---
title: "Free estimate template and quote builder | LocoTap"
description: "Price a job line by line, offer good, better and best, and print an estimate with your own tax and terms."
url: "https://locotap.com/tools/estimate-builder"
---

Free tool

# Estimate & quote builder

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

[Make an estimate](https://locotap.com/tools/estimate-builder/use) [Try the sample](https://locotap.com/tools/estimate-builder/use?kit=hvac)

- Free to try
- Saved only if you choose

Furnace repair or replacement (Sample)

Estimate

E-0042

For

Alex Sample

Good for

30 days

- Repair **554.40**
- Replace **4,054.60**
- High-efficiency **5,335.00** Recommended

High-efficiency, as it prints

- Inspection and diagnosis 1 visit × 120.00 **120.00**
- Install labour 8 hr × 120.00 **960.00**
- Furnace, high-efficiency 1 each × 3,444.00 **3,444.00**
- Venting and fittings 1 lot × 216.00 **216.00**
- Take away the old unit 1 load × 110.00 **110.00**

**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.**

HVAC · works alone · Example

**Before**

Quotes typed into a notes app, and typed out again at night.

**Now**

Written in the driveway, logo at the top, three options side by side.

**4,850.00** quoted at the door

## The lessons behind it

- [What makes a quote a yes?](https://locotap.com/learn/quote-yes): Answer their questions before they ask.
- [How much up front?](https://locotap.com/learn/deposit): Enough that a cancel doesn’t cost you.

## Where it fits

[All tools](https://locotap.com/tools)

Sends it work

- [**Hourly rate finder**](https://locotap.com/tools/hourly-rate)
- [**Flat-rate price book**](https://locotap.com/tools/trade-price-book)

1 Before the job

**Estimate & quote builder** This tool

Same step

- [**Calls to return**](https://locotap.com/tools/calls)
- [**Missed call guide**](https://locotap.com/tools/missed-calls)

Gets its work

- [**Renovation contract**](https://locotap.com/tools/renovation-contract)
- [**Change order**](https://locotap.com/tools/change-order)
- [**Billable hours log**](https://locotap.com/tools/hours-log)
- [**Equipment warranty certificate**](https://locotap.com/tools/warranty-certificate)

Both ways

- [**Van stock list**](https://locotap.com/tools/van-stock)

+ 4 more

**Every step of a job**

1. **01 Before the job**
   - [**Calls to return**](https://locotap.com/tools/calls)
   - [**Missed call guide**](https://locotap.com/tools/missed-calls)
   - [Hourly rate finder](https://locotap.com/tools/hourly-rate): Sends it work
   - [Flat-rate price book](https://locotap.com/tools/trade-price-book): Sends it work
   - **Estimate & quote builder** This tool
   - [Rebate finder](https://locotap.com/tools/rebate-finder): Both ways
2. **02 Agree it**
   - [Renovation contract](https://locotap.com/tools/renovation-contract): Gets its work
3. **03 On the job**
   - [Jobs](https://locotap.com/tools/jobs): Both ways
   - [Change order](https://locotap.com/tools/change-order): Gets its work
   - [**Job photos**](https://locotap.com/tools/job-photos)
   - [**Before and after photos**](https://locotap.com/tools/before-and-after)
   - [Billable hours log](https://locotap.com/tools/hours-log): Gets its work
   - [Van stock list](https://locotap.com/tools/van-stock): Both ways
4. **04 Get paid**
   - [Invoice maker](https://locotap.com/tools/invoice-maker): Both ways
   - [**Money chase**](https://locotap.com/tools/money-chase)
   - [**What each job made**](https://locotap.com/tools/job-profit)
5. **05 After**
   - [Home profile](https://locotap.com/tools/home-profile): Both ways
   - [Equipment warranty certificate](https://locotap.com/tools/warranty-certificate): Gets its work
   - [**Maintenance plan**](https://locotap.com/tools/maintenance-plan)
   - [**Review reply drafter**](https://locotap.com/tools/review-replies)
   - [**QR code maker**](https://locotap.com/tools/qr-code-maker)
6. **06 Back office**
   - [**Customers**](https://locotap.com/tools/customers)
   - [**Tax set-aside**](https://locotap.com/tools/tax-set-aside)
   - [**13-week cash flow**](https://locotap.com/tools/cash-flow)
   - [**Business card maker**](https://locotap.com/tools/business-cards)
   - [**Job post builder & checker**](https://locotap.com/tools/job-post)

## 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.

[Make an estimate](https://locotap.com/tools/estimate-builder/use)
