Free Electrical Estimate Template

Our customizable template makes it easy to send out professional quotes. It’s perfect for electrical contractors just starting out or exploring software instead of pen and paper. The template is part of a larger free resource from Jobber, where you can store clients’ information, convert quotes to invoices, and get paid for your work.

If you’re just looking for a free electrical contractor estimate template that you can reuse as often as you like, download either the electrical estimate template in PDF format or the electrical estimate template Excel Spreadsheet and start sending estimates to your clients. 

If you want to automate your process and have more flexibility, use Jobber’s free estimate software.

Your electrical estimate should include the following information:

• Your electrical contracting business name, company logo, and contact information
• Your client’s name, address, phone number, and email
• Estimate number for record-keeping purposes
• A detailed breakdown of the type of work you’ll be providing, along with a clear description
• The approximate electrical cost estimate of completing the work, factoring in electrician labor costs and incidental costs,
material cost and quantities, any special discounts or rates, and applicable tax
• Optional line items for added services or tasks that would enhance the work
• A description of anything that specifically won’t be included in the project scope
• How long the estimate is valid for
• Estimate terms and conditions (e.g., deposit amount, invoice payment terms, electrical service agreement)

An electrical estimate template is a blank copy of your estimate form, which you can fill out to create a detailed estimate after a consultation. You can find templates such as fill-in PDF format, Microsoft Word, Google Docs, Microsoft Excel Spreadsheets, free quoting tools, or electrical contractor software. These templates are essential to saving time and growing your electrical contracting business.

Here’s what our free estimate template can do for you:

• Help you stay organized and include all necessary job deliverables
• Reduce room for error by including mandatory form fields
• Make you look more professional than handwritten estimates
• Cut down on repetitive data entry and save you time
• Help you track rates, prices, expenses, and outstanding invoices
• Set client expectations, avoid confusion, and protect your business with terms and conditions
• Make filing easier with digital copies of all estimates

With a free electrical estimating template, it’s easy to add in the project specifications, get the estimate approved, complete the work, convert estimates into invoices, and get paid faster—all with just a few clicks.

Every job estimate needs the same elements: itemized costs, estimate totals, and terms and conditions.

Start by deciding what electrical systems and services you’d like to offer, create a list of standard line items for bids and estimates, and learn how to calculate electrical work using material takeoff techniques.

Estimating jobs is easier with our electrical contractor estimate templates. Automatic calculations help you assemble quotes and send them to your clients faster.

And if you need extra help estimating your work, read our guide to estimating electrical jobs.

Quotes and estimates seem similar, but there’s one big difference: budget flexibility.

An estimate is a rough but educated guess at how much time, work, and electrical components will be involved in completing a job. Estimating gives you some wiggle room if unexpected details pop up during the work.

On the other hand, a quote tells a client exactly how much they’ll be paying for the job. This can mean higher profits if you come in under budget—but it also means you have to think of everything that could complicate the job and cut into your profit margin.
(And yes, you can use the free electrical estimate template as an electrical quotation template!)

When you create an estimate, it should describe the work and the approximate cost of completing it.

A bid is more exact and tells a potential client the best possible price you can offer for your electrical installation services. During the bidding process, the client will probably get bids from a few companies and choose the lowest price with the best value.

You can use our free estimate template as an electrical bid template.

There’s a big difference between estimates and invoices.

An estimate describes what the finished work will look like and how much it’ll cost to complete. Sending an estimate is the first step in any electrical job. An accurate estimate sets the expectations for the clients, and you don’t move forward until they sign off on it.

An invoice is the final itemized bill you send clients for the completed work. Invoicing is the last step of the electrical project. Depending on how much the work has changed during the job, the invoice amount might differ from the amount on the estimate.
Ahead of billing is also a good point for talking to clients about consumer financing.

That depends on how you’re doing it! If you’re using pen and paper, it could take a while to write down your contact details, add the client’s information, write in all your itemized costs from memory, and tally up the costs in your head. That’s part of why some electricians decide to charge for estimates.

An electrical estimate template already contains some of that information,​​ and the conditional formatting calculations, including taxes and discounts, are done automatically. Filling in the project details specific to the job should only take a few minutes, and then the estimate can be sent to the clients for approval.

Estimating and quote management software like Jobber makes it easy to create an estimate using your desktop or mobile app.

Here’s what you can do with electrical estimating software:

• Set up client files for storing estimates, project specifications, and invoices
• Let new leads request work through your website or Google Local Services Ads
• Create estimates with add-ons, packages, and images
• Convert quotes into jobs and invoices
• Give clients the option to approve estimates and pay deposits online
• Communicate with clients using email and SMS
• Schedule teams, route work, and track time and expenses
• Get paid faster using automated follow-ups, credit card processing, and ACH payments
• Leverage advanced reporting and AI tools to get real-time business insights

Learn more about how Jobber can help you create estimates and win work faster.