Job Estimator Templates

Looking for Job Estimator Templates to download? See the main templates that a Job Estimator would use in their day-to-day work.

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Job Estimator Templates

There is a huge number of templates that someone in the Job Estimator role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Job Estimator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Cost Estimate
2. Bid Proposal Template
3. Material Takeoff Sheet
4. Labor Cost Calculation
5. Subcontractor Quote Comparison
6. Project Schedule Template
7. Change Order Request Form
8. Purchase Order Template
9. Invoice Template
10. Project Closeout Checklist


Reports are often prepared by a Job Estimator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Project Cost Analysis Report
2. Material Cost Report
3. Labor Cost Report
4. Equipment Cost Report
5. Subcontractor Cost Report
6. Profitability Analysis Report
7. Bid Comparison Report
8. Project Schedule Report
9. Change Order Report
10. Project Closeout Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Job Estimator does and how they do it.

1. Project Initiation SOP
2. Site Inspection SOP
3. Cost Estimation SOP
4. Material Procurement SOP
5. Labor Allocation SOP
6. Risk Assessment SOP
7. Project Scheduling SOP
8. Quality Control SOP
9. Client Communication SOP
10. Project Closure SOP


Job Estimator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Project Progress Report
2. Cost Estimation Analysis
3. Bid Proposal Presentation
4. Construction Schedule Overview
5. Material and Equipment Procurement Analysis

Legal Docs

There are several key times when a Job Estimator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Construction Contract Template
2. Change Order Template
3. Subcontractor Agreement Template
4. Bid Proposal Template
5. Purchase Order Template

Health & Safety Templates

Health & Safety templates for a Job Estimator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Monthly Safety Inspection Checklist
2. Hazard Identification and Risk Assessment Form
3. Incident Report Form
4. Toolbox Talk Template
5. Personal Protective Equipment (PPE) Assessment Form


Setting up Job Estimator calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Schedule Calendar
2. Material Delivery Calendar
3. Equipment Rental Calendar
4. Labor Allocation Calendar
5. Inspection and Permit Calendar

Invoice Templates

Several types of Job Estimator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Project Invoice
2. Material Purchase Invoice
3. Labor Cost Invoice
4. Equipment Rental Invoice
5. Subcontractor Invoice

Survey Templates

For a Job Estimator to get insights related to the work they do, they need to send out Job Estimator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Project Evaluation Survey
3. Supplier Feedback Survey
4. Employee Performance Survey
5. Market Research Survey

Meeting Agendas

Having premade Job Estimator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Project Kick-off Meeting
2. Progress Review Meeting
3. Budget and Cost Analysis Meeting
4. Subcontractor Coordination Meeting
5. Client Presentation Meeting

Budget Templates

To manage finances well, a Job Estimator would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Project Cost Estimation Template
3. Labor Cost Budget Template
4. Material Cost Budget Template
5. Equipment Cost Budget Template


Dashboards are a useful way for a Job Estimator to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Cost Dashboard
2. Profitability Dashboard
3. Resource Allocation Dashboard
4. Schedule Performance Dashboard
5. Risk Management Dashboard

Proposal Templates

For bidding or requesting work, a Job Estimator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Cost Estimation Proposal
2. Project Timeline Proposal
3. Material and Equipment Proposal
4. Labor and Resource Allocation Proposal
5. Risk Assessment and Mitigation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Job Estimator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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