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BidRisePlumbing proposal template

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Free plumbing proposal template

A plumbing proposal template for the jobs where scope matters more than speed. Two pages covering the work, what is included, what is not, the pricing, the payment schedule and the terms.
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Download the proposal template

PDF, prints on letter or A4. No email address, no sign-up, nothing of ours printed on it.

Why a proposal and not a quote

On a repipe or a sewer replacement, the argument is almost never about the price. It is about whether the price included putting the yard back, or patching the drywall, or the permit. A proposal exists to settle that before anyone digs.

The four sections that do the work

  • Scope of work. Plain sentences describing what you’ll do, in the order you’ll do it. Write it so a homeowner understands it, not so an inspector does.
  • Included. The things you want credit for. Haul-off, permit coordination, pressure test, cleanup.
  • Not included. The section that saves the job. Be specific. “Drywall repair and paint” is better than “cosmetic work.”
  • Payment schedule. When money changes hands and against what milestone.

Pricing a big job

Long jobs punish shops that price from memory, because the errors compound across days instead of hours. Build the price from a price book with your real labor rate and overhead in it, then add the job specific pieces on top.

If the customer is deciding between doing all of it and doing part of it, consider offering good better best pricing instead of one number. It turns a yes or no into a choice.

Questions contractors ask

When should I send a proposal instead of a quote?

When the job is big enough that scope is the thing most likely to go wrong. A repipe, a bathroom remodel rough-in, a sewer replacement. If you’d be upset to discover the customer expected something you didn’t plan to do, write a proposal.

What belongs in the exclusions section?

Anything a reasonable homeowner might assume is included. Drywall patching and painting, landscaping repair after a dig, permit fees, code upgrades triggered by inspection, and anything behind a finished surface you haven’t seen.

Should I ask for a deposit?

On jobs with ordered equipment it’s normal, and the payment schedule section is where you say so. Some states cap residential deposits, so check your own rules before you set a number.

Does a proposal need to be signed?

A signature is what makes the scope agreed rather than assumed. For bigger work it’s worth more than the price agreement, because scope is what disputes are actually about.

Keep reading

Plumbing estimate templateFree printable estimate form you can fill in by hand.Plumbing bid templateA bid sheet with room for options and exclusions.The plumbing estimating appBuild the estimate on your phone, standing in the customer’s house.

What you’d be using

Talk through the job. Drive away with it signed.

  • Say what you’re doing. It writes the line items.
  • Prices come off your own book, not a guess.
  • They sign on their phone before you’ve packed up.
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