Free templates for the trades
Invoice and estimate templates that do the maths.
Pick your trade, type the lines, and the template totals parts and labor, works out the tax on the lines you mark taxable and gives you a clean PDF. Fill it in the browser, no signup, nothing uploaded. Made by the team behind Voice To Task CRM, the invoicing app you talk to.
- 10 templates
- Totals and tax computed
- PDF made in your browser
- No signup
Invoices
Invoice templates by trade.
invoice
Plumbing invoice template
Type the water heater, the fittings and the hours.
Fill it in →invoice
HVAC invoice template
Capacitors, contactors, refrigerant by the pound, the diagnostic fee and the labor each get their own line.
Fill it in →invoice
Electrical invoice template
Breakers, devices, wire by the foot and the permit each get their own line.
Fill it in →invoice
Handyman invoice template
A handyman invoice rarely has one job on it.
Fill it in →invoice
Landscaping invoice template
Monthly mowing, a spring cleanup, six yards of mulch, a dozen shrubs and the crew’s hours each get their own line.
Fill it in →Estimates and quotes
Estimate templates by trade.
estimate
Contractor estimate template
Write the scope one line at a time, put a number on each, show the deposit you need to start and the balance on completion.
Fill it in →estimate
HVAC estimate template
Equipment with its tonnage and efficiency, the line set, the pad, the permit, the labor and the disposal each on a line.
Fill it in →estimate
Electrical estimate template
The panel, the breakers, the wire runs, the permit and the hours each get a line with a price.
Fill it in →estimate
Plumbing estimate template
Fixtures, pipe by the foot, the permit, the drywall you will not patch and the hours each get a line.
Fill it in →estimate
Roofing estimate template
Tear-off, shingles by the square, underlayment, ice-and-water, drip edge, flashing, vents and the dumpster each get a line.
Fill it in →How they work
Type it, check it, send it.
Fill in the form
Your business, the customer, the lines. Labor, parts and other charges are typed so the totals split the way your accountant wants them.
Watch the preview
The document on the right updates as you type: subtotal, discount, tax on the taxable lines, total, deposit and balance.
Download or print
Download PDF makes a letter-size PDF in your browser. Print opens your printer dialog, where “Save as PDF” works too.
When typing line items gets old, Voice To Task CRM drafts the same invoice from a 20-second recording. Create a free account and the first 5 voice logs are free.
Are these invoice and estimate templates free?
Yes. Every template fills in the browser, computes the totals and tax, and downloads or prints as a PDF with no signup. Nothing you type is uploaded.
Which trades are covered?
Invoices for plumbing, HVAC, electrical, handyman and landscaping work; estimates for contractors, HVAC, electrical, plumbing and roofing. Every template takes any line item, so a trade not listed can use the nearest one.
Can I save my business details?
Tick “Remember my business details on this device” and the template keeps your business name, address, license, tax rate and terms in your own browser for next time. They are never sent to us.
How is tax calculated?
You mark each line taxable or not and enter your rate. The template rounds each line to the cent, sums the taxable lines, and rounds the tax once on that sum, the way accounting software does.
Who makes these templates?
Adelyons Software, the team behind Voice To Task CRM, a voice invoicing and estimate app for field trades. The templates stand on their own; the app is there if you would rather say the job than type it.
Or say the job and skip the form.
Start with 5 voice logs at no cost. Create your account, get the app, and say your next job.