Invoice template
Plumbing Invoice Template
Copy our free plumbing invoice template, add your labour, parts and call-out fees, and automate your plumbing billing straight from Google Sheets.
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Plumbing Invoice Template
You can create plumbing invoices automatically from Google Sheets in a few easy steps. Portant works as a free plumbing invoice template that has everything a plumber's invoice needs: your logo, a unique invoice number, the invoice and service dates, the job address, payment terms, and an itemized list of labour and parts with unit prices and line totals. After you've opened Portant Workflow, select your Google Sheet, connect a Google Docs invoice template, customise your blank plumbing invoice template with column tags for parts, hours and rates, attach it to an email, and click 'Start automation'. Your plumbing invoicing now runs itself.
Plumbing jobs are rarely the same twice: the parts change, the hours change, and a call-out fee may or may not apply. Copying job sheets into an invoice by hand is slow and easy to get wrong. Track each job in a spreadsheet once, and let Portant turn every row into a tidy, accurate plumbing invoice.
With Portant, you can connect a Google Sheet of completed jobs to an invoice template, click a few buttons, and invoices are generated and sent whenever you need them. You can also customise the email and who it's sent from (e.g accounts@portant.co). It's the easiest way to put your plumbing billing on autopilot.
How to automate your plumbing invoices
Step 1
Open Sheet
Select the Google Sheet you want to use as the data source for your invoices. Portant connects directly to your spreadsheet to pull in the data it needs.
Step 2
Connect Template
Connect your Google Docs, Slides, or Sheets invoice template. Portant will link it to your spreadsheet data source so it knows which fields to merge.
Step 3
Customize
Customize your invoice with merge tags like {{Company Name}}, {{Amount Due}}, and {{Due Date}}. Format it with your branding, colours, and layout.
Step 4
Create
Create invoices automatically when new rows are added to your sheet, or generate them manually in batches. Send via email or save to Google Drive.
How to automate your plumbing invoices with a template
How it works
Step 1
Step 1: Open a Google Sheet
Open a Google Sheet that contains the data for your invoices. This could be customer details, invoice numbers, amounts, and due dates. If you don't have one yet, create a new sheet and add your column headers.
Step 2
Step 2: Connect your invoice template
Open the Portant add-on from the Extensions menu and connect your Google Docs or Slides invoice template. Portant will scan the template for merge tags and map them to columns in your sheet.
Step 3
Step 3: Customize your output
Choose how you want your invoices to be delivered. You can email them directly to customers, save them as PDFs in Google Drive, or both. Customize the email subject and body with merge tags too.
Benefits
Eliminate unnecessary manual work
Stop spending hours copying and pasting data from spreadsheets into documents. Portant automates the entire process, pulling data directly from your source and generating completed documents in seconds. Focus on the work that matters, not repetitive formatting tasks.
Make your documents more accurate
Manual document creation leads to errors, from wrong names to outdated figures. Portant maps data fields directly to your template, eliminating typos and ensuring every document is accurate and consistent. Your team sends fewer corrections and your clients get the right information every time.
Built into Google Workspace
Portant works natively with Google Docs, Sheets, Slides, and Gmail. There is no new interface to learn, no data to export, and no switching between tools. Your team stays in the apps they already use while Portant handles the document generation in the background.
What teams say about Portant
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.”
“Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions
A plumbing invoice should include your business name and contact details, the customer's details, a unique invoice number, the invoice and due dates, the service date and job address, and an itemized list of the work. Put labour and parts on separate lines with quantities, unit prices and line totals, then show a subtotal, any call-out fee, tax, the total due, and your accepted payment methods and terms. Clear labour and parts lines make it easy for customers to see what they are paying for.
List each part on its own line with the quantity multiplied by the unit price, and bill labour either as hours worked multiplied by your hourly rate or as a flat job rate. Keep parts and labour separate so the total is easy to verify. If you track jobs in Google Sheets, the spreadsheet can total every line for you and Portant will merge those figures straight into the invoice.
Many plumbers charge a call-out or service fee to cover travel and the first part of the visit. Show it as its own line item and mention it in your payment terms so there are no surprises. A call-out fee is especially common for emergency and after-hours work, where it is often higher than a standard visit.
Both are common. Diagnostic, emergency and repair work is often billed by the hour, while replacements and installations are frequently quoted at a flat rate. Whichever you use, an itemized invoice that shows labour, parts and any call-out fee separately gets you paid faster and avoids disputes.
Yes. You can copy the Google Docs template or download the Word .docx for free, add your own logo, parts and rates, and there is no signup or watermark. Portant also lets you generate plumbing invoices from Google Sheets for free and automate sending them by email.
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