Plumbing templates are the documents a plumbing business produces over and over: the estimate, the flat rate task price, the price book behind both, the invoice, the proposal for the larger job, the contract, the service agreement for the term customer, the inspection checklist and the report it feeds, and the pipe size reference the technician reaches for. Nine documents, and every one has a free tool on this site that prints it from your own figures. This page is the index: what each is for and which tool makes it.
The money documents
The estimate prices the job before it is done; the invoice bills it after; the price book holds the rates both draw from, and the flat rate task prices are built from the labor and materials behind each task. The estimating, invoice, price book and flat rate pricing tools on this site are the four, and they agree with each other because they read the same rates.
The agreement documents
The proposal is the estimate dressed for a commercial buyer: scope, exclusions, schedule, warranty, license and insurance. The contract is the terms the job is done under. The service agreement is the term deal: visits per year, response time, call-out rate. The proposal, contract and service agreement tools print each.
The site documents
The inspection checklist is what was checked and found, and the report it produces is what the landlord or buyer pays for. The pipe size reference is the table the technician needs at the fitting counter. The inspection checklist and pipe size tools cover both.
Where they live afterwards
A template prints a document; the business needs the documents kept against the customer and property they belong to, with the payment status. That is RoughInDesk Pro, and the customer record guide on this site is what the record holds. The templates are free with no account; keeping them is the subscription.
Questions people ask about plumbing templates
Do I need all nine?
Every contractor needs the money documents. The agreement documents come with the first commercial or term customer; the site documents with the first inspection job.
Can I use my own branding?
The paid product prints every document with your logo; the free tools print the figures.
Are the templates really free?
Yes: every tool under /tools on this site works without an account.