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Plumbing Estimate Template

Get a free plumbing estimate template (PDF, Word, Excel) with scope wording, optional add-ons, and pricing structure examples. Generate estimates online in minutes.

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Template preview

This preview shows the structure and recommended sections. Your download files contain the same layout in Word/Excel/PDF format.

Riverbend Plumbing Co.

(555) 014-3021 · billing@riverbendplumbing.example
1187 Cedar Ave, Springfield, USA

ESTIMATE

Estimate # 0001
Date: 2026-01-24
Valid until: 2026-01-24
Client
Jordan Lee
455 Maple St, Springfield, USA
Job
455 Maple St, Springfield, USA
Scope and assumptions summarized below.
DescriptionQtyRateAmount
On-site inspection (creditable toward job)1$250.00$250.00
Materials allowance (pipe, fittings, sealants)1$250.00$250.00
Labor (install / repair)1$250.00$250.00
Optional: new fixture supply & install1$250.00$250.00
Labor – crew (8 hours)8$85.00$680.00
Estimated total$1,680.00
Deposit (optional)$500.00

Estimate line items and optional add-ons

These are common line items/checks used by many plumbing businesses. Edit, remove, or add items to match your service packages and local requirements.

  • On-site inspection (creditable toward job)
  • Materials allowance (pipe, fittings, sealants)
  • Labor (install / repair)
  • Optional: new fixture supply & install
  • Optional: camera inspection / hydro-jetting

How to use this plumbing estimate template

  1. Write a scope statement that defines exactly what is included (and excluded).
  2. Itemize labor, materials, and optional add-ons so customers can compare options.
  3. Add assumptions (measurements, access, site conditions) used to price the job.
  4. Set validity, scheduling notes, and a change-order policy for mid-job requests.
  5. If you require a deposit, state the amount and when it’s due.

Tip: If you want a faster workflow, use our estimate generator to preview totals and print to PDF in your browser.

Field-by-field guidance

Use this table to fill the template correctly and reduce back-and-forth with customers. The goal is clarity: what was done, where it was done, and what the customer is paying for.

FieldWhat to include
Estimate #Unique estimate identifier. Tip: EST-2026-001.
Estimate dateDate the estimate was created.
Valid untilHow long pricing is valid (e.g., 7–30 days). Helps manage price changes.
Client + job addressCustomer contact info and the service location.
Scope of workDescribe exactly what is included (and what isn’t).
AssumptionsSite conditions or measurement assumptions used to price the job.
Line itemsLabor, materials, fees, and optional add-ons listed separately.
Deposit & milestonesIf you require a deposit or progress payments, list the amounts and triggers.
ScheduleEstimated start date, duration, and any weather/availability dependencies.
TermsChange order policy, cancellation policy, warranty basics, and payment methods.

Filled example (estimate)

Example only — adjust scope, exclusions, and payment schedule to match your business.

Riverbend Plumbing Co. · (555) 014-3021 · billing@riverbendplumbing.example
1187 Cedar Ave, Springfield, USA

Estimate #: EST-2026-001
Date: January 24, 2026
Client: Jordan Lee
Job Address: 455 Maple St, Springfield, USA

Scope: Provide labor and materials as listed; customer to provide access to all areas.

DescriptionQtyRateAmount
On-site inspection (creditable toward job)1$250.00$250.00
Materials allowance (pipe, fittings, sealants)1$290.00$290.00
Labor (install / repair)1$330.00$330.00
Optional: new fixture supply & install1$370.00$370.00
Optional: camera inspection / hydro-jetting1$410.00$410.00
Labor – crew8$85.00$680.00
Estimated total$2330.00
Deposit (optional)$500.00

Common mistakes (and how to avoid them)

  • Not listing parts separately (customers dispute material costs).
  • Skipping the job address or unit number.
  • Forgetting to note access instructions (gate codes, shutoff location).
  • Not documenting leak tests and final checks.

If you need to change the scope mid-job, document it in writing and update the estimate/work order before the work continues.

FAQ

Should I include a service call fee separately?

Yes. Separating diagnostic/service call fees from labor makes pricing clearer and reduces disputes.

Do I need to show parts and materials individually?

It’s recommended. You can group small fittings into a single “materials” line item, but big-ticket parts should be itemized.