Contractor Estimate and Invoice Kit graphic with estimate and invoice icons and an illustrative $800 balance example.

Contractor Estimate Template and Invoice Kit | Excel + Google Sheets, Editable Word Forms and Printable PDF

$11.99
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Contractor Estimate and Invoice Kit graphic with estimate and invoice icons and an illustrative $800 balance example.
  • Contractor Estimate and Invoice Kit graphic with estimate and invoice icons and an illustrative $800 balance example.
  • Contractor job balance example showing a $1,000 estimate, $200 approved change, $400 received, and $800 remaining.
  • Contractor kit mockup with sample Project Estimate and Project Invoice sheets beside a tape measure and laptop.
  • Contractor Estimate and Invoice Kit format graphic with Excel and Google Sheets logos on a cream background.
  • Contractor kit format guide comparing printable PDF forms, automatic Excel totals, and editable Word documents.
  • Blank Project Estimate form with itemized work table, totals, scope, exclusions, and schedule fields.
  • Blank Project Invoice form with job details, revised totals, payments received, remaining balance, and instructions.
  • Blank Change Order Record with requested-work table, signed amounts, schedule impact, and approval fields.
  • Blank Payment Receipt form with job reference, payment date, amount, method, transaction reference, and notes.
  • Contractor Estimate and Invoice Kit graphic with estimate and invoice icons and an illustrative $800 balance example.
  • Contractor job balance example showing a $1,000 estimate, $200 approved change, $400 received, and $800 remaining.
  • Contractor kit mockup with sample Project Estimate and Project Invoice sheets beside a tape measure and laptop.
  • Contractor Estimate and Invoice Kit format graphic with Excel and Google Sheets logos on a cream background.
  • Contractor kit format guide comparing printable PDF forms, automatic Excel totals, and editable Word documents.
  • Blank Project Estimate form with itemized work table, totals, scope, exclusions, and schedule fields.
  • Blank Project Invoice form with job details, revised totals, payments received, remaining balance, and instructions.
  • Blank Change Order Record with requested-work table, signed amounts, schedule impact, and approval fields.
  • Blank Payment Receipt form with job reference, payment date, amount, method, transaction reference, and notes.
Contractor Estimate Template and Invoice Kit | Excel + Google Sheets, Editable Word Forms and Printable PDF

Contractor Estimate Template and Invoice Kit | Excel + Google Sheets, Editable Word Forms and Printable PDF

$11.99

Quote the job. Track approved changes. See what’s still owed.

Keep estimates, invoices, change orders and payment receipts together in one reusable kit for small contractors, handymen and home improvement businesses.

Use Excel or Google Sheets for automatic workbook totals, edit the Word forms, or print the PDF forms and complete them by hand.

WHAT’S INCLUDED

  • A 6-tab Excel workbook: Job Setup, Estimate, Change Orders, Invoice, Payments and Receipt.
  • Google Sheets access PDF with a link to make your own editable copy.
  • 4 editable Word forms: Project Estimate, Project Invoice, Change Order Record and Payment Receipt.
  • A matching 4-page printable PDF.
  • A 1-page PDF quick-start guide.

Delivered as one ZIP file plus a separate Google Sheets access PDF. Digital download only; no physical item or software is included.

START 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.

A 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.

WORKBOOK 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.

The 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.

CHOOSE YOUR FORMAT

  • Excel: automatic workbook totals; Microsoft Excel required.
  • Google Sheets: automatic workbook totals; free Google account required to make your copy.
  • Word: editable text and forms; Microsoft Word required. Enter totals manually.
  • PDF: 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.

TAX & 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.

DIGITAL DOWNLOAD

ONLY 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.

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