Quotes & Estimates

Plumbing Estimate Software
Quotes Customers Approve Online, Then Become the Scheduled Job

A plumbing quote is a service call fee, a diagnosis, a few line items and sometimes a water heater with a model number and a size. PlumbingBossPro builds estimates from your own service list, keeps equipment details on the estimate so they carry onto the job, lets the customer approve online, and turns the approved estimate into the scheduled job. Follow-up emails go out on quotes that went quiet, and website requests and sign-ups land in one place.

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PlumbingBossPro showing a plumbing company's estimates, scheduled jobs and customer records in one place

Affordable Doesn't Mean Cheap.
This Is Real Estimate Software for Plumbing Companies.

Plans start at $59/month, and estimates are part of every plan. The service list, online approval, follow-up emails, templates and the hand-off from approved quote to scheduled job come with the platform, not as an add-on. To see how quoting fits with dispatch, the tech app, equipment records and billing, start at PlumbingBossPro and then dig into the quoting side here.

📋

Your Own Service List

Service call, drain cleaning, main line, hydro-jetting, water heater replacement, PRV, softener. Your names, your prices, picked onto the estimate.

🔥

Equipment on the Quote

Water heater type, brand, model, size and fuel filled in on the estimate carry onto the job and onto the house record.

✅

Approve Online

The customer reads the estimate and approves it online. Nobody plays phone tag to get a yes.

📅

Approved Becomes Scheduled

An approved estimate becomes the job, ready for the dispatch board, with the line items already on it.

✉️

Follow-Up Emails

Estimates that have not been answered get a follow-up email, so quotes do not die in an inbox.

📝

Forms Into One Inbox

Website requests and sign-ups land in Form Responses. One click turns a sign-up into a client.

The Work, the Price and the Water Heater Model Before the Customer Says Yes

A homeowner deciding on a water heater wants to see exactly what they are buying: what comes out, what goes in, and what it costs. PlumbingBossPro lays it out as line items from your service list, with the equipment details filled in, so the customer reads one clear page and the tech who installs it reads the same details on the job card.

  • Line items picked from your own service list
  • Service call fee, repairs, drains and replacements
  • Equipment details: type, brand, model, size, fuel, location
  • Estimate templates for the jobs you quote every week
  • Online approval by the customer
  • Approved estimate becomes the scheduled job
Example Estimate — Water Heater Replacement
Service Call
Diagnosis and visit
$89
Water Heater Replacement
Remove old tank, install new 50 gal gas tank
Line
Equipment
Water Heater - Tank (Gas) · 50 gal · Natural Gas · Garage
Note
Haul Away
Old tank removed from site
Line
Status
Sent for online approval
Sent
Illustration of an estimate built from your own service list and prices.

From Quote Request to Booked Job in Four Steps

Most plumbing quotes are not complicated. They just get lost between the truck, the office and the customer's inbox. PlumbingBossPro keeps each quote in one place from the first request to the scheduled job.

01

Set Up Your Service List

Add the services you sell with your own names and prices: service call, drain cleaning, main line, faucet, toilet, water heater replacement and the rest.

02

Build the Estimate

Pick line items, fill in equipment details where they matter, or start from an estimate template for a job you quote often.

03

Customer Approves Online

The customer reads the estimate and approves it online. Quiet quotes get a follow-up email.

04

Approved Becomes the Job

The approved estimate turns into the scheduled job, so dispatch puts it on a van and a day without retyping a line.

Quotes on Carbon Pads and in Text Threads Don't Turn Into Jobs

Generic estimate tools know a customer name and a total. A plumbing quote also has a water heater size, a fuel type, a sewer finding and a tech who needs all of it on the day of the install. When the quote and the job live in different places, the details get lost in between.

Ask any plumbing owner where quotes go wrong and you will hear the same story: a water heater price written on the back of an invoice, a homeowner who said “let me think about it” and was never called back, and an install day where nobody wrote down whether the new unit was a 40 or a 50, gas or electric. Whether the haul-away was included. Whether the customer ever actually said yes.

That information belongs on the estimate and then on the job, not in a truck console. When the approved quote becomes the job, the tech installs what the customer approved and the invoice matches the quote.

PlumbingBossPro keeps the quote, the equipment, the house and the customer in one place, from the first request to the paid invoice.

