A Step-by-Step Guide to Your Free Handyman Estimate Template
Our Google Sheet estimate template is designed to be comprehensive and easy to use. Follow these steps to create a professional estimate for your next client. For your convenience, a copy of these instructions is also included on the ‘Instructions’ tab within the Google Sheet itself.
Important First Step: Make a Copy of the Template Before you begin, you must save a copy of the Google Sheet to your own Google Drive. The original template you receive is view-only, ensuring every user gets a clean version. To make your own editable copy:
- Open the Google Sheet.
- Go to the File menu in the top-left corner.
- Select Make a copy. Your new, editable version will open, and you can now follow the steps below.
Step 1: Customize with Your Business Information Open your copied Google Sheet and go to the “Input Details” tab. Replace the placeholder logo and enter your company’s name, address, phone number, and email. Save this version as your master template to save time later.
Step 2: Enter Client and Job Details For each new job, fill in the client’s information in the same “Input Details” tab. You also enter the Technician Name here. Then, switch to the “Estimate Details” tab to assign an Estimate Number and dates.
Step 3: Detail the Charges and Taxes In the “Estimate Details” tab, go to the itemized table. Create a new row for every service and part.
- Description: Write a clear description of the item in the Service column.
- Qty & Price: Enter the Quantity and Unit Price. The template calculates the line amount automatically.
- Tax: Enter the Tax % for that specific line. If a service is non-taxable, simply enter “0”.
Step 4: Review and Send The template automatically calculates the Subtotal, Tax, and Total in the summary section. Review the “Printable Estimate” tab to see the clean, professional version. To send it, go to “File” > “Download” and select “PDF Document (.pdf)“. A PDF is the standard, non-editable format for sending to clients.