Templates / Contractor Estimate
Free Contractor Estimate Template (PDF, Word, Excel)
Itemized job estimate with materials, labor, tax and terms — ready to sign. Print it, fill it in on a computer, or use the filled-in example to see what a complete one looks like.
No sign-up. See a filled-in example (PDF).
What a contractor estimate should include
- Your business name, phone, license number if your state requires it
- Estimate number and date, and how long the price is valid
- Client name and job address
- Scope of work in plain words — what is included and what is not
- Line items with quantity, unit and unit price
- Subtotal, tax, discount and total — tax rules differ by state for labor vs. materials
- Deposit and payment schedule
- How changes will be handled (written change order)
- Signature line for the client to accept
Or do it on your phone in two minutes
Contractor Estimate & Invoices is an iPhone app that fills in this same document and sends the PDF.
- Estimate at the client’s door, works offline
- Your logo on the PDF
- Estimate to invoice in one tap
Questions
Estimate vs. quote vs. bid?
Often used interchangeably. Strictly, an estimate is an approximate price, a quote is a fixed price, and a bid is a price submitted to compete for a job. Write 'valid until' and 'changes by change order' on any of them.
How long should an estimate be valid?
30 days is common; shorter when material prices move fast.
Should I charge tax on labor?
It depends on the state and the type of work. Check your state's rules; this template lets you apply tax to materials only or to the whole total.
Can I turn the estimate into an invoice?
Yes — keep the same line items and add the invoice number, due date and payment details. The app does it in one tap.
Is this estimate template free?
Yes — PDF, Word and Excel, no sign-up.
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