{"id":903,"date":"2021-12-14T00:00:00","date_gmt":"2021-12-14T00:00:00","guid":{"rendered":"https:\/\/www.commusoft.com\/how-to-win-more-bids-with-plumbing-estimating-software\/"},"modified":"2025-11-19T11:17:59","modified_gmt":"2025-11-19T11:17:59","slug":"plumbing-estimating-software","status":"publish","type":"post","link":"https:\/\/www.commusoft.com\/en-us\/blog\/plumbing-estimating-software\/","title":{"rendered":"How to Win More Work with Plumbing Estimating Software"},"content":{"rendered":"\n<p class=\"has-medium-font-size\"><span style=\"font-weight: 400;\"><strong><em>Many businesses have turned to plumbing estimating software; it offers the most accuracy with the least amount of work.<\/em><\/strong><\/span><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p><span style=\"font-weight: 400;\">Whether you\u2019re just starting out or have been in the business for decades, you know that having a successful field service company means winning bids. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Not all estimates will look the same, but they should be consistent and error free.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">That\u2019s why so many businesses have turned to plumbing estimating software.<\/span>..<\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If you\u2019re wondering if it\u2019s the right fit for your business, we\u2019ve put together this guide on everything you\u2019ll need to know. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">From the ins and outs of plumbing estimating software to how it can increase your conversion rates, we\u2019ve got you covered!\u00a0<\/span><\/p>\n\n\n\n<p>Let&#8217;s read on!<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-da27e14f-4219-4257-8c78-2d4fbca6ea9b\"><span class=\"hs-cta-node hs-cta-da27e14f-4219-4257-8c78-2d4fbca6ea9b\" id=\"hs-cta-da27e14f-4219-4257-8c78-2d4fbca6ea9b\"><!--[if lte IE 8]><div id=\"hs-cta-ie-element\"><\/div><![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/530619\/da27e14f-4219-4257-8c78-2d4fbca6ea9b\" ><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-da27e14f-4219-4257-8c78-2d4fbca6ea9b\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/530619\/da27e14f-4219-4257-8c78-2d4fbca6ea9b.png\"  alt=\"check out commusoft plumbing job management software\"\/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(530619, 'da27e14f-4219-4257-8c78-2d4fbca6ea9b', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code -->\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-is-plumbing-estimating-software\">What is Plumbing Estimating Software?<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Estimating software helps your team to more easily create estimates when pricing out jobs: that\u2019s a given. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">The software itself, however, can often be a bit more complex.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Normally, a plumbing estimating software will have hard-coded formulas and data structures built into it. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">This means it will automatically do calculations for you\u2014like automatically marking up parts based on set percentages. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">It also allows you to store information in the system, meaning if you do the same types of jobs often, the data can easily be pulled and added to the estimate.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">For example, plumbing estimating software lets you send price requests to vendors. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Once your vendor sends the information back, the software will automatically save the pricing for future jobs. This enables plumbing companies to be confident they have up-to-date and accurate prices while eliminating the back and forth.\u00a0<\/span><\/p>\n\n\n\n<p>Essentially, plumbing estimating software reduces the majority of manual work involved in creating an estimate for pricing just about any job. It gives you greater clarity over spend and profit margins.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-benefits-of-using-it-over-manual-methods\">The Benefits of Using Software Over Manual Methods<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Change can be difficult, that\u2019s a given. And it\u2019s not uncommon for field service businesses to be hesitant about implementing new tools, as it can require training and take time to get used to. However, the long-term benefits of using a plumbing estimating software will far outweigh those early reservations.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To show how, we\u2019ve broken down where estimating software will have the biggest impact on your business.\u00a0<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"time-saved\">Save More Time<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">Manually creating an estimate&#8211;whether that\u2019s with Excel sheets or pen and paper&#8211;is no easy task. As the saying goes, time is money. So if you can get back hours in your busy day, it\u2019s important to jump on the opportunity to make the most of your time.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">The manual effort can require a lot of back and forth, and you may have to consult multiple resources and people to get the task finished. Not to mention if a price sheet gets misplaced or an estimate template gets deleted, you\u2019d need to spend hours hunting those files down, or even resort to completely remaking them. The joys of paper-based admin, right?&nbsp;&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Instead, with plumbing estimating software, the majority of this work can be automated for you. It will pull accurate prices for parts, calculate labor rates, and many will even let you edit and customize ready-made templates. