Plumbing templates give your busy team ready-to-use documents so they can get straight to work without wasting hours creating them on Excel or Microsoft Word.

By providing them with professional-looking documents in a consistent format, plumbers no longer need to figure out which details must be recorded or worry about forgetting to ask the right questions.

When your plumbing technicians have quick, professional templates to use on the job—whether it’s an invoice, proposal, or estimate—all key information is captured and presented to customers professionally, protecting your business and giving you peace of mind.

A plumbing template offloads the burden of disorganized paperwork. Plumbing jobs are hard enough, but dealing with handwritten notes on multiple scraps of paper makes them ten times harder. 73% of field technicians hate spending too much time on paperwork, so giving plumbers a better approach to this task can make a huge difference in their day-to-day jobs.

Documenting each plumbing job using templates also helps you recognize patterns, keep a record of project prices, and explore ways to improve your service delivery. With 66% of customers expecting businesses to understand their unique service needs, plumbing templates are a step in the right direction.

Ready to take control of your business’s paperwork and improve your workflow? Download our free plumbing templates below to start simplifying plumbing job documentation.

And if you’re looking to take it a step further, our plumbing software can help. Workyard streamlines everything from scheduling to documenting each job digitally, allowing your plumbing technicians to complete more jobs without getting bogged down with paperwork.

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Templates by Type

Plumbing Invoice Template

Name: Workyard
Brand: Workyard
Rating: 4.7 (44 reviews)

Getting paid on time is critical for your plumbing business. Our free Plumbing Invoice Template makes it easy to organize labor, parts, and pricing for each job. No more headaches over billing errors or chasing down payments. Whether it’s a small residential fix or a big commercial project, this template helps you stay professional and get paid faster.

How to Get These Templates:

PDF
- Click the link
- Click the Download icon in the upper right
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy

How to Use These Templates:

Pre-built Fields: Enter services, descriptions, quantities, unit prices, and totals.
No-Nonsense Layout: Simple design that’s easy to fill out and read.
Works How You Want: Edit in Word, PDF, Excel, Google Sheets, or Google Docs.
Use It Anywhere: Pull it up on your device or print it out.

Click to download template

Plumbing Proposal Template

Winning plumbing jobs means showing clients exactly what you’re offering and how much it’ll cost. Our free Plumbing Proposal Template helps you lay out your services, costs, and timelines in a clear, professional format. Customize it to fit any job—residential or commercial—and give your clients all the details they need to move forward with confidence.

How to Get These Templates:

PDF
- Click the link
- Click the Download icon in the upper right
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy

How to Use These Templates:

Scope of Work: Organize services into categories and list labor and materials.
Cost Breakdown: Itemized pricing for each service and material.
Project Timeline: Set clear start and end dates for the project.
Custom Branding: Add your company logo for a professional touch.

Click to download template

Plumbing Estimate Template

Providing an accurate estimate upfront is key to gaining your client’s trust. Our free Plumbing Estimate Template makes it easy to break down labor, materials, and costs, so your clients know exactly what they’re paying for. Customize it in Word, PDF, Excel, Google Docs, or Google Sheets, and get estimates done quickly and professionally.

How to Get These Templates:

PDF
- Click the link
- Click the Download icon in the upper right
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy

How to Use These Templates:

Customizable Line Items: Add products, services, descriptions, rates, and amounts.
Clear Cost Breakdown: Show parts, labor, and fees for transparency.
Company Logo and Info: Add your branding for a professional look.
Terms and Conditions: Include important policies or job-specific notes.

Click to download template

Plumbing Quote Template

Sending a clear and professional quote can be the difference between landing a job or missing out. Our free Plumbing Quote Template makes it easy to break down your costs—labor, parts, and services—so clients know exactly what they’re paying for. Customize it in Word, PDF, Excel, Google Docs, or Google Sheets, and send out quotes that help you close deals faster.

How to Get These Templates:

PDF
- Click the link
- Click the Download icon in the upper right
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy

How to Use These Templates:

Pre-formatted Line Items: Enter products, services, quantities, rates, and amounts.
Customizable Layout: Adjust the sections to fit your job.
Company Logo and Info: Add your logo and business contact details.
Validity Period: Set how long the quote is valid.

Click to download template

Plumbing Contract Template

Getting everything in writing is key to keeping your plumbing projects on track and avoiding headaches down the road. Our free Plumbing Contract Template helps you lock in project details, payment terms, and responsibilities. Customize it for any job size, and ensure you and your client are on the same page from start to finish.

How to Get These Templates:

PDF
- Click the link
- Click the Download icon in the upper right
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy

How to Use These Templates:

Clear Project Scope: Define the work, tasks, and responsibilities.
Payment Terms: Set expectations for payment schedules and amounts.
Legal Clauses: Include sections to protect your business.
Signatures: Make sure both you and the client sign off.

