Preview before you buy: walk through the original fictional worked example. The case study uses the same Oak Table Assembly job figures and shows the earlier page layout; the product gallery shows the current files.

A coordinated template bundle for small service owners who want to define the job, prepare a customer quote and compare estimated costs with the actual result.

Use the Word packet to record scope, assumptions, a customer-facing quote, delivery notes and the post-job review. The Excel calculator handles estimated and actual labor, materials and other entered costs with visible, editable formulas. It separates margin from markup, offers two price-exploration calculations and keeps tax amounts you supply outside the profit calculation.

• 5-page editable working packet in Word; filled copies can grow

• Matching 5-page static print PDF

• Excel job calculator with a blank working tab and a separate fictional example tab

• 5-page fictional completed example PDF

• 2-page Quick Start PDF

The calculator provides 8 labor rows, 8 material rows and 6 other-cost rows. Enter your own rates, quantities, prices and one currency, and use a separate saved copy per job. Follow the stated input and precision limits. Input checks distinguish missing, invalid and explicit-zero entries; they do not verify your real-world figures or authorize sending a quote.

The packet includes private costing and review pages. Follow the Quick Start to locate the customer quote by its heading, create a separate customer-only output, remove template prompts and check every exported page. Reconcile the currency, line amounts, price, supplied tax and total manually; Word and Excel do not synchronize.

Intended for current desktop Microsoft Word and Excel; native Office behavior has not been verified. Software is not included. PDFs are static US Letter print files, not fillable forms. Other apps may change formatting or spreadsheet behavior and have not been verified.

Profit means price excluding tax less the costs you enter, before overhead and taxes not included. This is a job-planning calculator, not bookkeeping software, a contract template, tax guidance or payroll compliance support. No guaranteed price or profit is promised. Example names, work, rates and amounts are fictional.

Digital product only. After purchase, download the attached ZIP from the purchase page, extract it, and open Service_Quote_Quick_Start.pdf first. No physical item is shipped.