For plumbers and plumbing firms
ExtraflowDoc lets a plumber quote at the customer's kitchen table: the cylinder or the sanitaryware, the labour, the regs work and the permit on separate lines, the options side by side, and a signature before you're back in the van.
Free plan available. No credit card required. Or build a quote in your browser with nothing to install.
See it in action
Explore the screenshots for a better understanding — click any screenshot to view it full-screen.
The ExtraflowDoc document editor
Built for the way plumbing is sold
Most plumbing quotes are written in a rush for a customer with a problem on their hands. They get compared afterwards, often against a cheaper figure that left half the job out.
A short table of what the visit turned up (the age of the cylinder, the leak, the missing expansion vessel) shows the customer why the work is needed. It's a saved section, so it takes a minute to fill in on site.
Expansion vessel, drip tray, isolation valve, flue connector: itemise them rather than rolling them into one price. When a homeowner puts your quote next to a cheaper one, they can see what the other plumber left out.
Put two or three quotation tables in the same quote (a storage heater, a tankless unit, a heat pump), each with its own total. The customer compares the options on one page instead of asking you to come back with another price.
Heaters, sanitaryware, fittings and standard labour items come from your Pipedrive or monday.com product catalogue with their prices and photos, so a quote is built from lines you've already priced rather than typed from memory.
The council permit and inspection, and taking the old unit away, get a section of their own. Customers accept a permit fee more readily when it's named, and it protects you when a cheaper quote skips it.
Send the quote for e-signature from your phone while you're still there. Once the job's done, the accepted quote becomes the invoice in one click, with every line carried across.
Worked example
This is a real six-page ExtraflowDoc quote from a plumbing firm in Tampa to homeowners whose 13-year-old gas water heater has sprung a leak, for $2,780.00 fitted. It takes the homeowner's questions in the order they come up: what has gone wrong, is it worth repairing, what are the options, and what will it cost.
A short table sets out what the visit turned up: the age of the cylinder, the leak at the base, and no expansion vessel or drip tray. A paragraph explains why a leaking cylinder can't be repaired, so the first question is answered before any price appears.
A gas storage heater, a gas tankless unit and a heat pump water heater are set side by side with expected lifespan, running costs and fitted price, followed by a table of the cost over ten years. The homeowner can see why the plumber recommends the storage heater, and that the cheaper-to-run options were looked at too.
The heater is $1,380.00. Fitting, at $1,230.00, is split into removal and installation, a new gas connector and isolation valve, an expansion vessel, a drip tray and a flue connector to code, so a homeowner weighing up quotes can see what a cheaper one has left out. The council permit and disposal add $170.00.
Four steps cover fitting day: protect the floors and isolate the supplies, swap the heater, connect it up, then test it and talk the homeowner through it. The guarantee separates the manufacturer's cover on the cylinder from the plumber's own guarantee on the labour. Common questions, brief terms and an approval block the firm has already signed round off the quote.
Plumbing document examples
The full water heater replacement quote, the invoice a plumber sends after a job, and a bathroom refit estimate for the bigger work. Click any example to open it.
Water Heater Replacement Quote Example
What was found, three water heaters compared, regs work itemised, fitting day and the guarantee.View full exampleCustomer stories
“Best ROI of any software we've purchased. Paid for itself in the first week.”
“Game changer for our construction business. Complex estimates that used to take hours now take 10 minutes.”
“ExtraflowDoc saved us hours every week. We send professional cleaning quotes in minutes instead of hours.”
Integrations
ExtraflowDoc installs into Pipedrive and monday.com, so the quote starts from the deal or job the call created, with the address and the customer's details already in it.
Open ExtraflowDoc from the deal. The customer, the address and custom fields such as the cylinder's age or the number of fittings fill the quote, and the signed PDF stays on the deal.
If your jobs live on a monday.com board, build the quote from the item. Its columns fill the document and the quote is stored back on the job, not on a phone in the van.
Pricing
Every plumber, the office and the owner work from the same plan. ExtraflowDoc charges by documents per month per company, not per user, so taking on another engineer doesn't change the bill.
£0.00/month
5 documents/month per company
£11.80/month
20 documents/month per company
£19.68/month
35 documents/month per company
FAQ
Including what ExtraflowDoc doesn't do.
It's software that turns a site visit into a priced, signed quote: kit, labour, regs work and permits as separate lines, options side by side, and a signature. ExtraflowDoc does this inside Pipedrive or monday.com, from the deal or item the customer's call created.
Yes. ExtraflowDoc runs in the browser, so you can build the quote, add photos of what you found and send it for signature from a phone or tablet before you leave.
Yes. Add several quotation tables to the same quote, such as repair, replace with a storage heater, and replace with a tankless unit, each with its own total. The customer sees them all together and tells you which one to go with.
No. ExtraflowDoc has no dispatch board, engineer diary or GPS tracking. It writes and tracks the documents: the quote, the work order, the purchase order to your merchant and the invoice. Use it alongside your scheduling tool.
No. ExtraflowDoc doesn't supply fixed prices for plumbing work. You keep your own prices as products in your Pipedrive or monday.com catalogue, and add them to any quote in a click, with photos where the product has them.
Yes. Enter a cost and a markup, or the margin you're after, on each parts and labour line. The document details show the job's cost, profit and margin to your team, and cost columns marked internal never reach the customer's PDF.
The editor shows each quote's status: sent, viewed, pending, signed or declined. There are no push notifications, so check the status when you chase it up.
Yes. Convert the accepted quote into an invoice in one click, with every line carried across. Add any extra parts used on the day before you send it.
ExtraflowDoc's free plan covers 5 documents a month with unlimited users. Paid plans start at £11.80/month for 20 documents, billed per company rather than per plumber.
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