Job Estimate Template © 2014 Vertex42.com

[Company Name] WORK ESTIMATE[Street Address]

[City, ST ZIP]Phone: (000) 000-0000 ESTIMATE # DATE

2034 5/1/2014

TO

[Name]

[Company Name]

[Street Address]

[City, ST ZIP]

[Phone]

DESCRIPTION OF WORK

Use this section to describe the work to be done. Be very specific.

ITEMIZED COSTS QTY UNIT PRICE AMOUNT

Service Fee 1 200.00 200.00

Labor: 5 hours at $75/hr 5 75.00 375.00

Parts, including sales tax 7 12.95 90.65

New client discount (50.00) (50.00)

-

-

-

-

-

-

-

-

Thank you for your business! TOTAL ESTIMATE $ 615.65

To schedule a time for us to complete the work, or if you have any questions, please contact

[Name, Phone, email@address.com]

______ Note: This estimate is not a contract or a bill. It is our best guess at the total price to complete the work stated above, based upon our initial inspection, but may be subject to change. If prices change or additional parts and labor are required, we will inform you prior to proceeding with the work.

Job Estimate Template

By Vertex42.com

© 2014 Vertex42 LLC

http://www.vertex42.com/licensing/EULA_privateuse.html

http://www.vertex42.com/ExcelTemplates/job-estimate-template.html

This spreadsheet, including all worksheets and associated content is considered a copyrighted work under the United States and other copyright laws.

Do not submit copies or modifications of this template to any website or online template gallery.

Please review the following license agreement to learn how you may or may not use this template. Thank you.

See License Agreement

Do not delete this worksheet. If necessary, you may hide it by right-clicking on the tab and selecting Hide.

HELP© 2014 Vertex42 LLC

Instructions

Sending an Estimate to the Customer

Currency

Color SchemeTo change the theme colors, go to Page Layout > Colors.

Additional Help

REFERENCES

SEE ALSO

TIPS

ARTICLE

ARTICLE

http://www.vertex42.com/ExcelTemplates/job-estimate-template.html

You can use this template to give your customer an estimate of the cost to complete a project or job in a situation where the price may be subject to change.

For repeat customers, update the Bill To section and customer ID and save the file to use as a template for future invoices to that customer. You may want to name the file something like "Estimate Template - Customer Name."

One of the best ways to send the form, besides printing a paper copy and mailing it, is to email the estimate as a PDF attachment.

To create a PDF using Excel 2010 or later, go to File > Save As and choose PDF from the list of file types.

Save the PDF to a location on your computer where you will store all your estimates and name the file with the customer name and/or estimate number.

To change a currency symbol, select the cell and open the Format Cells dialog box by pressing CTRL+1. Then go to the Number tab to change the format to Currency or Accounting and select the currency symbol.

The link at the top of this worksheet will take you to the web page on vertex42.com that talks about this template.

Vertex42.com: Quote Template

Vertex42.com: Spreadsheet Tips Workbook

Vertex42.com: Add a Customer List to Your Spreadsheet

Vertex42.com: Theme-Enabled Templates