A practical example
Quote for labour and materials separately
A clear estimate lets the customer see the scope behind your price before work starts. Use your own labour, material and disposal costs rather than treating a template as a price list.
- Choose a trade template, replace each description and enter your quantities and prices.
- Set the validity date and terms. Download the PDF and confirm what is included or excluded with the customer.
An estimate PDF does not record acceptance or take a deposit. Keep the agreed scope with your customer records.
Back to the toolAbout the quote and estimate builder: instructions and questions
Build a professional estimate with your business details, your prices and a clear breakdown of the work. Preview it as you go, then download a PDF.
How to use the quote and estimate builder
- Start with the right job. Choose a blank estimate or editable line items for HVAC, plumbing, electrical, landscaping or roofing work.
- Add your own prices. Enter labour, materials, quantities and any discount or tax. The preview updates as you type.
- Save it and send it. Review the preview and choose Download PDF. Send the saved file to your customer.
Less back and forth before the job
What to include in a customer estimate
A useful estimate makes the work, price and next step clear. Check these details before you save the PDF.
- The customer and the jobUse the right customer name and job address. Include your contact details so they know who to ask about changes.
- A clear scopeBreak the work into understandable line items. Explain what is included and add important exclusions in the notes.
- Quantities and pricesCheck labour, materials and any other charges. Enter your own rates, discount and tax percentage, then review the total.
- Dates and the next stepInclude the estimate date and a valid-until date when appropriate. Use the notes to explain how the customer can ask questions or confirm the work.
See how the numbers work
An example estimate calculation
This example uses two hours of labour at £50 per hour, £20 of materials, a 10% discount and 20% tax. Enter your own prices and the tax rate that applies to your work.
- Labour, 2 × £50
- £100.00
- Materials
- £20.00
- Subtotal
- £120.00
- 10% discount
- −£12.00
- Tax on £108 at 20%
- £21.60
- Total estimate
- £129.60
Quote and estimate builder questions
Is this estimate generator free?
Yes. You can create and download estimates without an account, payment or email address.
How do I download my estimate as a PDF?
Complete the required fields and choose Download PDF. The tool creates a PDF directly in your browser, without website navigation or tool controls.
Can I use it for HVAC or plumbing estimates?
Yes. Choose a trade template to get editable starting line items. These templates do not supply market rates or decide what your job needs. Add the correct scope, quantities, prices and terms yourself.
How are tax and discounts calculated?
Each line is rounded to the currency’s smallest unit. The percentage discount is applied to the subtotal first, followed by tax on the discounted amount. The tool uses the rates you enter and does not determine the tax treatment of your work.
Do you save my customer details?
No estimate-saving endpoint is used. The fields and logo are held in this browser tab and are not saved to a Sysevo account. Save your PDF before closing or reloading the page.
Does this send a quote or take payment?
This free tool prepares a printable estimate. It does not email the customer, record acceptance, collect a deposit or take payment. Save the PDF and share it through your normal process.
Keep customer details and the next step together.
Explore Sysevo plans for managing customer records, follow-ups and more of your daily work. Compare the included tools to find the right starting point.
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