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Invoicing & Quotes for Plumbers

Invoicing & Quotes for Plumbers

Build itemized estimates with pipe, fittings, labor hours, and permit fees. Send for approval, convert to invoice on-site, and collect payment before the truck leaves.

Problems Plumbers Face Every Day

These challenges cost you time, money, and customers. IntelliDrive OS solves them.

Estimates Take Too Long

Manually calculating pipe lengths, fitting counts, and labor hours on a clipboard takes 30 minutes per estimate. Customers want numbers fast or they call the next plumber.

Change Orders Create Billing Disputes

The scope changes mid-job — you add a shut-off valve or reroute a line — but the original estimate does not reflect it. The customer disputes the final bill.

Invoices Sit Unpaid for Weeks

You mail or email invoices after the job and then chase payment for 30 to 60 days. Cash flow suffers while you wait for checks.

Invoicing & Quotes Built for Plumbers

Six capabilities designed specifically for how plumbers work.

Itemized Estimate Builder

Add parts by category (pipes, fittings, fixtures), set quantities, and include labor hours and rates. Total calculates automatically with tax.

Change Order Tracking

Add new line items mid-job and have the customer approve the updated scope digitally before you proceed.

Estimate to Invoice Conversion

Approved estimate converts to a finalized invoice with one tap. All line items, pricing, and notes carry over.

Flat-Rate & Time-and-Material Options

Quote jobs as flat-rate packages or time-and-material with hourly rates. Mix both on a single estimate.

Permit Fee Line Items

Add permit fees, inspection costs, and other municipality charges as separate line items with clear descriptions for the customer.

Recurring Invoice Templates

Create templates for recurring maintenance work like backflow testing or drain cleaning agreements. Send on a schedule.

How It Works

Four simple steps to transform your invoicing & quotes workflow.

1

Build the Estimate

Itemize parts, labor, and fees. Add photos of the issue if needed. Calculate the total with tax.

2

Send for Approval

Email or text the estimate. The customer reviews and approves digitally from their phone.

3

Complete & Invoice

Finish the job, add any change orders, and convert the estimate to a final invoice on-site.

4

Collect & Close

Collect payment immediately via card or payment link. Receipt and warranty info sent automatically.

The Results Plumbers See

Real improvements from plumbers using IntelliDrive OS.

Win More Jobs

Fast, professional estimates sent within minutes of the site visit win more business than competitors who take days.

28% higher close rate on estimates

Eliminate Billing Disputes

Documented change orders with customer approval prevent arguments about the final bill.

90% fewer billing disputes

Get Paid Faster

On-site invoicing and instant payment collection eliminate the 30-60 day receivables cycle.

Paid same-day on 85% of jobs

Ready to Transform Your Invoicing & Quotes?

Join plumbers who use IntelliDrive OS to save time, reduce errors, and grow their business.

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