Free septic estimate template

A septic estimate for pumping, inspections, risers, baffles, line jetting and drain field work, written so the homeowner understands each part of a system they never see.

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Prepared for
Estimate details
Line items
DescriptionQtyUnitPrice
qty
$
qty
$
qty
$
qty
$
%
Leave at 0 if your work is not taxed where you are.
$
%
Some states cap deposits on home improvement work. Check yours.
Total
$0.00
Estimate, Pump tank and install risers
$0.00Subtotal
$0.00Deposit to start
4Lines to price
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Your business name

Estimate

Number
E-1001
Prepared forCustomer name
JobPump tank and install risers
DescriptionQtyUnitPriceAmount
Locate and dig up lids2each
Septic tank pumping1000gal
Riser and lid install2each
Effluent filter cleaning1each
Subtotal
$0.00
Total
$0.00
4 lines have no price yet
Notes
Lids are buried; risers bring them to the surface so future pumping does not need digging.
Terms
Due on completion.
Accepted by (customer signature)
Date

What a septic estimate is for

Most homeowners know nothing about their septic system until it backs up. An estimate that explains the tank size, the lids, the baffles and the field in plain words, and separates routine pumping from repairs, helps them make good decisions. It also flags permits for any field work up front.

What to put on a septic estimate

  • Tank size and number of compartments.
  • Locating and digging up lids, if buried.
  • Pumping and what it includes.
  • Repairs found, each explained.
  • Risers to make future access easy.
  • Permits for field or tank replacement.

A worked example

A house with a 1,000 gallon tank, lids buried under the lawn, and a slow drain. The homeowner does not know when it was last pumped.

LineQtyUnitPrice
Locate and dig up lids2eachYour price
Septic tank pumping1,000galYour price
Riser and lid install2eachYour price
Effluent filter cleaning1eachYour price

Risers are listed so the customer can avoid paying to dig next time. Explain that in the notes; it sells itself.

Line items septic companies use

Line itemUnitHow to write it
Septic tank pumpinggalBy tank size; say the size pumped.
Locate and dig up lidseachWhen lids are buried.
Riser and lid installeachBrings lids to the surface for easy access.
Septic inspectioneachFor a sale or maintenance; name what it covers.
Camera inspection of lineseachHouse to tank, tank to field.
Baffle repair or replacementeachInlet or outlet.
Effluent filter cleaningeachWhere the system has one.
Line jettingftClears roots and buildup.
Pump or alarm replacementeachFor pump systems.
Drain field evaluationeachProbing and inspection of the field.
Drain field repair or replacementeachDesign and permits often required.
Permit and health department feeseachRepairs and replacements often need county approval.

Terms and deposit language for septic

  • Deposit. No deposit on pumping and inspections. Repairs and drain field work take a deposit for permits and materials.
  • Payment. Due on completion for pumping and inspections; repairs by milestone.
  • Warranty. State your workmanship warranty on repairs; pumps and alarms carry the maker's warranty.
  • Lids must be located; digging is billed if they are buried.
  • Drain field work usually needs county or health department permits and may need a design.
  • Driving over the drain field can damage it; trucks stay off it.

How to fill it in

  1. Put in your business details once; this browser keeps them for every template.
  2. Fill in the customer and the job.
  3. Change the line items to fit this job and add your prices.
  4. Set tax, the deposit and the good-until date.
  5. Print to PDF, download Word or CSV, or send it from Koira.

Free tools for septic

The same estimate for other trades: appliance repair, auto detailing, carpet cleaning, chimney, house cleaning, commercial cleaning, concrete, drywall, electrical, fence, flooring, garage door, general contractor, gutter, handyman, hvac, irrigation, junk removal, landscaping, lawn care, locksmith, moving, painting, pest control, plumbing, pool service, pressure washing, remodeling, roofing, snow removal, solar, tree service, waterproofing, window cleaning.

FAQ

What should a septic estimate include?

Tank size, lid access, pumping, repairs with explanations, risers, and permits for any field or tank work. Plain words help homeowners who have never seen their system.

How often should a septic tank be pumped?

It depends on tank size, household size and use. Many tanks need pumping every few years. Give your advice for this household on the estimate.

Are septic risers worth it?

They bring lids to the surface so future pumping and inspections do not require digging, which saves money every visit.

Do septic repairs need permits?

Drain field and tank replacements usually need county or health department permits. Check local rules. Put the permit on the estimate so the homeowner knows it is required.

We know what works. Leave it to Koira.

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Today $9,300$8,100 / $1,200
This week $25,050$18,570 / $6,480
This month $69,300$46,150 / $23,150
Money, just now
Reminded Sean Love, $1,850. Polite reminder with the pay link.
Bids, 9:44 am
Nudged Dana on the kitchen bid. Day 3 follow up. She opened it at 9:12.
Convos, 9:41 am
Texted back a missed call. Walk through booked Thu 10:00.
Free Septic Estimate Template (PDF and Word) | Koira