Plumbing Proposal Template

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# Plumbing Service Proposal

**[Company Name]**
Licensed Master Plumber #[License Number] | [State]
**Insured & Bonded** — General Liability $[X]M | Workers' Comp Policy #[Number]

---

**Date:** _______________
**Proposal #:** PL-[YYYY-MM-NNN]
**Valid for:** 30 days
**Job site address:** _______________________________________

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## 1. Customer Information

**Name:** _______________________________
**Phone:** _______________ **Email:** _______________
**Service address (if different):** _______________________________
**Property type:** ☐ Single family  ☐ Multi-family  ☐ Commercial  ☐ Industrial
**Year built (if known):** _______ (affects code applicability)

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## 2. Diagnostic Findings

**Date of site visit:** _______________
**Technician:** _______________
**Problem description (customer reported):**

_________________________________________________________________
_________________________________________________________________

**Diagnostic results:**

_________________________________________________________________
_________________________________________________________________

**Existing conditions noted:**

☐ Galvanized supply lines (consider full repipe)
☐ Polybutylene supply (high failure risk — recommend replacement)
☐ Cast iron drain stack (age: _____ years)
☐ Pre-1986 fixtures (may contain lead — applicable to potable lines)
☐ No accessible shut-offs at fixtures
☐ Water heater past expected life (over _____ years)
☐ Visible corrosion at fittings
☐ Slow drain(s) — locations: _______________
☐ Active leak(s) — locations: _______________
☐ Water pressure outside normal range: measured ____ PSI (target 40–80)
☐ Other: _______________

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## 3. Recommended Scope of Work

### Primary Repair / Installation

_________________________________________________________________
_________________________________________________________________
_________________________________________________________________

### Components (check all that apply)

#### Supply lines
- [ ] Replace ____ LF of supply piping with: ☐ PEX-A  ☐ PEX-B  ☐ Type L copper  ☐ CPVC
- [ ] Install/replace shut-off valves at: ___________________
- [ ] Install pressure reducing valve (PRV) at main if pressure exceeds 80 PSI
- [ ] Install expansion tank at water heater (required by code in most jurisdictions)

#### Drain, Waste, Vent (DWV)
- [ ] Replace ____ LF of drain line: ☐ ABS  ☐ PVC Schedule 40  ☐ Cast iron (if required)
- [ ] Re-vent fixture per UPC Section 906 / IPC Section 906 (applicable)
- [ ] Install backwater valve / cleanout: location ___________
- [ ] Hydro-jet main line: ____ LF

#### Fixtures
- [ ] Install (1) ☐ Toilet — Model: _______________ Brand: _______________
- [ ] Install (1) ☐ Kitchen faucet — Model: _______________
- [ ] Install (1) ☐ Bathroom faucet — Model: _______________
- [ ] Install (1) ☐ Tub/shower valve — Model: _______________
- [ ] Install (1) ☐ Disposal — HP rating: ____
- [ ] Other: _______________

#### Water heater
- [ ] Replace water heater: ☐ Tank gas (____gal)  ☐ Tank electric (____gal)  ☐ Tankless gas  ☐ Heat pump
- [ ] Required code upgrades: ☐ Earthquake straps  ☐ Drain pan  ☐ T&P discharge to exterior  ☐ Gas shutoff with sediment trap

### Permits
- [ ] Pull plumbing permit (cost passed through at actual: $______)
- [ ] Schedule final inspection
- [ ] No permit required (minor repair only)

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## 4. Materials Specification

### Brand Standards Used

Unless customer requests substitutions, we install:

- **Supply piping:** Uponor / Viega PEX-A or Type L copper
- **Fittings:** ProPress (copper) / expansion (PEX) — no SharkBite for permanent installations
- **Toilets:** Toto, Kohler, or American Standard (1.28 GPF or less)
- **Faucets:** Moen, Delta, Kohler, or Grohe (ceramic disc cartridge)
- **Water heaters:** Rheem, Bradford White, or A.O. Smith
- **Disposals:** InSinkErator
- **Valves:** Watts, Apollo, or Nibco — full port ball valves preferred

### Material Substitution Policy

We reserve the right to substitute equivalent or better materials if specified items are unavailable. Customer notified before any substitution affecting price.

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## 5. Labor & Pricing

| Description | Hours | Rate | Subtotal |
|---|---|---|---|
| Master plumber | _____ | $_____ | $_____ |
| Apprentice | _____ | $_____ | $_____ |
| Permit fees | — | At cost | $_____ |
| Materials | — | — | $_____ |
| Disposal | — | — | $_____ |
| Travel / mobilization | — | — | $_____ |

**Subtotal:** $_______
**Sales tax (if applicable):** $_______
**Total:** **$_______**

### Pricing Notes

- Pricing assumes accessible work area. Demolition / drywall repair / finish work not included unless specified.
- Concealed conditions (rotted subfloor, additional damaged pipe, asbestos materials) require change order before work continues.
- After-hours / emergency work billed at 1.5× standard rate.

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## 6. Timeline

- **Start:** Within _____ business days of signed contract
- **Duration:** _____ business days
- **Inspection:** Scheduled within 1 business day of completion (if permit pulled)

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## 7. Warranty

### Workmanship Warranty
- **1 year** on all installation work
- Covers leaks, improper connections, fixture installation defects
- Begins on date of final inspection or job completion (whichever later)

### Material Warranty
- Per manufacturer warranty (typically 1–10 years depending on product)
- We will assist with manufacturer claims at no additional charge during first 90 days

### Excluded
- Customer-supplied materials (we recommend against)
- Damage from frozen pipes when home unheated below 55°F
- Damage from foreign objects in drain lines (wipes, grease, toys)
- Pre-existing conditions not corrected at customer's election
- Hard water mineral buildup (recommend annual flush)

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## 8. Payment Terms

**Jobs under $1,500:** Payment in full upon completion
**Jobs $1,500–$5,000:** 50% deposit / 50% completion
**Jobs over $5,000:** 30% deposit / 40% at midpoint or rough-in / 30% on final inspection pass

**Payment methods:** Cash, check, ACH. Credit cards accepted with 3% surcharge.

**Late payments:** Invoices past 30 days subject to 1.5% monthly finance charge (18% annual).

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## 9. Code Compliance Statement

All work performed will comply with:
- ☐ Uniform Plumbing Code (UPC) — current edition
- ☐ International Plumbing Code (IPC) — current edition
- ☐ State amendments: _______________
- ☐ Local jurisdiction: _______________

We pull permits and arrange inspections where required by code. Customer responsible for ensuring HOA / strata compliance if applicable.

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## 10. Customer Acknowledgments

Customer initials confirm understanding of:

_____ I understand that drain line work may not resolve underlying tree root, settlement, or foundation issues
_____ I understand that PEX cannot be installed in direct sunlight (UV degradation)
_____ I understand that copper-to-galvanized connections require dielectric unions
_____ I authorize the contractor to make minor scope adjustments under $250 without additional approval
_____ I have been informed of the right to obtain multiple quotes
_____ I understand my right to cancel within 3 business days (consumer protection law)

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## 11. Signatures

**Customer:**
Signature: _________________________________ Date: __________
Printed: _________________________________

**Plumber:**
Signature: _________________________________ Date: __________
Master License #: _________________________________

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*Need an emergency plumber? Call [phone] — we answer 24/7.*

*Want this quote in writing electronically? Sign via DocuSign at [link].*

*Schedule online at [website]. Reviews on Google, BBB, and Yelp.*