Free Plumbing Invoice Template

From unblocking drains and toilets, to installing water lines in new construction, your plumbing company can tackle a variety of jobs. What you don’t want to do is spend a lot of time answering questions about bills and chasing down payments. So how do you make your life easier? 

A plumbing invoice template makes it a snap to provide detailed information on the parts and services you provide to the client. You can also use the form as a estimate invoice template to bid on jobs and build your small business.

Download our free customizable plumbing invoice template now to send to your customers.


Here's some essential information to include.

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Writing Estimates and Bids for your Plumbing Services

If you have a potential client who wants a bid, a plumbing invoice template can help you create a professional-looking estimate. You should include the following information in your estimate for your plumbing services. You will want to make the plumbing estimate or bid as precise as possible, so it's important to understand the work needed, and accurately calculate the cost and time estimates for the quoted job. 

You should include the following information when writing the plumbing quotes and estimates:

  • Your company contact information
  • Scope of work
  • Labour
  • Parts
  • Total cost of the project
  • Timeline for completion
  • Any required licences
  • Terms of service

Should You Include a Diagnostics Fee on Your Plumbing Invoice?

From time to time, your company gets a call from a homeowner with a problem, but they aren’t quite sure what it is. You go to their home and spend time and valuable resources to diagnose the issue before the homeowner decides to let their uncle, who is a whiz with tools, do the work. 

It isn’t uncommon for plumbing companies to charge a diagnostic fee. This is how plumbers identify the why of a problem. Companies can either charge a flat rate or by the hour for this work. Provide the client with a plumbing receipt for this diagnostic fee. Detail the time and resources you use to find the problem.

At this time, you could also provide a plumbing estimate for the needed work identified during the diagnostics period. Include an estimate for repairs in case the client decides to hire a professional.

What Else to Include on Plumbing Invoicing

Professional plumbing invoices will need to cover all pertinent information pertaining to the job that was done. Your plumbing service should always track jobs to ensure the proper details are noted on the corresponding invoice. For example, the service date, or date of the job should be included as well as the date you are sending over the invoice to the customer, as well as the unique invoice number. 


The company name, your contact details, and a unique invoice number are all details that should be included in every plumbing invoice form. Overall, be sure to include the following details in all of your plumbing invoices. 

Labour

As a plumber, you already know that most of your bill comes from labour. How much you charge for labour depends on a few factors, such as years of experience, licensing, and education. When pricing a plumbing job, determine how much to charge for your labour, as well as how much to pay your employees and charge for their labour. 


On the invoice, you can list labour charges by the hour or as a flat rate per job. Calculate your base hourly rate by working backwards. Ask yourself, what is the minimum you need to charge, including your labour burden, like tax, insurance, and pension contributions, to make your 40-hour workweek worthwhile? This will become the hourly basis for your work. 

Parts

When you’re unclogging a sink, you don’t really have any parts to list on an invoice. If that’s the case, simply don’t include a parts section on the invoice template. In the case of a job that includes a variety of materials, you should list each part separately with detailed information on the plumbing invoice. 


Create a separate line item for each part used, with the corresponding material costs and a detailed description of the parts. If you use multiples of the same part, you need to list the number used, the cost per unit, and the total cost. Provide as much detail about parts as possible, such as: 

  • Brand
  • Part number
  • Description
  • Model number
  • Price per unit, or unit price 
  • Colour
  • Material 

The more information you provide on the invoice, the fewer questions the customer has when it comes time to pay the bill. The more structured and detailed your plumbing invoice templates are, the easier it will be to include all parts information each time you use it. 

Terms and Payments

The final part of your invoice provides information on when the bill is due and which payment methods your company accepts. This covers the invoice payment terms and informs your clients of how long they have to settle the grand total of the account. 


For many jobs, you probably expect payment at the time the job is complete. If you’re working on new construction, you might bill monthly with terms, such as net 30 or net 10. This means the client has either 30 or 10 days from the start of the invoice date to pay you for your work. 


Therefore, always include the due date of payment to ensure you get paid faster. Also, consider adding information on late fees in your payment instructions should customers not make this date. 


Other payment details you should include is your billing address, any sales tax as part of your services or the parts used in the job. The perfect plumbing invoice should layout all expenses and payments terms clearly and concisely to make it easy for the customer to understand all charges. It also points out what is expected of the customer when it comes to settling their bill.


Offering a variety of ways to accept payments of invoices helps your company receive payments more quickly. You might consider accepting: 

  • Cash
  • Credit cards
  • Cheques
  • Mobile pay
  • Online payments 


When and How to Send a Plumbing Receipt to Clients 

After the job is completed and the plumbing invoice is ready to go, now is the time to send off the document to your client. Sending electronic invoices through email is one of the easiest ways to get the plumbing receipt to your clients. 


For larger jobs, you might consider sending progress invoicing to your client each month. Again, invoicing software and electronic documents make it easier to track your accounts and get paid for your work quicker. You can even add a ‘pay now’ button directly on the invoice so your clients can settle their accounts in a snap. 



A plumbing invoicing template offers your company the chance to communicate the charges effectively to the customer. Using online invoice software helps your company track accounts receivable, account for inventory, and receive customer payments in a timely manner. Join many other small business owners using online invoice software to make payment collections easier. 

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