Professional Contractor Templates, Ready to Copy

Specific beats persuasive. Every line below either protects you or helps the customer say yes. Fill in the brackets.

ESTIMATE
{Business Name} · {Phone} · {Business Address}

Date: {date}
Valid until: {date + 14 days}
Customer: {name} · {property address}

SCOPE OF WORK
{What you will do — one line per deliverable}

NOT INCLUDED
{What you won't do — e.g., permits, disposal, electrical}

PRICING
Labor — {description} ................. ${amount}
Materials — {description} ............ ${amount}
Permits / disposal ................... ${amount}
TOTAL: ${amount}

TERMS
50% deposit to book the date. Balance due on completion.
Any change to scope requires a written change order.

Thank you for the opportunity!
— {Business Name}

Send it the day the job is done — momentum is real. Include the payment link and due date in the same message.

INVOICE {INV-0001}
{Business Name} · {Phone}
Bill to: {customer name} · {address}

Job: {service / work order reference}
Date completed: {date}

Line items:
  {description} ......................... ${amount}
  {description} ......................... ${amount}

Subtotal: ${amount}
Tax: ${amount}
TOTAL DUE: ${amount}
Due by: {date + 14 days}

PAY HERE: {payment link}

Thank you! — {Business Name}

Every job deserves a paper trail. This is the minimum your crew needs before they knock on the door.

WORK ORDER #{number}
Customer: {name} · {phone} · {address}
Scheduled: {date} at {time}
Tech: {name}

JOB DETAILS
{scope of work}

CUSTOMER NOTES
{access, pets, parking, special instructions}

MATERIALS / PARTS
{list}

CHECKLIST
[ ] Complete work per scope
[ ] Photos before / after
[ ] Customer sign-off
[ ] Invoice sent

Notes: {field notes}

The cadence that collects without being pushy. Each one is a single text.

Day of invoice: Hi {first name}, thanks for choosing {business}! Your invoice for {amount} is ready — pay anytime here: {link}

3 days before due: Quick reminder: invoice {number} for {amount} is due {date}. Pay here: {link}

Due date: Hi {first name}, invoice {number} for {amount} is due today. Pay here: {link} — reply if you have any questions!

3 days overdue: Hi {first name}, just checking on invoice {number} for {amount}. Happy to work out a payment plan if that helps. Pay here: {link}