QUOTING AND INVOICING FOR PLUMBERS

From a leaking tap to a full bathroom, keep every detail flowing.

Collect fixture, room and photo details upfront, quote labour and materials clearly, and invoice deposits or completed stages from the same job.

Start 30-day free trial See how it works

Every feature is included. £12 monthly or £120 annually, including VAT, after your trial.

Example QuotePilot draft quote and invoice using realistic plumbers work.

Capture fixtures, rooms, access and photos

Quote repairs and installations in one place

Invoice deposits, stages and final balances

MADE FOR THE WORK YOU QUOTE

Handle quick repairs and larger installs without two systems.

Start with the right job details

Ask for the affected room, fixture, measurements, notes and photos before arranging the work.

Make the scope easy to follow

Separate sanitaryware, pipework, heating and preparation so customers can see what they are approving.

Keep extras on the record

Record approved additional work separately instead of burying it in the original quote.

ONE CONNECTED WORKFLOW

From first enquiry to paid invoice.

Keep the customer, scope, quote, visits and payment record together. Book a survey before quoting, then arrange work visits and follow-ups as the job progresses.

Capture the job

Customers send the details, measurements, notes and photos you need before pricing.

Build the quote

Use your own services, units, prices, VAT settings and reusable text to prepare the work.

Agree the scope

Send a branded quote link and PDF, then track acceptance or requested changes.

Book visits and schedule work

Keep visits to arrange in a to-book list, reserve dates and times, and review your bookings in the day or week schedule.

Invoice the work

Raise a deposit, stage, fix, percentage or remaining-balance invoice and record payment.

TRADE-SPECIFIC STARTER SERVICES

Start with familiar work, then make it yours.

Choose useful starter services for your trade, set your own pricing and add specialist services whenever you need them.

Leak repairs, taps, toilets, basins, showers, baths, pipe runs, radiators, boilers, bathrooms and power flushing.

Example QuotePilot draft invoice using realistic services and units for plumbers.

COMMON QUESTIONS

Questions from trade businesses

Can I take a deposit for bathroom work?

Yes. Create a deposit invoice first, then invoice later stages or the remaining accepted quote value.

What if hidden pipework creates extra work?

Record the additional work and customer approval, then invoice it separately from the accepted scope.

Can I book surveys and work visits against the same job?

Yes. Request a visit to arrange later or book a date and time directly. Surveys can take place before quoting or during the work, and follow-ups can stay linked to a completed job. Completing a visit does not complete the whole job or mark an invoice as paid.