Document pack
Service Business Pricing and Quote Kit: Pricing Worksheet, Job Estimate, Quote Template, Change Orders and Payment Terms
Price from your numbers, not your competitor's, and put every job in writing.
$19 one time · 14-day full refund · Word and PDF · download link by email
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Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
Service business owners and trades: cleaners, contractors, consultants, designers and other small service firms.
Not the right fit if
You sell physical products rather than services, or you need terms already reviewed for your trade and state.
Why it is different
- Works back from the pay you need, with a worked example.
- Quote, change order and payment terms that match each other.
- Word files to fill in and PDFs to print.
What is inside
- Pricing worksheet. Labor rate from target income, overhead, billable hours and margin.
- Job estimate worksheet. Labor, materials and other costs for one job.
- Quote and proposal template. Scope, price, schedule, payment terms and acceptance.
- Change order form. Price and date changes signed before the work starts.
- Deposit and payment terms checklist. Deposits, progress payments and invoicing habits.
A look inside
The first pages, as you will get them
Get it
Service Business Pricing and Quote Kit
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. General information, not legal, tax or financial advice. Have an attorney review your terms for your trade and state licensing rules. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Service Business Pricing and Quote Kit comes as a zip with five documents, each as an editable Word file and a printable PDF: Pricing Worksheet, Job Estimate Worksheet, Quote and Proposal Template, Change Order Form, and Deposit and Payment Terms Checklist. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
The PDFs open in any PDF reader, including on a phone. To edit, open the Word files in Word, Google Docs or LibreOffice on a Mac or PC. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General information, not legal, tax or financial advice. Have an attorney review your terms for your trade and state licensing rules.
Is it the right fit for me?
It is made for service business owners and trades: cleaners, contractors, consultants, designers and other small service firms. Skip it if you sell physical products rather than services, or you need terms already reviewed for your trade and state.
Free sample
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