Chimney Sweep Estimate + Service Agreement Bundle (Editable Excel + Word)

**Turn a chimney-service call into a clearer scope, cleaner estimate, and more professional customer handoff.** This Sharpline bundle combines an editable Excel estimate workbook with an editable service-agreement document for chimney sweep, fireplace cleaning, inspection, cap installation, travel, and minor repair services.

The populated sample uses Hearth & Flue Chimney Care so you can see the intended workflow immediately. Replace the sample details, pricing, terms, and local requirements before using the materials with customers.

What's Inside

- **Chimney-Sweep-Estimate.xlsx** — editable Excel workbook with Inputs, Estimate Builder, Summary, Proposal, and hidden Lists sheets.

- **Itemized estimate builder** — select service types, enter quantities, mark taxable items, add notes, and let linked rate, labor, tax, and line-total formulas calculate automatically.

- **Client-ready Summary worksheet** — subtotal, estimated labor, sales tax, client total, deposit due, balance due, category mix, chart, and trace-line example.

- **Proposal worksheet** — a clean client-facing view linked to the same estimate and Inputs sheet.

- **Chimney-Sweep-Service-Agreement.docx** — editable service-agreement draft covering parties, scope, access, payment, scheduling, safety, regulated work, change orders, warranty, disputes, and signatures.

- **Dedicated hero mockup** plus three supporting gallery mockups for the estimate, service agreement, and summary/proposal.

- **README.txt** — setup instructions, workbook map, formula notes, model conventions, and legal-use warning.

Who This Is For

This package is for chimney sweep businesses, fireplace-service companies, inspection providers, home-service operators, owner-operators, office coordinators, estimators, consultants, and small teams that want a more consistent way to scope and document chimney work.

Why This Is Different

Many estimate templates stop at a list of services and a total. Many agreement templates read like generic legal text without showing how the estimate, scope, access, safety, and change-order workflow connect.

This bundle connects the customer journey: **scope → rate → tax → client total → service terms → signature**. The trace-line motif makes the core promise visible: change one rate, and the calculated estimate output updates. The agreement then gives the estimate a working context with responsibilities, exclusions, regulated-work boundaries, change-order rules, and warranty language.

Format & Technical Notes

- Editable **.xlsx** estimate workbook.

- Editable **.docx** service-agreement document.

- No macros, add-ins, or paid subscriptions required.

- Blue font identifies hardcoded inputs; black font identifies same-sheet calculations; green font identifies cross-sheet links.

- No frozen panes, split panes, fixed cell regions, tables, AutoFilters, or merged cell ranges are used in the Excel workbook.

- The service agreement contains bracketed fields where business- or jurisdiction-specific facts are genuinely required.

- The service-agreement file is a working draft, not legal advice. Have a qualified attorney review it before relying on or signing it, and confirm local licensing, consumer-protection, safety, insurance, tax, warranty, and regulated-material requirements.

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*Sharpline templates are built to make the working logic visible: change one number, everything updates.*