Water heater replacement estimate checklist
Water heater swaps look simple, so they're easy to under-quote. The tank is rarely the problem. It's the venting, the strapping, or the expansion tank you forgot to price. Use this checklist when you write the estimate.
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Line items to check on every tank swap
| Item | Why it matters |
|---|---|
| Water heater (size, fuel, model) | Match capacity and first-hour rating to the household, not just the old tank |
| Gas connector / shutoff, or electrical check | Old connectors and valves often shouldn't be reused |
| Water connections | Flex connectors, dielectric fittings, shutoff valve condition |
| Venting | Draft hood, vent pipe, and clearances. Taller or higher-efficiency units can change the vent work. |
| T&P relief valve discharge line | Has to terminate where your local code says |
| Thermal expansion tank | Often required on closed systems (check valve or PRV in place) |
| Seismic straps | California requires water heater strapping |
| Drain pan / platform | Depends on location (attic, closet, garage) |
| Permit | Most California cities require a permit for a water heater replacement |
| Haul-away & disposal | Its own line, so the customer sees it |
| Labor | Include drain-down time and access (stairs, attic, tight closet) |
Give options
Put a "good / better" on the same estimate: the standard tank, and a longer-warranty or higher-capacity unit. A lot of customers pick the second one when they can see both side by side.
Terms worth adding
Example: Includes code-required straps and expansion tank as listed. Venting or gas line changes beyond the items above, if required by the inspector, will be quoted before work begins.
Build it in two minutes
TruckQuote lets you add each of these as a line, see your margin, and text the customer a link they can approve and save as a PDF. It's free and works in your phone's browser. Pro ($29 once) saves these lines in a price book, so the next water heater estimate takes seconds.