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Free plumbing proposal template
A service call needs a price. A repipe, a build-out, or anything done in stages needs a document the customer accepts. This template gives you a scope box you can write phase by phase, a box for what you are not including, the price, the payment schedule, and terms that are already written. Fill it in and download it as a Word file or PDF.
- Your business and the customer, with contact details
- Scope of work, materials, and what's not included
- Total price and a payment schedule
- Start and finish dates
- Change orders and a one-year workmanship warranty
- Who pulls permits, plus cancellation and dispute terms
- A space for the customer to accept and sign
Parties
The work
Price and schedule
Terms (editable)
Proposal
Parties
Contractor: Not specified
Customer: Not specified
Licensed and insured, 24/7 emergency service
Scope of work
Drain cleaning
Water heater repair and install
Leak detection
Materials
Not specified
Not included
Not specified
Price and payment
Not specified
Schedule
Not specified
Change orders
Any work beyond the scope above is a change order. We will price it and get your written approval before we start it.
Workmanship warranty
We guarantee our workmanship for one year from the completion date. Materials are covered by the manufacturer's warranty. This does not cover normal wear, misuse, or work done by others.
Permits
We pull the permits this work requires. Permit fees are billed at cost unless they are already included in the price above.
Cancellation
Either side can cancel in writing before work starts. If you cancel after we have ordered materials or started work, you cover the cost of the work done and the materials bought up to that point.
Dispute resolution
If something goes wrong, both sides agree to talk it through in good faith first. If that does not settle it, we will use mediation before going to court.
Prepared by (contractor)
Accepted by (customer)
Free to download. No signup. Edit the Word file, or send the PDF as is.
How to use it
- 1Add your business and the customerYour details and theirs, with the address the work happens at.
- 2Describe the workSpell out the scope, materials, and what is not included.
- 3Set price and scheduleAdd the total, the payment schedule, and the start and finish dates.
- 4Download and sendSave it as a Word file or PDF and send it over to be accepted.
FAQ
Common questions
- Is the plumbing proposal template free?
- Yes. Fill it out and download it as a Word file or PDF. No signup, no watermark.
- What is the difference between a plumbing proposal and an estimate?
- An estimate suits a residential service call, or an early conversation where the scope is still moving. A proposal is a commitment. Once the customer accepts it, you are on the hook for everything written in it, at the price written in it. That is why the scope and the exclusions matter more here than anywhere else.
- How do I write a proposal for a plumbing job?
- Use one line of the scope box per phase of the work, in the order it happens. Then the materials, then what you are not including, then the price and the payment schedule. The change order clause at the bottom is what covers you when the scope moves mid-job.
- Which plumbing jobs need a proposal rather than an estimate?
- New construction, commercial tenant build-outs, repipes, and any job done in phases around people still using the building. Those run long enough for the scope to drift, and an accepted proposal is what you point at when it does.
- What should I exclude in writing?
- Excavation is the classic one. It is the item most often assumed to be included and the most expensive when it is not, and naming it in the not included box is what stops it turning into a disputed change order. Add anything else behind a wall or a floor that nobody has opened yet.
- How should the payments be set up?
- An amount up front to start, progress payments tied to milestones you can point at, and the balance on completion. Write what each milestone actually means, like rough-in complete or fixtures set, rather than a calendar date.
You sent the estimate. Don't miss the call when they say yes.
When a customer calls back to book, you're usually on a job and can't pick up. EveryDial is your receptionist. It answers every call, books the work, and sends you the details, so you never lose a job you already won.