Carpet Cleaning Estimate Template

• Cleaning company: "Business name", "Address" and "Phone / email"
• Estimate details: "Estimate no.", "Date", "Valid until" and "Prepared by"
• Client and site: "Client", "Phone / email" and "Service address"
• Walkthrough: "Walkthrough date", "Carpet", "Proposed method" and "Condition noted"
• Cleaning by room, Spot, stain and pet treatment, and Protector and furniture: each a table with "Item", "Details", "Qty", "Unit", "Rate" and "Amount", and its own subtotal
• Totals: "Subtotal", "Sales tax, if applicable" and "Estimated total"
• Notes, Exclusions and acceptance lines: "Accepted by (client signature)", "Print name" and "Date"

The sample is estimate CE-0311, dated Nov 12, 2026 after a walkthrough the same day, and valid until Dec 12, 2026. The walkthrough noted "Traffic lanes in the hallway; pet stain in bedroom 2":

• Cleaning by room: living room, 16 by 18 feet, 288 sq ft at 0.35, 100.80; bedroom 1, 156 sq ft at 0.35, 54.60; bedroom 2, 132 sq ft at 0.35, 46.20; the hallway, 36 sq ft at 0.35, 12.60; 13 stairs at 4.00 a step, 52.00. That section comes to 266.20.
• Spot, stain and pet treatment: pet urine treatment in one area of bedroom 2, 30.00; stain removal on 2 spots in the living room at 12.00, 24.00. That section comes to 54.00.
• Protector and furniture: carpet protector on the living room and hallway, 324 sq ft at 0.18, 58.32; moving furniture out and back in 3 rooms at 15.00, 45.00. That section comes to 103.32.

That's a subtotal of 423.52. The sales tax is 0%, so the estimated total is 423.52. These figures only show how the form works; use your own rates.

"Valid until" is the date your prices hold to; the sample's footnote says the prices "are valid until the date shown." When the client agrees, they sign "Accepted by (client signature)", print their name and date it.

1. Add your business details, then the estimate number, the date, a valid-until date and who prepared it.
2. Enter the client and the service address, then the walkthrough date, the carpet, the method you propose and what you noticed.
3. List each room with its measurements and area, then the stairs.
4. Add the treatments for the spots and stains you found, then protector and furniture moving.
5. Set the sales tax rate, or leave it at 0%.
6. Edit the notes and exclusions, then send the estimate for the client to accept.

The PDF is a blank form for filling in by hand, on two A4 pages: the second page holds the notes, exclusions and acceptance lines. If you print on US Letter, check the scaling setting in your print dialog so the whole page fits. The Word and Excel files have the same layout with the sample filled in, for you to overwrite.

In the Excel file:

• each line's "Amount" is "Qty" × "Rate", rounded to the cent;
• each section has a subtotal, and "Subtotal" adds up the lines of all three sections;
• "Sales tax, if applicable" is the Subtotal × its rate cell, rounded to the cent (0% in the sample);
• "Estimated total" is the Subtotal plus the sales tax;
• each section has one empty line with the amount formula already in it;
• the file's tip says that for a charge per room, step or spot you enter the count in "Qty", that at a 0% rate "Sales tax, if applicable" stays on the estimate and shows 0.00, and not to delete the rows, because the totals refer to them.

For more lines, insert a row inside a section and copy the amount formula into it, then check that the section subtotal and the Subtotal include it. Whether sales tax applies to carpet cleaning depends on where you work, so check the rules there. In Word or on the PDF, work out the amounts yourself.

In Billed, your clients can "approve or reject your estimates online" (Billed's features page), and you can convert an estimate to an invoice after your client approves it. You can also download your estimates as PDF files to print. See the estimating features.