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Free Estimate Template
Price the job, add your terms and download a PDF estimate with a signature line for the client. No signup, no email.
Fill in your estimate
Saved in this browser only. Nothing is sent to us.
Doing this every week?
Let clients approve online, and turn yes into a job
In Clevra the client opens the estimate from an email, types their name to approve, and can sign with a finger. The approved estimate becomes the job with one click.
- Estimates from your price book, with tax classes and discounts
- Online approval with a typed name and optional signature
- Follow-ups when the client goes quiet, up to two (Pro)
- Approved estimates turn into jobs, then invoices
- A sales pipeline from new request to won
Estimates are on every plan, including Free. Automatic follow-ups start on Pro ($49 a month, or $39 billed yearly).
How to write an estimate here
- 1
Describe the job
Who it is for, where the work is, and when the price runs out.
- 2
Price it line by line
Labour, parts, rentals and disposal on separate lines, with tax underneath. Use the markup calculator if you need a number.
- 3
Send and get it signed
Download the PDF and send it. When the client says yes, turn it into an invoice here.
Winning the job
What a good contractor estimate includes
The estimate is the first thing the client reads about how you work. A clear scope wins more jobs than a low number, and it saves the argument at the end.
Scope, in plain words
Say what you will do, what you will use and where. "Replace 40 gal gas water heater with like for like, new flex lines and expansion tank, haul away old tank" tells the client exactly what they are paying for.
Exclusions
List what is not included: permits billed at cost, drywall patching, excavation, after-hours work. Most change-order fights start with something nobody wrote down.
Validity date and deposit
Prices on parts move, so give the estimate an end date. If you need a deposit to order equipment, write the amount and when the balance is due.
A place to say yes
A signature line turns the estimate into an agreement. Keep the signed copy with the job.
Estimate template FAQ
Is this estimate template free?
Yes. No account and no email. Fill it in, download the PDF and send it however you like.
How long should an estimate be valid?
Thirty days is common. Go shorter when part prices move fast, like copper or equipment with long lead times, and say so on the estimate.
Should I ask for a deposit?
Many contractors take one when they have to order parts or hold a date. Check your local rules first: California, for example, caps the down payment on most home improvement contracts at 10% of the price or $1,000, whichever is less.
Can the client sign it?
The PDF has a signature and date line for a printed or scanned signature. In Clevra, clients approve estimates online with their name and an optional drawn signature.
Can I turn the estimate into an invoice?
Yes. Press "Turn into an invoice" and your lines, client and business details move to the free invoice generator.
Do you keep my estimates?
No. Your entries stay in your own browser and nothing is sent to Clevra.
More free tools
No signup on any of them. See all free tools.
All-in-one operations platform for trades.
You run a crew, not a tech company. Clevra handles the office stuff so you can stay on the tools.