What to include in an estimate
- Your business name, phone, email and license number
- The customer name and the service address
- An estimate number, the issue date and the date the price holds until
- A description of the work, with quantity, unit and price
- Good, better and best options, each with its own lines
- Which lines are taxable, your tax rate, any discount and the total
- The deposit due to approve, plus notes in your own words
Why offer good, better and best
80% of homeowners want to know what good, better, best options are available. Housecall Pro, Customer Service Report (December 2025).
A confusing quote is the second most common reason homeowners give for being least likely to hire a contractor (32.6%). Modernize, Homeowner Insights Report 2025.
40.96% of homeowners planned to compare two quotes, 25.72% three, and 14.41% four or more. Modernize, same report.
How to write a contractor estimate
- Add your business. Enter the business name, phone, email, website and license number. A logo stays on this device.
- Add the customer. Enter the customer name, service address, email and phone.
- Add Good, Better and Best. Put line items under each option: a description, quantity, unit and price. Tick taxable on lines that should be taxed. Add-ons are optional lines the customer can tick.
- Add tax, discount and deposit. Enter your tax rate, any discount and any deposit due to approve. Leave a field blank for zero.
- Download or print. Use Download PDF or Print. The browser saves the file. Nothing is sent to a server. Turn off the Fasite line if you do not want it on the page.
Send estimates customers approve online