Free templates
Estimate and invoice templates for 40 trades.
Excel spreadsheets with working formulas and example line items written for each trade. Free, no sign-up, and they open in Google Sheets and Numbers too.
- Line totals, subtotal and sales tax on taxable lines
- Deposit and balance due, calculated for you
- Company, customer and service-address blocks
- Terms, plus a signature line on estimates
Templates by trade
Mechanical
Systems that heat, cool, power, and plumb the home.
Exterior
Roofs, walls, flatwork, and everything outside the four walls.
- RoofingExample: Architectural shingle re-roof, 28 squares
- Window cleaningExample: Two-story home, inside and out
- Pressure washingExample: House wash and driveway cleaning
- FencingExample: 6 ft cedar privacy fence, 160 linear feet
- GuttersExample: Seamless aluminum gutters and guards
- ConcreteExample: Broom-finish driveway replacement
- Asphalt & pavingExample: Residential driveway overlay and sealcoat
- SidingExample: Fiber cement siding replacement
- MasonryExample: Brick chimney repoint and paver patio
Outdoor
Yards, water, and recurring route-based service.
- Pest controlExample: Quarterly general pest program
- Pool & spaExample: Pool opening and variable-speed pump install
- LandscapingExample: Front bed renovation with new plantings
- Lawn careExample: Annual fertilization and weed control program
- IrrigationExample: Spring startup and zone repair
- Tree serviceExample: Oak removal and crown thinning
- Snow removalExample: Seasonal residential driveway plowing
Interior
Finishes, renovations, and in-home service.
- PaintingExample: Interior repaint, 3 bedrooms and hallway
- RemodelingExample: Primary bathroom remodel
- HandymanExample: Punch list: six small repairs
- Home cleaningExample: Biweekly cleaning, 3 bed / 2 bath
- Carpet cleaningExample: Hot-water extraction, 4 rooms and stairs
- FlooringExample: LVP install, living room and kitchen
- InsulationExample: Attic air sealing and blown-in insulation
- DrywallExample: Water-damaged ceiling replacement
Specialty
Focused trades with their own equipment, rules, and rhythms.
- Garage doorExample: Torsion spring replacement and tune-up
- RestorationExample: Category 2 water loss, kitchen and hallway
- Appliance repairExample: Refrigerator not cooling: diagnosis and repair
- Junk removalExample: Garage cleanout, half truck
- Water treatmentExample: Whole-home water softener and RO system
- ChimneyExample: Chimney sweep and Level 2 inspection
- SepticExample: Septic pumping and inspection
- LocksmithExample: Rekey house and add smart deadbolt
- Custom home buildersExample: Custom home, draw schedule summary
- Mold remediationExample: Basement mold remediation, 80 sq ft affected
How to use the templates
- 1
Pick your trade
Open your trade's page to preview its example line items, then download the estimate or invoice.
- 2
Fill in the shaded cells
Add your company, the customer and the job. Shaded cells are the ones meant to be edited.
- 3
Replace the example lines
Change items, quantities and prices to your own. Line totals, subtotal, tax, deposit and balance recalculate.
- 4
Send it
Check the terms, then export to PDF and send it to the customer.
Send estimates customers can approve online.
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