Getting started with QuoteCloud

Plumbing quotes and drain reports that get signed on site

Put the CCTV frames, your findings and every recommended work in one document the owner ticks, signs on your tablet and pays a deposit on.

QuoteCloud is quoting and eSignature software for plumbers, drainers, gas fitters, hot water specialists, bathroom renovators and maintenance contractors. Build fixed-price quotes and CCTV drain reports from your own templates and price book, put recommended works in as optional items, and the customer ticks, signs online or on your tablet, and pays a deposit.

A cut-away of a two-storey house with four plumbing jobs from a fictional business, Weirbrook Plumbing & Gas, each pinned where it is, and each job's document taking turns in front: 1, a hot water replacement quote, WP-2214, $6,498.80 with the heat pump chosen and the deposit paid; 2, a bathroom renovation quote, version 2, $18,859.50, signed by both owners; 3, an after-hours emergency authority, WP-E-0988, with the $214.50 call-out fee paid on the plumber's tablet; 4, a CCTV drain inspection report, WP-D-3051, $5,962.00 with three recommended works ticked and the deposit paid.

Try it: from the CCTV to signed works

Step through Tama's marked-up frames, build the report, then tick the works, sign on the tablet and pay the deposit as Ingrid would. The total and the deposit follow every tick.

CCTV · WP-D-3051 · 14 Banksia RiseDemo · fictional data

House Boundary Main 0 m3 m6 m9 m12 m15 m18 m 1 2 3 4 5
CH 03.4 m REC WP-D-3051 · 100 mm clay sewer Root mass Joint
Urgent1 · Root mass at a junction3.4 m · Fine roots through the joint, about 30% of the pipe blocked Cut roots, jet and patch-reline the junction · $1,680.00
CH 08.1 m REC WP-D-3051 · 100 mm clay sewer 20 mm offset
Urgent2 · Displaced joint8.1 m · Pipe offset by about 20 mm, roots at the gap Excavate and replace 1.2 m of pipe · $2,940.00
CH 11.6 m REC WP-D-3051 · 100 mm clay sewer Water held
Soon3 · Sag holding water11.6 m · A 2.4 m belly holding about 25 mm of water Replace the sagged 2.4 m section · $3,860.00
CH 15.2 m REC WP-D-3051 · 100 mm clay sewer Crack
Monitor4 · Hairline crack15.2 m · Longitudinal crack at 2 o'clock, no infiltration seen Re-inspect by CCTV in 12 months · $260.00
House Boundary Inspection opening To main Add access here
Soon5 · No boundary inspection openingBoundary · No access point near the boundary for future clearing Fit a new inspection opening at the boundary · $480.00

Tama's ratings become the groups in your drain report template, each recommended work an optional row. He ticks the urgent ones as defaults; prices come from your own price book.

What Weirbrook sees

  1. Line recorded18.4 m · 5 findings marked up
  2. Report & quote builtFrom the drain report template · WP-D-3051
  3. Opened by IngridOn the tablet, on site
  4. No boundary inspection opening ticked+$528.00 inc. tax
  5. Signed on siteCertificate of authenticity attached
  6. Deposit paid$1,788.60 via Stripe
  7. Job createdIn your job management app, through Zapier

Tama is recording the lineThe report and quote open here when it's ready.

Weirbrook Plumbing & GasWP-D-3051 · Valid until Thu 5 Nov 2026

Your sewer line: what we found & what we recommend

  • 1
  • 2
  • 3
  • 4
  • 5

Done today

CCTV inspection, locate & reportDone on today's visit · 18.4 m of line recorded$320.00

Urgent · we recommend now
Soon · within 6–12 months
Monitor · re-check later
Subtotal
$5,420.00
Tax
$542.00
Total
$5,962.00
Deposit on signing · 30%
$1,788.60

Prices are fixed for the works ticked. Anything new found during the works is quoted to you first.

