Plumber quote template UK — what to put on the sheet

On the sheet, include:

• Your trading name and address
• Customer name and site address
• Document number and date
• Valid-until date (how long the price holds)
• Line items: description, qty, rate, amount
• Subtotal, VAT if you charge it, and total
• Deposit (if you take one) and balance due
• Bank details or your own pay link
• A short scope note: what is in, what is out

You do not need a solicitor’s letter. You need a clean A4 the customer can keep and you can find again when the job turns into an invoice.

Use plain lines the customer recognises. Fancy product codes slow everyone down. Example for a Leeds bathroom strip-and-fit:

• Strip out existing suite — 1 × £180
• Supply and install bath and screen — 1 × £420
• Basin, tap and trap — 1 × £260
• Re-pipe feed and drain — 3 hrs × £95
• Wall tiling — 18 m² × £12

That is enough for a working total. Add VAT at 20% only if you are VAT registered. Leave VAT off if you are not — do not surprise them later with a line they never saw.

If you take a deposit on booking, put it on the quote. Show deposit due and balance due. A verbal “twenty-five percent when we book” is easy to forget; a figure on the sheet is not. More on deposits on trade jobs.

Add one scope line before you leave. Something like: “Price holds for 14 days. Excludes making good and unforeseen pipework behind the wall.” That one sentence saves the argument when the copper is not where the plaster suggested.

Not every quote is a bathroom. For a burst stopcock or a leaking radiator valve, keep the same structure with fewer lines:

• Call-out / first hour — 1 × your rate
• Extra labour — hours × rate
• Parts — listed separately if you supply them

Still put a valid-until date. Still put bank details. A short sheet for a £180 job looks as professional as a long one for a suite — and it is faster to chase when payment stalls.

Price on the doorstep as an estimate with its own EST number. Hand it over, PDF it, or print it before you leave the drive.

When the work is finished and the customer accepts, raise an invoice with its own INV number from the same lines. No Sunday-night retyping of the bathroom list into a Word doc. The estimate stays on file as accepted; the invoice is the ask for payment.

If you are subcontracting under the Construction Industry Scheme, tag labour versus materials on the lines that need it. Confirm the CIS rate with the contractor. QuoteCo lays the sheet out; it is not your accountant, and this page is not tax advice.

This is a document template for UK sole-trader plumbers. It is not a job board. It is not a diary or scheduler. It is not a payment processor. Your customer pays you — bank transfer or your own pay link on the invoice. QuoteCo takes no cut of what they pay.

Open the builder, type the job, watch the A4 update as you go. Totals and VAT (if on) add themselves. Print in the van or save a PDF before you leave the drive. No account needed for that. An account is only for syncing across phone and laptop if you want that later.