A plumber juggles two very different kinds of work: call-outs, short and urgent, to be invoiced on the spot, and projects, bathrooms and renovations, that need a detailed quote. Add boiler or water heater service contracts, and the paperwork often ends up in the evening, after a full day. Here is what quoting and invoicing software should actually do for a plumber, situation by situation.
Call-outs: invoice before you leave
A fixed leak, a cleared drain, a water heater back in service: the invoice should be done on site, not three days later.
On your phone:
- 1pick the client or create them in seconds;
- 2add the call-out, labour and parts from your catalogue;
- 3apply the surcharge if it is an evening or weekend job;
- 4the client pays straight away, by card, mobile money or cash, and gets the invoice.
No more invoices forgotten in the van, no more chasing a 120 call-out. For setting emergency rates, see our article on call-out pricing.
Bathroom quotes in minutes
A bathroom quote easily runs to forty lines: strip-out, supply, waste, shower tray, screen, mixer, vanity unit, toilet, tiling, finishing. With a catalogue holding your supply and fitting prices, the quote is built section by section without retyping a single price. For structure, see our guide to writing a quote.
With an AI assistant, you can even describe the job in a sentence and get draft lines that reuse your saved prices. You check, adjust, and it is ready.
Signing and deposit
The quote goes out by WhatsApp or email with a link. The client signs on their phone, and you are notified. You can request the deposit at the same time, with a payment link, so materials are paid for before you order them. See our article on signing quotes online.
Unexpected work
A corroded waste stack found during strip-out? Create a supplementary quote from site, the client signs it online, and you add the line to the final invoice. No argument when it is time to pay.
Service contracts on autopilot
Annual boiler services, water heater maintenance, looking after a building: these contracts bring steady income, as long as each invoice goes out on time. Recurring invoices are issued automatically on the scheduled date, and reminders follow if payment is late. See our article on maintenance contracts.
Tracking: who owes what
A dashboard shows paid, pending and overdue invoices. Automatic reminders go out after the due date without you thinking about it, each with the payment link. You can see at a glance what is still to come in this month.
Parts and stock prices
Plumbing parts change price often. Keep your catalogue up to date when your merchant's prices move, and every new quote picks up the change automatically. For expensive items such as boilers or water heaters, add the model reference to the line so the client sees exactly what they are paying for, and you avoid disputes about which unit was agreed.
What you gain
| Situation | Before | With software |
|---|---|---|
| Call-out | Invoiced in the evening, or forgotten | Invoiced and paid on site |
| Bathroom quote | An hour of retyping | Minutes with the catalogue |
| Signing | Print, scan, chase | Signed link on the phone |
| Deposit | Requested afterwards | Paid at signing |
| Service contracts | Invoices forgotten | Sent automatically |
| Late payers | Random chasing | Automatic reminders |
Getting started
Start with the free plan to try quotes and invoices on real jobs. When you want the catalogue, AI assistant, automatic reminders, online payments and recurring invoices, move to a paid plan. The page FacturWeb for plumbers shows the features that fit the trade, and plans are compared on the pricing page.