When to send an estimate
Send an estimate when the final cost depends on things you can’t see yet: hidden damage, materials prices, or how long a task will really take. It sets expectations without committing you to an exact figure. If you can fix the price, send a quote instead.
How to write a good estimate
- Break the job into labor and materials, and name the main steps.
- State your assumptions (“assumes subfloor is sound”).
- Say how much the final price may vary, for example “final cost within 10% of this estimate unless the scope changes”.
- Give a valid-until date; prices for materials move.
Estimates and the law
Some US states regulate estimates for car repairs and home improvement: the business may need the customer’s permission before exceeding the estimate by more than a set amount. If that applies to your trade, put the rule in the terms box and ask for written approval of changes.
Turning it into an invoice
When the work is done, switch the document type to Invoice and replace estimated quantities with the real ones. Approved changes go on separate lines so the client can see what changed.
Show ranges where you can’t be sure
Where one part of the job is uncertain, give a range on its own line rather than padding the whole estimate: “Subfloor repair if needed: $300–$900”. Clients trust a range they can see more than a single figure that later grows. Keep the main estimate to the work you can see.
Change orders
If the job changes after the client accepts the estimate, write the change down before doing it: what changes, the extra cost and the client’s approval, with a date. A change order can be a short estimate of its own. Add approved changes to the final invoice as separate lines.
Related calculators
- Quote Maker: Send a price quote clients can accept.
- Contractor Invoice Template: Ready-made invoice for a contractor.
- Free Invoice Generator: Make a professional invoice and download the PDF.
Questions people ask
What is the difference between an estimate and a quote?
A quote is a fixed price for a defined job; an estimate is an approximate price that can change as the work goes on.
Can I charge more than the estimate?
Usually only if the scope changes or the client agrees. Some states set limits for car repairs and home improvement; check yours and get approval in writing.
Formula checked October 2026 · How we calculate