Contractor Estimate Template
## What This Template Includes
This contractor estimate template covers every element of a professional job estimate: work scope description, phase-by-phase cost breakdown (labor, materials, permits, markup), tax calculation, payment terms, and a signature line for client authorization.
**Key sections:**
- Project overview and site address
- Detailed line-item pricing with quantities and unit costs
- Labor cost by phase (demo, framing, electrical, plumbing, finish)
- Material costs with supplier part numbers
- Permit and inspection fees
- Subtotal, tax rate, and grand total
- Payment terms and schedule (deposit, progress payments, final payment)
- Change order provision and signature line
## When to Use This Template
Use this template for any job over $1,000 where you need client sign-off before starting work. It protects both you and the client by establishing clear expectations upfront. For jobs under $1,000, a simpler invoice may suffice.
## How to Customize for Your Trade
**Electrical contractors:** Add a circuit-by-circuit breakdown and include material specs (wire gauge, outlet type, panel capacity).
**HVAC contractors:** Separate equipment cost (unit, installation) from ductwork and labor line items.
**Plumbing contractors:** Include fixture counts, pipe material specs, and permit fees by jurisdiction.
**General contractors:** Group by trade phase and add your GC markup as a separate line item.
## How to Convert an Estimate to an Invoice
Once the client signs and you complete work, use the same template structure for your invoice — just change the header from "Estimate" to "Invoice" and add the final quantities. Our AI Invoice Generator can automate this conversion for you.
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