{"product_id":"contractor-estimate-template-and-invoice-kit-excel-google-sheets-editable-word-forms-and-printable-pdf","title":"Contractor Estimate Template and Invoice Kit | Excel + Google Sheets, Editable Word Forms and Printable PDF","description":"\u003cp\u003eQuote the job. Track approved changes. See what’s still owed.\u003c\/p\u003e\n\u003cp\u003eKeep estimates, invoices, change orders and payment receipts together in one reusable kit for small contractors, handymen and home improvement businesses.\u003c\/p\u003e\n\u003cp\u003eUse Excel or Google Sheets for automatic workbook totals, edit the Word forms, or print the PDF forms and complete them by hand.\u003c\/p\u003e\n\u003ch3\u003eWHAT’S INCLUDED\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eA 6-tab Excel workbook: Job Setup, Estimate, Change Orders, Invoice, Payments and Receipt.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets access PDF with a link to make your own editable copy.\u003c\/li\u003e\n\u003cli\u003e4 editable Word forms: Project Estimate, Project Invoice, Change Order Record and Payment Receipt.\u003c\/li\u003e\n\u003cli\u003eA matching 4-page printable PDF.\u003c\/li\u003e\n\u003cli\u003eA 1-page PDF quick-start guide.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eDelivered as one ZIP file plus a separate Google Sheets access PDF. Digital download only; no physical item or software is included.\u003c\/p\u003e\n\u003cp\u003eSTART IN 3 STEPS 1. Choose Excel, Google Sheets, Word or printable PDF. For Google Sheets, open the access PDF and make your own copy with a free Google account. 2. Enter your company, customer and job details. In the workbook, start on Job Setup and itemize the estimate. 3. Record approved changes and payments received. The workbook calculates the revised job total and remaining balance.\u003c\/p\u003e\n\u003cp\u003eA SIMPLE JOB EXAMPLE $1,000 estimate + $200 approved change − $400 payment received = $800 remaining. Fictional example using a 0% tax rate. Payments reduce the workbook balance when you log them as received.\u003c\/p\u003e\n\u003cp\u003eWORKBOOK DETAILS Itemize up to 12 estimate lines for labor, materials or other charges. Record up to 10 changes; only Approved changes enter the invoice. Log up to 15 received payments and select a payment to generate its receipt.\u003c\/p\u003e\n\u003cp\u003eThe invoice shows the revised total less payments received. Request the full remaining balance or enter a smaller progress-payment request. Save a separate workbook for each job and dated PDFs of documents you send. Successive invoices are cumulative job statements, not separate amounts to add together.\u003c\/p\u003e\n\u003cp\u003eCHOOSE YOUR FORMAT\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eExcel: automatic workbook totals; Microsoft Excel required.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets: automatic workbook totals; free Google account required to make your copy.\u003c\/li\u003e\n\u003cli\u003eWord: editable text and forms; Microsoft Word required. Enter totals manually.\u003c\/li\u003e\n\u003cli\u003ePDF: print and fill out by hand; not fillable. Calculate totals manually. No Excel or Word is needed for the printable option. No macros or Canva link. Muted stone, olive and charcoal layout.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eTAX \u0026amp; SCOPE Uses one buyer-entered tax rate per job and the taxable portions you identify. Enter 0% when appropriate. Review tax treatment, scope, approval records and amounts before sending. This kit provides paperwork and organization, not construction contracts, legal advice or automatic tax rules. Add your own applicable terms.\u003c\/p\u003e\n\u003ch3\u003eDIGITAL DOWNLOAD\u003c\/h3\u003e\u003cp\u003eONLY No physical item will be shipped. After payment is confirmed, use the download links provided after checkout and by email, then unzip (extract) the ZIP folder. Open the included quick-start guide before using the templates. Reuse for your own business and customer jobs. Do not resell, redistribute or share the template files.\u003c\/p\u003e","brand":"Keys and Keep Property","offers":[{"title":"Default Title","offer_id":46108724068421,"sku":null,"price":11.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0771\/3767\/4309\/files\/il_fullxfull.8805137565_f0uk.jpg?v=1793201425","url":"https:\/\/keysandkeepproperty.com\/products\/contractor-estimate-template-and-invoice-kit-excel-google-sheets-editable-word-forms-and-printable-pdf","provider":"Keys and Keep Property","version":"1.0","type":"link"}