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Free Contractor Estimate Template: What to Include (and How to Fill It In)

A good contractor estimate includes your business details, the customer and job address, a clear scope of work, itemized labor and materials, a total, payment terms, an expiration date and a place to sign. Use the outline below as a template, then adapt the scope and line items to each trade.

What sections should a contractor estimate include?

  • Header: your business name, license number where required, phone, email and estimate number and date.
  • Customer: name, phone, email and job address.
  • Scope of work: a plain-language description of what you will do, and what you will not.
  • Line items: labor, materials, equipment, subcontractors, permits and disposal, each with a quantity and price.
  • Subtotal, tax where applicable and total.
  • Payment terms: deposit, progress payments and due dates.
  • Timeline: estimated start date and duration.
  • Validity: how long the price is good for.
  • Warranty and exclusions.
  • Acceptance: a signature line or an approval link.

Sample scope-of-work wording

Write the scope so a stranger could tell what is and is not included. For example: "Remove and dispose of existing bathroom vanity and top. Supply and install new 36-inch vanity with top, faucet and P-trap. Reconnect supply lines. Patch and paint wall behind vanity. Not included: replacement of shutoff valves or drain lines unless found to be defective; if replacement is required, it will be quoted before work proceeds."

What mistakes cost contractors money?

  • Vague scopes that leave room for "I thought that was included."
  • No expiry date, so a price from six months ago gets used.
  • Lump sums without line items, which make change orders hard to justify.
  • No allowance for materials the customer chooses, such as tile or fixtures.
  • No mention of what happens if hidden conditions appear.

How do you make the estimate easy to approve?

Send it quickly, as a clean PDF or a link, and follow up within a day or two. Include a one-sentence summary at the top of the price and what it includes, and make approval a single step. Estimates that arrive fast and look professional close more often than those that are late and messy.

Frequently asked questions

Should an estimate be free?

Many contractors offer free estimates for straightforward jobs and charge for complex ones. State your policy up front.

How long should an estimate be valid?

Fourteen to thirty days is common, shorter when material prices are volatile.

Is an estimate a contract?

An estimate is a price proposal. Once the customer accepts it in writing, it can become the basis of a contract. Ask a local attorney how to set yours up.

Price it faster and more consistently

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