Free Plumbing Estimate Template (Fill In and Download a PDF)
This free plumbing estimate template fills in right on this page. Add your business and customer details, the job's labor and materials, and how long the price is good for, then download a finished PDF — no signup, and nothing you type is saved.
Fill in your plumbing estimate
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What a plumbing estimate needs to show
A plumbing estimate should separate labor from materials, the same way a finished invoice does, so the customer knows what they're approving before any work starts.
Name the job address and the date you're quoting it, since prices on parts like a water heater or a pressure-reducing valve can move between the visit and the start date.
Sales tax on plumbing labor and materials varies by province and state. Check your local rule before you decide what to tax and at what rate.
- Business name, address and contact details
- Customer name and the job address
- Estimate number and the date
- Labor and materials on separate lines
- Permit fee, if the job needs one
- Tax, shown as its own line
- How long the price is good for
Scope: what's included, and what you'd charge extra for
Write down what the price covers and what it doesn't, like hauling away an old water heater or opening a wall to reach a pipe. A scope line is what keeps a fair price from turning into an argument once the job is underway.
If you offer more than one way to do the job, like a standard tank swap versus a tankless upgrade, Good, Better and Best options let the customer compare them on one estimate instead of three separate quotes.
Deposits and how long the price holds
For anything beyond a same-day repair, ask for a deposit before you order parts. State the deposit percentage and the balance due date right on the estimate, not in a side conversation.
Give the price a validity window, often 30 days, since materials like water heaters and fixtures change cost. Once the customer approves, their estimate becomes the job, approved estimates become ready to schedule, and nothing needs retyping.
Put the same terms on every estimate, even for a regular customer, so nothing is left to memory.
Common plumbing estimate mistakes
A few habits turn a fair estimate into a dispute later, and none of them look serious when you're writing it.
Most get fixed just by writing down the scope and the price before the work starts, not after.
- One lump price with no labor or materials breakdown
- No scope line, so extra work gets argued about later
- No tax line, even where plumbing work is taxable
- No deposit on a job that needs parts ordered up front
- No validity window, so an old price gets honored at old costs
- Quoting a price verbally and writing something different on the estimate