Sign to approve the works you've ticked

Works approved & signed

Deposit$1,788.60Paid via Stripe · demo, nothing charged

Signed on site Thu 22 Oct, 3:18 pm · certificate attached

Weirbrook's tablet, handed to Ingrid on site · the report opens in the browser

A demo with a fictional business: nothing is sent, stored or charged. In QuoteCloud the frames are images from your recording, marked up in the image editor (Starter and up); the urgency ratings are your drainer's own and become groups in your drain report template, each recommended work an optional row from your price book. The owner ticks, signs online or on your device, and pays the deposit you set on the document (a percentage or a fixed amount, through Stripe or PayPal, Essentials and up). QuoteCloud doesn't analyse video, schedule the job or send reminders; the job shown in your job app is created through Zapier if you set it up.

How CCTV drain inspection reports work

From the camera to the signed works in five steps

What happens between the drain camera going in and your office seeing signed works with the deposit paid.

  1. Record

    Run the camera, grab a frame at each finding and note the distance.

  2. Mark up & rate

    Mark up each frame in the image editor and rate it urgent, soon or monitor.

  3. Build the report

    Start from your drain report template; each finding's work is an optional row from your price book.

  4. Hand over

    The owner reads it on your tablet or their phone, ticks the works and asks questions in the comments.

  5. Sign & pay

    They sign and pay the deposit; your job app can create the job through Zapier.

Hot water options, compared by what they cost to run

Gas continuous flow, heat pump and solar sit side by side as one choice. Your own running-cost estimate for the household goes beside them as content, with your basis written out, so the customer can weigh the price against the bills.

Choose a system and the price table follows: the installation stays, the extras are ticked or not, and the deposit to book the install updates. Rebates are yours to explain; QuoteCloud doesn't calculate them.

  • Systems as a single choice that sets the price
  • Running costs labelled as the plumber's estimate
  • Extras the customer ticks, deposit to book

Price tables and payments: Essentials and up

Hot water replacement options
Weirbrook Plumbing & GasHot water replacement quote WP-2214 Sample · fictional business

Choose your new system

What each system might cost to run Weirbrook's own estimate, per year

Plumber's estimate

  • Your current electric storage unit $1,180a year
  • Gas continuous flowGas · About 12–15 years $640a year · $540 less
  • Heat pumpElectricity, on a timer · About 10–15 years $310a year · $870 less
  • Solar, gas boostedSun, gas boost · About 15–20 years $260a year · $920 less

Our estimate for a household of four using about 200 L of hot water a day, at the gas and electricity rates on the bills you showed us. Your actual costs will differ. Any government rebate is yours to check; it isn't included in these prices.

Your quote

ItemQtyRateAmount
Your new system
Heat pump, 270 LThe system you chose above
1 ea $4,360 $4,360.00
Installation · included$1,363
Remove & dispose of the old 250 L unit
1 job $260 $260.00
Install labour, plumber & apprentice
5 h $145 $725.00
Tempering valve & fittingsHot water to bathrooms at 50 °C
1 ea $210 $210.00
Isolation valve & copper connections
1 set $168 $168.00
Extras · tick what you'd like Tick to add
1 ea $185 $185.00
1 job $540 $540.00
1 ea $240 $240.00
Subtotal
$5,908.00
Tax (10%)
$590.80
Total
$6,498.80
Deposit to book the install (20%)
$1,299.76

Send your next plumbing quote from QuoteCloud

Free for 14 days, no credit card required. Send us your current quote or drain report and we'll convert one template for you during the trial.

A bathroom renovation, stage by stage and version by version

The McLeods' main bathroom as they read it. Every part is a QuoteCloud block from Weirbrook's renovation template.

  1. Opens on their bathroom

    The cover, the room and an intro that says what changed in this version.

    Weirbrook Plumbing & GasBathroom renovation quote WP-B-0417 · v2 Sample · fictional business
    A finished bathroom with a freestanding bath, folded towels and plants

    Bathroom renovation quote

    Main bathroom renovation

    Prepared for Fiona & Ewan McLeod · Revised Wed 14 Oct 2026 · Valid until Wed 28 Oct 2026

    Your bathroom, stage by stage: what we do, when, and what it costs. Version 2 adds the heated towel rail and the shower niche you asked about. Tick or untick the options, then you both sign.

