Bathroom remodel estimate template by project phase

Confirm layout, selections and the boundaries of the remodel

Record the existing room dimensions and the proposed layout. Distinguish a same-location fixture replacement from relocating drains, plumbing or electrical services. List what will be retained, removed and supplied by the customer. Photograph the visible conditions with permission and document what could not be inspected.

Choose specifications for the shower or tub system, waterproofing, tile, vanity, lighting and ventilation. Where selections are unfinished, use a clearly identified allowance rather than treating an unknown premium fixture as included. Confirm permit, inspection and qualified-trade responsibilities locally.

• Layout: same locations or proposed relocations, with plans where needed.
• Selections: tile, fixtures, vanity, hardware, lighting and ventilation.
• Access: working hours, protection, water interruptions and use of the home.

Copyable estimate template

Start with your legal or trade name, business contact details, customer name, job address, estimate number, issue date and validity period. Add the scope below, replacing the bracketed fields with your site measurements and supplier quotes. This is a written example you can copy into your own estimate, not a submitted quote or a promised software import.

For each charge, show quantity, unit, unit price and line total. Group fixed-price work separately from allowances and optional upgrades. Finish with the subtotal, applicable tax, total, payment terms, anticipated schedule, exclusions and how the customer can accept. Verify contract, tax, licensing and deposit requirements in your jurisdiction before using it.

Worked scope example: a same-layout bathroom

A hypothetical same-layout bathroom scope could include removing the old vanity, tub surround and floor covering; replacing the specified fixtures in their existing locations; installing the selected waterproofing and finishes; and completing the listed trim and painting. It would exclude drain relocation, structural changes and concealed damage unless separately priced.

If the tile selection carries a hypothetical $1,000 supply allowance and the approved selection costs $1,250 on the same stated basis, the supply difference is $250. Installation, delivery, taxes and any agreed handling are separate considerations. Explain this reconciliation before the customer chooses a product; an allowance is not the whole project budget.

Calculate the selling price from your own costs

Build the job cost from loaded labor, materials and subcontractor quotes, equipment, disposal and an allocated share of overhead. Loaded labor includes the cost of employing the crew, not only the hourly wage. Allow time for setup, travel, collection of materials and cleanup. Avoid adding the same overhead or contingency twice.

If your cost includes overhead and your target margin on the selling price is 20%, divide cost by 0.80. A hypothetical $2,000 cost would sell for $2,500 before applicable tax, leaving $500 at that margin. A 20% markup would instead sell for $2,400 and produce a lower margin. These figures illustrate arithmetic, not local rates or a recommended profit target.

Check actual time and supplier costs against the estimate after the job. Keep separate benchmarks for easy-access work and labor-intensive conditions; a single unit price can hide very different production times. Use the job-cost and markup-versus-margin calculators linked below to check your assumptions.

Control concealed-condition changes and payment milestones

Document how you will handle rot, framing defects or services that differ from what was visible during the visit. Pause affected work, describe the finding and secure agreement to the extra scope before proceeding. A written exclusion should not be used to avoid applicable building or safety duties.

Tie proposed payment milestones to identifiable work and check legal deposit and contract rules locally. Explain schedule dependencies on inspections, selections and product delivery. Do not promise a completion date that ignores unconfirmed materials or approvals.

From accepted estimate to scheduled job and invoice

Keep the inquiry, property details, estimate version and follow-up notes together. Agree the scope and payment terms before booking the work. When something changes, record the revised scope and price and obtain the customer's agreement before proceeding; do not quietly add work to the original total.

SimpliPilot brings CRM, branded estimates, invoices and scheduling together on every plan. Use those tools to organize the customer and job rather than treating this worksheet as a technical design or contract. Grow and Scale add time clock, time entries and team time tracking; those tools do not process payroll. Check the current pricing page for plan permissions and limits.

Bathroom remodel estimate questions

Can a small bathroom be quoted by square foot alone? A square-foot summary can compare projects, but it does not capture fixture choices, plumbing changes or waterproofing details. Price the actual tasks and specifications first.

Should permits and waterproofing be included? Identify who handles each and the system being installed. This worksheet organizes a commercial estimate; it does not provide a waterproofing design or substitute for local code and manufacturer instructions.