Contractor estimate template
Quote general contracting jobs with clear line items and a customer signature line, then turn the estimate into an invoice when the work is done. 🔒 No sign-up. Everything stays on your computer.
How to make an general contracting estimate
- Add your business details and logo.
- Fill in the customer and job site, and when the estimate expires.
- Edit the example line items to match what you'll do.
- Download PDF for the customer to sign. When the job is done, press Turn into an invoice.
What to put on a general contracting estimate
- List labor and materials as separate lines. Customers question one big lump sum far more than an itemized bill.
- Pass permit fees and dumpster costs through at cost and label them, so they never look like markup.
- Reference the signed estimate or contract number in the PO field so the invoice ties back to what the customer approved.
- Bill deposits and progress payments as their own invoices, then show them under "Amount paid" on the final invoice.
Example line items
| Item | Qty | Rate |
|---|---|---|
| Demolition and haul-away | 1 | $1,800.00 |
| Framing, drywall and finishing | 1 | $6,400.00 |
| Cabinets and countertops (installed) | 1 | $9,200.00 |
| Electrical and plumbing (licensed subs) | 1 | $4,300.00 |
| Permits and inspections | 1 | $450.00 |
Example prices only. Rates vary a lot by region, so use your own.
Questions
Should contractors charge sales tax on invoices?
It depends on your state and whether you bill labor and materials separately. Many states tax materials but not labor on repair work. Check your state revenue department before adding a tax rate.
How do I invoice a progress payment?
Create an invoice for the completed stage (for example "50% at rough-in"), and on the final invoice enter what was already paid under Amount paid so the balance due is correct.
What is the difference between an estimate and a quote?
An estimate is an approximate price that can change if the job turns out different than expected. A quote is a fixed price the customer can accept. Say which one you mean in the terms.
How do I turn an estimate into an invoice?
When the job is done, press "Turn into an invoice". The customer, job site and line items are copied into a new invoice, ready to adjust and send. A deposit on the estimate is filled in as already paid; change it if the customer hasn't paid it.
How do I ask for a deposit?
Enter a percentage or flat amount under Deposit. The estimate shows "Deposit due to start work", and if you add a payment link, a QR code the customer can scan to pay it.
Is an estimate legally binding?
An estimate on its own usually isn't a contract. Once the customer signs and accepts it, it can become part of your agreement. For larger jobs, use a written contract too.