[Your company name] · License # [License #]
Client signature and date
What’s in it
Company name, address, phone and license number, plus estimate number, date and a valid-until date.
Client name, phone, email, job number and the project address.
Description, quantity, unit, unit price and amount. In Excel the amount calculates for each line.
Subtotal, a tax rate you set, tax and total. The Excel file adds them up for you.
Excel only and optional: enter your cost per line to see markup and margin. These columns sit outside the print area.
Room for exclusions, allowances and payment terms, plus signature lines for the client and you.
How to fill it in
FAQ
People use the words loosely. An estimate is often your best guess at the price, while a quote or bid is often a firm price for a defined scope. What counts is the wording in your signed contract. See estimate in the glossary.
That’s your call. The Excel file keeps cost, markup and margin in optional columns outside the print area, so they don’t print with the estimate.
Long enough for the client to decide, and short enough that your material prices still hold. Pick a period that fits your market and write the date on every estimate.
Yes. Add a line per area or trade and list allowances for items the client hasn’t picked yet. Track those choices on the selections sheet.
Walk the job first, then list the work one line per task or material group, with a quantity, a unit the client understands and a unit price. Add tax, list what’s not included, set a valid-until date and leave room for the client’s signature. This job estimate template has each of those parts. ECHOPS builds the same estimate from your own price book and sends it as a link the client can open and e-sign.
Start from a clear scope of work, then figure quantities, labor, materials and your subs’ written quotes, and add overhead, profit and any contingency. Compare the total with similar past jobs before you send it. Our step-by-step guide to estimating construction costs covers each part, and the Excel file here works as a project estimate template for the result.
There’s no single limit. It depends on what you signed: a fixed price usually holds unless a signed change order changes it, while an estimate or a time-and-materials job may leave room for more. State and local rules can apply too, so this isn’t legal advice; check your state’s license guide. Put any increase on a signed change order before the work. In ECHOPS, a signed change order bills itself as its own invoice.
This free estimate template comes as an Excel file and a printable PDF, not a Word file. The Excel version is an estimate sheet template that works out each line, the subtotal, tax and total, and the PDF prints for estimates you write by hand on site. For a bigger job priced trade by trade, with overhead, profit and alternates, use the construction bid template.
Yes. The quote template is built for a fixed price the client accepts and signs, with Word, Excel and PDF versions.
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