Estimate Features for Plumbing Companies

Every tool here exists to get a clear quote in front of the customer, get an answer, and turn the yes into a job on the board.

📋

Service List

Your services with your names and prices, picked onto every estimate as line items.

🔧

Repairs & Drains

Faucets, toilets, disposals, leak repair, drain cleaning, main lines, hydro-jetting and camera inspections.

🔥

Water Heaters

Quote tank or tankless replacements with the type, brand, model, size and fuel on the estimate.

🧰

Equipment Carries Over

Equipment details filled in on the estimate carry onto the job and onto the house.

📝

Estimate Templates

Save the quotes you write every week and start the next one from the template.

✅

Online Approval

Customers approve the estimate online, on their own time, without a phone call.

📅

Approved to Scheduled

The approved estimate becomes the scheduled job, ready for a van and a day.

✉️

Follow-Up Emails

Estimate follow-up emails go to customers who have not answered yet.

🌐

Website Request Form

Quote requests from your website land in Form Responses with the address and the problem.

💳

Sign-Up Form

Customers sign up for services like a yearly flush plan, with a card captured on the form.

👤

One-Click Convert

A sign-up in Form Responses becomes a client with one click.

🏢

Many Addresses

Quote property managers and restaurants with one client and many addresses, and monthly account billing.

🧾

Invoices With Tax

Completed jobs become invoices with line items and sales tax, charged to the card on file.

🔁

Recurring Plans

Yearly flushes, softener service, backflow tests and grease-line jetting come due on their own.

📱

Tech App

Approved work shows up on each tech's phone with the equipment and access notes on the card.

💲

Simple Plans

Start $59, Pro $89 and Crew $199 per month, with estimates on every plan.

The Customer Says Yes, the Job Lands on the Board

The gap between a signed quote and a booked job is where plumbing companies lose work. In PlumbingBossPro the approved estimate becomes the scheduled job, with the line items and equipment details already on it. Dispatch puts it on a van and a day, auto-routes from the shop, and the tech sees the water heater model, size and location on the job card. When the tech taps Complete, the invoice is created from the same line items. For the full walkthrough, read Plumbing Estimate Software: The Complete Guide to Quoting, Approval and Turning Estimates Into Jobs.

  • Approved estimate becomes the job
  • Dispatch board by van and day
  • One van on repairs and drains, one on water heaters
  • Equipment details on the tech's job card
  • Invoice from the same line items at completion
  • Card on file charged when the job is done
Example Quote Week
Monday
Water heater quote sent after a no-hot-water call
Tuesday
Customer approves online · job created
Wednesday
Van 2 installs the 50 gal gas tank
Thursday
Follow-up email on a quiet sewer line quote
Quoted, approved, scheduled.
The same line items from estimate to invoice.

New Customers Find You, Request a Quote and Sign Up Without a Phone Call

Not every customer wants to call. The website request form sends quote requests straight into Form Responses with the address and the problem. The sign-up form lets a customer sign up for a service such as a yearly water heater flush plan and captures their card. One click turns a sign-up into a client with the address on the map, and the customer app gives them service requests, invoices, online payment and their card on file from then on.

  • Website request form into Form Responses
  • Sign-up form with card captured
  • One-click convert from sign-up to client
  • Two-way texting with the office
  • Service requests, invoices and payment in the customer app
Example Form Response
Form
Website request
Problem
Kitchen drain backing up, slow tub
Address
Single-family home, slab
Next Step
Build estimate from service list
Then
Convert to client

Simple Plans. Estimates Come With Every One.

Pick the plan that fits your operation. Every plan starts with a 14-day free trial and no credit card.

Compare plans on the pricing page.

Plumbing Estimate Software — Common Questions

Where do the prices on an estimate come from?

From your own service list. You set up the services you sell, such as a service call, drain cleaning, main line, hydro-jetting, camera inspection, faucet, toilet, disposal, leak repair, water heater replacement, tankless install, PRV, softener and backflow, with your own names and prices. Each estimate is built by picking line items from that list.

Can I put water heater details on the estimate?

Yes. Equipment details such as the type (tank or tankless, gas or electric), brand, model, size, fuel and location can be filled in on the estimate, and they carry onto the job so the tech installing it sees the same details on the job card.

How does the customer approve?