  2. Clients choose

    Priced by stage

    Strip-out, rough-in, waterproofing and tiling, fit-off: each stage a section with its subtotal, the options ticked or not, and a 10% deposit on signing.

    Bathroom renovation quotes

    Your renovation, by stage

    ItemQtyRateAmount
    Stage 1 · Strip-out$2,090
    Strip-out, removal & skipTiles, fixtures, vanity and screed
    1 job $1,850 $1,850.00
    Cap water & drainage while open
    1 job $240 $240.00
    Stage 2 · Rough-in$2,885
    Drainage rough-in, relocate floor waste
    1 job $1,960 $1,960.00
    Hot & cold water pointsCopper, to the new layout
    5 pt $185 $925.00
    Stage 3 · Waterproofing & tiling$4,990
    Waterproofing membrane, floor & showerBy our tiling partner, with their certificate
    1 job $1,150 $1,150.00
    Wall & floor tiling, labour
    24 m² $95 $2,280.00
    Tile allowanceYour selection, up to $65 a square metre
    24 m² $65 $1,560.00
    Stage 4 · Fit-off$6,080
    Vanity, basin & mixer fit-off
    1 job $640 $640.00
    Shower rail, mixer & screen fit-off
    1 job $720 $720.00
    In-wall cistern & wall-hung pan
    1 job $1,240 $1,240.00
    Fixtures package, supplied by usAs selected on your fixtures schedule
    1 set $3,480 $3,480.00
    Options Tick to add
    1 ea $680 $680.00
    1 ea $420 $420.00
    1 job $1,150 $1,150.00
    Subtotal
    $17,145.00
    Tax (10%)
    $1,714.50
    Total
    $18,859.50
    Deposit on signing (10%)
    $1,885.95
  3. A programme they can plan around

    Fifteen working days as a Gantt chart, with the rough-in check and the handover as milestones.

    Gantt charts: Business plan

    Programme · 15 working days

    StageD1D2D3D4D5D6D7D8D9D10D11D12D13D14D15
    Strip-out Day 1 to 2
    Rough-in Day 3 to 5
    Rough-in check Day 6
    Waterproofing & cure Day 6 to 8
    Tiling Day 9 to 12
    Fit-off Day 13 to 14
    Handover Day 15
  4. You revise

    A change is a new version

    Fiona asked for a niche and a heated rail. Holly revised the last version, so version 1 is kept and version 2 is the one they sign.

    Version history: Business plan

    Version history Business plan

    1. v2 Added the heated towel rail and the tiled nicheWed 14 Oct · Holly Marchetti $18,859.50Signed
    2. v1 First quote, sent after the measure-upMon 5 Oct · Holly Marchetti $17,649.50Superseded

    Each change is a revised version the McLeods sign; the earlier version is kept, never overwritten.

  5. Questions in the document

    Fiona's question and Holly's answer sit in the comments, beside the notes on access and waterproofing.

    Before we start

    • You'll be without this bathroom for about three weeks.
    • Waterproofing is done by our tiling partner; their certificate is attached at handover.
    • Changes after signing come to you as a revised version to sign before we do them.
    • Prices valid until Wed 28 Oct 2026.

    Fiona McLeodCould we add a niche in the shower and a heated rail?

    Holly, WeirbrookBoth are in version 2 as options, ticked. Sign when you're happy.

  6. Both owners sign, deposit paid

    Each owner signs with a legally binding eSignature, and the deposit is paid through Stripe straight after.

    Accept version 2, sign and pay the deposit

    2 of 2 signed

    • Fiona McLeodHomeowner SignedThu 15 Oct
    • Ewan McLeodHomeowner SignedThu 15 Oct

    Deposit on signing (10%)

    $1,885.95

    Paid via StripePay with card or PayPal

    Certificate of authenticity and audit trail attached

After hours: the authority to proceed, signed on your tablet

At 9:40 on a Sunday night your plumber opens the emergency call-out template on the tablet: what was found, what the customer authorises, the rates, and a limit you won't go over without asking.

The customer signs on the tablet and pays the call-out fee there and then, in full, or a deposit if you prefer. The rest of the night's work is your own invoice afterwards.

