Estimate Template

Fill in the estimate below and it builds itself. Give the client a clear number with the scope spelled out, and convert it to an invoice the moment the work is done.

Free · No signup to start · No watermark · PDF, Word, Excel or Google Docs

Invoice generator form

Your business
Bill to (client)
Invoice details
Line items
Description Qty Unit price Tax %
Totals
Payment details
Notes
Open interactive editor

What to include in your estimate

Your business details

Name, contact details and license or tax number where it applies to your trade.

An estimate number

Numbering makes the job easy to reference when the client comes back weeks later.

Itemised scope

Labour, materials and equipment listed separately. Clients accept detail and argue with lump sums.

Clearly marked as an estimate

Say it's an approximation and what could change it — this is the difference between a professional estimate and a broken promise.

Exclusions and assumptions

What's not included, and what you've assumed about site access, condition or materials.

Validity and terms

How long the number stands, the deposit you need, and how change orders will be priced.

How it works

  1. 1

    Enter your details and the client's

    Added once and remembered, so the next estimate takes seconds.

  2. 2

    Break down the work

    List labour, materials and equipment as separate lines. Totals and tax calculate automatically.

  3. 3

    Set out scope and exclusions

    State what's assumed and what isn't covered, so a change in scope becomes a change order rather than an argument.

  4. 4

    Send it, then invoice it

    Download or email the estimate. When the job's done, convert it to an invoice with the final numbers.

Job done? Turn the estimate into an invoice

Convert it, adjust the final numbers, and send — then track it through to paid.

Create an invoice

Frequently asked questions

What is an estimate template?

An estimate template is a reusable format for giving a client an approximate price before work starts. It lists the expected labour, materials and total, and makes clear the figure may change as the job reveals itself.

Is an estimate legally binding?

Generally no — an estimate is an approximation, not a fixed commitment, which is exactly why it must be labelled as an estimate. A quote is a fixed price and can bind you to it. If you're not certain of the scope, give an estimate and say so explicitly on the document.

How much can an estimate change?

There's no universal rule, so set one yourself: state on the estimate that you'll notify the client before exceeding it by more than an agreed percentage, commonly 10-15%. Clients accept overruns they were warned about and dispute ones they weren't.

What should a construction estimate include?

Labour, materials, equipment, permits and disposal, plus a contingency line for the unknowns. List exclusions and assumptions about site access and existing conditions — that's where estimates most often go wrong.

How do I turn an estimate into an invoice?

Convert it in InvoiceSonic — line items and client details carry across and you adjust the final figures. Invoicing straight after completion, while the work is fresh, is the biggest single factor in getting paid quickly.