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A quote template you can copy
The "not included" box is the line most quotes skip, and it's the one that saves the argument later. Say it plainly, before the customer has to ask.
Quote
- From
- [Your business name], [phone], [license number if your state needs one]
- For
- [Customer name], [job address]
- Date
- [Today's date]
- Good until
- [Date, usually 30 days out]
- You asked for
- [One line in their words, like: replace the water heater in the basement]
| Item | Qty | Price |
|---|---|---|
| [Labor: what the crew will do] | [hours] | [price] |
| [Material or part] | [qty] | [price] |
| [Haul-away, permit or disposal] | 1 | [price] |
| Total | [total] |
Included: [what this price covers].
Not included: [what it doesn't, like patching drywall or moving the unit].
Payment: [deposit, when the rest is due, how to pay].
To say yes, reply YES to this message or sign here: ____________
The Word file opens in Word and Google Docs. The spreadsheet opens in Excel and Google Sheets and adds up the lines for you.
Free quote template for small jobs
A small job doesn't need a full page. A text or a short email with the same parts works, as long as the price and the "good until" date are in it.
Hi [name], it's [your name] at [shop]. For the [job] at [address]: [price], parts and labor, done in one visit. Good until [date]. Reply YES and I'll get you on the schedule.
Hi [name], thanks for having me out today. Here's the quote for the [job]: [price], which covers [what's included]. It doesn't cover [what isn't]. The price holds until [date]. Reply yes and I'll send you a few times to pick from.
Quote format: what goes where
Customers read a quote top to bottom, looking for two things: did you understand the job, and what will it cost. Put them in that order.
- Top. Your business, their name, the job address and the date.
- First line. What they asked for, in their words. It shows you listened.
- Middle. The work and the price, line by line, then the total.
- Bottom. What's not included, how long the price holds, and how to say yes.
Service quote template for repeat work
For work you do over and over, like a yearly tune-up or a drain cleaning, save a quote with the job lines already filled in. Then each new one is a name, an address and a date. Keep the not-included line, because it's the one that changes with each house.
Job quote template for bigger projects
Bigger jobs need more lines, not more pages. Break the work into parts the customer can picture, and put a price on each one.
- Parts of the job. Demo, rough-in and finish, each with what's in it and its price.
- Allowances. A set amount for things the customer picks later, like fixtures or tile.
- Hidden conditions. What you'll do if you open a wall and find a problem.
- Changes. Any change gets a written change order before the work.