  • Signed in person on your device
  • Call-out fee paid on signing
  • A spending limit in writing

eSignatures: every plan · payments: Essentials and up

Emergency call-out authority & payment
Weirbrook Plumbing & GasEmergency call-out authority WP-E-0988 Sample · fictional business

Authority to proceed Sun 18 Oct 2026, 9:47 pm

Found on arrival. Water coming through the laundry wall. Mains isolated at the meter at 9:44 pm.

You authorise us to

  • Open the laundry wall to find the leak
  • Repair or replace the damaged copper section
  • Pressure-test and restore water

Not included tonight

  • Making good the plasterboard and paint
  • Repairs to other damage from the water
After-hours call-out, first 30 minutes
$195.00 + tax
Each further 30 minutes
$95.00 + tax
Parts
From our price book

You authorise work up to$900 + taxIf the repair will go over this, Josh stops and asks you first.

The balance for tonight's work comes to you as Weirbrook's invoice after the job.

Paid tonight

ItemQtyRateAmount
Call-out$195
After-hours call-out, first 30 minutesSunday, 9:40 pm
1 call-out $195 $195.00
Subtotal
$195.00
Tax (10%)
$19.50
Total
$214.50
Call-out fee, paid on signing (100%)
$214.50

Authorise and pay the call-out fee

Ben Okoye · Owner

Signed on our tablet, on site · Sun 18 Oct, 9:52 pm

Call-out fee, paid on signing (100%)

$214.50

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

Rated, secure and in business since 2013

  • eIDAS compliant eSignatures
  • 256-bit encryption
  • Hosted on AWS
  • GDPR compliant

Apartment and commercial maintenance, scheduled in the agreement

Hot water plant, backflow devices, mixing valves, pits and pumps: each scheduled service is a repeating charge in the agreement, with the testing schedule laid out month by month and an expiry date the building manager signs.

The charges are shown, not billed: you invoice them as you do now. Near the end of the term, the Expiring Soon filter lists what's due and a renewal offer can be bulk-sent to every building manager.

  • Repeating charges and a testing schedule
  • Expiry date, nothing renews by itself
  • Renewals sent in bulk, then tracked

Bulk send and expiry: Essentials and up

Apartment & commercial maintenance agreements
Weirbrook Plumbing & GasBuilding maintenance agreement WP-MA-0612 Sample · fictional business

Scheduled services

ServiceHow oftenPer month
Central gas hot water plant, 2 heatersQuarterly$420.00
Backflow devices, 3 testableAnnual test$145.00
Thermostatic mixing valves, 6Annual service$210.00
Stormwater pits & guttersEvery 6 months$265.00
Sewer pump-out pit & pumpsQuarterly$150.00
Monthly
$1,190.00
Term
12 months · $14,280
  1. N
  2. D
  3. J
  4. F
  5. M
  6. A
  7. M
  8. J
  9. J
  10. A
  11. S
  12. O

Service & testing schedule Nov 2026 – Oct 2027

ServiceNovDecJanFebMarAprMayJunJulAugSepOct
Hot water plantQuarterly1 visitnonenone1 visitnonenone1 visitnonenone1 visitnonenone
Backflow testingAnnualnonenonenonenone1 visitnonenonenonenonenonenonenone
Mixing valvesAnnualnonenonenonenonenonenonenone1 visitnonenonenonenone
Stormwater & gutters6-monthlynone1 visitnonenonenonenone1 visitnonenonenonenonenone
Pump-out pitQuarterlynone1 visitnonenone1 visitnonenone1 visitnonenone1 visitnone
Visits120120220110

Test results go to the building manager after each visit as Weirbrook's own reports. Any certificates are issued by our licensed testers, not by QuoteCloud.

Accept and sign

Bianca Moretti · Building manager, for the owners' association

Signed online · Wed 21 Oct, 10:30 am

Agreement summary

Scheduled services
$1,190.00 a month + tax
Term
12 months
Expires
31 Oct 2027
Repairs
Quoted separately

Certificate of authenticity and audit trail attached

Built around the plumbing work you do

The same quotes, reports, choices and signatures, set up for each kind of plumbing business.

