Plumbing Construction Contract Template: Free PDF Download

In this article, we share our free plumbing construction contract template to customize for your plumbing company, covering both residential and commercial plumbing jobs.

A plumbing construction contract outlines the scope of plumbing services involved in new construction build-outs of homes and commercial properties. It benefits the plumbing contractor and the property or homeowner by outlining clear expectations of the plumbing job and legal protection for all parties.

However, while a plumbing construction contract template provides a starting point for organizing plumbing projects, it doesn’t solve operational challenges involved in creating, managing, and sharing plumbing contracts among staff and customers.

For example:

1. Workflow inefficiencies: Printable forms or static PDF files lack integration to the tools that plumbing businesses use to run their operations (CRM, scheduling and dispatching apps, estimating and invoice apps, etc.). This requires CSRs and techs to repetitively enter the same customer and plumbing job details throughout the course of a job — from the estimate, to the scope of work, to the invoice, etc.

2. Errors from manual data entry: As CSRs and techs enter job information from plumbing contracts to other apps and tools, errors and inconsistencies in data tend to occur. This is even more likely for large construction projects.

3. Poor customer experiences: Handwritten documents like plumbing service contracts, quotes, and invoices aren’t easy to share with customers in the ways they’ve come to expect (via text, email, etc.). These documents don’t look professional, particularly compared to competitors providing digital quotes and invoices.

To solve these and other issues, many plumbing businesses are using plumbing field service management software, which digitizes your plumbing contracts so that customers can e-sign on the spot and the software automatically organizes and integrates your plumbing contracts with invoicing, estimating, and other essential business processes, saving a ton of back-office time and avoiding mistakes or oversights.     

So, in addition to sharing our free plumbing contract template below, we’ll also walk through how our software, ServiceTitan, does this for you digitally and its advantages over traditional contracts (PDF formats, Excel files, etc.).

Table of Contents

• What is a plumbing construction contract template?

• View and download our plumbing construction contract template

• How ServiceTitan streamlines plumbing contract management

What Is a Plumbing Construction Contract Template?

A plumbing construction contract is a binding legal document between a plumbing service provider and a customer (a commercial real estate owner or homeowner). It lays out the scope of the work for construction plumbing services, as well as payment terms. 

Plumbing work encompasses installation of the whole plumbing system, including water lines, drain pipes, and venting — in addition to installing fixtures, like faucets and water heaters.

A plumbing construction contract template provides a starting point for plumbers developing contracts for their customers. It’s typically broken into sections such as type of work, scope of work, payment schedule, project timeline, dispute resolution terms, disclaimers, arbitration information, and blanks for signatures and effective dates. Note: It may refer to some or all of these being noted in supplementary documents.

Here’s how our plumbing construction contract template works.

View and Download Our Plumbing Construction Contract Template 

We’ve written our plumbing construction contract template to include the necessary basic details so that you can adapt it to create a plumbing construction contract, a plumbing service contract, or whatever type of plumbing contract you need.

Contract Sample from Plumbing Construction Contract Template: Client Details

After downloading the template, you can customize it to your needs by adding your business contact information and the customer’s details.

Contract Sample from Plumbing Construction Contract Template: Payment Information

Our template includes everything you need to get started, including a section for your payment terms and the payment schedule (which you can attach as a supplementary document).

Contract Sample from Plumbing Construction Contract Template: Insurances & Warranties

The template also includes important wording regarding insurance and warranty information. You can modify the text to meet your needs.

Contract Sample from Plumbing Construction Contract Template: Signatures

To customize the template, you can add your company logo. Then, ensure that all parties sign the contract. Supplementary documents referred to in the contract (such as the plumbing proposal, payment schedule, and any specifications) should be supplied alongside the contract to the customer.

Learn more about the benefits of using plumbing contracts in this post. 

How ServiceTitan Streamlines Plumbing Contract Management

Managing plumbing contracts is time-consuming for your office staff, especially if they rely on Excel spreadsheets, MS Word files, Google Docs, or physical printouts to keep track of everything. And, if your plumbing contract management system isn’t well organized, your plumbing company may lose out on building a strong customer base and maximizing profit. 

