Estimate, contract and invoice templates for trade contractors.

Estimate

Before the job — what it will cost, and what it will not include.

• Header block for your business name, licence number and contact details
• Customer and job-site address, kept separate — they are not always the same place
• Itemised scope with quantity, unit and unit price
• Good / better / best option columns, priced independently
• Exclusions section — the half that prevents the argument
• Validity period, so a price does not follow you into next season
• Acceptance line with a date

Contract

Once they say yes — the payment schedule, changes and what happens if either side walks.

• Parties, scope and a reference to the estimate it is built from
• Payment schedule — deposit, progress and balance, with amounts and triggers
• Change-order clause requiring written agreement before extra work
• Delay and weather provisions
• Warranty period and what voids it
• Cancellation and refund terms
• Signature blocks for both parties, with a date

Invoice

When the work is done — the balance, net of the deposit and any change orders.

• Invoice number and date, and the contract it settles
• Work completed, itemised against the original scope
• Approved change orders, listed separately from the original scope
• Deposits and prior payments credited
• Balance due, payment terms and accepted methods
• Late-payment terms