Customizable: Personalize by adding your branding and customer information.
Easy to Use: Focus more on the job and less on paperwork. Simply fill in the blanks.
Print Ready: Download, print, and share your professional, auto-populated template.
Works Anywhere: Use the simple printable form at the office or on the jobsite.
Enter your business and customer details in these fields, and the info will auto-populate your final, professional estimate.
Add your Company Name, Address, Phone, and Logo to personalize quotes.
Quickly input your client’s Customer Name, Address, and Phone Number.
Input details here once. They automatically appear on the final summary.
Itemize services, quantities, and tax rates, and the template will automatically calculate all totals for accurate, profitable pricing.
Clearly list each Service/Product Description, Quantity, and Unit Price.
Define your Acceptance Terms and add Estimate Notes to set expectations.
Automated Tax Total, Subtotal, and Total calculations prevent errors.
This sheet is your final, client-facing report that instantly auto-pulls all your data into a clean, printable, and professional summary.
See the Estimate Number, Estimate Date, and Estimate Total Amount at a glance.
Displays your Company Details and Client Details side-by-side.
A clean breakdown of SUBTOTAL, TAX, and TOTAL with all notes.
Templates are a start, but manual work is slow. Ready to automate? Housecall Pro integrates estimates into a powerful sales workflow.
Present “good, better, best” choices to clients to increase average job size.
Clients e-sign estimates with one click from their phone or email.
Send auto-reminders to clients who haven’t responded. No lead left behind.
See how Housecall Pro works for you. No credit card required.
In any competitive service industry, an estimate is more than just a price—it’s a powerful sales tool. Homeowners often compare multiple quotes, and the clearest, most professional one builds the most trust. A confusing estimate can make customers question your professionalism, leading to price haggling and lost jobs.
A professional estimate template solves this by giving you a consistent, transparent framework for every quote. It ensures your proposals are clear, detailed, and stand out from the competition. This guide will show you how to create estimates that not only inform customers but help you win more profitable work.
A great estimate leaves no room for doubt. It should provide the customer with all the information they need to make a confident decision. Your estimate should be a clear, comprehensive document that details the proposed work and all associated costs.
Your Company and Customer Information Your estimate should clearly show your company’s name, logo, address, and contact details. It also needs to include the client’s full name and the job site address to make sure all the information is correct for that specific person and location.
Estimate Number and Date Assign a unique estimate number for easy tracking. Include the date the estimate was created and, if applicable, an expiration date (e.g., “Price valid for 30 days”).
Detailed Scope of Work In the “Service/Product Description” section, clearly list every task you will perform. Be specific so your customer understands exactly what’s included.
Clear Cost Breakdown and Totals To build trust, clearly list every service and product with its quantity and unit price. After listing all items, show a subtotal, add any taxes, and display a final, easy-to-understand grand total. This ensures your client knows exactly what they are paying for.
Terms and Conditions Include a brief section outlining your payment terms, warranty information, and the estimated project timeline. This can be added to the description area or as a note at the bottom.
Our Google Sheet estimate template is comprehensive yet easy to fill out. Follow these steps to create a winning estimate for your next job. A copy of these instructions is also included on the ‘Instructions’ tab within the Google Sheet.
To get started, fill out the form on this page and hit download. You will receive an email containing a link to the Google Sheet, then you can follow the next steps.
Important First Step: Make a Copy of the Template Before you begin, save a copy of the Google Sheet to your own Google Drive. The original template you receive is view-only. This ensures every user starts with a clean, original version. To make your own editable copy, simply:
Step 1: Customize Your Business & Client Information Open the “Company And Customer Information” tab. First, replace the placeholder logo and enter your company’s name, address, and contact details. Then, in the section below, fill in the customer’s name and job site address for this specific estimate.
Step 2: Enter Estimate Details Go to the “Estimate Details” tab. Assign a unique Estimate Number and set the Estimate Date for this job. This keeps every quote organized and easy to track.
Step 3: Detail the Work and Cost Breakdowns On the “Estimate Details” tab, use the “Service/Product Description” column to detail the proposed work. Then, fill out the Quantity and Unit Price for each line item.
Step 4: Review the Automated Totals The template will automatically calculate the total for each line item and sum everything into a subtotal at the bottom. Simply enter your local tax rate, and the sheet will calculate the total tax and provide the final estimated total. This automation prevents manual math errors.
Step 5: Save and Send Your Professional Estimate Once everything is filled out, review the “Printable Report – Full Summary” tab to see the clean, professional version of your document. To send it, go to “File” > “Download” and select “PDF Document (.pdf)”. A PDF is a non-editable format that is perfect for sending to clients.
A well-crafted estimate does more than just outline costs; it sets the stage for a successful project and a happy customer.
A template is a huge step up from writing quotes by hand, but it’s still a manual process. You have to enter data, save files, and manually follow up. Housecall Pro’s software automates your entire sales process, turning estimates into a powerful, interactive sales tool.
A clear, professional estimate helps your field service business stand out and earn customer trust. Our free estimate template gives you a solid foundation to present pricing transparently and close more deals with confidence. When you’re ready to streamline your process and deliver a modern, professional experience, Housecall Pro is here to help.
Try Housecall Pro free for 14 days — and turn every estimate into an approved job and future repeat business.
An estimate (or quote) is a document sent before work begins, outlining the proposed services and their expected cost. An invoice is a bill sent after the work is completed, requesting payment for the services rendered.
This template is designed for a wide range of service-based businesses, including general contractors, HVAC technicians, plumbers, electricians, landscapers, painters, and other home service professionals.
Yes. The template is completely free to download and use for your business. There are no hidden costs or subscriptions required to access the file.
Yes. To use it in Excel, open the Google Sheet, go to the File menu, hover over Download, and select Microsoft Excel (.xlsx). The file will download to your computer and can be opened with Excel.
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