Tree service quotation
Quotation template for arborists and tree surgeons: pruning, tree removal and debris removal. Fill it in online, download Excel or Word, or print to PDF.
Templates by industry
- Pruning
- Tree removal
- Debris removal
Preparation guide
Example workflow
Confirm scope and quantities
Example: start with "Pruning", confirm the required quantity and client inputs, then agree completion criteria for each item.
Review and approve the quotation
Confirm acceptance evidence for "Debris removal", all line quantities, exclusions and quote validity with the customer, and retain the approved version.
Deliver and prepare billing
Confirm completed quantities, site photos, agreed test results and any remaining remedial work. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.
Tree work is priced on what the crew sees from the ground: height, spread, lean, the condition of the wood and what lies underneath. A quotation that separates pruning, felling and clearing up lets the client choose, for example, to have a tree reduced rather than removed, or to keep the logs for firewood. Before a date is agreed, check whether the tree is protected or needs a permit, and whether the nature protection rules where you work restrict tree work during the bird nesting season.
Fields to prepare
- Deliverables and line items
- Pruning, Tree removal, Debris removal: specify the planned quantity and delivery scope for each item.
- Pruning
- Describe the work, such as reducing the crown by about a third or lifting it over a driveway, and name each tree by species and position.
- Tree removal
- Say whether the tree is felled in one piece or taken down in sections with ropes, which costs more near buildings, and whether stump grinding is included or optional.
- Debris removal
- State whether branches are chipped on site and taken away, logs are left cut to length, or everything is removed, and price the options separately.
- Site and measured quantities
- Record the site, work zones, areas, lengths or counts, and access hours.
- Materials and work stages
- Specify materials, labor, removal, disposal and making-good allowances, and completion criteria for each stage.
- Scope to agree
- State the height and number of trees, how close they stand to buildings and lines, and whether the stump and debris are included.
Before sending
- Does “Pruning” say what is included and what quantity the price assumes?
- Would the customer read “Tree removal” the way you do, including what it leaves out?
- Can you still honour the price of “Debris removal” on the last day the quotation is valid?
Show 3 more
- Agree how quantity changes following measurement or drawing revisions will be approved.
- Confirm client-supplied materials and work that other contractors must finish first.
- Check quote validity, the customer approval method and payment milestones.
Worked example with sample figures
The figures below are invented to show how the template adds up: 3 lines in USD, with an example tax rate of 8%.
| Item | Quantity × unit price | Amount |
|---|---|---|
| Pruning | 1 × $95.00 | $95.00 |
| Tree removal | 5 × $120.00 | $600.00 |
| Debris removal | 5 × $650.00 | $3,250.00 |
| Subtotal | $3,945.00 | |
| Sales tax (8%) | $315.60 | |
| Total | $4,260.60 | |
Quoted net amount $3,945.00, sales tax $315.60, quoted total $4,260.60.
What the document must show
The details a quotation has to show, and why each one matters, are set out in the guide below.
The sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending.
Official rate reference: US government: state and local taxes
Full requirements: How to write a quotation: format, example and checklist
Frequently asked questions
What if the work needs a permit or the power line operator?
Make the quotation subject to the permit and name who applies for it. Leave work near overhead lines out of scope until the network operator has agreed or made the line safe, and give a date to be confirmed rather than a fixed one.
Can the client keep the wood?
Yes; say so in the quotation and lower the debris line accordingly. Note the length the logs will be cut to and where they will be stacked, since moving heavy rounds across a lawn can be extra work.
How is the sales tax worked out on this quotation?
The worked example above uses an example rate of 8%: $315.60 on a net amount of $3,945.00, for a total of $4,260.60. The editor recalculates all three when you change a quantity, a price or the country.
Can I change the layout and colour?
Yes. The editor offers other layouts and a document colour for the printed page. Changing them moves no figure: the lines and totals stay as they are, and the PDF, Word and Excel files follow the layout you pick.
How is the document numbered?
QuoteBill gives each new document a unique number of its own. A member can switch to numbers in sequence in settings, such as QUO-2026-0001: one sequence for each kind of document, starting again every calendar year. A number you type yourself is kept as it is.
Read next
Reading for the Tree service quotation: How to write a quotation: format, example and checklist and Quote to invoice: how to convert a quote, step by step. The VAT and GST calculator adds tax to your quoted prices.