 days — and turn every plumbing service agreement into predictable revenue and loyal customers.