Free template
Chimney estimate and invoice templates
Sweeps and inspections are flat-rate; repairs like crowns and liners are quoted per job. These spreadsheets come set up for that, with working totals, tax and deposit, and an example chimney sweep and level 2 inspection to start from.
Free, no sign-up. Works in Excel, Google Sheets and Apple Numbers.
What's in the template
The example line items for a chimney sweep and level 2 inspection. Prices are illustrative only; replace them with your own.
| Item | Qty | Unit | Unit price | Taxable | Line total |
|---|---|---|---|---|---|
| Chimney sweepFireplace flue, debris removal | 1 | ea | $225.00 | N | $225.00 |
| Level 2 inspectionVideo scan of the flue, written report | 1 | ea | $275.00 | N | $275.00 |
| Chimney capStainless, single flue | 1 | ea | $295.00 | Y | $295.00 |
| Crown repairSeal cracks with elastomeric crown coating | 1 | job | $450.00 | Y | $450.00 |
| WaterproofingBreathable masonry water repellent | 1 | job | $380.00 | Y | $380.00 |
| Subtotal (before tax) | $1,625.00 | ||||
| Deposit (0%) | $0.00 | ||||
| Balance | $1,625.00 | ||||
The spreadsheet adds sales tax on lines marked Y once you enter your rate, and has spare rows for more items.
How to use it
- 1Download the template. Download the chimney estimate or invoice (.xlsx). It opens in Excel, Google Sheets and Apple Numbers.
- 2Add your company and customer. Fill in the shaded company, customer and service-address cells, and set the document number and date.
- 3Replace the example lines. The example is a chimney sweep and level 2 inspection. Sweeps and inspections are flat-rate; repairs like crowns and liners are quoted per job. Change the items, quantities and unit prices to your own; line totals and the subtotal update automatically.
- 4Set tax and deposit. Mark each line taxable (Y) or not (N), enter your sales tax rate, and set the deposit percent (the example collects none, so the balance equals the total).
- 5Review terms and send. Edit the terms to match your policies, save a copy for the customer, and export to PDF to send.
Tips for chimney estimates
- Attach the inspection report and photos to the invoice; that's what the customer is paying for.
- Put follow-up repairs on a new estimate rather than adding them to the sweep invoice.
- Note the flue count and appliance type in the job title.
Chimney terms included
- Inspection follows the levels described in NFPA 211.
- Hidden damage found during the inspection is reported with photos before repairs are quoted.
Plus standard validity and payment terms. Edit all of them to match your policies and local law.
FAQ
Chimney template questions
Have a question we didn't cover? Book a demo and ask a product specialist.
What's a Level 2 inspection?
NFPA 211 defines inspection levels. Level 2 is required on property sale or after a chimney fire or a change to the system, and includes a video inspection.
Should I charge per flue?
Yes, for multi-flue chimneys. Change the sweep quantity to the number of flues.
Do the formulas work in Google Sheets?
Yes. The line totals, subtotal, taxable amount, tax, deposit and balance use standard functions (SUM, SUMIF, ROUND, IF) that work in Excel, Google Sheets and Numbers.
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