Template · Estimating and bidding

Plumbing Estimate Template (Excel)

By Oussama Chicha, EditorUpdated Checked against primary sources · not yet reviewed by a licensed professional
Quick answer

A free plumbing estimate template in Excel. You list counted items on a 20-line takeoff, each with a category, a quantity, a material cost and labor hours, and it totals the materials and hours by category. Labor at your own rate, equipment rental, disposal, overhead and your target margin roll up to a bid price, and a one-page PLUMBING QUOTE carries the price to your client.

Preview of framingandfigures-plumbing-estimate-template-v2.xlsx
Download
Download XLSX · 76.3 KB

framingandfigures-plumbing-estimate-template-v2.xlsx. No email required. No macros.

© Harmony For Humanity LLC. Free for use in your business; not for resale. See our terms of use.

What it's for

This plumbing estimate template prices plumbing work by the piece: a bath to rough in, a toilet and faucet to set, a water heater to swap, so many feet of gas pipe. Every item you list carries a material cost and labor hours, and the workbook totals them by category before it adds labor, job costs, overhead and margin.

The order follows our guide on how to build a construction estimate: cost is settled first, then overhead and margin make the price. For a line-item estimate that is not built on a takeoff, see our construction estimate template. Electricians and HVAC contractors have their own takeoff files, the electrical estimate and the HVAC estimate.

What's inside

All four sheets fit one printed page each and are protected with no password. Pale yellow marks what you type; everything else is locked.

How to fill it in

  1. Clear or overwrite the three example lines. The sheet counts a line once it has an item or a figure; a category or a unit alone won't make it count.
  2. Split a bath into rough-in and trim. The example does: "Example: bath drain and supply" is one Rough-in line, 1 ea at $420.00 and 12 hours, while the toilet and the faucet are Fixtures lines. TOTALS BY CATEGORY then shows the rough-in's materials and hours apart from the trim's, which helps when the two happen on different visits.
  3. A water heater has its own category, so a replacement can be one Water heater line carrying the heater, its connections and the hours. Hauling off the old tank is a cost, not a count, so it goes in Disposal on Labor and job.
  4. Gas pipe can go by length: the run's feet in QTY, "ft" in UNIT, and your cost and hours per foot, since UNIT is free text. Build any extra for waste into the quantity, because nothing is added for you.
  5. On Labor and job, add Additional hours for time the takeoff doesn't hold (blank is 0) and your Rate per hour. A drain-cleaning machine or any other rental belongs in Equipment rental, where overhead and margin apply to it.
  6. Plan review and inspection fees go in Permits and fees. Type the tax, contingency and overhead rates with the percent sign. Sales tax is figured on the takeoff's materials only, and the file doesn't decide what your state taxes. Keep the Target margin (% of the bid price) under 100%, and replace the example's overhead and margin with yours.
  7. Type the Quote's letterhead and the client, project and address on the Quote itself: none of them come across from Takeoff. Its Price follows Labor and job and can't be typed over. Print the Quote alone or save it alone as a PDF, since the rest of the workbook shows your costs and margin.

The worked example

The workbook opens filled in, and each takeoff line begins "Example:". According to the About tab, the quantities, costs, hours, the $90.00 rate and the $40.00 disposal cost are illustrative figures, not typical prices, and the 12% overhead and 15% margin come from the bid price calculator's worked example.

ItemCategoryQtyMaterial eachMaterialHours eachHours
Example: bath drain and supplyRough-in1 ea$420.00$420.0012.0012.00
Example: toilet, set and connectFixtures1 ea$265.00$265.002.002.00
Example: vanity faucetFixtures1 ea$140.00$140.001.501.50

Rough-in comes to $420.00 and 12.00 hours and Fixtures to $405.00 and 3.50 hours, so the takeoff holds $825.00 of materials and 15.50 hours.

LineAmount
Labor total, 15.50 hours at $90.00$1,395.00
Disposal$40.00
Direct cost$2,260.00
Job cost$2,260.00
Overhead, 12% of job cost$271.20
Total cost$2,531.20
Bid price, 15% margin$2,977.88
Profit$446.68
Markup on total cost for this margin17.65%
Price marked up by the margin % instead$2,910.88
Left on the table by marking up$67.00

Nothing is entered for equipment rental, tax, permits, bonds or contingency, which is why the job cost matches the direct cost. The Quote shows a Price of $2,977.88. A 15% markup in place of the 15% margin would have priced the job $67.00 lower; our guide to markup vs. margin covers why.

Frequently asked questions

Does it work in Google Sheets or Numbers?

Both open .xlsx files. This one has no macros, and its formulas use only IF, AND, ROUND, SUM and SUMIF.

Can I add more than 20 takeoff lines?

Yes. Unprotect the sheet (there's no password), insert rows between two lines so the totals take them in, and copy the two calculated cells and the category choice into each new row.

Does it size pipe or pick a water heater?

No. It prices the items, quantities, costs and hours you type. It sizes nothing and checks nothing against a code.

Can I price by the fixture instead of by the part?

Yes. Make each fixture a line with quantity 1, or the count of that fixture, and put everything it takes in its material each and hours each.

Can I put my logo on it?

Yes, on the Quote: insert it where the sheet says YOUR LOGO. That row is 36 pt (half an inch) tall, so a logo sized to it fits without dragging the row taller. To remove the YOUR LOGO text, choose Review > Unprotect Sheet (there is no password), then protect the sheet again.

Is the Quote a contract?

No. It's a quote: a scope, a price and an acceptance block with signature lines. It has no contract terms, and the file doesn't decide yours.