Free plumbing service agreement template

A plumbing maintenance agreement with a yearly whole-house inspection, water heater flush and drain care, plus priority service. Set what is covered, what is not and how it renews.

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Service agreement details
What each year includes
DescriptionQtyUnitPrice
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qty
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Plan price per year
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Service agreement, Yearly plumbing care plan
$0.00Subtotal
$0.00Tax
4Lines to price
This is a template, not legal advice. Check your state's rules before you use it.
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Your business name

Service agreement

Number
SA-1001
CustomerCustomer name
JobYearly plumbing care plan
How it is billed
Yearly, up front
DescriptionQtyUnitPriceAmount
Yearly whole-house plumbing inspection1visit
Water heater flush and anode check1each
Main drain maintenance treatment1each
Test main shutoff and fixture stops1each
Subtotal
$0.00
Plan price per year
$0.00
4 lines have no price yet
Notes
Each visit ends with a written list of anything that needs attention, with prices before any work.
Terms, renewal and cancellation
Twelve months from the start date. Members get priority scheduling. Repairs and parts are quoted separately. Either side may cancel in writing.
Customer signature
Contractor
Date

What a plumbing service agreement is for

A plumbing plan gives homeowners a reason to let you in once a year, when you can catch the weeping valve, the sediment-filled heater and the slow drain before they become a Saturday emergency. For you it means steady visits and first call when something breaks. The agreement needs a clear checklist and a clear line between inspection and repair.

What to put on a plumbing service agreement

  • Visits per year and what each inspects.
  • Water heater flush, drain treatment and fixture checks.
  • Priority scheduling and any repair discount.
  • What is not covered: repairs, parts, sewer line replacement.
  • Price and billing method.
  • Term, renewal and how to cancel.

A worked example

A homeowner in an older house with a tank heater wants one yearly check and to be first on the list if a pipe bursts. Price the visit from your own costs; our maintenance plan pricing calculator shows the steps.

LineQtyUnitPrice
Yearly whole-house plumbing inspection1visitYour price
Water heater flush and anode check1eachYour price
Main drain maintenance treatment1eachYour price
Test main shutoff and fixture stops1eachYour price

Put the repair discount and priority scheduling in the terms. This is a template, not legal advice; states regulate automatic renewals and some repair plans, so check your state's rules before you use it.

Line items plumbers use

Line itemUnitHow to write it
Service call and diagnosiseachThe trip and the first part of the visit, before any repair is agreed.
Water heater, tank, installedeachGallons, fuel type and the brand, plus whether the venting changes.
Expansion tankeachOften required with a new heater on a closed system; check local code.
Drain cleaning, main lineeachSay where you cleaned from: a cleanout, a pulled toilet or the roof vent.
Camera inspection of sewer lineeachSay whether the customer gets the video.
Replace toilet fill valve and flappereachThe common running-toilet fix, priced as one repair.
Replace faucet, customer suppliedeachSay who supplied the faucet; it changes who stands behind it.
Replace shutoff valveeachAngle stops under sinks and toilets, or the main shutoff.
Repipe with PEXftBy the foot, or by fixture if that is how you price it.
Garbage disposal, installedeachHorsepower and whether the old one is hauled away.
Sump pump, replacedeachInclude the check valve if you replace it too.
Wall or ceiling opening and patcheachSay whether you patch, or leave it open for a drywall finisher.
PermiteachWater heaters and repipes often need one; pass it through at cost or include it.
Plumbing laborhourHourly labor for work you cannot price flat.

Terms and deposit language for plumbing

  • Deposit. Most repair calls take no deposit; the customer pays when the leak is fixed. On repipes, remodel rough-ins and sewer work, a deposit at signing covers the material order and the schedule slot. Check your state's rules on deposits.
  • Payment. Repairs are due on completion. Larger jobs split into a deposit, a payment at rough-in or inspection, and the balance at final.
  • Warranty. Say how long you stand behind your labor, and that parts carry the manufacturer's warranty. If the customer supplied a fixture, say your warranty covers the install only.
  • Old pipe can break when you touch it; say what happens if a valve or fitting fails when you open the system.
  • Openings in walls or ceilings are cut where needed and patched rough unless the estimate says finished drywall.
  • Drain clearing does not fix a broken pipe; if the camera shows one, the repair is quoted separately.
This is a template, not legal advice. Check your state's rules before you use it.

How to fill it in

  1. Fill in the customer and the start and end dates.
  2. List what each visit includes and how many visits a year.
  3. Add your price per line; the plan shows a yearly total, and a monthly figure if billed monthly.
  4. Fill in what is not covered and the renewal and cancellation terms.
  5. Check your state's rules, then print it for signatures.

Free tools for plumbing

The same service agreement for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, electrical, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, pool service, pressure washing, remodeling, roofing, septic, snow removal, solar, tree service, waterproofing, window cleaning.

More for plumbers: how plumbers run on Koira.

FAQ

What does a plumbing maintenance plan include?

Commonly a yearly inspection of supply and drain lines, fixtures and shutoffs, a water heater flush, and a drain treatment, plus perks like priority scheduling. Repairs are usually quoted separately at a member rate.

Are plumbing maintenance plans worth offering?

They give you scheduled work in slow months and a standing relationship with the homeowner. Whether they pay depends on your price and how many visits turn into repairs. Work out your cost per visit before you set the price.

Do plumbing service agreements renew automatically?

They can, but several states have rules on automatic renewal notices and cancellation. Check your state's rules. This template is not legal advice.

Should a plumbing plan cover the sewer line?

Most plans exclude sewer line repair and replacement because the cost can be large and unpredictable. A camera inspection at a member price is a common perk instead.

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Free Plumbing Service Agreement Template (PDF and Word) | Koira