People prefer to do business with those that maintain clarity in their approach. One of the first things that a client gets from your end is an estimate sheet. Thus it is important to make it look professional because it is an important stage where you make an impression in front of your clients. The way you do your work should urge your client to keep coming back at you.
5 Steps to Create an Estimate Sheet in MS Word
Step 1: Create a New Document
Create a new document in MS Word. Give the heading as Estimate Sheet for [project name]. Then save the document. Use a naming scheme that easy to search the document as well as to understand the contents without opening the document. Below that insert your company name and your company logo.
Step 2: Client Information
Below your company details enter your client details. This should include the name of the person to whom it is being addressed, the details of the company, which includes its name, address, contact number, email address, etc. Either below it or parallel to it, write the details of the document. E.g. if you have a document number that you have assigned to this write it down. Also, write the date when this was prepared and the name of the person preparing this (you in this case).
Step 3: Cost Breakdown
In the next stage, provide a clear breakdown of all the small tasks that would need to be done to complete the entire project. You would probably be engaging separate teams for separate tasks. Also, you would be needing tools and materials to complete the tasks. Include the costs of those as well.
Step 4: Labor Costs
To get the job done you are going to need manpower. Depending on the nature of the job as well as that of your company, you might need to hire people as well. They would be charging you on an hourly basis. So you need to insert that cost as well in this section. This is necessary as if the client feels that you are not devoting enough workforce to his project he might want to take his business elsewhere.
Step 5: Instructions and Notes
In the last step write down the instructions that need to be followed to complete the task. The client might want to take a look at how you to proceed with the task at hand, especially if he is experienced in this field. If your processes are not up to his standard, he might want to give it a second thought.
14+ Estimate Sheet Templates
1. Estimate Sheet Template
A well-designed estimate sheet goes a long way when it comes to creating a positive impression in the minds of your clients. That is why we suggest that you download this template. Our professionals have created this sheet template in Word so that your clients keep coming back to you with more projects. It maintains a great balance between design and clarity.
2. Free Landscape Estimate Sheet Template
If you had been looking for an estimate sheet in Pages so that you did not have to leave the comfort of your iPad this is the template you should be downloading. So you thought downloading a template would be a bad idea because then you have to adjust yourself to new software. Well, at least when you are using our templates, you won’t have to worry about that.
3. Free Flooring Contractor Estimate Sheet Template
Years of being in the business of flooring contracts have shown you the change in the preference of the people. Don’t you think you should change the layout of the very document that the contracts you get are ‘based’ on? If you think that would be too much work, maybe you are not familiar with our offerings. How about you download and open this template sheet in Docs for a pleasant surprise?
4. Free Excel Contractor Estimate Sheet Template
Having a blank estimate with you can prove to be very useful as it considerably shortens the amount of time you take to prepare an estimate for a client. So if you were thinking of creating one for your company then consider downloading this sheet in Excel. After you download this all you would be required to do would be insert the relevant data every time you prepare an estimate for a client.
5. Simple Estimate Sheet Template
Looking for a simple job estimate template that you can use and reuse every time that you are required to prepare one? Then download this template. An estimate helps the client understand how much you will be charging him for your services. So based on that he can decide whether he would want to get the project done by you or not.
6. Residential Fee Estimate Sheet Template
Construction business is a lucrative one considering the amount of profit that can be made. But the documentation involved in each process can get quite cumbersome. That is why we have created templates for you so that your job becomes easier and less time-consuming. Check out this residential fee estimate for example. We also have prepared some a sheet in Google Sheets that you might want to check out.
7. Metal Estimate Sheet Example
Business is booming for your metalworks and it is becoming increasingly difficult to create an estimate sheet for each and every one of your clients? Leave that to us. Focus on delivering quality products as you always do. We have prepared this metal estimate sheet example that you can just download and start using for your business.
8. Site Estimate Sheet Template
The first thing a security providing company needs to secure is the contract and the fastest way to do that is by creating a comprehensive and transparent site estimate that is going to ensure your client that the project is in good hands. For that, you might want to take a look at our editable sheet templates.
9. Basic Estimate Sheet Example
If you need a basic estimate sheet that cuts on the extra details and just includes the data related to expenditure, you can check out this template. We feel this is what you are looking for. Sometimes simplicity is the way to go and that is when this template shines. Download it and give it a try.
10. Sample Estimate Sheet Example in PDF
If you were wondering what the estimate sheet looks like for a well-established company, then you might want to take a look at this sample estimate. It would give you a clear idea. Our templates are used by customers all over the world. So you can rest assured that the quality is top notch.
11. Yearly Estimate Sheet Template
If you had been helped by our employer score sheet and was wondering if we had a template for a yearly estimate sheet, you might be pleased to know that we have just what you were looking for. Download this yearly estimate sheet template to get started and if you want something a little different then you might want to check out our other templates as well.
13. Estimate Recap Sheet Example
Creating and maintaining informative documents is the sign of a well-organized business. But that is not an easy thing to do, especially if you are a new company which has seen a sudden surge in the number of clients. As a result, creating customer-specific documents like project estimates and estimate recap sheets becomes more difficult. That is why we create templates like this one to make your job easier.
14. Cost Estimate Sheet Template
If you have been wondering how we are able to bring to you the widest range of templates on cost estimates, the truth is we spend hours searching every corner of the internet for the best templates. That way we save your time – time that you can use to create better products for your clients.
15. Estimate Sheet Example in PDF
Santa Claus is coming to town, which means there’s going to be snow, a lot of it. In that case, it will need plowing. If your company provides snowplowing services why don’t you try this custom made snowplowing estimate sheet this winter? It will keep your clients warm and satisfied. So get this estimate sheet template in PDF now!