What you found, before what it costs
A short table of what the visit found (the age of the tank, the leak, the missing expansion tank) tells the customer why the job is needed. It is a saved section, so it takes a minute to fill in on site.
For plumbers and plumbing companies
Plumbing quoting software for repairs, replacements and remodels
ExtraflowDoc lets a plumber quote at the kitchen table: the fixture or heater, the labor, the code work and the permit on separate lines, the options side by side, and a signature before you leave the driveway.
- Quotes
- Estimates
- Proposals
- Agreements
- Work orders
- Purchase orders
- Delivery notes
- Invoices
Free plan available. No credit card required. Or build a quote in your browser with nothing to install.
Free plan, no credit cardQuote from a phoneE-signatures included
See it in action
What's Inside ExtraflowDoc?
Explore the screenshots for a better understanding — click any screenshot to view it full-screen.
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The ExtraflowDoc document editor
Built for the way plumbing is sold
What a plumbing quote has to get right
Most plumbing quotes are written in a hurry for a customer with a problem. They are compared afterwards, often against a cheaper number that left half the job out.
Code work on its own lines
Expansion tank, drain pan, shutoff valve, vent connector: itemize them instead of folding them into one price. When a homeowner compares your quote with a cheaper one, they can see what the other plumber left out.
Repair, replace or upgrade, side by side
Put two or three quotation tables in the same quote (a tank, a tankless unit, a heat pump) each with its own total. The customer compares the choices on one page instead of asking you to come back with another price.
Your price book, from the CRM catalog
Heaters, fixtures, fittings and standard labor items come from your Pipedrive or monday.com product catalog with their prices and photos, so a quote is built from lines you already priced rather than typed from memory.
Permits and disposal you can point to
The city permit and inspection, and hauling away the old unit, get their own section. Customers accept a permit fee more readily when it is named, and it protects you when a cheaper quote skips it.
Signed on site, invoiced from the same lines
Send the quote for e-signature from your phone while you are still there. Once the job is done, the accepted quote becomes the invoice in one click, with every line carried over.
Worked example
Anatomy of a real plumbing quote
This is a real six-page ExtraflowDoc quote from a plumbing company in Tampa to homeowners whose 13-year-old gas water heater has started leaking, for $2,780.00 installed. It answers the questions a homeowner has in the order they have them: what is wrong, should I repair it, what are my choices, and what will it cost.
Page 2 — what the plumber found, and why repair is not worth it
A short table lists what was found on the visit: the age of the tank, the leak at the base, the missing expansion tank and drain pan. A paragraph explains why a leaking tank cannot be repaired, which answers the first question before the price is on the page.
Page 3 — three choices with running costs
A gas tank, a gas tankless and a heat pump water heater sit side by side with life expectancy, running cost and installed price, then a table of the cost over ten years. The homeowner sees why the plumber recommends the tank, and that the cheaper-to-run options were considered.
Page 4 — the heater, the code work and the permit, itemized
The heater is $1,380.00. Installation, $1,230.00, is broken into removal and install, a new gas connector and shutoff, a thermal expansion tank, a drain pan and a vent connector to code, so a homeowner comparing quotes can see what a cheaper one leaves out. The city permit and disposal add $170.00.
Pages 5 and 6 — install day, warranty and approval
Four steps describe install day: protect the floors and shut off, swap the heater, connect, then test and explain it to the homeowner. The warranty separates the manufacturer's tank cover from the plumber's labor. Common questions, short terms and an approval block the company has already signed close the quote.
Plumbing document examples
The plumbing quote, and the documents that follow it
The full water heater replacement quote, the invoice a plumber sends after a job, and a bathroom remodel estimate for the bigger work. Click any example to open it.
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Water Heater Replacement Quote Example
What was found, three water heaters compared, code work itemized, install day and the warranty.View full exampleCustomer stories
From trade businesses that quote homeowners
“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
Quote from the call you already logged
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.
Plumbing quotes in Pipedrive
Open ExtraflowDoc from the deal. The customer, the address and custom fields such as the heater's age or the fixture count fill the quote, and the signed PDF stays on the deal.
Plumbing quotes in monday.com
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
One price for the whole shop
Every plumber, the office and the owner work from the same plan. ExtraflowDoc charges by documents per month per company, not per user, so adding a technician does not change the bill.
Free plan
USD $0/month
5 documents/month per company
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase Orders
- Delivery Notes
- Work Orders
- Custom Documents
- Templates
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
- Tiered Pricing
- Volume Discounts
- Multiple Taxes
- Pricing Engine for line items (Price, Price + Markup, Price + Profit Margin)
Basic plan
USD $14.99/month
20 documents/month per company
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase Orders
- Delivery Notes
- Work Orders
- Custom Documents
- Templates
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
- Tiered Pricing
- Volume Discounts
- Multiple Taxes
- Pricing Engine for line items (Price, Price + Markup, Price + Profit Margin)
Standard plan
USD $24.99/month
35 documents/month per company
- Estimates
- Quotes
- Proposals
- Invoices
- Agreements
- Purchase Orders
- Delivery Notes
- Work Orders
- Custom Documents
- Templates
- Integration with Pipedrive
- Integration with monday.com
- E-Signatures
- CPQ
- Tiered Pricing
- Volume Discounts
- Multiple Taxes
- Pricing Engine for line items (Price, Price + Markup, Price + Profit Margin)
FAQ
Plumbing quoting software: frequently asked questions
Including what ExtraflowDoc does not do.
What is plumbing quoting software?
It is software that turns a site visit into a priced, signed quote: equipment, labor, code 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.
Can I quote from my phone on site?
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.
Can I give the customer repair and replacement options?
Yes. Add several quotation tables to the same quote, such as repair, replace with a tank, and replace with a tankless unit, each with its own total. The customer sees all of them together and tells you which one to do.
Does it dispatch technicians or schedule jobs?
No. ExtraflowDoc has no dispatch board, technician calendar or GPS tracking. It writes and tracks the documents: the quote, the work order, the purchase order to your supplier and the invoice. Use it alongside your scheduling tool.
Does it come with a plumbing price book?
No. ExtraflowDoc does not supply flat-rate prices. You keep your own prices as products in your Pipedrive or monday.com catalog, and add them to any quote in a click, with photos when the product has them.
Can I see my margin on a job?
Yes. Enter a cost and a markup, or the margin you want, on each part and labor 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.
Will I know when the customer has opened the quote?
The editor shows each quote's status: sent, viewed, pending, signed or declined. There are no push notifications, so check the status when you follow up.
Can a quote become the invoice?
Yes. Convert the accepted quote into an invoice in one click, with every line carried over. Add any extra parts used on the day before you send it.
Is there free quoting software for a small plumbing business?
ExtraflowDoc's free plan covers 5 documents a month with unlimited users. Paid plans start at USD $14.99/month for 20 documents, billed per company rather than per plumber.
Ready for the next call-out?