Free template · Excel
Free Water treatment estimate template
A ready-to-use water treatment estimate in Excel, with water treatment line items filled in and automatic totals for good, better and best options. No email needed.
[Your company name]
[Address] · [Phone] · [License #]
estimate
| Description | Qty | Unit | Rate | Amount |
|---|---|---|---|---|
| Water softener, installed | 1 | job | $2,450.00 | $2,450.00 |
| Whole-home filtration system | 1 | job | $3,200.00 | $3,200.00 |
| Reverse osmosis drinking system | 1 | job | $895.00 | $895.00 |
Total (all options shown): $6,545.00
Example line items and prices are placeholders. Replace them with your own.
What every water treatment estimate needs
- Your business name, contact details and license number
- Estimate number, date and how long the price is valid
- Clear options (good, better, best) with what each includes
- Warranty terms and any permit or inspection fees
- Deposit required, if any
- A place for the customer to approve and sign
Pricing water treatment work
- Price equipment from your cost plus installation hours at your loaded rate, plus margin, and know the margin each product line earns.
- Price rentals so the monthly fee covers the equipment cost over a realistic life, service visits, consumables, and margin. Set a clear buyout formula if you offer rent-to-own.
- Price salt delivery per bag or per delivery with a delivery fee, and set a minimum so small deliveries cover the stop.
- Bundle filter and membrane changes into a subscription priced at the replacement interval, with the visit included.
Common water treatment jobs to add as line items
Free download
Flat-Rate Price Book Builder
Work out your true hourly cost, set your billable rate, and price every task with good, better and best options.
Get it free- Overhead and labor cost calculator
- Billable hour and target margin model
- Task pricing sheet with materials markup
- Good / better / best option builder
- Member discount column
Frequently asked questions
Download the free Excel template, add your logo and business details, then replace the example water treatment line items with your own services and prices. Quantities × rates and the totals calculate automatically.
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- No credit card
- No contract
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