BuildWell

Free estimate template for Excel

The spreadsheet does the math: every amount, the subtotal, the tax and the total are formulas. It’s the quickest template if you price jobs line by line.

The estimate template
How to use it

Fill it in with Microsoft Excel

  1. 1

    Step 1

    Download the .xlsx file and open it in Excel, Numbers or Google Sheets.

  2. 2

    Step 2

    Fill in your business details once and save it as your master copy.

  3. 3

    Step 3

    For each job, enter quantities and unit prices: amounts, subtotal, tax and total calculate themselves.

  4. 4

    Step 4

    Set your tax rate in the Tax rate cell, then export a PDF to send.

What’s on the template

  • Your business details and license number
  • Client and job address
  • Estimate number and date
  • Line items with quantity, unit price and amount
  • Subtotal, tax and total
  • Terms and an acceptance signature line
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  • Estimates, invoices, clients and projects
  • Clients sign on any phone
  • Card and bank payments, no extra BuildWell fee
  • iPhone, Android and the web
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Annual
$79.99 / year
About $6.67 a month, billed yearly
  • AI estimates priced for your area
  • Estimates, invoices, clients and projects
  • Clients sign on any phone
  • Card and bank payments, no extra BuildWell fee
  • iPhone, Android and the web
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