While a contract agreement template helps some independent contractors save time, using a static template can cause workflow inefficiencies, errors in manual data entry, and poor customer experiences.

ServiceTitan’s field service software solves these issues by helping you create customized, fully digital service contracts and seamlessly integrating contract agreements with the rest of your plumbing business operations, including:

• Organizing all your Plumbing Contracts: Access every contract instantly because it’s safely stored digitally right alongside the rest of your customer information.

• Tracking Recurring Plumbing Service Contracts: Maximize opportunities by tracking each recurring service contract’s status so you improve customer satisfaction (and grow your plumbing business).

• Scheduling and Dispatching: Provide dispatchers with the information they need to get the right plumbing techs to the right jobs, and for techs to be fully informed when they arrive at the construction site.  

• Productivity Tools: Give techs and project managers access to job histories, warranty information and maintenance checklists, and the ability to create accurate estimates from the field.

• Creating Invoices and Processing Payments: Ensure that invoices and payment information reflect the same job and customer information that were documented in the initial plumbing construction contract. 

Below, we’ll provide an overview of how ServiceTitan does all of the above by linking each of these steps in one, integrated platform.

Create Customized Plumbing Service Contracts

With ServiceTitan, you can create plumbing service agreements from scratch or you can adapt and improve an existing agreement if you’re already using one that works.

Plumbing companies can select agreements from a wide range of templates and set up and store as many as needed to suit a variety of different contract forms. These can be used for one-off contracts or for recurring plumbing service contracts.

Each template is fully customizable with a menu of recurring services including the number of visits for specific services on each call. 

Agreements are easy to set up and can be integrated with other ServiceTitan tools such as scheduling, executing jobs, and estimates. You can tie agreements to individual pieces of equipment and buildings if, for example, there are multiple sites for a commercial customer, so there’s no confusion about what needs servicing. 

Since everything is centralized, contracts can be viewed by office staff (via our desktop app) and by field technicians (via our mobile app). Techs have all the information they need when they’re out on a service call (such as the job history and warranty details — more on these below) and can update information on the fly. 

Track Each Recurring Plumbing Service Contract’s Value

ServiceTitan provides deep reporting insights into how your recurring plumbing service contracts are performing. Users can review two key areas — customer memberships and recurring services — and filter using dozens of KPIs to see what’s working and what needs improving. 

Drilling down into data sets like response times, number of memberships renewed, expired, or canceled, allows plumbing businesses to analyze data at a granular level to see how plumbing service contracts are helping drive revenue. 

Read our full guide on maintenance contracts here. 

Guided Call-Booking Workflow to Capture Initial Plumbing Job Details

Integration of the information that’s used in the plumbing construction contract starts from the first call. Using prompts and a series of drop-down menus, ServiceTitan’s call booking tool lets CSRs collect all the necessary customer details, and auto-fills this information into an initial work order.

Information captured includes:

• Job type 

• Job priority 

• Job summary 

• Additional details, such as security gate codes, etc.

This workflow ensures that CSRs capture all of the key information so that dispatchers, project managers, and plumbing techs can be as prepared as possible as the plumbing project progresses.

If the caller is already a customer, CSRs can easily access their complete job history, property data, and any associated warranty or membership information, so there’s no need to search through paper files or Excel spreadsheets to find the details they need.

Once entered into the system, the information is automatically transferred across subsequent documents (estimates, invoices, and the plumbing construction contract) so they can be built upon as the job progresses.

Send the Right Plumbers to the Right Jobs with Intuitive Scheduling and Dispatching Features

Once the plumbing construction contract and job priority have been specified, CSRs can select an available technician (or technicians) and time slot directly from the call booking screen and book the job when the customer agrees. There’s no need to put customers on hold to check schedules. 

For recurring membership services (like the contracts we described above), appointments are automatically added to the schedule based on the frequency you defined, for example, an annual plumbing maintenance service. 

ServiceTitan’s scheduling software also includes:

• Call recordings so dispatchers and techs can reference the original call if they need to clarify job details (particularly useful if there’s a query about the information in the plumbing contract).

• Adjustable Capacity Planning (ACP) so only appointments that meet your capacity goals are available (this also prevents overbooking).

• A website booking widget that allows customers to book their own appointments online.

