Skip to content
The title slide and first slides of the Service Quote template

Service Quote

Spreadsheet template for Google Sheets and Excel

Make a copy in Google Sheets
Price
Free
Slides
3
Difficulty
Beginner
Updated
November 6, 2026

Every slide (3)

Overview

A quote for a trade or service job, such as a plumbing, repair or installation visit. The Quote tab lists labour, materials and fixed charges, adds a markup to parts, and totals each type with tax. The valid-until date is worked out from the quote date. The Quote log tab records each quote and whether it was accepted.

It comes with sample data for a heating engineer's boiler job. Make a copy and replace the sample lines and client details. The totals, valid-until date and log update on their own.

Useful for

  • Quoting a repair or installation for a homeowner
  • Pricing a service visit with parts and labour
  • Tracking which quotes were accepted

What's included

  • 3 tabs: Quote, Quote log, How to use
  • Quote: a ready-to-fill form
  • Quote log: a table
  • Formulas, dropdowns and colour rules already set up
  • Sample rows that show how to fill it in

How to use it

  1. 1

    Click Make a copy in Google Sheets, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Start on the Quote tab: replace the sample rows with your own.

  3. 3

    Keep the formula columns as they are; they fill in as you type.

  4. 4

    Read the How to use tab for tips. For Excel, download the .xlsx file instead.

What you need

Requirements

  • A Google account, or Microsoft Excel for the download

Works with

  • Google Sheets
  • Microsoft Excel (download the .xlsx)

Questions

Is this Service Quote template free?

Yes. Download the template and use it at no cost to send your own quotes.

Does it work in Excel?

Yes. Download the .xlsx file and open it in Excel. The formulas and totals work there too.

How is the valid-until date set?

It is 30 days after the quote date. Change the 30 in the Valid until formula on the Quote tab to suit your terms.

  • #quote
  • #service-quote
  • #google-sheets
  • #excel
  • #spreadsheet-template
  • #free-template

Also in Sales

All sales templates
Get this template

Preparing your template…