Free contractor estimate template
Use this practical estimate structure for roofing, HVAC, plumbing, landscaping, and other home service work, then adapt the language to your trade and local requirements.
Published by FlowSimple · Updated August 31, 2026
CSV template
Start with clear estimate line items
Includes example service, material, quantity, unit, unit price, tax, and customer-facing description columns.
What the template includes
The downloadable CSV gives you a clean line-item starting point. The checklist below covers the business and approval details that belong around those lines.
- Customer and service-property details
- Scope and line-item descriptions
- Quantity, unit, unit price, tax, and total
- Validity, proposed schedule, and terms
- Customer decision, typed name, and date
Write scope that prevents ambiguity
Name what is included, what is excluded, the materials or service level assumed, site conditions that may change price, and how a change will be approved.
Preserve the approved version
Once sent, line items should behave as snapshots. A later Price Book edit must not rewrite the amount or description the customer reviewed.
Frequently asked questions
Can I use this estimate template for roofing?
Yes. Replace the example lines with roofing labor, tear-off, disposal, underlayment, flashing, ventilation, materials, and exclusions relevant to the project.
Can I use this template for HVAC or plumbing?
Yes. Use trade-specific equipment, model numbers, labor scope, permit assumptions, warranty terms, and customer-facing line descriptions.
Is this template legal advice?
No. It is an operational starting point. Ask a qualified local professional to review contract, consumer, tax, licensing, and signature requirements for your location.
Related contractor resources
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The fastest estimate is not the one with the fewest lines. It is the one that reuses known information, makes the scope understandable, and starts the next workflow when the customer approves.
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GuideHow to track a roofing job from lead to payment
The job does not begin when it reaches the calendar. It begins with the first homeowner inquiry and remains open operationally until completed work is paid.