How to Write Contractor Estimates that Land More Jobs
A proper estimate is ultimately what turns a prospect into a paying customer — and the more accurate, thorough, and transparent your estimates are, the better off your working relationship will be. Use these 6 tips to help you craft detailed, yet concise estimates that will start your projects off on the right foot.
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Get on the same page with your client before writing the estimate by asking them about their expectations for the project (budget, timeline, etc.)
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Give the customer a time window of when you’d be available to do the work — this creates a sense of urgency to book you now, rather than later.
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Set a realistic timeline.
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Line item material and labor expenses clearly.
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Include all the basics in the estimate.
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Break down of material and labor costs
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Client name
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Suppliers
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Important dates and times
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Terms and conditions
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Be clear about your payment terms.
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Determine if you need a deposit to cover material expenses.
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Choose a mobile payment system that allows you to take payments over the phone, via email, or text like ChargeStripe.
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Don’t forget to note your terms & conditions on the estimate.
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