Word estimate template
Edit the header, job details and line items in Word or Google Docs. Totals are typed by hand.
Download DOCXFree template · No email required
Quote plumbing jobs with the scope, materials and terms spelled out, so the customer can say yes and the invoice later matches. Download a template or fill it in below.
Edit the header, job details and line items in Word or Google Docs. Totals are typed by hand.
Download DOCXAmounts, per-line tax and the estimate total calculate as you type. Works in Excel, Numbers and Google Sheets.
Download XLSXOne US Letter page with the plumbing job fields, for filling in by hand on site.
Download PDFThe Word and Excel files open with sample plumbing lines to overwrite. Sample tax is an illustrative 8% on parts and materials only — whether labor, materials or both are taxable depends on your state and the job.
It opens with sample plumbing lines. Change anything, then download a PDF — free, no signup.
Beyond the basics — your details, the customer, a unique number and the date — these are the lines plumbers get asked about.
Sample estimate lines
Fictional example prices.
Describe what you will replace, install or repair, and what you will not touch.
Say what the price assumes — existing lines in good condition, access through an open wall — and how surprises are handled.
Note whether a permit is needed and include the fee, so it is not a surprise on the invoice.
Include haul-away of old fixtures or equipment.
Give an expiry date and say when payment is due.
Job done?
Bill the approved lines with the matching invoice, plus any changes the customer signed off.
Not plumbing work?
Start from a blank invoice or estimate for any kind of business.
FAQs
Thirty days is common, and shorter when fixture or material prices are moving. Put the date on the estimate so both sides know when it expires.
Stop and get approval before doing extra work. Write the change as a new line or a revised estimate the customer accepts, then invoice what was approved.
Yes. The Word, Excel and PDF files download without signing up or giving an email address, and the online generator makes PDFs for free. Replace the sample lines and prices with your own; they are fictional examples, not pricing guidance.
The downloads are standalone documents. In Bokeping you create the estimate from your customer and item lists, email it with an expiry date, and turn it into an invoice once it is accepted. A free account is enough to start.
Email estimates from Bokeping, see which are accepted, and convert them to invoices without retyping a line.