Contractor Estimate, Invoice & Job Profit

What's inside

• Start Here

  Your business name, address, phone, email and license # (they print on every estimate and invoice), tax rate, default markup, labor rate, deposit %, payment terms and your target margin

• Dashboard

  Win rate, open bids, average job margin, cost vs estimate and money owed; estimated vs actual margin for finished jobs; budget used on jobs in progress; open invoices; bid results; where the money goes; what needs attention

• Jobs

  Every bid and job from draft to paid: bid sent, won or lost, start, target finish, completed; contract, billed, paid, owed; a stage and the next step for each job

• Estimate

  A printable one-page estimate for any job: line items, tax, total, deposit due, your terms and a signature line. The same page prints a change order

• Estimate Lines

  Pick items from your price book or type a custom line; quantities, prices, cost and hours fill in

• Billing

  Deposit, progress and final invoices tied to each job; amounts from your deposit %, a % of the contract or the balance left, locked once you send them

• Invoice

  A printable invoice with line items or a progress-billing summary, earlier invoices and payments subtracted, balance due

• Payments

  Every check, card or transfer, matched to an invoice

• Materials Log

  Receipts per job: materials, subcontractors, rentals, permits and disposal

• Job Costing

  Estimate vs actual for materials, labor hours, subs and other costs, with profit and margin per job

• Price Book

  Up to 150 materials, labor and other items with unit, cost, markup and price

• Customers

  Contact details, jobs and balance owed

Why you'll like it

• Everything is connected: type a job once and it flows from estimate to invoice to profit
• Know your numbers before you bid: each estimate shows its cost, profit and margin, and flags bids below your target
• Deposit, progress and final invoices that add up to the contract, so nothing is billed twice or left unbilled
• Change orders handled: approved changes raise the contract, pending ones wait for a signature
• See which jobs ran over budget and why: materials, labor hours, subs and other costs, estimated vs actual
• Follow-up reminders for bids, overdue invoices and finished jobs you haven't billed yet
• Sample data for a made-up home repair and remodeling business, so you can see the stages and statuses in action
• Built by a data analyst: every number is a formula you can trace. No subscription, no app, your data stays in your own file

How you get it

1. 1

   Download on Etsy

   Buy the template on Etsy, then download START-HERE.pdf and the Excel .zip from your Purchases.

   How to download
2. 2

   Make a copy

   Click MAKE A COPY in the PDF: your own Google Sheet is saved to your Google Drive. Prefer Excel? Open the .xlsx.

   How to make your copy
3. 3

   Start

   Follow the Start Here tab. Type in the cream cells; the gray cells do the math for you.

   Clearing the sample data

You receive:

• START-HERE.pdf — Google Sheets link + quick guide
• contractor-estimate-invoice-excel.zip — Excel version

Good to know

• Amounts show in dollars ($). Sales tax is one rate you set, on materials only, on the whole job or not at all, and any line can be switched.
• Printing from Google Sheets: select the estimate or invoice page and print "Selected cells" (step-by-step note next to the page).
• Best used on a computer; you can view it in the Google Sheets app on your phone.
• This is a business tool, not legal, tax or accounting advice. Check your local rules for contracts, licensing and sales tax.
• For use in one business. Please do not resell or share the files.

Designed by me with the help of AI tools.