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Resources/Templates/Plumbing invoice

Free template

Free plumbing invoice template

This free plumbing invoice template bills hourly labor, flat-rate tasks, parts with quantity and unit price, a trip or diagnostic fee and the permit, then works out tax, deposit and balance due. Page 2 keeps the water heater’s model and serial numbers next to your warranty note.

Preview

Plumbing invoice

[Your company name] · License # [License #]

Invoice #
[Number]
Service address
[Address]
Technician
[Name]

Charges

Item
Qty / hrs
Rate
Amount
Labor, regular hours
[Hours]
$[Rate]
= hours × rate
Flat rate: [task]
[Qty]
$[Price]
= qty × price
[Part, size]
[Qty]
$[Unit price]
= qty × price
Trip charge or diagnostic fee
$
Permit
$
Tax ([__]%) on
Parts only · Whole invoice
Deposit received
$
Balance due
$

Water heater

Brand · model # · serial # · registration

What’s in it

What’s in the plumbing invoice template

Labor by the hour

Regular and after-hours lines, each hours × your rate, with time on site at the top so the hours are easy to check.

Flat-rate tasks

For work you price by the job, like a faucet swap or a toilet rebuild: the task, quantity and your flat price.

Parts and materials

Brand, part number or size, quantity and unit price on every line, so the customer sees what went in.

Trip, diagnostic and permit fees

Each on its own line, with disposal or haul-away and an Other line you can also use for a credit.

Tax on parts only, or everything

Pick one in Excel and the tax follows. The deposit and other payments come off to give the balance due.

Fixture, water heater and warranty record

Fixtures and equipment with location, model and serial numbers; water heater type, fuel and size; registration; and your labor warranty.

How to fill it in

How to write a plumbing invoice

  1. Write down the visit.Fill in the service address, work order number, date, technician and time on site. Note the problem in the customer’s own words.
  2. Choose flat rate or hourly for each task.Use a flat-rate line for a task you priced up front and the labor lines for time-and-materials work. Don’t bill the same work both ways.
  3. List every part.Give the brand, part number or size, quantity and unit price. On a water heater swap that means the heater and each fitting, valve and connector you used.
  4. Add trip, permit and disposal fees.Show the trip charge or diagnostic fee, the permit and the haul-away of the old tank on their own lines. If you waive the diagnostic fee when the customer goes ahead, enter it as a credit on the Other line.
  5. Set the tax and take off payments.Enter your rate and choose parts only or the whole invoice, whichever applies to you. Then enter the deposit and anything paid on site.
  6. Record the equipment and warranty.Copy model and serial numbers from the data plate, register the water heater or tell the customer how, state your labor warranty and get a signature.

Plumbing invoice example: a gas water heater swap, without prices

Line
Section
Qty
Unit
Remove and replace water heater
Flat-rate work
1
ea
Expansion tank, gas connector, shutoff valve
Parts and materials
[Qty]
ea
Permit
Fees
1
ea
Haul-away of the old tank
Fees
1
ea
Brand, model #, serial #, registration
Page 2 record
Sales tax, permits and licenses: which plumbing charges are taxable, which jobs need a permit (check before any water heater swap) and who must hold a plumbing license all vary by state and city. This isn’t tax or legal advice. Check with your accountant and your local building department, and see our license guides.

FAQ

Plumbing invoice questions

What should a plumbing invoice include?

Your company name, license number and contact details; an invoice number, date and due date; the customer and service address; what you did; labor, parts and fees with their amounts; tax and total; payments received; the balance due; and how to pay. For equipment you install, add the model and serial numbers and your warranty terms.

Should I bill flat rate or time and materials?

Either works if the invoice matches what you quoted. Flat rate gives the customer one price per task; time and materials bills hours × rate plus parts. The plumbing invoice template has lines for both, so one visit can mix a flat-rate repair with hourly work. Know your true hourly cost first: the labor rate calculator helps.

Do plumbers charge sales tax on labor?

It depends on the state. Some tax only the parts, some tax the whole job, and the answer can differ between repairs and new work. The Excel file taxes parts only or the whole invoice, your choice. This isn’t tax advice, so check with your accountant or your state’s tax agency.

How do I show a trip charge or diagnostic fee?

Put it on its own line under Fees so the customer sees it. If you credit it toward the repair, add the credit as a minus amount on the Other line, so both the fee and the credit show.

Can I fill in the plumbing invoice PDF by hand?

Yes. Print the PDF and write in the amounts, or let the Excel file do the math and print that. Both follow the same plumbing invoice template: charges and totals on page 1, the equipment record and warranty on page 2.

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