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12 SPREADSHEETS · EXCEL & GOOGLE SHEETS

Contractor estimate & invoice pack

Quote the job, track whether you won it, bill it, chase the payment, and know at year end whether you actually made money. Twelve sheets, all formula-driven.

$49$29.99
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Instant download · Excel, Google Sheets, Numbers, LibreOffice · Yours to keep
Contractor Estimate and Invoice Pack — estimate, rate calculator and job costing sheets

What's in it

Estimate

Branded with your logo, prints on one page, and the customer signs it to approve the work.

Invoice

Handles deposits and part-payments, and shows the balance due automatically.

Quote Tracker

Every estimate you send, what's still open, and your real win rate by count and by value.

Payments

Who owes you, how late they are, and an aging summary across current, 30, 60 and 60+ days.

Change Order

For when the customer adds scope. Signature block so it's agreed in writing before you do the work.

Your Rate

What you need to charge per hour, worked out from your real overhead and honest billable hours.

Job Costs

Quoted versus actual on every job, with true profit and margin. Sort by margin to see what to re-price.

Materials Log

What you bought, for which job, and a running total of what you spent and never billed on.

Mileage Log

Miles driven per job, at your own rate, for the tax deduction.

Year Summary

Month by month income, costs, profit and mileage — filled in automatically. Hand it to your accountant.

Client List

Everyone you've worked for, with notes, so you're not digging through your phone.

Start Here

Set the whole thing up in about ten minutes.

Your markup stays private

Most estimate templates print the markup right on the page you hand the customer. This one doesn't.

Cost and markup are worked out in a section that never prints. You enter what an item cost you and the markup you want, it gives you the price, and the customer's copy shows only line items, subtotal, tax and total.

That same section gives you a live profit readout — your cost, gross profit and margin on the estimate — before you commit to a number.

The part most people get wrong

An 8-hour day is not 8 billable hours. Drive time, supply runs, writing quotes, invoicing and chasing payment don't go on anyone's invoice. Most solo tradespeople bill five or six hours of an eight-hour day.

Price your work off eight and you lose money quietly, all year, on jobs that felt fine. The rate calculator takes your actual overhead and your honest billable hours and hands you the number you need to charge.

There is no market rate data anywhere in this pack, on purpose. Every figure is one you enter yourself — it's your business's arithmetic, not somebody's national average.

Try before you buy

The free handyman pricing spreadsheet uses the same rate calculator. No signup, no email. If it's useful, the full pack adds the estimate, invoice, quote tracker, payments, mileage and year summary.

Common questions

How do I stop my markup showing on an estimate I send a customer?

Work out cost and markup in cells that sit outside the sheet's print area. The Contractor Estimate & Invoice Pack does this by default: you enter what an item cost you and the markup you want in columns I through L, and the printed estimate shows only line items, subtotal, tax and total. The customer never sees what you paid or what you added.

How do I work out what to charge per hour as a contractor?

Add up your annual overhead — insurance, vehicle, tools, phone, software, licence fees — then divide by the hours you can actually bill. The catch is that an 8-hour day is not 8 billable hours. Drive time, supply runs, quoting and invoicing are unpaid. Most solo tradespeople bill five or six hours of an eight-hour day, so price off that number, not eight.

What should a contractor's invoice include?

Your business name, licence number and contact details; the customer's name and job address; an invoice number and date; itemised labour and materials; subtotal, tax and total; any deposit or part-payment already received; the balance due; and payment terms with a due date. The pack's invoice tracks deposits and part-payments and calculates the balance automatically.

Does the Contractor Estimate & Invoice Pack work in Google Sheets?

Yes. Every formula uses functions that work in both Excel and Google Sheets — no XLOOKUP, FILTER, UNIQUE or SEQUENCE. It opens in Excel, Google Sheets, Apple Numbers and LibreOffice. Upload the .xlsx to Google Drive and open it with Sheets, and the formulas carry over intact.

What is the difference between the free spreadsheet and the paid pack?

The free handyman pricing spreadsheet is the rate calculator only — it turns your overhead and billable hours into an hourly rate. No email required. The $29.99 pack is twelve sheets: that same rate calculator plus a branded estimate, invoice, quote tracker, payments aging, change order, job costing, materials log, mileage log, year summary and client list.

Can I put my own logo on the estimate and invoice?

Yes. Each customer-facing sheet has a marked box at the top for your logo — click it, use Insert then Picture, and drag to fit. Below it you type your business name, phone, email and licence number once on the Start Here sheet and it carries through to every estimate and invoice.

Is there market rate data in the pack telling me what to charge?

No, deliberately. There are no national averages or suggested prices anywhere in the pack. Every figure is one you enter yourself, so the output is your own business's arithmetic rather than somebody else's regional average applied to your job.

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