Quick Job Estimate Form: from cost lines to client price, with contingency, markup, tax and deposit

Quick Job Estimate Form

CA$19
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Quick Job Estimate Form: from cost lines to client price, with contingency, markup, tax and deposit
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  • Quick Job Estimate Form: from cost lines to client price, with contingency, markup, tax and deposit
  • What's included: the estimate workbook, Word client estimate, printable worksheet and Start Here guide
  • Price each line, add contingency and markup, and hand the client one page
  • Close-up of the Estimate sheet: each cost line with quantity, unit, unit cost and cost
  • Close-up of the pricing: total cost, contingency, markup, price before tax, tax and deposit
  • Close-up of the one-page client estimate: price by category, tax, total and deposit
  • How it works: download, open the workbook and enter your company, rates and tax
  • Example and blank versions of the estimate workbook
  • Quick Job Estimate Form: from cost lines to client price, with contingency, markup, tax and deposit
  • What's included: the estimate workbook, Word client estimate, printable worksheet and Start Here guide
  • Price each line, add contingency and markup, and hand the client one page
  • Close-up of the Estimate sheet: each cost line with quantity, unit, unit cost and cost
  • Close-up of the pricing: total cost, contingency, markup, price before tax, tax and deposit
  • Close-up of the one-page client estimate: price by category, tax, total and deposit
  • How it works: download, open the workbook and enter your company, rates and tax
  • Example and blank versions of the estimate workbook
Quick Job Estimate Form
Back-Office

Quick Job Estimate Form

CA$19

Prices in Canadian dollars. Any tax that applies is shown at checkout.

A one-job estimate in Excel that adds contingency, markup and tax to your costs and prints a one-page client estimate with no costs or markup on it, plus an editable Word estimate and a printable worksheet.

Enter up to 40 cost lines with a category, description, quantity, unit and unit cost. The workbook rounds each line to the cent, totals the cost by category, adds contingency on the cost, then markup on cost plus contingency, then tax, and shows the estimate total and the deposit to start.

The Client Estimate sheet prints on one letter page under your company name. It shows a price for each category, with contingency and markup spread over the categories so they add up to the price before tax exactly, plus what is included, what is not included and how long the estimate is valid.

  • Estimate Excel, 40 cost lines in six categories you can rename
  • Pricing Contingency, markup, one tax and a deposit, all set by you
  • Client estimate One letter page, prices by category, no costs shown
  • Word estimate Editable, 1 page, under your company name
  • Paper worksheet 1-page PDF to price a job by hand
  • Start Here 5-page PDF guide

Instant download after checkout, with the link also sent by email

30-day money-back guarantee, no questions asked

Secure checkout through Shopify

One business, unlimited use on its own projects

What's inside

Estimate workbook, Excel (.xlsx), four sheets, in two versions. Settings for your company details, contingency, markup, tax name and rate, deposit, how many days the estimate is valid, and six cost category names. The Estimate sheet takes the client, project, site address, estimate number and date, and up to 40 cost lines, with a summary by category. A check column, not printed, flags a line with no category, description, quantity or unit cost.

Client Estimate. One page for the client: the price by category, tax, total and deposit, what is included and not included, and a valid-until date. Your costs and markup are not shown.

Word estimate (.docx), 1 page. The same layout to edit in Word, under your company name.

Printable worksheet, 1-page PDF. For pricing a job by hand on site.

Start Here guide, 5-page PDF. What is included and how to set your rates and cost categories, price a job, print the client estimate and use the paper worksheet.
Formats
  • Excel (.xlsx): the workbook in example and blank versions, standard formulas and no macros. Shaded cells are inputs; formula cells are locked with sheet protection that has no password. Made for Microsoft Excel: desktop Excel 2016 or later and Excel for the web.
  • Word (.docx): the editable one-page client estimate, in Georgia and Arial. Made for Microsoft Word: desktop Word 2016 or later and Word for the web.
  • PDF, letter size: the printable estimate worksheet (1 page) and the Start Here guide (5 pages).
  • Fonts: the PDFs use Cormorant Garamond and Inter, built into the files. The workbook and the Word estimate use Georgia and Arial.
  • Not included: budget or job-cost tracking, PowerPoint or Canva files, and page-preview images.
  • Delivery: one ZIP file (about 0.17 MB) holding all five files, on the order page right after checkout and by email.
Licence

One purchase covers one business, with unlimited use on that business's own projects. Your employees may use it for the business's work. Edit it freely and give your clients the finished documents. Reselling, sharing or uploading the template files, edited or not, is not permitted. Read the full licence.
Refunds

If the estimate form isn't right for you, email support@thebuildersledger.com within 30 days of purchase with your order number for a full refund, no questions asked. After a refund the licence ends and the download link is turned off, so please delete your copies of the files. Refund policy.
FAQ

How are contingency and markup worked out?

Contingency is a per cent of the cost. Markup is a per cent of the cost plus contingency. Both are set on the Settings sheet; the sample rates are there to replace with your own.

Does the client see my costs?

No. The client estimate shows a price for each category, with contingency and markup spread over the categories in proportion to cost. Your costs stay on the Estimate sheet, which is not meant for the client.

How is tax handled?

One tax with your own name and rate, set on the Settings sheet; the rate is a sample. Which taxes apply depends on where you work, so confirm them with your own accountant or tax adviser.

Is the estimate a contract?

No. It is an estimate based on the information you have, with a note that the price can change if the scope, site conditions or selections change. For terms and conditions, ask your own lawyer.

Does it track budget and job cost?

No, it prices one job. For a full estimate with budget and job-cost tracking, use the Custom Home Estimate, Budget & Job-Cost Workbook (EST-02).
A note on pricing and tax

The contingency, markup, tax rate and deposit are editable samples, not recommendations. Which taxes apply, and how deposits may be taken, depend on where you work and on your contract, so confirm your settings with your own accountant or lawyer before you rely on them. The estimate is not a contract. Not legal or tax advice.