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Contractor Estimate & Invoice Template, Job Costing Spreadsheet (Excel, Google Sheets)

Designed by Jua

HonestMarginCo ·

South Africa

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Highlights

  • Designed by HonestMarginCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 other file

This contractor estimate and invoice spreadsheet with job costing shows whether every job made money. Contractors, handymen and small construction businesses can price jobs, send professional estimates and invoices, track real costs, and see the profit on every job, in Excel or Google Sheets.

FREE WITH YOUR PURCHASE
• Setup help: stuck on anything? Message me and I'll help you get set up.
• Updates: when I improve this spreadsheet, message me and I'll send you the newest version, free.

WHAT IT DOES
• Price List - enter your cost for materials, labor, equipment and subcontractors; your selling price is calculated from your markup
• Estimates in one click - pick a job and a ready-to-print estimate builds itself: line items, tax, total, deposit, valid-until date and signature line
• Invoices - invoice number and due date fill in automatically; deposits and payments are deducted to show the balance due
• Job Tracker - every client and job with status (Lead, Estimated, Won, In Progress, Complete, Paid, Lost)
• Job Costing - log what each job really cost and compare it to your estimate; over-budget jobs turn red
• Dashboard - open pipeline, win rate, money collected, unpaid balances, monthly cash flow and profit/margin per job, with charts

WHAT'S INCLUDED
• 1 spreadsheet file (.xlsx) with 11 tabs: Start Here, Dashboard, Jobs, Estimate Lines, Estimate, Invoice, Costs, Payments, Price List, Settings, Lists
• Quick-Start Guide (PDF)
• Sample jobs so you can see how everything works - delete them when you're ready

WORKS WITH
• Microsoft Excel 2010 or newer (Windows & Mac) and Excel for the web
• Google Sheets - upload the file to Google Drive and open it with Google Sheets
• Capacity: 100 jobs, 300 estimate lines, 300 cost entries, 200 payments, 20 lines per printed estimate/invoice

HOW IT WORKS
1. Purchase and download the files instantly
2. Enter your business details in Settings
3. Add your prices, then your jobs - estimates, invoices and the dashboard update automatically

QUICK ANSWERS
• Who is this for? It is made for contractors, handymen and small construction businesses who want to price jobs properly and know which jobs make money.
• Can I send estimates and invoices from it? Yes. Pick a job and a printable estimate or invoice builds itself with your business details, line items, tax and totals. Print it or save it as a PDF.
• Does it track job costs? Yes. Log materials, labour and other costs against each job and it shows the real profit and margin for every job.
• Is it for one trade only? No. It works for handymen, remodelers, painters, plumbers, electricians and general contractors.
• Is there a monthly fee? No. It is a one-time purchase and an instant download, with no subscription. It works in Excel and Google Sheets, in any currency.

PLEASE NOTE
• This is a digital download. No physical item will be shipped.
• Change the currency symbol and tax rate in Settings to match your country.
• This template helps with pricing and record keeping; it is not tax, legal or accounting advice.
• For use in your own business. Please don't resell or share the file.
• Designed by me with the help of AI tools; every formula was tested in Microsoft Excel.

Questions? Send me a message - I'm happy to help you get set up.

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Listed on 02 Oct, 2026
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