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Free to use: A clean job estimate template for trades — HVAC, plumbing, landscaping, pest control, cleaning. Copy it, fill in the brackets, and send a professional quote that wins the job and protects your margin. Field-service apps can generate and send these from your phone on-site.
The job estimate template
| [Your Business Name] [License #] · [Phone] · [Email] |
ESTIMATE Estimate #: [0001] Date: [Date] Valid until: [Date] |
Prepared for: [Customer Name] · [Service Address] · [Phone]
Job description: [Describe the work — what, where, and any conditions/assumptions.]
| Item | Qty | Unit price | Total |
|---|---|---|---|
| [Labor — description] | [hrs] | [$/hr] | [$0.00] |
| [Materials — description] | [qty] | [$0.00] | [$0.00] |
| [Equipment / trip charge] | [1] | [$0.00] | [$0.00] |
| Subtotal | [$0.00] | ||
| Tax [%] | [$0.00] | ||
| Estimated total | [$0.00] | ||
Terms: This is an estimate, not a fixed bid; final cost may change if scope or site conditions differ. Estimate valid for [30] days. Deposit of [$/%] due to schedule. Warranty: [describe].
Approval: Signature: __________ Date: ____
How to use it
Fill in the brackets, itemize labor and materials separately (customers trust a breakdown far more than one lump sum), and always add a “valid until” date and a note that site conditions can change the final price — that line protects you when a simple job turns complicated. Include your license number where required, and ask for a signature or deposit to lock in the work.
Quote faster and win more jobs
On an emergency or repair call, the fastest quote often wins. Field-service software lets you build and send a professional estimate from your phone at the job — then convert it to a scheduled job and invoice in one flow. See our 10 best field service management software roundup, the Jobber review (our top pick for small trades), or trade-specific guides for HVAC and pest control.
Frequently asked questions
What should a job estimate include?
Your business and license info, an estimate number and date, the customer and service address, a clear job description, itemized labor and materials with totals, tax, terms (including a validity date and that it’s an estimate not a fixed bid), and a space for approval. The template above has all of these.
What’s the difference between an estimate and a quote?
An estimate is an approximate price that can change if scope or conditions differ; a quote (or bid) is a fixed price you commit to. For trades where site conditions vary, label it an estimate and note that the final cost may change — it protects you from eating surprises.
How do I send estimates on-site?
Use field-service software (Jobber, Housecall Pro) to build and send a professional estimate from your phone at the job, then convert an approved estimate straight into a scheduled job and invoice. Speed on-site is one of the biggest levers for winning trade work.