Getting started with QuoteCloud

Fixed-price plumbing quotes customers can say yes to

Parts, labour and the call-out in one fixed price, with the options the customer ticks and a date the price holds until.

Plumbers use QuoteCloud to send fixed-price job quotes from a template and their own price book: labour and parts in sections with subtotals, site photos, optional extras the customer ticks, an expiry date, and an eSignature with a deposit or full payment on signing through Stripe or PayPal.

A plumber's handwritten site-visit notes for a fictional kitchen job (a leaking sink waste, an old mixer, a new dishwasher, seized shut-off valves) turning into a fixed-price quote from Weirbrook Plumbing & Gas, WP-1187: labour $730, parts from the price book $437, call-out and clean-up $140, and the shut-off valves option ticked at $120, stamped as one fixed price of $1,569.70 including tax, with the price holding until Tue 3 Nov 2026.

A fixed price, read part by part

The Harlands' kitchen quote as they read it. Every part is a QuoteCloud block from Weirbrook's fixed-price template.

  1. Their kitchen, their job

    A cover with the job, the date of the visit and the date the price holds until, then a short note in Grant's words.

    Weirbrook Plumbing & GasFixed-price quote WP-1187 Sample · fictional business
    A kitchen with grey cabinets, open shelves and a window over the sink

    Fixed-price quote

    New kitchen sink, mixer & dishwasher connection

    Prepared for Sophie & Tom Harland · Quoted Tue 20 Oct 2026 · Price holds until Tue 3 Nov 2026

    Thanks for having Grant out on Tuesday. This is a fixed price for the work below: parts, labour and the call-out are all in it, and it won't change unless you add something. Tick any option you'd like, then sign to book.

  2. What you saw, marked up

    A photo from the visit, marked up in the image editor so the customer sees exactly which sink, which valves and where the dishwasher goes.

    Image blocks and the image editor: Starter and up

    What we looked at on Tuesday

    A kitchen with grey cabinets, open shelves and a window over the sink
    1. Sink & mixer
    2. Dishwasher here
  3. Your wording

    Included, and not included

    The scope in plain words, with the exclusions beside it. It's part of the document they sign, so nobody remembers it differently later.

    What the fixed price covers

    Included in the price

    • Remove the old sink, mixer and waste, and cap off while we work
    • Fit your new sink, a new mixer, waste and trap
    • Connect the dishwasher to cold water and the sink waste
    • Test for leaks, clean up and take the old fixtures away

    Not included

    • Benchtop cutting or joinery changes
    • Electrical work for the dishwasher
    • Anything behind the wall we can't see today

    If we open something up and find more work, we stop and send you a revised quote to sign before we go on.

  4. Customer chooses

    One price, built from your price book

    Labour, parts and the call-out in sections with subtotals, then the options. The customer ticks an option and the total and deposit follow.

    Parts price book & labour rates

    Your fixed price

    ItemQtyRateAmount
    Labour · fixed for the job$730
    Remove old sink & mixer, cap off
    1 job $180 $180.00
    Install sink, mixer, waste & trap
    1 job $360 $360.00
    Dishwasher water & waste connectionLeft of the sink
    1 job $190 $190.00
    Parts · from our price book$437
    Kitchen mixer, pull-out sprayChrome, as discussed
    1 ea $289 $289.00
    Sink waste & trap, 40 mm
    1 set $64 $64.00
    Braided flexible hoses
    2 ea $19 $38.00
    Dishwasher valve & tail
    1 set $46 $46.00
    Call-out & clean-up$140
    Call-out, site attendanceWeekday, business hours
    1 ea $95 $95.00
    Remove & dispose of old fixtures
    1 job $45 $45.00
    Options · tick what you'd like Tick to add
    1 set $120 $120.00
    1 ea $465 $465.00
    1 job $320 $320.00
    Subtotal
    $1,427.00
    Tax (10%)
    $142.70
    Total
    $1,569.70
    Deposit to book (20%)
    $313.94
  5. Questions answered in the quote

    Sophie asked whether the old sink goes away. Grant answered in the comments, beside the notes on water being off and the warranty.

    Good to know

    • Water is off for about two hours on the day.
    • Our 12-month workmanship warranty is attached as a PDF.
    • The price holds until Tue 3 Nov 2026.

    Sophie HarlandDoes the price include taking the old sink away?

    Grant, WeirbrookYes, it's in the call-out & clean-up section.

  6. Signed and booked

    A legally binding eSignature and a 20% deposit through Stripe. The certificate of authenticity is attached to the signed quote.

    Accept the fixed price and book

    Sophie Harland · Homeowner

    Signed online · Wed 21 Oct, 6:40 pm

    Deposit to book (20%)

    $313.94

    Paid via StripePay with card or PayPal

    Certificate of authenticity and audit trail attached

Tick an option and the fixed price follows

Try it as the Harlands would. The labour, parts and call-out stay fixed; tick the filtered water tap or the dishwasher move and the subtotal, tax, total and deposit update straight away.

Options are how a fixed-price quote stays honest: the customer sees what each extra adds before saying yes, and you don't lose the sale on the cheapest version of the job.

