Step 4: Review the Automated Totals The template automatically calculates the AMOUNT for each line item and sums them into a Subtotal. In the summary section, just enter your Tax Rate (%), and the template will calculate the final ESTIMATE TOTAL.
Step 5: Save and Send Your Professional Estimate Review the “Printable Estimate” 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 the standard, non-editable format for sending to clients.
3 Ways a Professional Estimate Grows Your Business
A great estimate does more than just quote a price; it’s a foundational tool for building a profitable pest control business.
- It Builds Immediate Trust and Credibility A professional, itemized estimate shows that you are a transparent and legitimate business. This simple document makes customers feel more comfortable and confident in their decision to hire you over a less professional competitor.
- It Serves as a Powerful Sales Tool The estimate is your chance to clearly explain the value of your service. By itemizing the treatment methods and materials, you educate the customer and justify your price. It turns a simple price quote into a compelling sales proposal.
- It Creates a Foundation for Recurring Revenue A professional estimate for an initial treatment is the perfect place to introduce a recurring service plan. You can use a line item to show the value of ongoing protection, converting a one-time job into a long-term, profitable customer.
Beyond the Template: Automate Your Estimates and Sales
A template is a great start, but managing estimates, follow-ups, and recurring jobs manually can cost you time and revenue. Housecall Pro’s software turns your estimates into booked jobs, ongoing service plans, and repeat customers—all from one platform.
Send and Manage Estimates with Ease Stop relying on spreadsheets or paper quotes. With Housecall Pro, you can create professional digital estimates, send them to customers instantly, and collect e-signatures in seconds. Once approved, convert them directly into jobs or recurring service plans.