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CLEARVIEW FREE TEMPLATE // EXCEL SPREADSHEET (.XLSX)

Create clearer service estimates.

Use this editable spreadsheet to organize scope, quantities, materials, labor hours, rates, taxes, terms, and customer approval.

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01 // INCLUDED

What the template covers

  1. 01Company, customer, estimate date, and service location
  2. 02Line-item labor, materials, equipment, and quantities
  3. 03Automatic line totals, subtotal, tax, and grand total
  4. 04Deposit, schedule, terms, and customer authorization
02 // HOW TO USE IT

Adapt it to your workflow

  1. 01Add your company and customer information.
  2. 02Enter estimate items, quantities, costs, labor hours, and rates.
  3. 03Set the applicable tax rate and review calculated totals.
  4. 04Add terms, timing, deposit requirements, and authorization details.
04 // DOWNLOAD

Start with the editable file.

Download the template, add your company information, and adjust it to your procedures.

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