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Estimate & quote builder

Price the job your way, and give the customer a choice.

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Furnace repair or replacement Sample

Estimate

E-0042

For

Alex Sample

Good for

30 days

  • Repair554.40
  • Replace4,054.60
  • High-efficiency5,335.00Recommended

High-efficiency, as it prints

  • Inspection and diagnosis1 visit × 120.00120.00
  • Install labour8 hr × 120.00960.00
  • Furnace, high-efficiency1 each × 3,444.003,444.00
  • Venting and fittings1 lot × 216.00216.00
  • Take away the old unit1 load × 110.00110.00
Subtotal
4,850.00
Sales tax 10%
485.00

Total

5,335.00

Deposit 10% to start: 533.50

Labour 120.00 an hour · 20% markup on parts

Why owners use it

  • Quoting under cost without seeing it

    Priced below what it costs you.

    It warns you before they see it.

  • Your costs showing on the quote

    Your cost · only you see this

    Costs and markup stay off what you send.

  • “Is that price still good?”

    Prices good for 30 days

    How long it holds prints on every estimate.

Questions

How far over the estimate can the bill go?

Many places set a limit. Type yours as a percent and each change is checked against it. Check the rule where you work.

Markup or margin?

A 50% markup on 100 makes 150: a 33% margin, not 50%.

How big a deposit?

Many ask 10% or less, or enough for parts they order. Check the rule where you work.

What does it print?

The estimate, a job sheet with a shopping list, and a change form.

Where is my estimate kept?

Nowhere, unless you sign in and save it. A PDF is made on our server and not kept.

Is this legal advice?

Guidance, not legal advice.

Free to try.

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