Handyman Estimate to Invoice Template (Excel + Google Sheets)

Build an estimate from a price book, turn it into an invoice with change orders and payments, and track what's still owed.

WHAT IT DOES

• Price book of about 40 common handyman tasks with labor hours and material cost (all editable, add your own).
• Estimate: pick tasks from a dropdown, type quantities; override hours or materials for custom work.
• Billable rate per task type, materials markup OR margin (one toggle), minimum job charge, tax and deposit %.
• Profit view: your labor and material cost vs. what you charge.
• Invoice pulls the estimate, adds change orders and payments received, and shows the balance due.
• Job & payment log: balance, days outstanding, open/overdue status and aging buckets.
• Markup vs. margin calculator and conversion table.
• Printable US-Letter estimate and invoice.

WHAT'S INCLUDED

• 1 .xlsx workbook with 9 tabs: Start Here, Settings, Price Book, Estimate, Printable Estimate, Invoice, Job & Payment Log, Markup vs Margin, Sample Data
• A short buyer guide (PDF) with setup steps and how to open it in Google Sheets

HOW IT WORKS

1. Enter your business details, rates, markup and deposit % in Settings.

2. Build the estimate from the Price Book and print it.

3. When the job's done, add change orders and payments on Invoice and print it.

GOOD TO KNOW

• Digital download. Nothing is shipped.
• Works in Microsoft Excel and Google Sheets (free Google account). Uses standard formulas only; no macros, no add-ons.
• Every rate in the file is an example default. Change it to fit your market. They are not industry standards.
• All names and jobs in the sample data are fictional.
• This is a pricing tool, not tax, legal or accounting advice.
• Made by Expanse Ventures with help from AI tools. Every formula was recalculated and checked against a separate model before listing.
• Because it's a digital file, we can't take returns. If a file doesn't work, message us and we'll fix it.