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Free estimate and quote template for small businesses

The short answer

An estimate or quote lists the work you’ll do line by line, with quantities and prices, then the tax, the total, how long the price is good for, what isn’t included, and a line for the customer to approve and date. Fill in the free template below, then print it or save it as a PDF to text or email. Nothing is stored.

Fill in your business, the customer and the work, and get a clean estimate to print, hand over or save as a PDF to email. Works on your phone in the truck.

Fill in your estimate

Line items
Check your state’s rules for labor and materials.

Nothing is saved: print it or save the PDF before you close this page.

Your business name

Estimate

Estimate #1001
Date: —

For

Customer name

Line items
DescriptionQtyPriceAmount
Service call and diagnosis1$125.00$125.00
Parts1$0.00$0.00
Labor (hours)1$0.00$0.00
Subtotal$125.00
Sales tax (0% on $0.00)$0.00
Total$125.00

This estimate is good for 30 days. Price may change if we find hidden damage once work starts; we'll ask before doing extra work.

Customer approval: ______________________   Date: __________

How it works

  1. Fill in your business name, contact details and license number once.
  2. Add the customer and the estimate number and date.
  3. List the work: one line per part, material or block of labor, with quantity and price. Mark which lines are taxed.
  4. Choose “Print or save as PDF”. On a phone, pick “Save as PDF” in the print screen, then text or email it.

Nothing is saved or sent anywhere: the estimate lives in your browser until you close the page. To price the labor, use the hourly rate calculator; to price parts, the markup calculator.

What a good estimate includes

  • Your business name, phone, license number and the date
  • The customer’s name and the job address
  • Each piece of work in plain words, with quantity and price
  • Tax, total and how long the price is good for
  • What isn’t included, and what happens if you find more once work starts
  • A line for the customer to approve and date

Common questions

How do I write an estimate?
List the work in plain words, one line per part, material or block of labor, with quantity and price. Add tax and the total, say how long the price is good for and what isn’t included, and leave a line for the customer to approve and date.
Is this estimate template really free?
Yes. No sign-up, no watermark, and nothing is stored. Print it or save it as a PDF.
What’s the difference between an estimate and a quote?
An estimate is your best guess at the price, which can change if the job turns out different. A quote is a fixed price for the work described. Say which one you’re giving in the notes.
How long should an estimate be valid?
Many businesses use 30 days, shorter when costs are moving. Put the date on the estimate so there’s no argument later.
Can I turn the estimate into an invoice?
Use the invoice template with the same line items once the job is done.
Should I charge tax on labor?
It depends on your state and the kind of work. Each line can be marked taxed or not taxed; check your state’s rules or ask your accountant.

More free tools

  • Invoice template

    Make an invoice with line items and tax, then print it or save it as a PDF.

  • Work order template

    Write up a job with parts, labor and a signature line, then print it or save it as a PDF.

  • Change order template

    Put added work and its cost in writing, with the new total and both signatures.

Win the job before you write the estimate

CoveDesk answers your calls when you’re on a job and texts you the details, so more estimate requests reach you.