How To Quote a Heating & Plumbing Job
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Every heating & plumbing business owner knows the feeling of agreeing to do a job that turns out to be more complex or time-consuming than they initially thought. These kinds of jobs end up costing you money and hurt the long-term success of your business.
Whether you prefer working on installations, renovations, or repairs, this guide will outline how to write a quote for a plumbing job quickly and effectively. We’ll cover:
Calculate your hourly rate (including overheads)
- Start by adding up all of your costs. This includes everything from fuel to insurance, tools, software, and rent.
- Next, work out how many billable hours you have each year. This should subtract any time you aren’t getting paid for, such as any admin work, paperwork, or driving.
- Then, add on your desired profit. Simply calculating your expenses and dividing it by your billable hours will give you the rate you need to earn to merely cover all costs.
- Lastly, you can calculate your hourly rate by dividing your costs + profit by billable hours.
Read our full guide on calculating an hourly rate here. You can also use our free pricing calculator to quickly and easily calculate your ideal hourly rate.
Visit the property (if necessary)
Keep an eye out for things that could make the job more difficult for you.
- If this is a new customer, has any previous work been done to a shoddy standard?
- Is the customer going to be problematic?
- Will the job involve lots of different (and unforeseen) steps?
Add up all material costs
As we’ve discussed in our article about trust in the trades, it’s important to try and make your quote as accurate as possible.
If material costs increase, you can of course speak to your customer and adjust the final invoice – but be sure to let them know.
Using an hourly rate to price plumbing jobs
One way is to calculate all your expenses and then add on a percentage markup.
For example, if all the costs for a job totalled £120, you could add a 25% markup and charge your customer £160.
However, if you’ve calculated your hourly rate as we did in the example above, you will have already incorporated your profit.
All you need to do is estimate how long the job will take and multiply that by your hourly rate.
Using flat-rate prices for small jobs
What your customers don’t see is the time it took you to get there, fuel costs, admin & paperwork, potential callbacks, and, most importantly, the experience required to be able to do it in 10 minutes in the first place.
There are two easy ways you can solve this issue.
- Charge a fixed rate (You probably already do this for jobs like gas safety checks)
- Implement a minimum charge (Or a callout fee)
How to quote large plumbing jobs
It’s best to break down the job into each individual component. This makes it more manageable, and allows you to then multiply each segment by your hourly rate and add them up.
Doing this will help you set a fair and reasonable price which you can go at a comfortable pace and do your best work.
Remember that bigger jobs are going to be more complex. You should factor in the extra time it takes to do all the admin (such as writing up a quote) for these jobs.
How to create winning quotes for your heating & plumbing jobs
Rather than writing out a quote by hand or from scratch, you can download a free quote template or use Gas Engineer Software.
Using proper software will allow you to easily personalise your quotes, make them look professional, and cut down the time you spend on paperwork.
What to include in your plumbing quote
- Your logo, business name, and contact details
- Your customer’s information
- A quote number (for your records and their reference)
- Itemised prices for each part of the job
- A summary of the total price
- How long the quote is valid for
- Any other instructions for your customer
The actual piece of paperwork is only half of the quoting process. If you want to win as many of the quotes you send out as possible, be sure to read our full guide here: Why Your Quotes Aren’t Turning Into Jobs.
Next steps:
If you’ve been thinking about implementing software into your workflow to save time, here’s what you can do next:
- Visit our resources centre where you'll find more articles like this one and our free gas rate calculator.
- Start a free trial to see exactly how our software works for your business.
- Watch our video demo to get an idea of how our software works. You can also book a 1-on-1 session with our customer success team for a more personalised experience.
- Know an engineer who's still using paper? Help them and us out by sending our software their way!