Plumbing supply house quoting software for rough-in and trim lists

Two lists, two different problems

A plumbing job usually reaches your counter twice. The rough-in list is long and technical: pipe, fittings, valves, hangers, stub-outs, sized and counted by the plumber from the plans. The trim list comes later and is short but full of choices: fixtures, faucets, finishes, supply lines, the water heater. Both have to be quoted fast, and both are often written in shorthand that only a plumber and an experienced counter person can read.

I prepare both kinds of list the same way. Clear lines are matched to your SKUs and priced. Lines with a missing size, material, finish or model are flagged with the question, so your counter person answers questions instead of searching the catalog.

A rough-in list, line by line

Here is how a short rough-in list for a bathroom addition is handled:

• "1/2 PEX, 2 coils, 100'": size, unit and length are there, so it is matched to your 100 ft coil and priced.
• "3/4 copper type L, 6 sticks": matched to your 10 ft stick of type L, if that is how your catalog sells it.
• "1/2 elbows, bag": material is missing. PEX, copper and press elbows are all candidates, so the line is flagged.
• "2" PVC DWV, 40 ft": asked for in feet, sold by the length in your catalog, so the line is flagged instead of quietly divided.
• "shower valve, same as last job": flagged with the question. I never choose a valve on the contractor's behalf.

Units are kept apart throughout: a coil, a stick, a foot and an each are different quantities, and a unit that does not match your catalog unit is flagged.

Trim, fixtures and the finish question

Trim lists depend on choices the homeowner or the builder makes, often late. "Lav faucet, brushed nickel" may fit several series in your range. Every candidate is shown and the line waits for a decision. When the catalog description makes the match clear, the line is priced directly. Fixture packages are priced line by line from your own catalog, so the draft shows exactly what is included.

Account pricing and price dates

Plumbing contractors are usually on their own pricing. Each line follows a fixed order: the contractor's price first, then the customer group price, then your list price. Quantity breaks and valid from and until dates are applied from your price file, so a copper or fixture price that changed this month is not quoted from an expired row. A category discount applies to list prices only. A tie or a missing price blocks the line and flags it; nothing is guessed.

If you include an inventory export, each figure carries the time it was taken, and a figure older than 24 hours is treated as stale by default, which keeps the draft honest about a water heater that sold this morning.

From your catalog export to an approved quote

1. Export your catalog, customers and pricing from your ERP as CSV, XLSX or TSV. There is no native connection to any ERP.
2. The contractor's list arrives as a spreadsheet, a PDF of up to 10 pages, email text, or a PNG or JPG photo. For a handwritten list, uncertain lines are flagged for a person to check.
3. I prepare the draft and flag what needs a person.
4. Your counter person answers the flags and approves.
5. The approved quote comes out as an A4 PDF with your logo plus a UTF-8 CSV. Whether your ERP can import that CSV is checked during the pilot.

Pricing in US dollars

Starter is $490 a month for up to 20 requests, and Team is $990 a month for 3 users and up to 200 requests, both with no setup fee. The full rollout is $1,690 a month for up to 500 requests or $4,900 a month for up to 1,500, plus $7,900 one-time onboarding. The paid pilot is $1,990, credited in full against that onboarding. A US registered company can also start with the one list check: Send one real material list. You get the draft quote back within 1 working day, free. How the paid pilot works ↗

Frequently asked questions