Service Quote
Starter Kit.
A practical guide for first-time solo service businesses. Build a clear quote, keep recurring jobs organized, and learn from the time and costs each job actually takes.
What this kit is
A reusable working kit for independent service businesses that need to estimate jobs, keep a record of work and payments, and learn from actual time and costs. It is the working companion to the free pricing calculator. Start with one service and one ordinary job, then improve the estimate as you collect real results. It is a reusable working kit, not a promise of income.
What is inside
One digital download with three parts:
- The quick-start guide. A seven-page PDF that walks the whole routine: describe the work, count the whole job, choose and check a price, agree before you start, record the result, and improve the next quote. It explains margin against markup with a worked example, and how to adjust the price formula when a payment fee is a percentage.
- The Service Quote and Job Tracker workbook. An Excel workbook with six sheets: Start Here, Summary, Rate Planner, Quote Builder, Job Tracker, and a clearly fictional Worked Example. It carries 100 prepared job rows, and its blank input cells are distinguished from its formulas.
- The customer messages. Six plain-text templates you copy, customize, and send yourself: an inquiry reply, a quote cover note, one quote follow-up, a scope-change note, a completion message, and a friendly overdue-invoice reminder.
How you use it
Read the quick-start guide first. Open the workbook and read its Start Here instructions, then review the fictional worked example before using the blank tools. Save a new copy for your own work, and check every assumption and formula against your circumstances before relying on an estimate. Customize the six customer messages before sending them. This kit does not send messages or request payments automatically. When you send a customer a quote, export only the Quote Builder sheet range to PDF and preview it. Do not send the entire workbook with your internal costs.
What it does not do
Use one currency consistently. The workbook models labor, direct costs, allocated overhead, and a chosen margin. These are planning estimates, not accounting or tax profit. It does not calculate taxes or percentage payment-processing fees automatically. The guide explains the percentage-fee formula separately.
This kit does not replace bookkeeping, invoicing software, a payment processor, or legal or tax advice. The workbook supports one invoice with a cumulative received-payment amount per job. It is not a transaction ledger, does not automatically expand beyond its 100 prepared rows, and does not convert currencies. Native Excel and Google Sheets compatibility and final print output are not yet certified. There are no saved print areas, so follow the range-selection instructions and preview the output in your app.
Get the kit
Get the Service Quote Starter Kit
DRAFT — Checkout for this kit is not open yet. When it opens, this button will lead to secure checkout and the kit files will be delivered as one digital download after payment. Seller terms for the kit are in preparation. Digital downloads are final once downloaded. Final price, license, and refund terms require owner and legal review and will be published on this page before sales open.
New to quoting? Start free with the pricing calculator and the guide How to price your first service job. The kit takes the same method further, with a workbook that keeps the record.