For plumbers
Quoting and invoicing software for plumbers
A plumbing job rarely goes quote, work, payment in a straight line. There is a call-out, a scope that changes once the wall is open, materials to buy up front and a client who wants to know what it will cost before you touch anything. QuipDesk is set up for that sequence rather than a tidy one.
What you get
Built around how the work actually runs
Call-out fees as a standard line
Save your call-out rate, hourly rate and travel charge once and drop them into any quote in a tap.
Materials and labour, split out
Show the client what the parts cost and what your time costs, which heads off the 'why so much' conversation.
Deposits before you buy
Convert an approved quote into a deposit invoice, get it paid online, then buy the parts. The balance invoice carries the deposit over.
Variations without re-quoting
When the job grows, add the extra lines and send a revised quote for approval, so there is a record of what the client agreed to.
Invoice from the van
Finish the job, send the invoice from your phone, and let the client pay before you get home.
Automatic follow-ups
Overdue reminders go out on their own, so you are not chasing a R2,400 account between jobs.
How it works
From first contact to money in the bank
- 1
Call-out
Log the client and the address, quote the call-out and diagnostic fee.
- 2
Quote on site
Build the quote on your phone with parts and labour and send it before you drive off.
- 3
Deposit
Client approves and pays a deposit online, so materials are not funded out of your pocket.
- 4
Invoice and reconcile
Send the balance invoice when the job is signed off and watch the payment land.
The money problems plumbing has
Small plumbing businesses tend to lose money in the same few places, and none of them are about the plumbing.
- Materials bought on your own card and never billed on, because the receipt lived in the bakkie.
- Quotes given verbally on site and disputed later.
- Emergency jobs invoiced weeks afterwards, by which time the urgency has worn off for the client too.
- No visibility of who owes you what, so the slow payers stay slow.
Repeat clients and managing agents
If you work for body corporates, letting agents or estate managers, each becomes a client with its own record: every job, every invoice, every payment and a statement you can send at month end with 30, 60 and 90 day ageing. When an agent asks for a breakdown of the quarter, it is a two-minute job.
Questions
Common questions
- Can I use this on a phone on site?
- Yes. QuipDesk works in a mobile browser and there are iOS and Android apps using the same login.
- Can I charge different rates for after-hours work?
- Keep normal, after-hours and emergency rates in your catalogue and pick the right one per job.
- What if a client wants to pay cash?
- Record it as a manual payment against the invoice and the balance updates immediately.
Quote the next job before you leave site
14 days free with full Professional features. No card needed to start.