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Download Job estimate Excel Template

Preparing a job estimate or work estimate for a customer basis the work order is often the first step in any process. It may include providing an estimate, preparing an official quote, creating a work order, invoicing the completed work, and then sending a receipt. You can start by downloading our free job estimate spreadsheet below.

Note: Unlike a quote, an estimate is not a contract and price may end up being higher or lower. You might provide an estimate before completing inspection is finish. Then a final quote on the exact price to complete the job.

This job estimate template is based on our billing invoice. So you can download both if you like a consistent design for both the work estimate and the invoice.

Xactimate estimator jobs

This template is design for service providers who want to provide their customer with an initial estimate of the cost. Sometimes it is not possible to guarantee the cost of a particular job. However a work estimate allows you to give the customer your best guess without entering into a binding contract.

If you can guarantee the cost of the work, consider using our Quote Template.

Creating a Job Estimate

Here are some instructions to customize this job estimate template for your business.

  1. Update your business address and contact information at the top. You can insert your company’s logo in place of [Company Name].
  2. Edit the contact information at the bottom to indicate who should be contacted if the customer has questions.
  3. Edit the Note at the bottom of the estimate form. Currently, the note is saying that the estimate is not a contract and the prices are subject to change, The customer will contact prior to proceeding with additional work. You need to edit this based on the type of work you do.
  4. Save a copy of the template so that when you create estimate for different customers.

Tips for Preparing Job Estimate sample

Customers do not like to surprise by an increase in price. It can lead to bad reviews. If your business relies on referrals, reviews and repeat business, you may want to make sure your customer is happy.

Taxes: Include sales tax in your estimate, either by listing items including sales tax, adding a separate line item for tax, or by indicating with a note that the estimate includes taxes.

Multiple Estimates: Consider providing two job estimates: one for the most likely cost, and another also lists additional parts and labor that might require for specific complications in a worst-case scenario.

If the type of work you are doing would allow you to guarantee a maximum price, consider a Quote instead.

Signature: To make sure your customer understands that the price is subject to change, you could either update the template or include a signature line below at the bottom of the form, or just handwritten an “x” and a line to give your customer a place to sign, or ask them to write their initials next to the note.

How to Use this Job estimate Excel template

Our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Here’s how to download and use one of our templates:

  1. Download: Once you’ve browsed through our collection of templates and find the one that best fits your needs. Once you’ve found the template you want, click on the download button.

  2. Replace sample data with your actual data: Once the template is downloaded, open it in Excel. You’ll see that it is already set up with sample data. To start analyzing your own data, simply replace the sample data with your actual data.

  3. Customize the template: Our templates are completely editable, which means you can customize them to fit your specific needs. For example, you can change the formatting, add or remove columns, or create new charts and graphs.

  4. Use the Excel template: Once you’ve fed in your data and customized the template, you’re ready to start using it for data analysis. Use the various tools and features of Excel to analyze and visualize your data, and make informed business decisions.

  5. Save and share: Once you’ve finished working on the template, save it to your computer and share it with other members of your team or stakeholders as needed.

In summary, our editable Excel templates for data analysis are easy to use and can save you a significant amount of time and effort. Simply, download the template, replace sample data with your actual data, customize it as per your requirement, use it for data analysis, and save or share it with others as needed. With our templates, you can quickly and easily analyze your data and make informed business decisions.

Click Download Button To Get Job estimate Excel Template

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