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">We\u2019ve <\/span><a href=\"https:\/\/www.capterra.com\/p\/149651\/Commusoft\/reviews\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">heard from plumbing companies<\/span><\/a><span style=\"font-weight: 400;\"> that using software has significantly reduced the amount of time it takes them to make an estimate and get it to a customer, which in turn has\u2026<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"increased-customer-satisfaction\">Increase Customer Satisfaction\u00a0<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">In our world dominated by giants like Amazon, people have come to want things quickly. Sending an estimate to a customer three days after they requested it just won\u2019t cut it anymore. And more than likely, if your turnaround is longer than a day, you\u2019re going to lose that job to the competition.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">This is especially true if you do emergency work. If a customer calls because a pipe burst and water is flooding their basement, they\u2019ll need your estimate ASAP. If you leave them hanging for days, it can leave a bitter taste in their mouth. They might even take to the web and leave you a bad review, telling everyone how unresponsive you were in their time of need.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">On the other hand, if you can get them their estimate within hours&#8211;or even create it while onsite&#8211;they\u2019re far more likely to be pleased. And that\u2019s where plumbing estimating software comes in.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">If you choose a cloud based option, your team can simply create the estimate while on the job and even have the customer sign off on it there and then. It eliminates any need to run back to the office to consult all your documents and you don\u2019t have to worry about calling your vendors to check for pricing.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">In turn, you\u2019ve also got the job. Great! <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Of course, once you start winning more bids, you can begin to benefit from&#8230;<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"superior-reporting\">Get Insightful Reporting\u00a0<\/h3>\n\n\n\n<p><span style=\"font-weight: 400;\">Never underestimate the power of reporting. One of the best ways to increase the amount of bids you win is by analyzing which estimates are the most successful and which are the least.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Manual methods make this a challenging task&#8211;especially if you\u2019re using pen and paper. It can be difficult to work out what went well, even from an Excel sheet. <\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Was it the margins? <\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Are the prices from vendors accurate? <\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Did you include a discount on the estimate? <\/span><\/li>\n<\/ul>\n\n\n\n<p><span style=\"font-weight: 400;\">All in all, it\u2019s time consuming to generate these insights. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">That\u2019s why most field service companies don\u2019t do much reporting at all.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">With plumbing estimating software, though, it\u2019s not nearly so difficult. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Many of these programs either integrate with or are a part of an all-in-one software solution. Meaning data can automatically be pulled from estimates for you and your team to learn from.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">This is valuable because from this information you can learn <a href=\"https:\/\/www.commusoft.com\/en-us\/blog\/how-to-give-an-estimate\">how to create the ultimate estimate<\/a>\u2014and even automate it. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Not only will it make your business more successful, but it will also enable you to save time to work on even more bids.\u00a0<\/span>These benefits compound when using <a href=\"https:\/\/www.commusoft.com\/en-us\/blog\/how-to-write-a-plumbing-invoice\">invoicing software<\/a>, too, really streamlining your approach to creating estimates and getting paid for work, too.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"3-how-to-use-plumbing-estimating-software-to-win-more-bids\">How to use Plumbing Estimating Software to Win More Work<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">So, how exactly can you use estimating software to your advantage? A big part of it will be leveraging the automation features.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">To start, we recommend creating a master template for your estimates, that way the main document is always ready to go and all you\u2019ll need to do is make minor adjustments to it. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Of course, if you provide residential and commercial services, you may want to create two different templates.\u00a0<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"a-typical-estimate-will-consist-of-about-seven-parts\">A typical estimate will consist of about seven parts:&nbsp;<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li> Services provided&nbsp; <\/li>\n\n\n\n<li> Project summary <\/li>\n\n\n\n<li> Costs <\/li>\n\n\n\n<li> Exclusions <\/li>\n\n\n\n<li> Timeframe&nbsp; <\/li>\n\n\n\n<li> Completion date <\/li>\n\n\n\n<li> Terms and conditions <\/li>\n<\/ol>\n\n\n\n<p><span style=\"font-weight: 400;\">Then, it\u2019s important to make sure all of your vendor information is up-to-date. Request pricing on commonly used parts to ensure your numbers are correct. It\u2019s also a great idea to request quotes from multiple vendors to ensure you\u2019re getting the best deal.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Once you\u2019re confident everything is accurate, you can start pulling the information into your template (if it\u2019s not already there!). Encourage your team to do this in the field as well, that way they can start building estimates right onsite.&nbsp;<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">And to increase conversions, make sure your plumbing estimating software enables you to send the estimate directly to the customer with a payment portal link. Granted, not everyone will accept right there and then. However, there are customers who will be ready to pull the trigger. By not delaying the process (think back to that emergency situation!) you are much more likely to win their business.