Templates

Free templates for contractors

Plain files you can open in any spreadsheet program or text editor and make your own. CSV files open in Excel, Google Sheets or Numbers; Markdown files open in any text editor and paste cleanly into a document.

Estimate template
CSV spreadsheet · altair-estimate-template.csv
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A spreadsheet-ready estimate with header, line items by section, totals, scope, exclusions, warranty and payment terms. Example rows show a condenser fan motor replacement.
How to use it: Open it in any spreadsheet program, replace the example rows with your own items and prices, and save a copy per customer. Add tax at your local rate.
In Altair Operating System
Estimates in Altair Operating System carry line items from the price book, track draft, sent, approved and declined states, and can be approved by the customer from a link. See Estimates
Maintenance agreement outline
Markdown text · altair-maintenance-agreement-outline.md
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The ten sections a service agreement usually needs, with notes on what each should decide. An outline to take to your attorney, not a contract.
How to use it: Work through each section with your office and write down your answers, then have an attorney licensed in your state turn them into your agreement.
In Altair Operating System
Invoices in Altair Operating System convert from an approved estimate, track sent, paid and overdue states, and give the customer a payment link. See Invoices
Pricing worksheet
CSV spreadsheet · altair-pricing-worksheet.csv
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Build one price from cost up: loaded labor, parts, other direct costs, overhead share and target margin, with a worked example that adds up.
How to use it: Fill in your numbers for a job you price often and compare the result with what you charge today. Check the hourly figure against the labor-rate calculator.
In Altair Operating System
The Price Book in Altair Operating System is where a priced service item lives once you have worked it out, so estimates and invoices pull the same line instead of retyping it. See Price Book
Daily operations checklist
Markdown text · altair-daily-operations-checklist.md
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Before-dispatch, midday and close-out routines for a small service office, plus short weekly and monthly reviews.
How to use it: Print it or keep it open at the dispatch desk. Remove what does not apply to your shop and add what you keep forgetting.
In Altair Operating System
The Dispatch board in Altair Operating System shows today's jobs, who is assigned, and what is still unassigned or in progress, which covers much of the morning checklist in one view. See Dispatch

Note. These templates are general starting points, not legal, tax or financial advice. Example prices are placeholders. Agreements and customer-facing terms should be reviewed by an attorney licensed in your state before you use them.

Estimate template

Maintenance agreement outline

Pricing worksheet

Daily operations checklist