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Plumbing proposal example

Better
$4,320
Good
$3,200
Best
$5,760

Every figure on this page is computed from the inputs you enter, by the method stated below it. RoughInDesk publishes no market averages and quotes no survey: the defaults are a worked example to replace with your own. The pipe dimensions in the pipe-size tool are the published standard sizes, cited on that page.

A plumbing proposal example, filled for a real job so the shape is visible: a water heater replacement for a homeowner, with the scope written as the work, the options as three priced packages, the exclusions stated, the schedule, the payment terms, the warranty and the acceptance block. The plumbing proposal template on this site builds yours the same way from the estimate, free and without an account; RoughInDesk Pro files the proposal against the property and records which option was accepted.

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The scope, written as the work

Remove and dispose of the existing gas water heater; supply and install a replacement of the stated capacity; new flexible connectors, new gas sediment trap, new expansion tank, drain pan and relief line to the exterior; test and commission; haul away. Written so the customer can check it on the day and so nothing they assumed was included and was not becomes an argument.

The three options

The like-for-like replacement at one price, the higher-efficiency unit at a second, the tankless conversion with the gas line upsizing at a third. Each is a complete package with its own price and its own warranty, and the customer picks. The proposal template on this site presents the options that way from the estimator's figures.

Exclusions, schedule, terms, warranty

What is not included: code upgrades found on opening the wall, permit fees where the jurisdiction charges them, drywall repair. The schedule: the day and the window. The terms: the deposit and the balance on completion. The warranty: the manufacturer's on the unit and the company's on the labor, each with its length stated.

Acceptance and the record

The customer signs the option they chose, on the page that shows the price and the scope. Pro files the signed proposal against the property, turns the accepted option into the job and the job into the invoice, so the figure never gets retyped. From the vendors' own pricing pages: Tradify lists Lite at $47, Pro at $51 and Plus at $61 per user per month; Jobber lists Core at $49 per month for one user with additional users at $29 each; Housecall Pro lists Basic at $59 per month billed annually or $79 monthly. RoughInDesk Pro is $47 per month for the whole crew.

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Keeping what you make

The answers are free forever. Pro turns them into your paperwork: your logo and license number on it, no watermark, every estimate and invoice saved against the customer and the job, and clean exports.

  • Download as PDF
  • No RoughInDesk watermark
  • Save and reopen later
  • Your logo and license on it
  • Bulk export documents
  • Appointment reminders emailed to your customers
  • Connect your own Stripe account and get paid online
  • Connect your QuickBooks Online or Xero

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Plumbing proposal example: common questions

Is the proposal template free? Yes. The plumbing proposal template on this site builds the proposal from the estimate with no account and no card. Pro files it against the property and records the acceptance.

How many options should a proposal show? Three is the usual shape: the basic, the better and the best, each complete and priced. More than that and the customer stops reading.

Should the proposal show the hourly rate? No. It shows the price for each option; the hours are the company's arithmetic.

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Tell us what your business needs and we will tell you straight whether RoughInDesk Pro does it today, whether it is coming, or whether you are better off with something else. A person reads these and replies.

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