\u00a0<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">By presenting your customers with professional, comprehensive, and convenient estimates, you\u2019re sure to increase the amount of business you convert.&nbsp;<\/span><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"the-takeaway-on-plumbing-estimating-software\">Getting to Grips with Plumbing Software<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">Digitizing and automating your estimating process is a great way to regain time in your day while also increasing your profitability. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">The software is built to do all the hard work for you&#8211;meaning less time on calculations and more time on creating great customer experiences.<\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">Manually building your estimates is likely to result in more errors, delays, and opportunity losses. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">While there might be a bit of a learning curve getting started, plumbing estimating software will ensure your bids are both accurate and successful.\u00a0<\/span><\/p>\n\n\n\n<!--HubSpot Call-to-Action Code --><span class=\"hs-cta-wrapper\" id=\"hs-cta-wrapper-da27e14f-4219-4257-8c78-2d4fbca6ea9b\"><span class=\"hs-cta-node hs-cta-da27e14f-4219-4257-8c78-2d4fbca6ea9b\" id=\"hs-cta-da27e14f-4219-4257-8c78-2d4fbca6ea9b\"><!--[if lte IE 8]><div id=\"hs-cta-ie-element\"><\/div><![endif]--><a href=\"https:\/\/cta-redirect.hubspot.com\/cta\/redirect\/530619\/da27e14f-4219-4257-8c78-2d4fbca6ea9b\" ><img decoding=\"async\" class=\"hs-cta-img\" id=\"hs-cta-img-da27e14f-4219-4257-8c78-2d4fbca6ea9b\" style=\"border-width:0px;\" src=\"https:\/\/no-cache.hubspot.com\/cta\/default\/530619\/da27e14f-4219-4257-8c78-2d4fbca6ea9b.png\"  alt=\"check out commusoft plumbing job management software\"\/><\/a><\/span><script charset=\"utf-8\" src=\"https:\/\/js.hscta.net\/cta\/current.js\"><\/script><script type=\"text\/javascript\"> hbspt.cta.load(530619, 'da27e14f-4219-4257-8c78-2d4fbca6ea9b', {\"useNewLoader\":\"true\",\"region\":\"na1\"}); <\/script><\/span><!-- end HubSpot Call-to-Action Code -->\n","protected":false},"excerpt":{"rendered":"<p>Many businesses have turned to plumbing estimating software; it offers the most accuracy with the least amount of work. Whether you\u2019re just starting out or have been in the business for decades, you know that having a successful field service company means winning bids. Not all estimates will look the same, but they should be&hellip;<\/p>\n","protected":false},"author":6,"featured_media":3820,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[],"class_list":["post-903","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-plumbing"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Plumbing Estimating Software &amp; How to Win More Work<\/title>\n<meta name=\"description\" content=\"Find out how plumbing estimating software can take your field service business to the next level and help you win even more bids!\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.commusoft.com\/en-us\/blog\/plumbing-estimating-software\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Plumbing Estimating Software &amp; How to Win More Work\" \/>\n<meta property=\"og:description\" content=\"Find out how plumbing estimating software can take your field service business to the next level and help you win even more bids!\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.commusoft.com\/en-us\/blog\/plumbing-estimating-software\/\" \/>\n<meta property=\"og:site_name\" content=\"Commusoft\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/facebook.com\/Commusoft\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-12-14T00:00:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-19T11:17:59+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2021\/12\/win-more-bids-plumbing-estimating-software-blog-cover-e1762338708960.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1770\" \/>\n\t<meta property=\"og:image:height\" content=\"1088\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Rhys Pattimore\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@commusoft\" \/>\n<meta name=\"twitter:site\" content=\"@commusoft\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Rhys Pattimore\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.commusoft.com\/blog\/plumbing-estimating-software\/\",\"url\":\"https:\/\/www.commusoft.com\/blog\/plumbing-estimating-software\/\",\"name\":\"Plumbing Estimating Software & How to Win More Work\",\"isPartOf\":{\"@id\":\"https:\/\/www.commusoft.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.commusoft.com\/blog\/plumbing-estimating-software\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.commusoft.com\/blog\/plumbing-estimating-software\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2021\/12\/win-more-bids-plumbing-estimating-software-blog-cover-e1762338708960.jpg\",\"datePublished\":\"2021-12-14T00:00:00+00:00\",\"dateModified\":\"2025-11-19T11:17:59+00:00\",\"author\":{\"@id\":\"https:\/\/www.commusoft.com\/#\/schema\/person\/9e92fe164170178dda36709abbead768\"},\"description\":\"Find out how plumbing estimating software can take your field service business to the next level and help you win even more bids!\",\"breadcrumb\":{\"@id\":\"https:\/\/www.commusoft.com\/blog\/plumbing-estimating-software\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.commusoft.com\/blog\/plumbing-estimating-software\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.commusoft.com\/blog\/plumbing-estimating-software\/#primaryimage\",\"url\":\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2021\/12\/win-more-bids-plumbing-estimating-software-blog-cover-e1762338708960.jpg\",\"contentUrl\":\"https:\/\/www.commusoft.com\/wp-content\/uploads\/2021\/12\/win-more-bids-plumbing-estimating-software-blog-cover-e1762338708960.jpg\",\"width\":1770,\"height\":1088,\"caption\":\"C. 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