Did you forget something while preparing your estimate? This checklist will help you make sure everything is in order.
CONTENTS:
Estimating a job can get complicated fast. It’s easy to accidentally skip a step when putting together a proposal, no matter how many times you’ve done it in the past.
That can put you in a tough spot. Missing or incorrect information in a proposal can reflect poorly on your business, or in the worst case, leave you on the hook for major errors in costs or timelines.
This checklist will help you make sure you didn’t forget anything during the process of putting together your proposal. And to save you time the next time around, we’ve also included some information about templatizing your estimate process and a few examples of proposal templates.
Estimates, proposals, quotes, and bidsThis checklist is intended to help you put together a proposal — a client-facing document that contains all the details about the job, as well as binding language for both you and your client and a place for your client to sign and accept the terms. You might also refer to this kind of document as an estimate, quote, or bid. We prefer the term proposal as it’s less ambiguous. Estimates, quotes, and bids sometimes refer to less formal documents sent earlier in the process of winning a job. If that’s what you’re preparing now, this checklist will cover some things you might not need to include (i.e. payment information) |
Pull up your proposal and make sure you can check every box on this list before you send it to the client.
☐ The proposal contains a written description of the job
☐ The description notes the specific area(s) being worked on
☐ The description includes any relevant measurements/counts
☐ The description clearly defines what is and is not in scope for this job
☐ The proposal contains an estimated timeline for completing the job
☐ The timeline is achievable based on my resource availability, and I’ve considered the impact of other projects in progress on the timeline
☐ The timeline includes some padding for delays due to weather, permits, supply issues, and other disruptions
☐ The proposal includes labor costs
☐ I’ve considered whether or not I’ll need to hire subcontractors based on the size of the job, and this is reflected in the labor costs
☐ I’ve considered whether the timeline will require additional labor for quick delivery, and this is reflected in the labor costs
☐ The proposal includes all materials that will be needed for the job
☐ Each material is listed alongside its quantity
☐ I’ve double checked my materials quantities to avoid underestimating
☐ I’ve marked up each cost to include my desired profit margin
☐ I’ve included any discounts that were agreed to with the client
☐ The proposal includes my logo and branding
☐ The proposal includes my contact information, including phone number and address
☐ The proposal includes the client’s name and the address of the job site
☐ The proposal includes my company’s terms and conditions
☐ The proposal includes instructions for paying the balance, including accepted payment methods
☐ The payment instructions include a payment schedule
☐ The payment instructions contain information about fees and penalties for late payments
☐ The proposal document is free of typos and grammatical errors
☐ The proposal is in line with my branding and the image I want to project as a business
☐ The proposal is clear and easy to read
☐I’ve checked all the boxes above and I’m ready to send my proposal
If this checklist seems like a lot, we’ve got good news for you: there’s an easier way.
Estimate/proposal templates are a huge time saver that will prevent you from having to start from scratch every time you bid on a new job.
If you’re looking for help creating a template that includes your standard format, rates, business information, and terms, check out Estimate Rocket. We offer pre-built templates for a huge range of job types that can be customized to fit your business and workflow.
Our easy-to-use software will also help you…