THE QUICK ANSWER
Use a plumbing quote to state the job, included work, exclusions, quantities and rates, validity and proposed timing. Open the editable preset and replace the fictional details with your own.
Define the job before filling in rates.
Repair an accessible leak beneath the kitchen sink.
Identify the customer and exact job location. Describe the desired result and anything the customer must provide. Keep completion timing separate from the acceptance deadline.
Copy and adapt these scope fields.
Proposed work: Repair an accessible leak beneath the kitchen sink.
Included: Service call, repair labor and listed replacement parts.
Excluded: Hidden pipework, wall repairs and additional faults.
Assumptions: Existing connections are accessible and serviceable.
A worked fictional price.
This demonstration totals $270 before tax or discounts. Rates are illustrative, not industry recommendations. The preset uses USD; CAD is available without automatic conversion.
- Service call — 1 flat fee × $75 = $75
- Leak repair labor — 1.5 hours × $100 = $150
- Replacement parts — 1 item × $45 = $45
Set timing and payment expectations.
The preset says the start date will be agreed after approval. Replace this with the schedule you can actually offer. If access, parts or weather affect timing, state that assumption plainly.
Choose any deposit request separately from the quote total. Do not mark a requested amount as received. Review tax treatment yourself; the preset starts with no tax rate selected.
Use the preset, then inspect the result.
Open the template, edit the business and customer, replace the scope and rates, and set the validity date. If a draft already exists, the builder asks before replacing it. Cancelling keeps your work.
Review the PDF and share for approval. The signature option begins off. After the customer approves, Create invoice opens a separate draft from that exact version, preserving the quote and its decision.
Common questions
General product guidance, reviewed September 16, 2026. Enter the details and tax treatment that apply to your business. Read about storage and privacy.
