Estimate
Prepared for
| Work | Qty | Price | Amount |
|---|
Subtotal
Total
Terms
Customer signature and date
signature and date
Tool
Tree service estimate template
By Umair Nawaz, founder of Lirevon Updated How we test tools
Fill in the form and the estimate on the right builds itself. Add as many lines as you need, then print it or save it as a PDF. It is saved on this device, so it is still here when you come back.
Related: written estimate · scope of work · change order · our offers.
How the totals work
Each line amount = quantity × price. Subtotal = all lines added. Tax = subtotal × your tax rate. Total = subtotal + tax. Deposit = total × deposit %. "Valid until" = estimate date + the number of days you set.
Questions people ask
Is this estimate a legal contract?
Once both sides sign, an estimate can work as an agreement, but rules differ by state. This template is not legal advice. Have your own terms checked by a local attorney before you rely on them.
How do I save it as a PDF?
Press "Print or save as PDF" and pick "Save as PDF" as the printer. On a phone, use the share or print menu and save to Files.
Where is my estimate saved?
In your browser on this device only. Nothing is sent to us. If you clear your browser data or switch devices, it is gone, so save a PDF of anything you send.
What should go on a tree service estimate?
Each tree or task in plain words (which tree, where it is, what you will do), the price, any deposit, how long the price holds, who handles permits, what cleanup means and what happens to the wood.
Should I ask for a deposit?
Many tree companies take a deposit on large removals or crane jobs, and some take none on small trims. It is your call. Put the percentage on the estimate so nobody is surprised.
How long should an estimate stay valid?
Pick a period that fits how fast your costs change. Thirty days is a common choice. After a storm, a shorter window protects you if fuel or dump fees move.
Do I need to show my insurance?
Many homeowners and property managers ask for a certificate of insurance before work starts. If you can send one, tick the box so the estimate says it is available on request.
Can my customers book and sign online instead?
Customers can book an estimate visit online with the Never-Miss-A-Job System. Online signing is not part of it. The lead, the estimate visit and the follow-up live in one inbox, so a sent estimate gets a reminder instead of being forgotten.
Should a tree service estimate be free?
That is your choice. Many tree companies give free estimates for normal removals and trims, and charge for detailed work such as a written arborist report. Whatever you decide, say it plainly when the customer books.
Should I list a price per tree or one total?
Listing each tree or task with its own price helps the customer understand the quote and lets them drop one item without a new estimate. Add a total at the bottom. Either way, describe each item in plain words.
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