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Free business templates

The paperwork that keeps small operators out of trouble — estimates, agreements, invoices, change orders and intake sheets. Copy it, download it, put your name on it.

Job Estimate / Quote

Business owners

A clean, professional estimate with scope, exclusions, and an expiration date so your price doesn't get shopped for six months.

Simple Service Agreement

Business owners

A one-page plain-English agreement covering scope, payment, changes, and cancellation. Have a lawyer review before you use it repeatedly.

Invoice

Business owners

Gets you paid faster: clear due date, itemized work, late-fee language, and every way to pay you in one place.

Change Order Form

Business owners

The single document that prevents most payment disputes. Never do extra work without one signed.

New Customer Intake Sheet

Business owners

Ask these on every call. Half the quotes you lose are lost because something on this sheet never got asked.

Before You Hire: Customer Checklist

Customers

Print this and work down it before you sign anything. It's the same list that keeps people out of trouble on every job.

These templates are general information, not legal advice. Contracting and consumer-protection rules differ in Washington, Oregon and Idaho and by trade — have an attorney review anything you plan to use repeatedly.

Free for locals