Your company
On-site estimate form
Estimator signature and date
Free template from Lirevon: lirevon.com/templates/estimate-form
Free template
Tree service estimate form for the site visit
Use this form when you walk the job with the customer. Write down every tree, the hazards, the access and the gear the crew will need. Then print it, save a PDF or download a CSV. When you are ready to put a price on paper, use the free estimate template.
- Free, no sign-up
- Prints clean
- Download CSV or TXT
- Saved on your device only
What this template is
An on-site estimate form is the sheet you fill in during the walk-around, before you set a price. It records what you saw, so the price, the crew and the equipment all match the real job.
It is not the priced estimate the customer signs. For that, use our free estimate template, which adds line items, totals, a deposit and plain terms. Some owners keep both: this form in the truck, the priced estimate in the inbox.
What is on it
| Part | What you fill in |
|---|---|
| Your company | Company name; Company phone; Estimator; Form number; Visit date |
| Customer | Customer name; Phone or email; Job address; How they found you; Decision maker at the visit? |
| Trees and work | Trees and work, one per line; Type of work; Largest trunk diameter (inches); Tallest tree height (feet, rough) |
| Site and hazards | Hazards seen; Access for equipment; Narrowest gate or path |
| Crew and equipment | Crew size (your plan); Crew-hours (your estimate); Equipment needed |
| Permits, wood and photos | Tree permit or HOA approval; Wood and chips; Photos taken |
| Notes and next step | Notes; Next step; Follow-up date |
How to use it
- Open this page on your phone before the visit, or press "Print a blank copy" and keep a stack on a clipboard in the truck.
- Walk every tree with the customer. Write one line per tree: species if you know it, where it stands, rough size and what you will do.
- Tick the hazards and the access. These decide the crew, the gear and the risk, so they decide the price.
- Take the photos on the list. They help you price back at the office and settle questions after the job.
- Press Download CSV to keep a record, or print to PDF. Then build the priced estimate in the estimate template and set a follow-up date.
How the download works
Download CSV makes a spreadsheet file with three columns (section, field, value), one row per field. Tick boxes show as Yes or No. It opens in Excel, Google Sheets or Numbers. Download TXT makes a plain text copy you can paste into an email or a text. Both files are made inside your browser. Nothing is uploaded and nothing is sent to us.
Questions people ask
What is the difference between this form and the estimate template?
This form is for the site visit: what you saw, the hazards and the gear you need. The estimate template is the priced document the customer reads and signs, with line items, totals and terms. Fill this one in first, then build the price.
Can I fill it in on my phone at the job?
Yes. The page works on a phone and saves what you type on that device, so a lost signal does not lose your notes. Download the CSV or save a PDF before you clear it.
How do I print blank copies for the truck?
Type your company name and phone, then press "Print a blank copy". You get the full form with your name at the top and empty lines and boxes to fill in by hand.
What does the CSV download contain?
One row for every field, with three columns: section, field and value. Tick boxes show as Yes or No. It opens in Excel, Google Sheets or Numbers, so you can keep a running log of every visit.
Is anything sent to Lirevon?
No. The form, the preview and the downloads all run inside your browser. Nothing you type is uploaded or sent to us.
How do I measure the trunk without climbing?
Wrap a tape around the trunk about 4.5 feet above the ground and divide by 3.14 to get the diameter. Our tree size estimator also helps you estimate height and diameter from the ground.
Do I need to call 811 before stump grinding?
Short explanation, not legal advice: grinding goes below the ground, and 811 gets public buried lines marked for free. When a call is required differs by state. Private lines like sprinklers and pet fences are not marked, so ask the customer about them.
How fast should I send the priced estimate?
There is no fixed rule, but the job is freshest in the customer's mind right after the visit. Some owners send it the same day. Put a follow-up date on the form so the quote does not go quiet.
Free tools that go with this template
- Estimate template: turn this form into a priced, printable estimate.
- Tree job estimator: price the job from your crew-hours, gear, disposal and margin.
- Tree size estimator: estimate height and trunk size from the ground.
- Job photo checklist: the before, during and after photos for each job type.
- Quote follow-up planner: a dated plan so sent quotes get a reply.
- Guide: estimating tree jobs: how to size up and price tree work.
More free templates
From Lirevon
Paperwork keeps the job tidy. Answering wins the job.
A tidy estimate only helps if the customer reached you first. The Never-Miss-A-Job System texts back every missed call within 30 seconds, answers with an AI receptionist, books estimate visits online and follows up on quotes for you. Start with a free audit of your calls, website and Google profile.