Draft a written estimate for a job
Enter your business, the customer and the job. Get an estimate with scope, price breakdown, exclusions, payment terms and acceptance, with every amount left for you to fill in. Free, no account.
Your estimate template
Example inputs, pre-filled so you can see how it works. Replace them with your own details.
A written estimate for Smith Plumbing with 8 sections, valid for 30 days, priced as 'itemised (materials, labor, other)'. Every amount is a bracket for you to fill in.
Estimate details
Prepared by: Smith Plumbing
Prepared for: the customer
Job address: [address]
Date: [date]
Estimate number: [number]
This estimate is valid for 30 days from the date above.
Scope of work
Smith Plumbing will replace a water heater at the address above.
[List each step a plumber will do, in the order it happens.]
Price
Materials: [amount]
Labor: [amount]
Other costs (permits, disposal, travel): [amount]
Total: [amount]
Not included
[Anything that is not part of this price, for example repairs to hidden damage, extra visits or work outside the scope above.]
If we find something that changes the price, we will tell you and agree it with you before we carry on.
Timeline
Start date: [date]. Expected to take: [time]. [What could change it.]
Payment
[Deposit, if any, and when the balance is due.]
[Accepted payment methods.]
Licence, insurance and warranty
[State only the licence, insurance and warranty you really hold or give, with numbers if your area requires them. Delete this section if none apply.]
Acceptance
To accept this estimate, sign below or reply to confirm.
Customer signature: ____________ Date: ____________
Smith Plumbing signature: ____________ Date: ____________
Copy everything
The estimate is a template filled with your words, with no AI, and it contains no prices: we do not know your costs, so fill in your own (the job price calculator can help). Text in [brackets] is for you to fill in. This is not legal advice and not a contract: check what your local rules require on estimates, licence numbers and written agreements before you use it.
What a written estimate should do
- Describe the work: a customer who can read what is included argues less about what is not.
- Show the price in a way you can stand behind: itemised, one total or a range, and say what changes it.
- Say how long it is valid: material and labor costs move.
- Get a yes in writing: a signature or a reply keeps both sides honest.
Get more jobs to estimate
Work out the number first with the trade job price calculator. To fill the diary, search 67Leads by trade and city, or start with businesses with no website, businesses with few reviews and businesses with an owner email.
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Questions
The customer and address, the scope of work, the price and what is not included, a timeline, payment terms and how long the estimate is valid.
No. Every amount is a bracket for you to fill in from your own costs.
No, and it is not legal advice. Check your local rules on estimates and written agreements.
No. It fills templates with what you type and makes no network calls.
No. The result is written when the page is served and not saved.
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