Job Estimate Templates in Excel

According to Wike's website, many businesses want to increase their project quality and scope while paying less. And when these businesses ask you for job estimates as part of their project management, you need to show them how professional and reliable you are. And you can achieve that by downloading one of our ready-made Job Estimate Templates in Microsoft Excel. These are printable and editable, too. Download an estimate template now!

How to Create a Job Estimate in Microsoft Excel

To help you create a realistic job estimate, check out the tips below.

1. Figure Out What Your Clients Want

Before starting your project estimate, you need to be sure what your clients need. It would be best to determine how you can solve their problems and identify the services they need. Always get in touch with your clients and determine what you can offer. 

2. Add Your Company Details

Your work estimate needs to contain your company information, just like your other documents, such as a quotation, receipt, or invoice. The details like the logo, company name, contact information, and address in your letterhead format will give your document identity. 

3. List the Materials and Labor

You have to include a clear list of all the materials and labor the project needs on your estimate. You also have to include how much the materials and the labor will cost the client. Providing a clear list will not only help your client decide, but will help you, as well. By checking the cost, you can say no if the project's amount is more than the revenue.

4. Write the Job Description

To make your construction or landscape estimate proposal clearer, be sure to write a job description. The job description should explain how you will complete the project and has to be straightforward and understandable.

5. Include the Terms and Conditions

Never finish your estimate without writing your terms and conditions. If you want more ideas about them, you can check out sample estimates online as your guide. This section must include the payment terms.