Core estimate fields
- Your business name and contact details.
- Customer name and contact details.
- Estimate number and date.
- A clear status such as Estimate or Quote.
- Validity period or expiration date.
- Scope of work or itemized services.
- Quantities and unit prices where they are useful.
- Subtotal, tax when applicable, and total.
- Payment terms, notes, exclusions, or assumptions.
Write the scope so both sides can understand it later
- Avoid labels that are too broad, such as “bathroom remodel” or “fence work,” when the job includes multiple steps.
- A better scope says what is being removed, installed, repaired, supplied, cleaned up, or excluded. The goal is not legal complexity; it is clarity.
Template vs generator
- A static template works when your jobs are infrequent and you do not mind duplicating and editing a document.
- A generator becomes more useful when you want saved business details, faster line-item entry, automatic totals, repeatable PDFs, and less formatting work on every job.
From job description to customer-ready PDF
QuoteGenius is built for a focused workflow: describe the job or add the line items yourself, set your own prices, review the customer-facing estimate, and finalize a clean PDF. AI scope drafting is optional.
Try the workflow freeFrequently asked questions
What should a contractor estimate include?
At minimum: business and customer details, estimate date and number, scope or line items, pricing, total, validity, and any important payment terms or exclusions.
Should labor and materials be separate on an estimate?
There is no universal rule. Separate them when it helps the customer understand the scope or when your workflow requires it. A combined line item can be cleaner when the customer only needs a clear deliverable and total.