Free Quote & Invoice Pack

Free quote and invoice template for UK builders

Quote the job, invoice the deposit, chase what's overdue and check your profit. Works in Excel and Google Sheets.

What's inside

• Setup

  Your details once. Every other sheet picks them up.

• Quote

  VAT, deposit, CIS estimate, and private margin columns that never print.

• Invoice

  Deposit, stage or final balance as a % of the quote.

• Quick Invoice

  Call-outs and one-off jobs.

• Tracker

  Paid, sent, part paid, overdue, plus ageing and a chart.

• Job Profit

  Quoted vs planned vs actual cost, margin against your target.

Built for UK trades

• VAT at 20%, 5% and 0%
• Domestic reverse charge
• CIS estimate on labour
• Unique invoice numbers
• Optional late-payment wording

What to put on a builder's quote

Your business

Name, address, phone, email, VAT number if registered

Client

Name and site address

Quote reference & date

e.g. PP-0001, with a 'valid until' date (30 days is common)

Scope of work

What you will do, in plain words, and what's not included

Materials

Each item, quantity and price

Labour

Days or hours, and your rate

Extras

Skip hire, waste removal, scaffolding, plant hire

Totals

Subtotal, VAT, total

Payment terms

Deposit, stage payments, when the balance is due

Acceptance

Client signature and date

How it works

1. 1

   Setup

   Add your business, bank and VAT details once.

2. 2

   Quote

   Price the job and send it.

3. 3

   Invoice

   Bill the deposit, a stage or the final balance.

4. 4

   Tracker

   See what's paid and chase what's overdue.

A look inside

Questions