Arrivy Logo
Resources / Templates / Estimate

Free Estimate Template

Professional Estimate Template

Create a clear, professional free estimate template that outlines the scope of work, labor, materials, and expected costs. Built by Arrivy for trade and service businesses, Arrivy connects estimates with the work that follows, from customer approval to scheduling and job completion.

template/estimate
Build It Now

Create Your Free Estimate with Arrivy

Enter the job details, scope of work, and estimated costs, and watch your estimate update in real time. Review the details and download it when you're ready to send.

Your business
Estimate details
Prepared for
Line items — labor & materials
Totals & terms
Your business
Estimate #
PREPARED FOR
Customer name
ServiceQtyUnitTotal
TERMS
Subtotal$0.00
Tax (0%)$0.00
Estimated total$0.00
Powered by Arrivy · We look forward to working with you
Send & Track in Arrivy

Tip: in the print dialog, choose “Save as PDF” to download.

Get new free templates straight in your inbox.

Arrivy keeps releasing new helpful templates and tools every week. We’ll send you updates every week. No spam

Save Your Custom Estimate Template

Want to use the same estimate format for future jobs? Use the exportable PDF.
Keep a blank copy, then update the customer, scope, costs, and terms for each new job.

Try Arrivy Free for Estimates

With Arrivy, estimates stay connected to the work that follows. Keep estimate details and line items
with the job as it moves from customer approval and scheduling through job completion and invoicing.

See how Arrivy fits into your service workflow. Book a demo.

How to Write an Estimate

Use the free estimate generator above or follow these nine steps to create your own estimate. A clear estimate helps the customer understand the proposed work, expected costs, and terms before the job begins.

  1. 1. Add your business details. Include your logo, business name, address, phone number, and email so the customer can identify who prepared the estimate.
  2. 2. Add the estimate number and date. Label the document as an estimate, assign a unique estimate number, and include the date for easy reference.
  3. 3. Add the customer details. Include the customer or company name, address, and contact information.
  4. 4. Describe the scope of work. Clearly outline the work you expect to complete and what is included in the estimate.
  5. 5. Itemize labor, materials, and other costs. Break down the estimated charges by description, quantity, rate, or unit price where applicable.
  6. 6. Calculate the estimated total. Add the line items and any applicable taxes or discounts to show the estimated total cost.
  7. 7. Set a validity date and terms. State how long the estimate is valid and include any relevant payment, deposit, or project terms.
  8. 8. Add an acceptance section. Include space for the customer to approve the estimate with a name, signature, and date when needed.
  9. 9. Review and send. Check the scope, pricing, and terms for accuracy, then download and share the completed estimate with the customer.

Common Elements of an Estimate

A professional job estimate typically includes:

1.

Estimate Number and Date

A unique number and date to identify and reference the estimate.

2.

Business Details

Your business name, logo, address, phone number, and email.

3.

Customer Details

The customer or company name, address, and contact information.

4.

Scope of Work

A clear description of the proposed work and what is included.

5.

Line Items

Estimated labor, materials, equipment, and other costs with relevant quantities, rates, or prices.

6.

Estimated Total

The subtotal, applicable taxes or discounts, and estimated total cost.

7.

Validity and Terms

How long the estimate is valid, along with relevant payment, deposit, or project terms.

8.

Acceptance Details

Space for the customer’s name, signature, and date when approval is needed.

Frequently Asked Questions

An estimate provides an expected cost based on the information available when it is prepared, while a quote typically provides a more specific price for a defined scope of work. How estimates and quotes are treated can vary based on their terms and applicable laws.
It depends on how the estimate is written, accepted, and treated under applicable laws. Clearly label the document as an estimate and include the scope, pricing, validity period, and relevant terms. Seek professional legal advice if you need guidance for your specific business or jurisdiction.
Set a validity period based on how long you can reasonably honor the estimated pricing. Consider potential changes in labor, material, and other job costs when choosing the date.
Use current labor, material, equipment, and other job costs when calculating the estimate. Define the scope clearly and itemize expected costs so you can review how the total was calculated.

Win more jobs, and get paid faster.

Arrivy keeps releasing new helpful templates and tools every week. We’ll send you updates every week. No spam