Resources/Templates
Free templates
Estimates, proposals, contracts, change orders, invoices and more. Each one comes as a printable PDF plus an editable Word or Excel file, free from the ECHOPS team.
All templates
Line items, tax and totals. The Excel version does the math and keeps your markup off the printout.
Get the template →Cover page, Good / Better / Best options, investment summary, timeline and acceptance.
Get the template →A residential contract skeleton to review with your attorney: scope, price, payments, changes and signatures.
Get the template →What’s included by area, what isn’t, who supplies what, permits, cleanup and sign-off.
Get the template →Original sum, previous changes, this change, new total and schedule impact, signed before the work.
Get the template →Ten categories, from cabinets to paint, tracked against allowances with a client sign-off.
Get the template →Weather, crew hours, subs, deliveries, work done, inspections, issues and photos.
Get the template →Every last item with location, owner, due date, status and client OK.
Get the template →Line totals, tax, payments received and balance due, calculated for you in Excel.
Get the template →Conditional or unconditional, progress or final. Not for states with their own statutory forms.
Get the template →A one-page certificate with your term, what’s covered, exclusions and how to make a claim.
Get the template →Plan the job week by week. Excel works out finish dates in workdays and draws the bars.
Get the template →Price trade by trade, add overhead and profit, alternates and exclusions.
Get the template →One page for service calls: the work, who’s assigned, parts, labor and sign-off.
Get the template →Close out the job in writing: open punch items, warranty start, final payment.
Get the template →Scope, price, schedule, insurance, lien waivers and termination, in plain English.
Get the template →Budgeted, committed and actual costs by category, with variance and contingency.
Get the template →Squares from square feet, tear-off to drip edge, options and totals.
Get the template →Rooms or sides, coats and coverage to gallons, labor and materials.
Get the template →Hardscape, plants, mulch by the cubic yard, sod, irrigation and labor.
Get the template →Three system options side by side, from equipment to permit and removal.
Get the template →A fixed price for the work you list, add-ons the customer can say yes to, tax, a deposit and a signature.
Get the template →Your contract price split into lines of work, with % complete, retainage and amount due worked out in Excel.
Get the template →A re-roof contract to review with your attorney: tear-off, decking per sheet, flashing, ventilation, cleanup and warranties.
Get the template →Hourly labor, flat-rate tasks, parts, trip fee and permit, with tax, deposit and balance due worked out.
Get the template →Labor, flat-rate repairs, parts and refrigerant by the pound, plus each unit’s model and serial number.
Get the template →How to use them
More free tools
Questions
Yes. Every template on this page is free to download from the ECHOPS team, as a printable PDF plus an editable Word or Excel file. Add your company name, license number and contact details, save a blank master copy, and reuse it on every job. When the paperwork outgrows files, ECHOPS runs quotes, change orders and invoices in one place, with a 14-day free trial and no card.
The ones that do math: the estimate, invoice, punch list, selection sheet, bid, budget and schedule templates, plus the roofing, painting, landscaping and HVAC estimates. Each Excel file has the formulas built in, so totals, finish dates or quantities fill in for you. The contract, lien waiver, warranty and other documents come as Word files, and every template includes a printable PDF.
Start with the construction management templates every job needs: a schedule to plan the work, a daily log for each day on site, change orders for anything new, and a punch list to finish. Add the budget template to track cost against your estimate. When you’d rather run jobs in one place, ECHOPS gives each project stages, a checklist and a weekly schedule; see construction project management software.
Most residential jobs use a handful of contractor forms: an estimate or proposal, a contract with the scope of work attached, change orders during the job, invoices, and at the end a punch list, final lien waiver and warranty. Which forms are required, and what they must say, varies by state. This isn’t legal advice; check your state’s license guide and talk to a local attorney.
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