Own Boss Tools

Construction Estimate Template

Fill in line items and download an itemised estimate PDF with terms and signature lines.

Line items

What the estimate includes

The PDF has your business name and contact line at the top, the client and project, the date and how long the price holds, then an itemised table with quantity, unit price and line amount, subtotal, tax and total. Below that are your notes (deposit terms, exclusions, payment schedule) followed by two standard clauses: that hidden conditions or scope changes will be priced in writing before work continues, and that the client's signature authorises scheduling. Signature and date lines for both parties close the document.

Writing line items that get accepted

Group work the way the client thinks about it, not the way you buy materials: "Remove and dispose of existing deck", "Frame new 12 x 16 deck, pressure-treated, 16 in centres", "Install composite decking and fascia". Put materials and labour in the same line unless the client has asked for a split. Quantity can be 1 with the full price for a lump-sum item, or square feet, linear feet or hours with a unit rate. State what is excluded in the notes (permits, electrical, painting, landscaping repair) because unlisted work is the usual source of disputes.

Validity and tax

Thirty days is the normal validity for residential work; shorten it when lumber or metal prices are moving. Whether sales tax applies to construction labour, materials or both depends on your state and on whether you are the retailer or the consumer of the materials. Leave tax at zero if you price tax-inclusive, and check with your accountant on the right treatment.

Privacy

Everything runs in your browser. The form is not sent to a server, nothing is stored, and the PDF is generated on your device with an open-source library. Refreshing the page clears the form, so download before you leave.

FAQ

What is the difference between an estimate and a quote?
An estimate is an educated approximation that can change if conditions differ; a quote is a fixed price. This template is worded as an estimate with a validity period, and the terms say changes will be agreed in writing. If you want a fixed quote, change the title in the PDF and remove the change clause.
Should I show unit prices or just a total?
Itemised estimates win more jobs for repair and remodel work because the client can see what they are paying for and drop items to fit a budget. For small jobs, a single line "Labour and materials to ..." with the total is fine.
Is my data saved or uploaded?
No. The PDF is built in your browser and downloaded straight to your device. Nothing you type leaves your computer.
Does this work for electricians, plumbers and landscapers?
Yes. The line items are free text, so it works for any trade. Add tax if your state charges sales tax on labour or materials.
Can I add my logo?
Not in this version. The PDF uses your business name and contact line as the header.