The Plumber playbook
Covers repipes, water heaters, drain and sewer, service and repair
Diagnostic-first quotes that scope the job before the truck rolls — priced from your numbers. A free starter setup: the intake questions Studio asks, structure-only starter quotes, and the nudges that make pricing learn from your own books.
Free to start · no credit card · structure only, never prices
What slows Plumber quoting down
A repipe, a water heater swap, a sewer diagnosis, a service call — different shapes, and most tools make you rebuild each from scratch.
The diagnostic and the haul-away are the lines that vanish, and a quote that never scopes the job before the truck rolls invites a fight over the invoice.
Generic tools skip what actually moves a plumbing price — pipe material and access, water heater type and fuel, and whether the drain needs a camera before anyone digs.
What the playbook sets up on day one
All structure, no numbers — the scaffold your quotes hang on.
- ✓Intake guidance for Studio: it separates a service call from a planned replacement from a repipe up front, then asks what moves the price — the fixtures or lines involved, pipe material and access, permit requirements, water heater type and fuel, drain diagnosis needs, and haul-away of old equipment.
- ✓Four starter quote structures, by name: Repipe — Whole House (pipe, fittings, removal, install labor, test as separate lines), Water Heater Replacement, Drain & Sewer Repair, and Service Call / Repair (diagnostic-first). Structure only — every price field starts unset.
- ✓Shop-profile placeholder hints for a plumbing outfit — service van, drain machine, camera, hydro jetter, the supply house accounts you order from — so Studio speaks your setup from the start.
- ✓A payment-terms suggestion (“Due on completion”) plus integration nudges: QuickBooks so Setell learns your real material and labor costs, inbound email so service requests land as drafts, and the Deal Room so customers approve from their phone.
What Setell learns from your own data
The playbook is the scaffold. The pricing comes from you.
- ✓Your real material and labor costs from QuickBooks history — pipe, fittings, water heaters, crew time — mined from your recent invoices before your first Setell quote goes out.
- ✓Your accepted quotes — every signed repipe and water heater job sharpens your per-customer baselines, so suggestions converge on your numbers, not a national flat-rate book.
- ✓Your revision patterns — which lines customers question and where you actually land, learned from your own history.
- ✓The receipts behind every number — suggested prices show their work on every line, so a homeowner-facing quote is grounded in what your business actually charges.
Structure on day one. Your prices, not ours.
A playbook never includes prices. Day one it gives you your trade’s structure; connect QuickBooks and Setell learns from what you actually paid and charged — and shows its work on every line.
See how the pricing engine learns →Plumber playbook: FAQ
Does the playbook come with pricing?
No — structure only. It sets up intake questions, starter quote structures, and profile hints; every price field starts unset. Pricing comes from your own data: connect QuickBooks and Setell learns from what you actually paid and charged — and shows its work on every suggested line.
Is the playbook free?
Yes. Applying a playbook is free — it is the starting scaffold for your account, not a paid add-on.
Does it handle service calls or just planned work?
Both. The cluster covers repipes, water heaters, and drain and sewer work alongside service and repair — with a diagnostic-first Service Call / Repair structure that scopes the visit before parts and labor.
How do I apply it?
Three ways: pick it during onboarding, ask Studio in the app (“set me up with the plumber playbook”), or call the setell_apply_playbook MCP tool from your own agent.
What happens if I apply it again later?
Re-applying is safe. Setell returns a report of what it applied and what it skipped — and it never overwrites structures or settings you have edited.
Can I change the starter structures?
Yes — they become your templates the moment they are applied. Rename them, add or remove lines, change units, or set a different default.
Start with the structure
Apply the Plumber playbook during onboarding and send a structured quote today — the pricing gets smarter with every job you close.