Click to download template

Plumbing Bid Template

Winning bigger plumbing contracts means submitting a clear, detailed bid that shows exactly what you’re offering. Our free Plumbing Bid Template helps you lay out all the costs, services, and timelines, so clients know you’re the right choice. Customize it for any job size and send out professional bids that make you stand out from the competition.

How to Get These Templates:

PDF
- Click the link
- Click the Download icon in the upper right
Microsoft Word (.DOCX) and Excel (.XLSX)
- Click the link
- Open the File menu in the upper right
- Click Download
- Select .docx (Word) or .xlsx (Excel)
Google Docs and Sheets:
- Click the link
- You must be logged into a Google Drive account
- Open the File menu in the upper right
- Click Make a Copy

How to Use These Templates:

Comprehensive Job Breakdown: Enter labor, materials, permits, and fees easily.
Customizable for Any Project: Adjust for commercial or residential jobs.
Detailed Cost Estimates: A clear breakdown of costs builds client trust.
Project Scope and Timeline: Outline what’s included and expected timelines.

Click to download template

Looking for an easier way to manage and document plumbing jobs? Try Workyard!

See how it works

What Are Plumbing Templates?

Plumbing templates are pre-designed, customizable documents that help plumbing businesses standardize their paperwork and improve daily workflow efficiency.

Here’s a quick rundown of the different plumbing templates businesses commonly use:

Plumbing Invoice Template – captures essential billing details, including services, descriptions, quantities, unit prices, and totals.
Plumbing Proposal Template – breaks down the scope of work, organizes services by category, and includes costs and timelines for the project.
Plumbing Estimate Template – provides an itemized breakdown of labor, materials, and costs, along with space for terms and conditions.
Plumbing Quote Template – outlines specific service prices with a clear cost breakdown and includes a subtotal, tax rate, and total amount.
Plumbing Contract Template – formalizes agreements by covering payment terms, project scope, timelines, and legal clauses, and provides space for signatures.
Plumbing Bid Template – offers a comprehensive breakdown of costs, labor, materials, and timelines to present a professional bid for competitive jobs.

Good Examples of Plumbing Template Use

Plumbing templates provide many benefits that address the daily challenges plumbing businesses face.

Here are a few real-world examples of how each template can benefit your plumbing business:

1. Plumbing Invoice Template: Simplifying Job Billing

Handling Multiple Service Calls in a Day: When your technicians complete multiple jobs in one day, details can easily get mixed up. The Plumbing Invoice Template lets them quickly document labor hours, parts used, and service fees right after each job.
Billing for Large-Scale Projects: Using a standardized Plumbing Invoice Template keeps everything organized for bigger projects, where multiple invoices might be needed at different stages. Your team can create consistent, professional invoices that are easy for clients to understand, helping improve your overall billing process.

2. Plumbing Proposal Template: Presenting Clear, Professional Proposals

Pitching to New Clients: Clarity is key when trying to win over a new client. The Plumbing Proposal Template lets you present a detailed breakdown of services, pricing, and timelines, showing your professionalism and attention to detail.
Breaking Down Complex Projects: A proposal template helps you outline each phase of a larger job, such as commercial projects or extensive home renovations, by giving your clients a clear understanding of what to expect and when.

3. Plumbing Estimate Template: Offering Transparent Pricing

Providing Quick Cost Estimates for Repairs: When a customer needs an immediate estimate for a repair job, having a ready-made template allows your technician to input the expected costs for labor and materials quickly. This reduces back-and-forth communication and ensures clients receive transparent, consistent pricing.
Avoiding Disputes Over Job Costs: With a Plumbing Estimate Template, all costs are clearly outlined before work begins. It gives you and your client a clear understanding of the expected expenses, helping to prevent disputes.

4. Plumbing Quote Template: Presenting Professional, Detailed Quotes

Submitting Quotes for Emergency Services: When quick response times are critical, having a pre-built quote template allows your team to quickly provide a clear, itemized list of costs for emergency repairs. It speeds up the approval process and helps you start the job sooner.
Competing for Local Residential Jobs: For residential projects, customers appreciate clear and straightforward pricing. The Plumbing Quote Template ensures your quotes are easy to read and professional, helping you secure more jobs.

5. Plumbing Contract Template: Formalizing Agreements with Clients

Securing Long-Term Service Agreements: A solid contract is essential when working with commercial clients or property managers. The Plumbing Contract Template outlines all key details—project scope, payment terms, and responsibilities—ensuring both parties are on the same page before any work begins.
Protecting Your Business from Legal Disputes: The contract template helps you formalize agreements in writing for larger or more complex projects, reducing the risk of misunderstandings or legal challenges later on. By covering all the essential details, you can protect your business and keep projects running smoothly.

