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Quoting from your phone · Plumbers

Simple quote template for plumbers and heating engineers

Use a skeleton that names the kit, the system it sits on, the work, the exclusions, and the figure with VAT stated. Gas Safe number on the paper if it is gas work.

Do not quote “new boiler” with no make, flue, filter, or chemical clean. Those are separate lines because they are separate money.

A WhatsApp: “How much to swap the boiler?” You reply £2,400. On the day the flue is a different length, there is no magnetic filter, and the system is sludge. That is not a difficult customer. That is a template with one line.

Skeleton (combi swap, example)

BlockWrite
Who / whereYou, address, Gas Safe number
SystemCombi, 30kW, existing condensate to soil
InLike-for-like swap, new filter, flush, inhibitor, controls reuse, Benchmark
OutNew rads, unvented cylinder, tiling, extra condensate pump if the run is wrong
KitBoiler make/model or “to be confirmed after photo of flue”
MoneyLabour, materials, VAT yes/no, deposit to order
PaperQuote or estimate, valid 14 days, reply YES

Worked numbers for a like-for-like 30kW combi in a 3-bed (illustrative, not a price list):

LineAmount
Boiler and flue kit (net + markup)£1,450
Filter, chemicals, fittings£180
Labour (strip, fit, commission)£720
Quote (ex VAT)£2,350

What to change per job

  • Power flush. In or out. If the system is 20 years of sludge, it is not a free extra on a swap.
  • Flue. Length, bends, plume kit, roof vs wall. A photo of the terminal saves a revisit.
  • Notification. Building regs / Gas Safe notification in the price or extra. Say which.
  • Controls. Reuse, or new stat / Hive / equivalent as an optional line — not buried.

What people miss

“Boiler plus fit” as one blob. When the flue is wrong you have no line to change. Split kit and labour even if the customer sees one total.

Forgetting condensate and magnets. They are not optional on a modern swap. If you skip them, write that you skipped them.

Quoting an unvented as a combi. Cylinder, G3, discharge. Different job. Different template.

No deposit on a boiler you must order. The merchant will not take it back because they changed their mind. Put the deposit on this template.

Related guides

FAQ

Should I show the boiler trade price?
No need. Show a materials figure you will stand behind. Markup is yours; the customer buys a working boiler.
Landlord / commercial?
Add who the invoice is to, access, and whether you need a purchase order. The skeleton still holds.
Can this live in Notes?
As a checklist for you, yes. The customer needs a PDF they can accept. A photo of your notes is how lines vanish.
Water regulations / unvented?
If G3 or notification applies, say who is doing it and whether it is in the figure. Do not hide it in “fitting”.

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WhatsApp

0:24

Alright Pencil, need a quote for Dave on High Street. Full repaint of the hall, stairs, and landing. Call it £220 for materials, 3 days labour at £200 a day, plus VAT. Address is 14 High Street, TN11 8LX.

PDFQuote_Dave_Decorating.pdfPDF

Quote for Dave Smith, TN11 8LX

Hall, stairs and landing repainting£600.00

Materials (paint, primer, protection)£220.00

Total: £820+VAT (£984)

Dave just called, he wants the 4 internal doors glossed as well. Add £120 labour for those and set the start date for next Thursday the 8th.
PDFQuote_Dave_Decorating_v2.pdfUpdated · PDF

Quote for Dave Smith, TN11 8LX

Hall, stairs and landing repainting£600.00

Materials (paint, primer, protection)£220.00

Gloss 4 internal doors£120.00

Total: £940+VAT (£1,128)

Start date: Thursday, 8th October

Preview of a UK decorator PDF quote generated with Pencil