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Trades Estimate & Invoice System

The Trades Estimate & Invoice System is a Google Sheets template that creates professional estimates and invoices, tracks every job and shows profit per job. It's for plumbers, electricians, HVAC techs, handymen and other small trade businesses that don't want to pay for job-management software. It costs US$9 and works in any free Google account.

  • Price: $9 USD
  • Format: Google Sheets (copy link in a PDF)
  • Instant download via Gumroad
$9Buy on Gumroad →
Trades Estimate & Invoice System cover

What's included

  • Start Here tab with 5-step setup
  • Settings: business name, logo, address, phone, licence #, sales tax rate, payment terms and numbering
  • Estimate with automatic EST-#### number, valid-until date, 15 line items, tax and total
  • Invoice with automatic INV-#### number, due date from your terms, amount paid and balance due
  • Job Tracker and Profit per Job tabs with monthly summary
  • Clients tab that fills estimates and invoices from a dropdown
  • One-page Letter printing, protected formulas, sample data and a PDF quick-start guide

How it works

  1. Buy on Gumroad and click "Make a copy" in the PDF while signed in to Google.
  2. Enter your business details once in Settings.
  3. Pick a client, add line items, and the totals, tax and numbering fill in.
  4. File › Download › PDF to email or text the estimate or invoice.

FAQ

Questions about the Trades Estimate & Invoice System

Do I need Excel?

No. It's built for free Google Sheets and also works in the Sheets mobile app.

Can I email estimates to customers?

Yes. Download as PDF and attach it to an email or text.

Can I set my own sales tax rate?

Yes, in Settings. Set 0% if you don't charge tax.

What currency does it use?

US dollars.

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