Three templates to copy today

Estimate template

Send it the same day as the walkthrough, while the job is fresh for both of you. Give each task or material its own line, and say plainly what's left out.

Your business name
Phone · Email · License number

Estimate number: ________
Date: ________
Good until: ________

Customer: ________
Job address: ________
Phone and email: ________

Scope of work
What we'll do: ________
What's left out: ________

Line items
Task or material · Qty · Unit price · Amount
________ · ___ · $____ · $____
________ · ___ · $____ · $____
________ · ___ · $____ · $____

Subtotal: $____
Tax: $____
Total: $____
Deposit to book the job: $____

Options (leave out if there's only one)
Option A: ________ · $____
Option B: ________ · $____

Terms
Hidden damage found once work starts gets its own estimate, and nothing extra starts until you sign it.
Balance due: ________

Approval
Customer signature: ________
Date: ________

Invoice template

Send it the day the job wraps up. The fewer questions it raises, the sooner the money lands.

Your business name
Phone · Email · License number

Invoice number: ________
Invoice date: ________
Due date: ________

Bill to: ________
Job address: ________
Estimate it follows: ________

Work done
Description · Qty · Rate · Amount
________ · ___ · $____ · $____
________ · ___ · $____ · $____
________ · ___ · $____ · $____

Subtotal: $____
Tax: $____
Deposit already paid: −$____
Balance due: $____

How to pay
Card: ________ (your pay link)
Check made out to: ________
Bank transfer: ________

Late payments
After the due date, a late fee of ____% a month is added to the balance.

Daily job-site checklist

Print one per crew per day, or keep it on the dash. Tick each line before moving to the next stop.

Before you leave the yard
☐ Today's addresses, gate codes and the order of stops
☐ Materials for each job loaded and checked against the list
☐ Tools, ladders, cords and safety gear
☐ Fuel up, and walk around the truck

On arrival
☐ Customer texted that you're on the way, with a time
☐ Scope confirmed with the customer at the door
☐ Before photos of each work area
☐ Floors, furniture and plants covered

During the job
☐ Extra work found is written down and priced before it starts
☐ Parts and materials used, noted with quantities
☐ Site kept tidy and safe at every break

Before you leave
☐ After photos, from the same angles as the before ones
☐ Customer walks the work with you and signs off
☐ Debris hauled, tools packed, gate closed
☐ Notes for the office: hours, materials, anything to follow up