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The Claude AI Prompt BookEstimate, invoice, change order and receipt templates for 8 trades, an Excel and Google Sheets invoice maker that tracks who owes you, and the words to follow up.
✦ In the box
✦ About this product
Most money problems in a small service business aren't about price. They're about paperwork: a vague quote, no deposit, an invoice sent a week late and nobody following up. This kit gives a home service business one simple paper trail, from estimate to paid, and the tools to run it in a few minutes a week.
You get printable and editable templates for 8 trades: house cleaning, lawn care, pressure washing, window cleaning, junk removal, handyman, car detailing and any home service. Each edition has an estimate and an invoice with that trade's line items already listed, plus a change order and a payment receipt. Use the PDFs to print and fill in by hand, or edit the Word versions with your own details.
The Invoice Maker (Excel and Google Sheets, no macros) holds your price list and customers. Type a code and a quantity and the estimate or invoice fills in prices, tax, deposit and balance, ready to save as PDF. Its Invoice Log shows every unpaid invoice, how many days late it is, and which reminder to send next, with the matching script. The 24-page Get Paid Guide covers what goes on an estimate, deposits and payment terms, card fees, sales tax, a 4-step reminder schedule and what to do when a customer doesn't pay, with the federal rules checked in October 2026 and links. 36 texts, emails, phone lines and policy blocks are ready to copy. It can't promise that customers pay on time, and it is not legal, tax or financial advice.
8 trade editions
Estimate, invoice, change order and receipt with each trade's line items, as print PDF and editable Word.
Invoice Maker
Type a code and a quantity; prices, tax, deposit and balance fill in. Excel and Google Sheets, no macros.
Know who owes you
An Invoice Log with days late, status and the next reminder to send, plus a summary by age.
Words for every step
36 texts, emails, phone lines and policy blocks, from the deposit request to the final notice.
✦ What's included
✦ Features
Estimate, invoice, change order and receipt for 8 trades, with each trade's line items listed; print PDF and editable Word.
Price list, customers, estimate and invoice tabs with tax, discount, deposit and balance; print-ready, no macros.
Invoice Log with due date, days late, status, next reminder date and script; summary by age and month.
24 pages on estimates, deposits, terms, card fees, sales tax and late payers, with federal rules and links.
36 texts, emails, phone lines and policy blocks, as PDF, Word and copy-paste TXT.
✦ How it works
Checkout is handled by Gumroad, with no subscription.
Your receipt has the download link; open 0 - START HERE.pdf first.
Fill in the Invoice Maker's Settings and prices, or print your trade's template, and send the estimate the same day.
✦ FAQ
Buying, downloads, refunds and how the app keeps your data: see all questions
One ZIP with 25 files: 8 trade editions of the estimate, invoice, change order and receipt (PDF and editable Word), the Invoice Maker and a filled-in example (Excel), the 24-page Get Paid Guide and 36 payment scripts (PDF and Word, plus a TXT of the scripts), a START HERE page and a license file.
Yes. Upload it to Google Drive and open it with Google Sheets. It has no macros and uses only common functions.
The templates and the Price List list typical line items for each trade, and you type your own prices. The example workbook shows prices from a fictional business so you can see how it works; they are not market rates.
No. It's a set of templates and a spreadsheet you own. It doesn't send invoices or take payments; you save the PDF and send it with your own email, text or payment app.
There are editions for house cleaning, lawn care, pressure washing, window cleaning, junk removal, handyman and car detailing, plus one for any home service. You can add your own items to the Price List.
The guide explains the choices and the federal rules (such as the FTC's 3-day cancellation rule) with links, and shows where to check your state's rules on deposits, late fees, card fees and sales tax. It is not legal or tax advice.
It can't promise that. It gives you clear estimates and invoices, terms in writing and a follow-up schedule, so nothing slips through.
Only verified buyers can review, using the license key from their purchase. We publish every review that follows our review policy, positive or negative.
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Email support@ownerkits.com or visit the support page.
Full refund within 14 days of purchase. Refund policy.
One business. Use and edit the files for your own business; don't resell or share them. Read the license
Home Service Estimate & Invoice Templates + Payment Tracker$19 one-time
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