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BidRisePlumbing quote template

Free download

Free plumbing quote template

A one page plumbing quote template for the everyday jobs. Print it, fill it in while you are standing there, and leave the customer holding a number instead of a promise to email one.
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“This app pays for itself.” JP, Told Plumbing

Download the quote template

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

Short on purpose

A hose bib replacement doesn’t need a four page proposal. This form is one page: who you are, who they are, what the work is, what it costs, and a line to sign. Anything longer and it doesn’t get filled in.

The one line people leave off

Notes. Use it. “Price assumes the shutoff is accessible.” “Does not include drywall repair.” “Permit billed at cost.” Three seconds of writing there saves an hour of arguing later, and it’s the difference between a quote and an argument waiting to happen.

The fastest quote usually wins

Homeowners call three plumbers. Two say they will put something together and send it over. If yours is the one in their hand before you drive off, you’re usually the one they call back, and it has very little to do with being cheapest.

If you want that speed without the handwriting, the app builds the quote from your price book while you talk, and the customer signs it on their phone.

Questions contractors ask

Is a quote different from an estimate?

A quote is normally a firm price you’ll stand behind. An estimate is approximate. Use a quote when you’ve seen the job and know the scope, and an estimate when there are unknowns you’ve told the customer about.

How long should a quote be good for?

Thirty days is standard in residential service. If equipment pricing is moving quickly, shorten it and say so on the form rather than honoring a number you can no longer buy at.

Does the customer have to sign a quote?

They don’t have to, but a signature is what turns a price into an agreement about scope. It’s also the cheapest way to prevent a disagreement about what was included.

Can I quote on the spot instead of going back to the office?

Only if your prices are decided in advance. A quote written from memory in a driveway is where margin goes missing. Put the numbers in a price book first, on paper or in an app.

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.Plumbing price bookBuild a flat rate price book and keep it from going stale.

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.
Try it free for 30 daysNo card. Your real jobs.
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