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.
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Name, contact details and license or tax number where it applies to your trade.
Numbering makes the job easy to reference when the client comes back weeks later.
Labour, materials and equipment listed separately. Clients accept detail and argue with lump sums.
Say it's an approximation and what could change it — this is the difference between a professional estimate and a broken promise.
What's not included, and what you've assumed about site access, condition or materials.
How long the number stands, the deposit you need, and how change orders will be priced.
Added once and remembered, so the next estimate takes seconds.
List labour, materials and equipment as separate lines. Totals and tax calculate automatically.
State what's assumed and what isn't covered, so a change in scope becomes a change order rather than an argument.
Download or email the estimate. When the job's done, convert it to an invoice with the final numbers.
Convert it, adjust the final numbers, and send — then track it through to paid.
Create an invoiceAn 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.
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.
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.
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.
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.
Construction estimate template · Quote template · Free invoice generator · Recurring invoices