Field service estimate template
Write the scope before you price the work.
Download a simple CSV estimate worksheet, open it in your spreadsheet app and adapt it to the service you are quoting.
01 / The details
Identify the customer and proposal
Enter your business details, customer, job address, estimate reference, issue date and the date through which your proposed price is valid.
- Business and customer details
- Job address and estimate reference
- Validity date
02 / The details
Describe each part of the work
Replace the blank line items with a useful description, quantity, unit and unit price. Calculate each line total and review the scope with the customer.
- Description and exclusions
- Quantity and unit price
- Calculated line totals
03 / The details
Review the full proposal
Calculate subtotal, applicable tax and the total. Add the terms and acceptance instructions your business uses. Have a person check calculations and local requirements before sharing.
- Subtotal, tax and total
- Terms and exclusions
- Customer acceptance instructions
Use the template
Start with a blank estimate.
CSV format. Opens in common spreadsheet apps. Blank values and totals are yours to complete and verify.
Before you decide
A few useful answers.
How do I turn the CSV into a customer document?
Open it in a spreadsheet app, complete and review the fields, adjust print layout, then export your finished estimate as a PDF. Keep a copy of the agreed scope.
Every job, moving forward.
See how your next job could flow.
Review the product, choose the plan that fits and follow the current access option.