Plumbing Proposal Template: Free PDF Download

To help contractors collect accurate information and create consistent proposals when pricing plumbing work, we’re offering a free plumbing proposal template. 

To get your free template, fill out our form (to the right on desktop, or above on mobile) and we’ll email it to you straight away.

What’s Included in the Plumbing Proposal Template

Our printable bid proposal form includes all the necessary fields for your team to fill in, organized into easy-to-navigate sections:

1. Contact Details

• Your plumbing company’s details (name, address, and phone number)

• Job site information including the name, address, and phone number of your client

2. Plumbing Installation Proposal

• Divided into areas so you can specify the scope of work and plumbing services proposed:

  • Indoor plumbing

  • Outdoor plumbing

  • Bathrooms

  • Miscellaneous

  • Notes section

3. Good-Better-Best Options

• Three price options for customers

• Signature and date fields 

4. Payment

• Credit card information

• Terms and conditions of the proposal

The Limitations of PDF Proposals

While our bid proposal template is a good starting point, it has its limitations:

1. No Multimedia Support

   • PDFs are text-only and cannot include photos or videos.

   • Contractors must store media separately, increasing the risk of losing valuable documentation.

2. Lack of Integration

   • PDFs don’t automatically sync with pricebooks, CRM, or the other apps you use to run your business.

   • Results must be manually transferred, wasting time and increasing the likelihood of errors.

3. Disorganized Communication

   • Sharing proposal details via texts, emails, and phone calls is inefficient and error-prone.

   • Miscommunication can delay critical tasks like following up on open estimates and ordering parts.

In the rest of this post, we’ll explain how ServiceTitan’s plumbing contractor software solves these issues by integrating your proposals with your plumbing pricebook and other business processes, streamlining communication, efficiency, and profitability.

How ServiceTitan Optimizes the Plumbing Bidding and Proposal Process

If you’re looking for a more streamlined and efficient solution, ServiceTitan offers features designed to help the plumbing bidding process specifically.

Here’s how it works:

1. A Dynamic, Integrated Pricebook

ServiceTitan’s pricebook features help plumbers ensure that every bid is accurate, every detail is documented, and every lead is followed up on. There are several ways to do this:

• Upload a pricebook that your business is already using, so you don’t need to start from scratch if you already work with one. 

• Build your pricebook from scratch by adding each item or product one by one (useful if you are a small business). 

• Use ServiceTitan’s Pricebook Pro add-on product, which comes with a wide range of pre-built, flat-rate plumbing services to give you a head start on building out your pricebook.

Standard pricebook features include:

• Quick and Efficient Editing Tools:

  • Apply bulk edits or markups on multiple services or materials to select groups or across your entire pricebook.

  • Edit individual services or items.

  • Set up rules to dynamically automate pricing updates.

• Automated Pricing Updates: Prices are accurate and up-to-date across all devices (desktop, tablet, Android/iOS mobile app), eliminating outdated pricing, obsolete products, and manual updates.

• Access to Industry Suppliers via Pricebook Connect: Create a plumbing pricebook that’s connected to our range of key suppliers so that your proposals reflect the actual materials that will be used (rather than generic placeholders).

You can also upgrade to Pricebook Pro, which does the heavy lifting for you by: 

• Giving you a well-built plumbing pricebook from the outset, based on industry average prices and best practices, saving you hours of pricebook setup time. 

• Keeping on top of price updates. Our team monitors changes in supplier pricing on your behalf and updates prices on a monthly basis.

• Providing a comprehensive range of pre-designed flat-rate services based on industry best practices and trends, which keep track of updated prices. 

Pricebook Pro gives you the confidence that your plumbing business is always offering the latest prices and the best flat-rate services, at the right prices for profitability. There is no need for your team to do tedious ongoing work, saving you hundreds of hours of setup and maintenance time.

According to our survey, ServiceTitan Pricebook Pro users attribute an average year-over-year increase in revenue of 13% to using our flat-rate pricing software. 

2. Customized Plumbing Estimate Templates 

Producing plumbing estimates with ServiceTitan is quick and easy. 

Create Good-Better-Best Proposals

Build Good-Better-Best proposals from scratch or customize from our library of estimate templates to present multiple options to customers.

Conveniently Present to Customers via Our Mobile App

Plumbers can use the ServiceTitan Mobile App to create and present proposals. Customers can click into each option and view further details on the spot, including descriptions and high-quality images of products and materials. 

Proposal letters can also be delivered via email or printed documents.

Offer Customer Financing

Boost your sales with our integrated financing options, providing instant approval to close bigger deals faster and more consistently. Customers won’t have to navigate third-party sites, avoiding delays that could affect the sale. 

3. Real-Time Communication Between Field and Office Staff

Accessible, Shareable Job Data

All staff can access and update proposal forms via desktop and mobile from wherever they are, and easily share information with one another and with customers. 

Easy Access to Equipment Information

Plumbing techs can source equipment model numbers while they’re out in the field and document the details, storing photos and videos for easy reference. This is especially handy for subcontractors working with general contractors with stringent documentation requirements.

Enhanced Collaboration

Office staff can view in real-time when a customer signs off on a plumbing proposal. This means they can locate parts and equipment immediately for a fast turnaround, minimizing delays.

Foster Accountability with Custom Rules

ServiceTitan allows you to set custom rules that require plumbers to complete specific forms at the right time. For example, techs can be required to complete installation checklists that minimize the risk of missing important steps while also providing evidence that the plumbing contract was adhered to, should an issue arise.

4. Track and Follow Up on Plumbing Proposals

ServiceTitan’s proposal tracking and follow-up features eliminate the need to manage and update spreadsheets by ensuring you are aware of any open estimates. Then you can follow up on all opportunities–and close more deals.

Email Alerts for Speedy Follow-Ups

ServiceTitan automatically alerts you when a customer opens an emailed proposal so you can check in with them and close the sale. Our software also alerts you when a proposal hasn’t been viewed so your team can follow up accordingly.

Connect Proposals to Reporting 

Because ServiceTitan connects your proposals to your reporting, you can stay on top of every tech’s and CSR’s stats, such as estimates closed, generated revenue, and more. So, no open estimate is missed and extra coaching can be provided to staff members, if needed.

5. Integrate with Other Plumbing Business Processes

ServiceTitan integrates seamlessly with other business workflows so you don’t have to use different software and processes, saving time and reducing the likelihood of input and transfer errors. ServiceTitan lets you:

• Generate electronic purchase orders and order equipment and materials.

• Automate plumbing invoices and set up billing schedules.

• Accept instant credit card payments (or check if the customer has no credit card) via mobile or our customer portal, reducing demands on your team.

• Schedule and dispatch the work order to assign the right techs on the fastest routes.

• Integrate directly with accounting tools such as Intacct and QuickBooks so you don't have to change your current processes.

Ready to See ServiceTitan’s Features in Action?

While a free proposal template via Google Docs, Microsoft Word templates, or Excel can work for some small businesses, manual workflows are inefficient. ServiceTitan offers features designed to specifically help the plumbing bidding process and transform the rest of your business, too:

• Save Time: Automated workflows reduce paperwork and free up your team.

• Improve Accuracy: Real-time updates and streamlined communication minimize errors and improve customer interactions.

• Boost Revenue: Close more deals by delivering business proposals swiftly and following up on all estimates.