Plumbing Invoice Template

What a Plumbing Invoice Should Include

Print your licensed company name exactly as it appears on the state license and insurance COI. License number belongs in the header or footer when your state requires it on invoices.

Service address is the job site. Billing address may be the homeowner or a property manager; show both when they differ. Invoice date and technician name help when a tenant disputes hot water hours after you leave.

Diagnostic or trip line explains the first hour on site. Some shops fold diagnostic into labor; if you separate it, say so clearly.

Labor lines should state hourly rate or flat repair price from your price book. Mixing both on one ticket confuses homeowners. Parts lines list model numbers on water heaters, fixtures, and valves when the client paid retail plus markup.

Permit fees get their own line when the city bills you and you pass it through. After hours or emergency surcharge belongs separate from standard labor so commercial clients can code it in AP.

Put any workmanship warranty in the terms. Manufacturer warranty on equipment references the serial number in your install notes.

Tax on parts may apply when labor is exempt in your state. The tax field on this form is your responsibility to set correctly. Photos of serial plates and before and after belong in your job software, not on this web page.

For insurance work, add claim number and adjuster when the client supplied them. Print two copies on site when payment is due on completion. One signed copy protects you on charge disputes.

Nothing in this form transmits to GotLocal. Save the PDF where your accountant expects it. Water heater invoices should list ANSI rating and gallon capacity in the description for permit inspectors.

Camera inspection lines note the line segment inspected when the client paid for a scoped diagnostic only. Membership or service agreement discounts appear as negative lines or percent notes tied to contract number.

Commercial tenants may need cost codes on each line. Add codes in the description when AP requires them. Financing partner invoices use the partner legal name in Bill to when the homeowner chose promotional financing.

Trip charge waivers when the client approves repair should show the waived amount as a credit line for transparency. Sewer lining and hydro jetting quotes belong on multi line tickets when sold together on one visit. Backflow test results filing fees from the city get their own line when the client pays pass through.

Warranty on repipe jobs references years in terms while parts carry manufacturer language in install notes. After hours emergency line items name the time band so commercial clients can code night labor correctly.

Fixture package upgrades show manufacturer and finish on the line when the client selected a named series from your showroom. Diagnostic camera footage is stored in your job file; the invoice only bills the inspection scope unless the client buys a recording copy.