Free template
Remodeling estimate and invoice templates
Remodels are quoted per phase or trade, with allowances for finishes the customer hasn't picked yet. These spreadsheets come set up for that, with working totals, tax and deposit, and an example primary bathroom remodel 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 primary bathroom remodel. Prices are illustrative only; replace them with your own.
| Item | Qty | Unit | Unit price | Taxable | Line total |
|---|---|---|---|---|---|
| DemolitionRemove tub, vanity, tile and drywall to studs | 1 | job | $2,400.00 | N | $2,400.00 |
| Plumbing rough and trimRelocate drain, new shower valve, connect fixtures | 1 | job | $3,800.00 | N | $3,800.00 |
| ElectricalAdd GFCI circuit, vanity light and exhaust fan | 1 | job | $1,650.00 | N | $1,650.00 |
| Tile installationShower walls and floor, waterproofing membrane | 210 | sq ft | $22.00 | N | $4,620.00 |
| Tile allowanceCustomer-selected tile, adjusted to actual | 210 | sq ft | $8.00 | Y | $1,680.00 |
| Vanity and fixtures allowanceVanity, faucet, toilet, shower trim | 1 | allow | $3,500.00 | Y | $3,500.00 |
| Drywall, paint and finishMoisture-resistant board, prime and paint | 1 | job | $1,900.00 | N | $1,900.00 |
| Subtotal (before tax) | $19,550.00 | ||||
| Deposit (10%) | $1,955.00 | ||||
| Balance | $17,595.00 | ||||
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 remodeling 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 primary bathroom remodel. Remodels are quoted per phase or trade, with allowances for finishes the customer hasn't picked yet. 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 uses 10%).
- 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 remodeling estimates
- Mark allowance lines clearly; on the final invoice change their rate to the actual cost.
- Bill large remodels in stages: copy the invoice tab for each draw and adjust quantities to the percent complete.
- Keep change orders as new lines at the bottom of the invoice so the original scope stays readable.
Remodeling terms included
- Allowances are estimates; the invoice reflects actual selections, credited or billed at cost plus the stated markup.
- Changes to scope are made by written change order before the work is done.
Plus standard validity and payment terms. Edit all of them to match your policies and local law.
FAQ
Remodeling template questions
Have a question we didn't cover? Book a demo and ask a product specialist.
How large a deposit can I collect?
It depends on your state. California, for example, limits the down payment on most home improvement contracts to $1,000 or 10% of the contract price, whichever is less. The example uses 10%; check your state's contractor board.
How do I show allowances?
As their own lines, labeled as allowances, with the quantity and a placeholder rate. Explain in Terms how overages and credits are handled.
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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