• Automated job confirmations that send appointment confirmations to the customer (via text or email), and then automatically reflects the job status on the dispatch board.

ServiceTitan’s easy-to-use dispatch board allows dispatchers to easily see which jobs are unassigned, unconfirmed, dispatched, working, paused, and more. 

Our dispatching software also includes:

• Drag-and-drop functionality so dispatchers can easily assign or reassign a tech; confirm or reschedule a job; view property data; and more. 

• An Activity Feed so dispatchers can see real-time job activity (e.g., Arrived, Paused, Complete), and to direct-message and communicate with techs. 

• Alerts that notify the dispatcher of unusual activity or problems that need to be addressed.

• GPS tracking that allows dispatchers (and clients when this option is enabled) to track techs’ locations as they’re on their way to the job site.

• Schedule Optimization and Optimize Technician Route options that help dispatchers coordinate appointments with techs in an efficient way, including identifying jobs in locations where a tech is already working.

Combined, this suite of scheduling and dispatching features allows plumbing contractors to plan and execute plumbing jobs as specified in plumbing construction contracts with far greater agility than traditional methods. 

Productivity Tools to Optimize Plumbing Techs’ Efficiency

ServiceTitan offers several convenient productivity tools that work in tandem with your plumbing service contracts to ensure that plumbing techs have everything at their fingertips via their mobile app when they’re on site:

Access to Job Histories

Technicians don’t need to contact the office for customer information. They have access to the complete job history, including:

• Existing equipment

• Previous estimates and invoices

• Recurring services and dates when they took place

• Any specific job notes

• Photos and videos

Having all of these details on hand not only saves time and prevents delays, but it improves the customer experience. 

Access to Maintenance Checklists

Using ServiceTitan’s custom forms feature, you can create maintenance checklists for techs to refer to and complete. These ensure that no steps are missed and provide a record of the work. 

These lists can be duplicated and adapted for different types of work (from replacing a water heater to installing an entire plumbing system) and are useful when you have multiple technicians working on site. Because the lists are updated in real-time, everyone is clear on the stage of each plumbing job and what still needs to be done. You can even track progress of the job remotely. They are also useful to show the customer that each element has been checked, should an issue arise with the plumbing construction contract. 

Access to Warranties & Replacement Part Information

All warranty information can easily be stored within ServiceTitan after any new equipment is installed. This information can be pulled up if a technician encounters an issue and needs guidance on next steps — such as whether the equipment is still under warranty and/or the procedure for ordering a replacement part. Again, this helps you accurately fulfill the work specified in the contract with minimal delays. Technicians can initiate an order directly from their tablet, and this can be followed up by office or warehouse staff.

Create Estimates and Proposals from the Field

Plumbing service contracts enable customers to address plumbing issues before they become serious problems. When it’s time for plumbing system repairs or installation, techs or project managers can select the equipment and materials needed from ServiceTitan’s integrated pricebook, create an estimate on site, and then present Good Better Best proposals to customers via their tablet. 

Project managers can add photos or videos to the estimate and provide access to financing for big-ticket items right within the proposal, allowing customers to get approved and accept the proposal on-the-spot.

Automate Invoicing and Get Paid Faster

Once a job (or a job stage, if you have set up a progress payment schedule) is complete, everything you need to create an invoice and receive payment is already up-to-date. ServiceTitan generates a professional-looking, accurate invoice that you can mail, fax, text, or email to your customer.

Multiple options for accepting payment give customers flexibility and help ensure that you get paid quickly:

• Plumbing technicians can take a picture of a check and auto-deposit it immediately using the mobile app.

• Credit card payments can be processed using a Bluetooth Card Reader with a tap/swipe of the card or via a link to a customer portal where customers can pay online.

• Google Pay™ and Apple Pay® integration provide another flexible payment option.

If a customer applied for and was approved for financing through the estimate, payment is already taken care of.

Integrate Your Plumbing Contracts and Business Operations with ServiceTitan

ServiceTitan helps to facilitate every step of a plumbing job, from creating a digital plumbing construction contract to receiving payment for the work. Our user-friendly workflows prevent common errors and ensure seamless execution of residential and commercial plumbing work so you can grow your business.