Free Template

Service Estimate Template

A professional estimate template for contractors, cleaners, plumbers, HVAC, handymen, and any home service business. Clear scope, line items, terms, and customer signature.

Send estimates from Kairvio

[Your Business Name]

[Street Address]

[City, State ZIP]

[Phone] · [Email]

[License # if applicable]

ESTIMATE

Estimate #: [E-0001]

Date: [MM/DD/YYYY]

Valid through: [MM/DD/YYYY]

Prepared For

[Customer Name]

[Address]

[Phone] · [Email]

Project

[Project name]

Site address: [if different]

Estimated start: [MM/DD/YYYY]

Estimated duration: [X days]

Scope of Work

[Describe in plain English what you will do. Be specific. Example: "Replace 50-gallon natural gas water heater. Includes haul-away of existing unit, new tank, supply lines, T&P valve, expansion tank if required by code, and pan installation. Excludes drywall repair if access cuts are needed."]

Description Qty Rate Amount
[Labor] [X hrs] $0.00 $0.00
[Materials - itemized] 1 $0.00 $0.00
[Permit, if applicable] 1 $0.00 $0.00
Subtotal $0.00
Tax $0.00
Deposit due at acceptance $0.00
Total Estimate $0.00

Terms & Conditions

  • This estimate is valid for [30] days from the date above.
  • A [10–25%] deposit is due upon acceptance to schedule the work.
  • Final invoice may vary if scope changes; any changes will be documented and approved before work proceeds.
  • Work performed under [your] standard warranty terms. See attached warranty document or website.
  • Cancellation: free with [48 hours] notice. Late cancellations may forfeit the deposit.

Acceptance

By signing below, I accept this estimate and authorize the work described above to proceed.

Customer signature

Date

What every estimate should include

An estimate that wins jobs has a few things in common across every service industry:

  • A specific scope. Vague scope is the #1 cause of mid-job disputes. Spell out what's included AND what's excluded.
  • A clear validity window. Estimates that don't expire let customers shop you against everyone else for weeks. 30 days is standard.
  • A deposit ask. Real customers pay deposits. Tire-kickers don't. The deposit qualifies the lead.
  • Itemized pricing. Customers trust itemized estimates more than lump-sum quotes. Show labor, materials, permits, and any extras separately.
  • A signature line. Even an electronic acceptance counts. Get something in writing before you order materials.
  • Cancellation and warranty terms. Reduces friction at the back end of the job.

Most disputes service businesses run into — "I didn't agree to that price" or "I didn't know that wasn't included" — trace back to estimates that left these out.

Send estimates that get accepted in seconds.

Kairvio sends estimates via text with a one-tap accept-and-pay button. Customers sign digitally, you collect the deposit, and the job lands on your calendar.

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