6. Plumbing Bid Template: Submitting Winning Bids

Bidding on Commercial Plumbing Jobs: When competing for larger commercial projects, you need a detailed and professional bid to stand out. The Plumbing Bid Template ensures you provide a clear breakdown of services, costs, and timelines, giving you a competitive edge.
Responding to Government Contract Bids: Submitting a well-organized bid is crucial for government contracts or larger public projects. This template lets you include all necessary details in a clear, concise format, improving your chances of winning high-value jobs.

A Step-By-Step Guide to Using Plumbing Templates

Step 1: Choose the Right Template for the Task

Use Case Examples:

Plumbing Invoice Template: Use this for on-site billing; perfect for documenting services, parts, and final costs immediately after job completion.
Plumbing Proposal Template: Ideal for outlining service options and pricing when securing new contracts or larger jobs.
Plumbing Estimate Template: Use this to provide an itemized breakdown of labor and material costs during initial consultations or service calls.
Plumbing Quote Template: Best for offering clear, detailed service prices to clients before moving forward with the job.
Plumbing Contract Template: Use this for formalizing agreements, covering everything from payment terms to project scope for larger projects.
Plumbing Bid Template: Tailored for competitive bids, helping you present a detailed breakdown of services, costs, and timelines for bigger contracts.

Action: Select the template that aligns with the task your team needs to complete, ensuring they have easy access to the correct one.

Step 2: Customize the Template for Specific Jobs

Use Case Examples:

Invoice Template: Add your company name, logo, and basic job details. Technicians can fill out labor hours, parts, and service fees on-site.
Proposal Template: Customize service categories, timelines, and pricing, leaving space for technicians to adjust specific client details.
Estimate Template: Customize by adding your company logo and business details, but leave specific job-related sections blank until you’ve had direct contact with the client.
Quote Template: Add your company logo and business details, then leave the pricing and project details blank for technicians to fill out based on the specific job at hand.
Contract Template: Personalize with your business info and ensure that timelines, payment schedules, and responsibilities are clearly defined.
Bid Template: Add your company logo and business details, then leave space for your team to provide a detailed breakdown of services, costs, and timelines for each bid.

Action: Focus on customizing the basic details of each template—like adding your company logo—so that your team can easily complete the rest of the template on-site.

Step 3: Train Plumbers/Plumbing Technicians on How to Use the Templates

Use Case Examples:

Invoice Template: Teach technicians how to quickly fill out invoices after completing a job, listing the work done, parts used, and total cost.
Proposal Template: Show your team how to present service options and pricing using the Proposal Template, helping clients make informed decisions.
Estimate Template: Train your technicians to input labor and material costs in real time during consultations.
Quote Template: Instruct your team on how to present clear pricing and service details to clients using the Quote Template.
Contract Template: Guide your team on filling out and reviewing the Contract Template with clients on-site to finalize agreements.
Bid Template: Walk technicians through filling out bids, helping them finalize project specs and pricing details to submit competitive bids.

Action: Hold a brief training session or provide simple guides that show your technicians how to efficiently use each template in the field.

Step 4: Implement Templates in Your Daily Operations

Use Case Examples:

Invoice Template: Encourage technicians to complete invoices on-site after each job, capturing service details and payment info before leaving.
Proposal Template: Have your team use the Proposal Template during consultations to present clear service options and pricing right away.
Estimate Template: Let your team fill out the Estimate Template on the spot, giving clients a cost breakdown while still on-site.
Quote Template: Technicians can use the Quote Template to present clear pricing to clients before starting the job.
Contract Template: Ensure larger jobs are formalized on-site with the Contract Template, allowing technicians to finalize agreements quickly.
Bid Template: Get technicians to complete bids using the Bid Template during initial discussions, providing clients with all the details they need.

Action: Integrate these templates into your team’s daily workflow, so jobs get completed efficiently and paperwork is handled in the field.

Step 5: Share Templates with the Office and Clients

Use Case Examples:

Invoice Template: Technicians can email completed invoices to the office for quicker processing, speeding up the billing cycle.
Proposal Template: Completed proposals can be sent directly to clients, giving them clear service options and pricing for easy decision-making.
Estimate Template: Encourage technicians to send estimates directly from the job site to clients, ensuring they have the cost details promptly.
Quote Template: Forward finalized quotes to clients right after filling them out, helping speed up approvals.
Contract Template: After finalizing contracts on-site, technicians can upload them to your system to ensure agreements are properly documented.
Bid Template: Completed bids can be shared with the office or sent directly to clients, preventing delays in project approvals.

