Plumbing quote template
Scope, exclusions, line items and clear terms — ready to send.
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One operating system, shaped for your trade
Preview the workflows TradesInvo ships with — quotes, jobs, invoices, certificates and follow-ups, preset for plumbers, heating engineers and electricians.
Preview workflows
Pick a trade to see the workflow
Plumbers workflow
Emergency call-outs, fixed-price jobs and repeat domestic work.
- 1
Lead captured
Emergency leak form on your website lands in the inbox with photos and postcode.
- 2
Quote sent
Pick the 'Leak repair — fixed price' template, add VAT, send in 2 minutes.
- 3
Job booked
Drag the won quote onto the calendar against the right engineer's lane.
- 4
Work completed
Engineer marks the job done from the van, photos attach automatically.
- 5
Invoice sent
Invoice converts from the quote in one click, payment link included.
- 6
Paid & reviewed
Payment chasers run on day 3, 7 and 14. Google review request sent same day.
Templates included
- Leak repair fixed-price quoteQuote
- Bathroom install staged quoteQuote
- Emergency call-out invoiceInvoice
- Plumbing review requestReview
The same TradesInvo workspace runs all three. Switch trade packs from Settings → Templates.
Standalone templates
Use these on their own or as starting points inside the trade workflows above.
Invoice follow-up email sequence
Polite, escalating chasers at day 3, day 7 and day 14.
Get early accessReview request templates
Same-day and 24-hour follow-up templates for Google reviews.
Get early accessJob checklist template
Pre-job, on-site and post-job checks for consistent quality.
Get early accessBoiler service quote template
Standard service line items with optional extras.
Get early accessCustomer terms and conditions
Plain-English terms tailored for UK domestic trades work.
Get early accessTemplate guides from the blog
FAQ
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