The customer approves the estimate online. Once it is approved, it becomes the scheduled job, so the office does not retype anything to get it on the dispatch board.

What happens to quotes the customer never answers?

Estimate follow-up emails go out to customers who have not answered, so a quote does not sit forgotten in someone's inbox. Your office can also follow up by two-way text.

Can people request a quote from my website?

Yes. The website request form and the sign-up form both flow into Form Responses. A sign-up captures the customer's card, and one click converts it into a client with the address placed on the map.

How much does it cost?

Start is $59/month, Pro is $89/month, and Crew is $199/month. Estimates are on every plan, and every plan starts with a 14-day free trial with no credit card.

Estimates are one piece of how PlumbingBossPro runs a plumbing company. For dispatch, the tech app, equipment records, recurring work and billing, see the full PlumbingBossPro platform overview.

Quotes & Estimates Guides

Practical reading on building a service list, pricing the service call, quoting drains, repairs, water heaters, repipes and sewer lines, online approval, follow-up emails, templates, forms and sign-ups, and choosing estimate software.

  1. Plumbing Estimate Software: The Complete Guide to Quoting, Approval and Turning Estimates Into Jobs
  2. Building a Plumbing Service List for Estimates: Service Calls, Drain Cleaning and Common Repairs
  3. Pricing Your Plumbing Service Call Fee and Showing It on the Estimate
  4. Drain Cleaning Estimates: Quoting Clogs, Main Lines and Hydro-Jetting
  5. Quoting Plumbing Repairs on Site: From the Tech's Diagnosis to a Written Estimate
  6. Good, Better, Best Plumbing Quotes: Offering Options as Separate Lines or Separate Estimates
  7. Water Heater Replacement Quotes: Writing Clear Plumbing Estimates for Tank and Tankless
  8. Repipe Estimates: Quoting a Bigger Plumbing Job So the Customer Can Follow It
  9. Sewer Line Quotes: Laying Out Repair and Replacement Options in a Plumbing Estimate
  10. From Camera Inspection to Quote: Turning What the Plumber Saw Into a Written Estimate
  11. Equipment Details on the Plumbing Estimate: Model, Size and Fuel That Carry Onto the Job
  12. Online Approval for Plumbing Estimates: Letting Customers Say Yes Without a Phone Call
  13. From Approved Plumbing Estimate to Scheduled Job Without Retyping Anything
  14. Plumbing Estimate Follow-Up Emails: Getting an Answer on Quotes That Went Quiet
  15. Plumbing Estimate Templates: Quoting the Jobs You Write Every Week in Less Time
  16. Quoting Property Managers and Landlords: Plumbing Estimates Across Many Addresses
  17. Quoting Restaurants: Plumbing Estimates for Grease Lines, Floor Drains and Recurring Jetting
  18. Sales Tax on Plumbing Quotes: Keeping the Estimate and the Invoice in Agreement
  19. The Website Request Form: Getting Plumbing Quote Requests Into Form Responses
  20. The Online Sign-Up Form: Letting Plumbing Customers Sign Up for Service Plans With a Card
  21. Converting a Plumbing Sign-Up to a Client in One Click
  22. Quoting a Yearly Water Heater Flush Plan: Recurring Plumbing Work on the Estimate
  23. Backing Up a Plumbing Estimate With the Inspection Report
  24. Presenting Plumbing Quotes Clearly: Line Items, Descriptions and Plain Words
  25. Quoting Over the Phone: What a Plumbing Company Should and Shouldn't Price Before the Visit
  26. Why Plumbing Quotes Get Lost, and What to Do About Each Reason
  27. Tracking Plumbing Estimates: Knowing Which Quotes Are Open, Approved or Gone Cold
  28. Quoting Repeat Customers: How Saved House Equipment Speeds Up the Next Plumbing Estimate
  29. Moving Plumbing Estimates Off Carbon Pads and Spreadsheets
  30. Choosing Plumbing Estimate Software: What to Check Before You Switch

Stop Losing Quotes
in the Truck Console.

Estimates from your own service list, equipment details that carry onto the job, online approval, follow-up emails and approved quotes that become scheduled jobs. Try PlumbingBossPro free for 14 days.

Start Your 14-Day Free TrialTry the Live Demo
No credit card required  ·  14-day free trial  ·  from $59/mo after