Plumbers quoting software is worth having for one reason: the quote is priced from the price book, accepted on site, and the invoice is printed from it. When the three come from one place the customer never sees two numbers for the same job, and the office never re-types anything. The plumbing estimating tool on this site prices a quote from your figures with no account; this page is what to look for in the software that keeps the quotes.
Priced from the price book
Every line on the quote is a task or a part from the price book at its current rate. A quote typed from memory in the truck is the quote that undercharges the awkward job. The price book template on this site is where the rates live, and the flat rate pricing tool builds the task prices from the labor and materials behind them.
Quoted on site, from the phone
The quote is built at the kitchen table, shown to the customer, signed on the screen and emailed before the technician leaves. A quote that goes back to the office to be typed up is a quote that arrives after the competitor's. The customer's acceptance and the deposit are captured at the same moment.
The invoice comes from the quote
The accepted quote becomes the invoice with the variations added as lines and the deposit deducted. Nothing is re-entered, so the invoice cannot disagree with the quote. The invoice tool on this site prints that shape; the software keeps the chain from quote to payment.
What it costs
From the vendors' own pricing pages on the day they were read: Tradify lists its Lite plan at $47 USD per user per month, Pro at $51 and Plus at $61; Jobber's Core plan is $49 per month for one user with additional users at $29 per month each; Housecall Pro's Basic plan is $59 per month billed annually or $79 billed monthly. RoughInDesk Pro is $47 per month for the whole crew.
Questions people ask about plumbers quoting software
Should I quote flat rate or hourly?
Flat rate for the tasks the price book can hold; hourly for diagnosis and the jobs nobody can scope in advance. The flat rate pricing tool on this site builds the task prices.
Can the customer accept on the phone screen?
In the products worth buying, yes, with the signature and the deposit captured together.
What is free?
The estimating, flat rate and price book tools, without an account. Keeping the quotes and the chain to payment is the paid product.