Plumbing quote app: quote in minutes and sign on site

Quote in minutes and sign on site

Speed in the field comes from not building anything from scratch. You search the task, tap it onto an option, check the total and show it. If the customer is not at home, text or email the approval link instead; the page opens on any phone with no account needed. The customer picks an option, signs with a finger and sees the confirmation right away. Because prices come from your book, a quote that used to take twenty minutes of arithmetic becomes a few taps, and the customer reads the same wording your office would send.

Build a quote around the problem the customer wants solved

Record the customer's request and the relevant inspection findings before selecting quote items. If the cause remains uncertain, do not make the quote sound more certain than the diagnosis. Use an assessment task or explain which conditions still need to be checked. Once the scope is clear, select the relevant tasks from your price book. A quote is easier to review when it has a small number of specific items instead of a single vague line. Keep the customer description focused on the work and avoid internal shorthand that the homeowner will not understand.

Present the price and scope together

A number without a scope leaves room for disagreement. Explain what each task includes, what is excluded and what would require a new approval. When there are several solutions, present them as distinct options and identify the differences. An optional add-on should remain optional and should not be mixed into the base price without a label. TierMenu uses your company's labor rate, material costs and markup rules for formula-priced tasks. The owner controls those assumptions and can see true cost and margin; technicians see the approved customer price, not the internal breakdown.

Collect approval in the way the customer prefers

Show the quote on the technician's device or send a remote link so the homeowner can review it later. The customer selects an option and signs the proposal. TierMenu stores that choice and produces a signed PDF. Before sending, check that the customer and service address are correct, the selected option is clearly named and the total reflects all chosen add-ons and applicable settings. Do not treat an unsigned draft as approved work. If the customer changes the request, update the proposal and seek approval for the new scope.

Keep a reliable record after the quote

An approved quote provides a reference for the technician, office and later invoice. Keep changes linked to the original approval, especially when an inspection reveals additional work. Use a revised proposal or change order and document the customer’s updated authorization. Do not change a signed proposal silently. TierMenu locks approved proposals and keeps the signed PDF with the record, making it easier to distinguish the quote that was sent from the work that was later agreed.

Choose a quote tool that matches your workflow

TierMenu covers pricing, proposals, maintenance agreements and simple invoices for small service businesses. It does not schedule calls, route technicians, process payment or manage commercial takeoffs. A plumbing company can keep its existing systems for those tasks and use TierMenu for the customer quote. Test the quote with a representative repair and replacement scenario, and confirm that the printed PDF, customer wording and approval process fit how your business operates.

Make the quote usable for the next person

A customer quote may be reviewed later by an office employee, another technician or the homeowner's property manager. Use task names and notes that identify the service location and make the chosen work understandable outside the original conversation. Keep private diagnostic notes out of the customer-facing description, and put necessary assumptions where the customer can see them. After a signature, preserve the selected option and use a revised document when the scope changes. This creates a clearer handoff from the field to the office without turning the quote into a substitute for work orders or dispatch records.

How it works in TierMenu

1. Step 1

   Tap the tasks

   Search your book and add tasks to a good, better or best option.

2. Step 2

   Text the link

   Send the approval link from your phone, or hand over the device.

3. Step 3

   Sign on screen

   The customer signs with a finger. You get a locked quote and a PDF.

TierMenu, a spreadsheet and a paper price book

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