Estimate Template

1. Fill in your company information. Enter your company name, phone, email, and license or insurance number. These appear in the header of your estimate and build professional credibility.

2. Add customer and property details. Enter the customer name, address, square footage, bedrooms, bathrooms, flooring types, and pet information. This documents the property specifics that drive your pricing.

3. Assess the property condition. Rate the current cleanliness on a 1-5 scale and note any special concerns like mold, allergens, pet damage, or heavy clutter. Add walkthrough notes about areas needing extra attention.

4. Build your Good/Better/Best options. Set the service description, scope of work, and price for each tier. Good is a maintenance clean, Better is a deep clean, and Best is a move-out or premium clean. The summary updates as you type.

5. Add recurring pricing and extras. Check add-on services the customer wants, and show recurring pricing discounts to encourage long-term commitment. Generate the PDF when ready.

Customers want to choose, not be told. Presenting a single option forces a yes-or-no decision, and "no" is easy. Three options shift the conversation from "should I buy" to "which one should I pick." This reframe is why tiered pricing consistently outperforms single-option proposals in home services.

The middle option wins most of the time. When presented with three choices, most people avoid the cheapest (feels like cutting corners) and the most expensive (feels excessive). The Better option feels reasonable and safe. Expect 50 to 60 percent of customers to pick the middle tier.

Your average ticket goes up without a hard sell. Even customers who pick Good are choosing from a menu rather than haggling on price. The 15 to 20 percent who pick Best are upselling themselves. The net effect is a higher average ticket with less friction.

Recurring pricing locks in long-term revenue. Showing per-visit discounts for weekly, biweekly, or monthly service alongside one-time pricing plants the seed for recurring revenue. Even if the customer starts with a one-time clean, seeing the recurring option makes them more likely to convert later.

New client walkthroughs. After walking through the property, fill this out on your tablet or laptop. Walk the customer through each option, explain the differences in scope, and show the totals. Customers who receive a professional, multi-option estimate on the spot close at significantly higher rates.

Move-out cleans and deep cleans. When a tenant is moving out or a homeowner needs a deep clean, they need to make a fast decision. Having a clean template ready means you can present professional numbers within minutes.

Commercial bids and property managers. Property managers expect itemized, professional estimates. This template gives them the breakdown they need to compare bids and get approval. The tiered format works especially well for commercial because it lets the decision maker choose the service level without multiple rounds of revisions.