Action: Set up an easy process for sharing completed templates with the office and clients, ensuring everything flows smoothly.

Step 6: Review and Analyze Completed Templates

Use Case Examples:

Invoice Template: Review all completed invoices at the end of the week to ensure job details are correctly recorded and payments are accurate.
Proposal Template: Analyze which proposals resulted in closed deals and adjust your approach to improve future success.
Estimate Template: Evaluate estimates to ensure accuracy and see how well they align with final costs on completed jobs.
Quote Template: Review quotes to identify trends in pricing and approval rates, helping you refine your quoting process.
Contract Template: Go over finalized contracts to make sure all terms, timelines, and payments are clear and well-documented.
Bid Template: Track which bids resulted in new business and refine your bidding strategy based on what worked best.

Action: Regularly review completed templates to ensure accuracy and gather insights that will help you fine-tune your processes and improve client satisfaction.

Your Next Steps With Plumbing Templates

Plumbing templates are powerful tools that can simplify your business’s day-to-day operations.

But while plumbing templates offer immediate benefits, they have limitations, especially as your business grows.

As your team takes on more jobs, relying on manual paperwork can slow things down, leading to inefficiencies that hinder your technicians from focusing on more critical tasks.

Over time, the added paperwork can become a burden rather than a solution, impacting your team’s productivity.

Streamline Your Plumbing Business with Workyard

This is where Workyard can help you move beyond templates and truly streamline your operations. With Workyard, you can automate key processes, reduce manual work, and run your plumbing business more efficiently.

Here’s how Workyard’s core features can benefit your team:

GPS Tracking in Real-Time: Ensure your technicians are on-site and on time, improving accountability and operational efficiency.
Simplified Scheduling and Dispatching: Assign and manage jobs easily, ensuring every team member is where they need to be.
Job Tracking: Track progress on all jobs in real time to ensure every project is noticed and completed.
Accurate Job Costing: Track work hours to the minute to gain real-time insights into labor costs and profitability.
Integrated Invoicing with QuickBooks: Generate and send invoices digitally through QuickBooks, reducing paperwork and speeding up cash flow.

Try Workyard for free today and see how it can transform your business.

Looking for an easier way to manage and document plumbing jobs? Try Workyard!

See how it works

Free Plumbing Templates: Edit in PDF, Word, Excel, or GDocs (Bid, Invoice, Contract + More!)

Templates by Type

Plumbing Invoice Template

How to Get These Templates:

PDF

Microsoft Word (.DOCX) and Excel (.XLSX)

Google Docs and Sheets:

How to Use These Templates:

Plumbing Proposal Template

How to Get These Templates:

PDF

Microsoft Word (.DOCX) and Excel (.XLSX)

Google Docs and Sheets:

How to Use These Templates:

Plumbing Estimate Template

How to Get These Templates:

PDF

Microsoft Word (.DOCX) and Excel (.XLSX)

Google Docs and Sheets:

How to Use These Templates:

Plumbing Quote Template

How to Get These Templates:

PDF

Microsoft Word (.DOCX) and Excel (.XLSX)

Google Docs and Sheets:

How to Use These Templates:

Plumbing Contract Template

How to Get These Templates:

PDF

Microsoft Word (.DOCX) and Excel (.XLSX)

Google Docs and Sheets:

How to Use These Templates:

Plumbing Bid Template

How to Get These Templates:

PDF

Microsoft Word (.DOCX) and Excel (.XLSX)

Google Docs and Sheets:

How to Use These Templates:

Looking for an easier way to manage and document plumbing jobs? Try Workyard!

What Are Plumbing Templates?

Good Examples of Plumbing Template Use

1. Plumbing Invoice Template: Simplifying Job Billing

2. Plumbing Proposal Template: Presenting Clear, Professional Proposals

3. Plumbing Estimate Template: Offering Transparent Pricing

4. Plumbing Quote Template: Presenting Professional, Detailed Quotes

5. Plumbing Contract Template: Formalizing Agreements with Clients

6. Plumbing Bid Template: Submitting Winning Bids

A Step-By-Step Guide to Using Plumbing Templates

Step 1: Choose the Right Template for the Task

Step 2: Customize the Template for Specific Jobs

Step 3: Train Plumbers/Plumbing Technicians on How to Use the Templates

Step 4: Implement Templates in Your Daily Operations

Step 5: Share Templates with the Office and Clients

Step 6: Review and Analyze Completed Templates

Your Next Steps With Plumbing Templates

Streamline Your Plumbing Business with Workyard

Looking for an easier way to manage and document plumbing jobs? Try Workyard!