Document text
Estimate approval
[YOUR COMPANY NAME]
[ADDRESS] · [PHONE] · [EMAIL]
Customer: [CUSTOMER NAME] · [CUSTOMER ADDRESS]
Job: [JOB NAME OR SITE ADDRESS]
Estimate no.: [ESTIMATE NUMBER FROM QUICKBOOKS] · Date: [ESTIMATE DATE]
What you approve
Item Amount
Estimate total (attached) [TOTAL]
Deposit due on approval [AMOUNT OR NONE]
Billing [ONE INVOICE AT THE END / PROGRESS INVOICES: …% ON START, …% ON …]
Estimate valid until [DATE]
Work not on the attached estimate is a change and needs a separate written approval before it is done.
Approval
[ ] I approve estimate no. [ESTIMATE NUMBER] for [TOTAL], with the billing above.
[ ] I approve it with these changes: [CHANGES]
[ ] I do not approve it.
Customer name: [NAME]
Signature: ____________________ · Date: [DATE]
Company name: [NAME]
Signature: ____________________ · Date: [DATE]
For the office: in QuickBooks Desktop
[ ] Estimates and progress invoicing are on (Edit > Preferences > Jobs & Estimates)
[ ] Signed approval saved with the customer’s estimate
[ ] Invoice created from the estimate (Create Invoice) — [DATE]
[ ] Report checked: Job Progress Invoices vs. Estimates