Kitchen and Bath Remodel Estimate Template, Excel and Google Sheets: Allowances, Scope, Payment Schedule

Price a kitchen or bath remodel room by room, track allowances against what the client actually picks, and lay out the deposit and progress payments.

What it does
• Price up to 80 scope lines by room. Lines marked No stay on the list as options at $0.
• Track up to 30 allowances against the client's selections. Overages get your markup; credits follow your policy.
• Lay out up to 12 payment milestones as a % of the original contract, and mark each one Paid.
• The Summary shows totals by room, original and revised contract, paid to date and balance.

What's inside
One ZIP file (KitgridStudio-03-remodel-estimate.zip) with:
• KitgridStudio-03-remodel-estimate.xlsx for Microsoft Excel
• KitgridStudio-03-remodel-estimate-GoogleSheets.xlsx for Google Sheets
• KitgridStudio-03-remodel-estimate-HowTo.pdf: setup steps, the cells you edit, and how to open the kit in Google Sheets
• KitgridStudio-License.pdf: your license terms
• KitgridStudio-Download-Instructions.pdf: how to download and open the files

Tabs in the workbook
• Start Here: 6 setup steps and the exact cells you fill in.
• Settings: company, client and job; allowance policy (overage markup and whether unused allowance is credited); up to 8 room names.
• Scope: 80 lines (room, scope item, include yes or no, qty, unit, unit price, notes).
• Allowances: 30 lines (allowance, selection cost, difference, billed adjustment, status).
• Payments: 12 milestones (% of contract, amount, due date, status, paid) plus a line for selection adjustments.
• Summary: totals by room, original contract, selection adjustments, revised contract, paid to date and balance. Printable.

Sample data: A kitchen and bath remodel with scope lines, allowances and a payment schedule already filled in. Type over it with your own numbers.

Tested before release
Both files were tested with the sample data in Excel (Excel for the web) and Google Sheets: all 19 expected results matched (totals, single rows, blank rows, cross-sheet values and percentages, each worked out separately), with no formula errors across 267 formulas.
No macros, no add-ins, no external links. Input cells are blue text on light amber. In the Excel file, formula cells are locked with no password so they don't get typed over by accident.

Who it's for
Remodelers and kitchen and bath contractors who sell with allowances and progress payments.

Not the right fit if
You need a contract. This is an estimating tool, not contract language. Payment rules differ by state, so check the rules where you work.

Works with
Tested in Excel for the web and Google Sheets. Uses standard functions that work in Excel 2016 and newer.
• Excel on the web (free Microsoft account): Yes
• Google Sheets (free Google account): Yes. Upload the Google Sheets file to Google Drive and open it with Google Sheets
• Excel or Google Sheets phone and tablet apps: Opens and edits. Setup and printing are easier on a computer
• Apple Numbers: Not supported. It may open the file, but some formulas and formatting may not carry over
• LibreOffice: Not tested

How delivery works
• Instant digital download. Nothing ships.
• After checkout, go to Your account, then Purchases, then Download Files. Use a browser on a computer or phone; the Etsy app can't download files.
• You get one ZIP file (KitgridStudio-03-remodel-estimate.zip). Unzip it: on Windows, right-click it and choose Extract All. On a Mac, double-click it.
• Inside: the Excel file, the Google Sheets file, the how-to PDF, the license PDF and the download instructions PDF.
• For Google Sheets, upload the GoogleSheets.xlsx file to Google Drive and open it with Google Sheets.
• In Excel, if a yellow PROTECTED VIEW bar appears, click Enable Editing. Excel does this for every downloaded file.

FAQ
Q: What is the difference between Scope and Allowances?
A: Scope is work you price outright. Allowances are budget amounts for items the client picks later, like tile or fixtures. When they pick, you enter the selection cost and the sheet figures the overage or credit.

Q: Do the payments have to add up to 100%?
A: They should. The Payments sheet totals the percentages so you can check before you send it.

Q: Can I rename the rooms?
A: Yes. Edit up to 8 room names on Settings. They fill the Room dropdowns and the Summary.

Q: Does it work on a Mac or in Google Sheets?
A: Use the Google Sheets version in any browser, or open the Excel file in Excel on the web. Tested in Excel for the web and Google Sheets. Uses standard functions that work in Excel 2016 and newer. Apple Numbers is not supported.

Q: Can I change the rates, categories and layout?
A: Yes. Rates and defaults sit on the Settings sheet and are examples only, so set them to match your suppliers, crew and market. To change a formula or the layout in Excel, use Review, then Unprotect Sheet (there is no password).

Save with a bundle
This kit is also in the Remodeler Bundle, together with: Job Cost Tracker; Change Order Log and Form; Overhead, Markup and Break-Even Calculator. All 20 kits are in the Complete 20-Kit Library. See the Bundles section of our shop.

License: one business. Use the kit for your own business's work, on any devices your business controls, and let your own staff use it. Change it however you like. Do not resell it, share the files outside your business, or upload them to any template site. The estimates, invoices and reports you make with it are yours. Full terms are in KitgridStudio-License.pdf.

This is a calculation tool. It is not tax, legal, accounting or engineering advice. Sample data and default rates are examples only. Check your numbers.

How this was made: Designed and tested by Kitgrid Studio with the help of AI tools. AI tools helped draft the formulas, sheet layout and instructions. Every kit is tested with sample data in Excel and Google Sheets before release.

Questions before you buy, or a file that won't open? Send us a message on Etsy. We reply within 2 business days, usually sooner. Digital files can't be returned, but if a file doesn't work as described, we'll fix it or help you get it working.

Version 1.0, 9/2026