What documents do I need to provide to clients for plumbing jobs in California?
A licensed plumber in California is required to provide a written contract or estimate whenever he or she undertakes any plumbing project valued at at least $500. This is in addition to the law that requires a written estimate for the entire project.
The written contract or estimate must include specific information including the following:
- Description of the work to be performed
- Total price for the work
- Payment schedule
- Information about any guarantees or warranties
If you fail to provide a written contract, quote or estimate for a plumbing job that is valued at $500 or more, you may be subject to penalties and fines by the California Contractors State License Board (CSLB).
Providing a written contract or estimate is an important step in protecting both the contractor and the customer, as it helps to ensure that both parties understand the scope of the work and the terms of the agreement. Try Bookipi’s simple quote generator for free to comply with laws and save time
How do I create a plumber quote using Bookipi invoicing software?
To create a plumber quote in Bookipi’s quote making app, you can follow the steps below:
Step 1: Sign up or log in to Bookipi and select ‘ESTIMATE‘ from the menu.
Step 2: Tap the ‘+‘ icon to create a new estimate.
Step 3: Enter the customer’s details, including their name, address, and contact information.
Step 4: Add the details of the plumbing job, including a description of the work to be performed, the materials required, and any other relevant information.
Step 5: Enter the total cost of the job, including any taxes or fees.
Step 6: Include any terms and conditions of the quote/estimate, such as payment terms or deadlines.
Step 7: Review the estimate and make any necessary changes.
Step 8: Once you are satisfied with the estimate, you can easily send it to your customer via email, SMS, Whatsapp and more. Find out how you can send estimates with our simple user guides for Bookipi mobile app and web.
Customize your estimates with your small business’ company logo and branding with Bookipi Invoice.
You can also convert your plumbing estimate into an invoice when you’re ready to bill your client with our simple user guide.