Excel Invoice Templates by Trade
Every trade bills differently. An HVAC service call needs a diagnostic fee on its own line; a landscaper needs recurring monthly billing; a painter bills by square footage and coat. A generic invoice template treats them all the same, which is why most of them get rebuilt by hand on the first real job.
These guides cover how each trade actually invoices — the line items, the rate structures, and the details that matter six months later — along with a worked example you can borrow from.
HVAC
Diagnostic fees, refrigerant, maintenance agreements, equipment identification
Electrician
Permits at cost, material markup, panel upgrades, code documentation
Plumbing
After-hours rates, flat-rate jobs, emergency call-outs, fixture replacement
Handyman
Multi-task visits, per-task pricing, material pickups, recurring property work
Landscaping
Monthly maintenance contracts, seasonal cleanups, crew hours, install quotes
General Contractor
Progress billing, change orders, subcontractor costs, deposits and balances
Painting
Prep and priming, coats by surface, square-foot rates, scope-only quotes
Roofing
Pricing by square, tear-off and decking, insurance supplements, staged payments
Flooring
Square-foot pricing, waste factor, subfloor prep, transitions and stairs
Cleaning Services
Recurring contracts, add-on services, client discounts, commercial accounts
Pressure Washing
Pricing by surface, soft wash vs pressure, chemical cost, commercial contracts
Any Other Trade
Concrete, fencing, pool service, appliance repair, tree work — the workbook is not built around any one trade
All of these work with the same free Excel workbook — saved clients, a priced catalog, quote-to-invoice conversion, and payment tracking, on your own PC.
See EG Quote & Invoice