Window cleaning quotation

Quote for Interior glass, Exterior glass, Frames and sills.

Templates by industry

  • Interior glass
  • Exterior glass
  • Frames and sills

Preparation guide

Organize visits around the serviced assets and job records, distinguishing recurring work from additional interventions.

Deliverables and line items
Interior glass, Exterior glass, Frames and sills: specify the planned quantity and delivery scope for each item.
Assets and visits
Record the asset or area, visit dates, visit count and access arrangements.
Labor and materials used
Separate labor hours, quantities of parts or consumables, and work outside the recurring scope.
Scope to agree
Count the windows and the floors they are on, state how height is accessed, and note any window that cannot be reached.
  • Match extra parts and return-visit charges to approved work.
  • Record the initial condition and the post-service checks.
  • Check quote validity, the customer approval method and payment milestones.

  1. Confirm scope and quantities

    Example: start with "Interior glass", confirm the required quantity and client inputs, then agree completion criteria for each item.

  2. Review and approve the quotation

    Confirm acceptance evidence for "Frames and sills", all line quantities, exclusions and quote validity with the customer, and retain the approved version.

  3. Deliver and prepare billing

    Deliver the service record, materials used, unresolved issues and the agreed next visit date. When the agreed milestone is complete, prepare an invoice using actual quantities and approved changes.

What the document must show

A a quotation is easier to approve and to file when these details are on it.

  • Your business name, address and registration or tax number
  • The customer's name and address
  • Issue date and a document number you do not reuse
  • Each line item with quantity, unit price and amount
  • Tax shown separately from the net amount, and the total payable
  • Payment terms: due date, bank details or accepted payment methods

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

Frequently asked questions

Window cleaning quotation: what should it include?
Start with the line items this template already carries — Interior glass, Exterior glass, Frames and sills — and replace them with what you actually supplied. Then check the required details above, especially the document number and the separated tax amount.
How is tax calculated on this template?
sales tax depends on where the work is supplied, so set the rate that applies to your customer before sending. The editor keeps the net amount, the tax and the total apart, and recalculates all three when you change a quantity, a unit price or the country setting.
How do I turn an approved quotation into an invoice?
Open the approved quotation and convert it. The original stays unchanged, and the invoice carries the same line items so the customer can match the two documents.
Is this template free?
Yes. Editing and PDF export are free with an account; there is no payment step and no watermark on the document.
Can I download it as Excel, Word or PDF?
Yes. The spreadsheet and the Word file download straight from this page, and the spreadsheet keeps its formulas, so changing a quantity updates the tax and the total. For PDF, open the template and use Print / PDF.
Can I use it in another language or currency?
Yes. The document language can be set to any of 33 languages, and changing the country setting updates the currency, the date format and the tax rate.