  • Sections with subtotals: labour, parts, call-out
  • Optional extras the customer ticks
  • Deposit or full payment on signing, through Stripe or PayPal

Price tables, the product catalogue and payments: Essentials and up

How QuoteCloud pricing tables work
Weirbrook Plumbing & GasFixed-price quote WP-1187 Sample · fictional business

Your fixed price

ItemQtyRateAmount
Labour · fixed for the job$730
Remove old sink & mixer, cap off
1 job $180 $180.00
Install sink, mixer, waste & trap
1 job $360 $360.00
Dishwasher water & waste connectionLeft of the sink
1 job $190 $190.00
Parts · from our price book$437
Kitchen mixer, pull-out sprayChrome, as discussed
1 ea $289 $289.00
Sink waste & trap, 40 mm
1 set $64 $64.00
Braided flexible hoses
2 ea $19 $38.00
Dishwasher valve & tail
1 set $46 $46.00
Call-out & clean-up$140
Call-out, site attendanceWeekday, business hours
1 ea $95 $95.00
Remove & dispose of old fixtures
1 job $45 $45.00
Options · tick what you'd like Tick to add
1 set $120 $120.00
1 ea $465 $465.00
1 job $320 $320.00
Subtotal
$1,427.00
Tax (10%)
$142.70
Total
$1,569.70
Deposit to book (20%)
$313.94

Accept the fixed price and book

Sophie Harland · Homeowner

Signed online · Wed 21 Oct, 6:40 pm

Deposit to book (20%)

$313.94

Paid via StripePay with card or PayPal

Certificate of authenticity and audit trail attached

What a fixed-price plumbing quote should state

The things customers compare between quotes, and where each one lives in a QuoteCloud quote.

  • The scope, in plain words

    What you'll do, written once in your template and adjusted per job.

  • What isn't included

    Joinery, electrical, making good: listed beside the scope so it's signed too.

  • Parts and labour, itemised

    Lines from your price book, with your costs and margins hidden from the customer.

  • Options with their prices

    Optional rows the customer ticks, so the upgrade is their choice and its price is clear.

  • How long the price holds

    An expiry date on the quote, and the Expiring Soon filter to see what's about to lapse.

  • How to pay and book

    A deposit as a percentage or fixed amount, or full payment, taken when they sign.

Quote your next job at a fixed price

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

See which quotes are about to lapse

Every quote carries the date its price holds until. The Expiring Soon filter lists the ones running out, with whether the customer has opened them, so the office knows who to call this week.

The follow-up is yours: a phone call, or a revised quote if prices have moved. QuoteCloud doesn't send reminders by itself.

  • Expiry date on every quote
  • Opened or not, at a glance
  • Revise the quote if the price has to change

Expiry dates and the Expiring Soon filter: Essentials and up

Document tracking
Documents · Expiring soonWeirbrook Plumbing & Gas Sample data
  • All
  • Awaiting signature
  • Accepted
  • Expiring soon

4 quotes expire in the next 14 days

  • Leaking shower, re-seal & new mixerAna Petrovic · WP-1179 Expires Fri 23 Octin 1 days Opened
  • Toilet suite replacementDev & Kiran Shah · WP-1181 Expires Mon 26 Octin 4 days Opened
  • Re-pipe, front garden tap lineLucy Brandt · WP-1183 Expires Thu 29 Octin 7 days Awaiting signature
  • Laundry tub & washing machine tapsOmar Haddad · WP-1185 Expires Mon 2 Novin 11 days Awaiting signature

From the site visit to a signed fixed price

The same five steps for a dripping tap or a full re-pipe.

  1. Visit & photograph

    Take photos on site and mark up the ones that explain the job.

  2. Start from your template

    Open your fixed-price template: scope, exclusions, terms and payment are already in it.

  3. Add lines

    Search your price book inside the quote for parts and labour; add options to tick.

  4. Send

    Email the link, or hand over your tablet while you're still on site.

  5. Signed & paid

    The customer ticks, signs and pays the deposit; your job app can pick it up through Zapier.

Questions plumbers ask

How do I send a fixed-price plumbing quote with QuoteCloud?

Start from your fixed-price template, add labour and parts from your product catalogue, add any options the customer can tick, and send the link or hand over your tablet. The customer reads it, ticks options, signs with a legally binding eSignature and pays the deposit you set, through Stripe or PayPal.

Can the quote show what isn't included?

Yes. Write the inclusions and exclusions into your template as content, and adjust them per job. They are part of the document the customer signs, alongside the price, the options and your terms, so the scope is agreed in writing before you start.

Can I hide my costs and margins?

Yes. The product catalogue holds each item's price and cost, and price tables can carry cost and margin columns that only your team sees. The customer sees the item, quantity, rate and amount. Price tables and the catalogue are on Essentials and up.

What happens when a fixed-price quote expires?

Set an expiry date on the quote. The Expiring Soon filter lists the quotes about to lapse, so you can follow up or revise the price. QuoteCloud doesn't send reminders by itself, and an expired quote isn't renewed automatically: you send a new or revised one.

Does QuoteCloud book the job or create the invoice?

No. QuoteCloud handles the quote, the signature and the payment on signing. It doesn't schedule or dispatch jobs, issue work orders or create invoices. A signed quote can start a job in ServiceM8 or simPRO through Zapier, and Xero or QuickBooks connect natively on Business or through Zapier.

More questions from plumbers

More for plumbing businesses

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