Plumber Templates

Looking for Plumber Templates to download? See the main templates that a Plumber would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Plumber Templates

There is a huge number of templates that someone in the Plumber role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Plumber. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Job Estimate Template
2. Invoice Template
3. Purchase Order Template
4. Work Order Template
5. Material Inventory Spreadsheet
6. Time Tracking Spreadsheet
7. Expense Report Template
8. Equipment Maintenance Log Template
9. Customer Contact List Template
10. Project Completion Checklist Template

Reports

Reports are often prepared by a Plumber to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Revenue Report
2. Customer Satisfaction Report
3. Inventory Report
4. Work Order Completion Report
5. Equipment Maintenance Report
6. Employee Productivity Report
7. Profit and Loss Report
8. Safety Incident Report
9. Marketing Campaign Performance Report
10. Supplier Performance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Plumber does and how they do it.

1. Plumbing Inspection SOP
2. Drain Cleaning SOP
3. Water Heater Installation SOP
4. Pipe Repair SOP
5. Toilet Installation SOP
6. Faucet Replacement SOP
7. Leak Detection SOP
8. Sewer Line Repair SOP
9. Gas Line Installation SOP
10. Backflow Prevention SOP

Presentations

Plumber presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Project Progress Update
3. Customer Satisfaction Survey Results
4. Training and Development Plan
5. Safety and Compliance Review

Legal Docs

There are several key times when a Plumber needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Service Agreement Template
2. Invoice Template
3. Liability Waiver Template
4. Employment Contract Template
5. Non-Disclosure Agreement Template

Health & Safety Templates

Health & Safety templates for a Plumber ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Toolbox Talk Template
3. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Plumber calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Work Schedule Calendar
2. Appointment Calendar
3. Project Timeline Calendar
4. Maintenance Calendar
5. Billing and Invoicing Calendar

Invoice Templates

Several types of Plumber invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Plumbing Services Invoice
2. Materials and Supplies Invoice
3. Emergency Plumbing Services Invoice
4. Plumbing Repair and Maintenance Invoice
5. New Installation and Renovation Invoice

Survey Templates

For a Plumber to get insights related to the work they do, they need to send out Plumber surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Service Quality Assessment Survey
3. Job Completion Feedback Survey
4. Plumbing Equipment Evaluation Survey
5. Employee Performance Evaluation Survey

Meeting Agendas

Having premade Plumber meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Project Planning Meeting
3. Safety Training Meeting
4. Client Consultation Meeting
5. Supplier Negotiation Meeting

Budget Templates

To manage finances well, a Plumber would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Monthly Budget Planner
3. Project Cost Estimator
4. Equipment and Supplies Budget
5. Emergency Fund Tracker

Dashboards

Dashboards are a useful way for a Plumber to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Customer Satisfaction Dashboard
3. Project Management Dashboard
4. Inventory Management Dashboard
5. Financial Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Plumber needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Plumbing Maintenance Proposal
2. Residential Plumbing Installation Proposal
3. Commercial Plumbing Repair Proposal
4. Emergency Plumbing Services Proposal
5. Plumbing System Upgrade Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Plumber templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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