Free estimate template
Free estimate template
Price the job line by line, show the client what they are paying for, and send a PDF that reads like a professional quote — not a text message.
Your company
Estimate
Bill to
Client name
| Description | Qty | Rate | Amount |
|---|
Notes
Terms
What's included
- Your business details in the header
- Client and job address
- Estimate number and the date it expires
- Scope broken into line items with quantity and rate
- Subtotal, discount, tax, and the estimated total
- Notes and terms that set expectations before work starts
Fields in this estimate
- Business name, email, phone, and address
- Client name and job address
- Estimate number, estimate date, valid-until date
- Line items: scope, quantity, unit price
- Discount and tax rate
- Notes, exclusions, and deposit terms
How to use it
- Start from the walkthrough Write the scope while you are still looking at the job. Details you remember three days later are the ones that turn into unpaid extras.
- Break the work into lines Labor, materials, disposal, permits. A single lump sum invites haggling; itemized scope invites approval.
- Set an expiry date Material prices move. Thirty days is standard and gives you a clean reason to requote later.
- Say what is not included Put exclusions in the notes — hidden damage, permits, restoration. This is the cheapest insurance in the estimate.
- Add tax and any discount Show them as separate lines so the client sees the same math you do.
- State the deposit If you need money before buying materials, write the amount and when it is due. Asking later is much harder.
- Send it the same day Speed wins jobs in home services more often than price. The client usually books whoever answers first with a real number.
- Turn it into an invoice When the job is done, the approved estimate becomes the invoice — same lines, same totals, no retyping.
Formats
- PDF, ready to email or print
- Print to any size from the browser
- Reusable in the Workly app, where an approved estimate becomes an invoice
Questions about the estimate template
What is the difference between an estimate and a quote?
An estimate is your best projection of the cost and can move if the scope changes; a quote is a fixed price you are committing to. Say which one you are sending in the terms, so there is no argument about it later.
How long should an estimate stay valid?
Thirty days is the norm in home services. It is long enough for the client to decide and short enough to protect you from material price swings.
Should I charge for estimates?
Free for simple, in-area jobs; paid for diagnostics or long drives, credited back if the client books. Whichever you choose, say it before you visit.
How detailed should the line items be?
Detailed enough that the client can see what they are buying, not so detailed that they start pricing your parts online. Labor, materials, and add-ons as separate lines is the sweet spot.
Is this estimate template free?
Yes — fill it in, download the PDF, send it. No account and no email required. Saving estimates, reusing clients, and turning an approved estimate into an invoice is what the Workly app adds.