  • Residential plumbers

    Fixed-price job quotes in parts and labour, with options to tick.

    Fixed-price quotes
  • Drainage & CCTV specialists

    Marked-up frames, rated findings and works the owner ticks.

    Drain inspection reports
  • Hot water specialists

    Systems side by side with your running-cost estimates.

    Hot water options
  • Bathroom renovation plumbers

    Staged quotes, a programme and changes as revised versions.

    Bathroom renovations
  • Gas fitters

    Gas lines, appliances and conversions with your safety notes.

    Gas fitting quotes
  • Roof plumbers & stormwater

    Gutters, downpipes and pits measured, photographed and priced.

    Roof & stormwater
  • Backflow & fire services testers

    Testing schedules per device, your own reports attached.

    Compliance testing
  • 24/7 emergency plumbers

    An authority to proceed and the call-out fee, on your tablet.

    Emergency call-outs

Everything a plumbing business sends

From the first quote to the maintenance agreement, for plumbers, drainers, gas fitters and maintenance contractors.

Plumbing quote questions, answered

What is QuoteCloud for plumbing services?

QuoteCloud is quoting, proposal and eSignature software for residential and commercial plumbers, drainage and CCTV specialists, gas fitters, hot water specialists, bathroom renovators, roof plumbers, backflow testers and emergency plumbers. You send quotes, drain inspection reports and maintenance agreements from your own templates, with parts and labour, photos and optional items customers tick, sign and pay a deposit on.

Can a drain inspection report include CCTV images and recommended works?

Yes. Add frames from your CCTV recording as images, mark them up in QuoteCloud's image editor and write your findings and ratings beside them. Each recommended work goes in the price table as an optional item, grouped by urgency, so the owner ticks what to go ahead with. QuoteCloud doesn't analyse video or rate findings: those are yours.

Can customers compare gas, heat pump and solar hot water?

Yes. Put the systems in as a single-choice group that sets the price line, with installation and extras below. Running-cost estimates can sit beside them as content, labelled as your own estimate with the basis you used. QuoteCloud doesn't calculate running costs, savings or rebates.

Can a customer sign on our tablet on site?

Yes. A customer can sign in person on your device, or online from the link you send. eSignatures are legally binding, come with a certificate of authenticity and an audit trail, and are on every QuoteCloud plan, including Free.

Can we take a call-out fee or deposit when the customer signs?

Yes, from the Essentials plan. Set a percentage or a fixed amount, or full payment, on the document, and the customer pays through Stripe or PayPal straight after signing. QuoteCloud doesn't set up instalments, recurring billing or payment reminders; later invoices are yours.

How do bathroom renovation changes work?

Quote the renovation by stage with a Gantt programme, and when the client asks for a change, revise the last version so they sign the new one and the earlier version is kept. Gantt charts and version history are on the Business plan. QuoteCloud has no separate variation module.

Does QuoteCloud issue compliance or backflow certificates?

No. QuoteCloud doesn't issue statutory or compliance certificates. Your licensed plumbers issue those as they do now, and you can attach your own test reports and certificates to a document as PDFs. Testing schedules in a maintenance agreement are your content.

Does QuoteCloud schedule jobs or dispatch plumbers?

No. QuoteCloud has no job scheduling, dispatch, GPS or automatic reminders. A signed quote can create a job in ServiceM8, simPRO or another job management system through Zapier, Make or the API, from the Essentials plan; documents created through the API or Zapier carry a per-document fee.

Does it connect to Xero or QuickBooks?

Xero and QuickBooks Online connect natively on the Business plan, or through Zapier from the Essentials plan. ServiceM8 and simPRO connect through Zapier. Payments on signing go through your connected Stripe or PayPal account.

Is there a free trial?

Yes. QuoteCloud has a free plan and a 14-day free trial of Essentials or Business with no credit card required. During the trial QuoteCloud converts one of your existing templates for free on the Essentials, Business and Enterprise plans, and paid plans include a 45-minute training session.

More questions from plumbers

Your next plumbing quote, signed on site

Free for 14 days. No credit card required.