Free Plumbing Estimate Template
A three-option estimate built around a real water heater replacement, clear enough that the customer decides for themselves. Use it as-is, or build and send it in two taps inside OneBy.
The strongest plumbing estimates give the homeowner a choice instead of a single take-it-or-leave-it number. Three options on one page: the basic swap, the upgrade most people choose, and the premium path. The decision becomes which one, not whether.
This template is free to use. Print it, copy the structure into your own forms, or fill it in on screen. Prices are left blank, add yours.
Free to use. Fill in your prices, print it, or copy the layout.
Your business name, license #, phone
ESTIMATE
No. __________ · Date __________
Valid for 30 days
Prepared for
Job address
Scope
Good
40-gallon tank, like-for-like
The straight replacement to get hot water back today.
- 40-gallon atmospheric tank, supply and install
- New flex connectors and gas or water shutoff
- Haul-away and disposal of old unit
- Code updates required to pass inspection
Better
50-gallon high-recovery + expansion tank
More hot water, code-ready, longer warranty. The popular pick.
- 50-gallon high-recovery tank
- Thermal expansion tank and drip pan
- New shutoff valve and dielectric unions
- 6-year manufacturer warranty
Best
Tankless on-demand system
Endless hot water, wall-mounted, longest life.
- Condensing tankless unit, supply and install
- Gas line and venting upsized as needed
- Isolation service valves for easy descaling
- 12-year manufacturer warranty
Deposit to schedule
Estimated start
Prices assume conditions described above. Work not listed is quoted separately. Warranty and payment terms: __________________________.
Customer signature
Date
Why the three-option layout books more work
One price is a yes-or-no question, and the easiest answer is to call the next company for a second quote. Three options change the question to which one. The customer stays with you and decides how much to spend, and the recommended middle option gives most people a comfortable place to land.
A leaking tank is urgent, but that is exactly when a homeowner will spend on the upgrade if you show it plainly. Put the tankless option on the page and a good share of customers will reach for it.
- Put the option you recommend in the middle and mark it clearly.
- Keep each option to a few plain-language lines, not a parts list.
- Name what the customer gets, warranty and peace of mind, not just the hardware.
- Send it the same day. Estimates sent within an hour close far more often.
Stop rebuilding this in a Word doc
In OneBy you save these three options once, then send a branded estimate from your phone on the job. The customer taps to accept and it turns into a scheduled job, no retyping. Join the founders list for early access and lock the AI at $39 a month for two years.
Plumbing estimate template questions
What should a plumbing estimate include?+
Your business and license info, the customer and job address, a clear scope per option, the fixtures and warranty, permits and disposal, the price, and an acceptance line. The template below has all of it.
Should a plumbing estimate show more than one option?+
Yes. A single number invites the customer to price-shop it. Three options, the basic swap, a code-ready upgrade, and tankless, turn the conversation into a choice and routinely lift the average ticket.
Can I send this from the job site?+
In OneBy you save the three options as a reusable template and send a branded estimate from your phone at the sink. The customer taps accept and it becomes a scheduled job. Join the founders list for early access.