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How To Create Estimate Sheets In Google Docs
Estimate sheets are document forms that can be used to define the different parameters of a project. It quantifies the different item costs required to complete a particular job as well as the fixed calendar schedule details of when work will have to be done or when it should begin and finish. This form are often used by service providers or contractors to notify their customers about the overall costs needed to complete a project. Learn how you can successfully craft one in Google Docs with the help of some guide tips that we have provided below.
1. Develop A Professional Letterhead
If you're an independent contractor, then developing an official and professional letterhead for your estimate sheet is the first thing that you should do. Your letterhead should include your logo, business address, and updated contact details for your business. The letterhead would make your estimate sheet appear more credible and can also be used as a marketing medium to advertise and introduce your business.
2. Provide Clear Labels
Estimate sheets come in different forms; it can be used to estimate landscaping expenses, roofing, or even the overall construction cost. With so many instances where an estimate sheet can be applied, you have to make sure that they are all properly sorted out with clear labels. Put them at the top below the letterhead to make sure that they are easily noticed. The last thing that you don't want to happen is to confuse your customers by sending out wrong copies of estimates to them.
3. Itemize Its Details Properly
The key to any effective and accurate estimate sheet lies within how you present and arrange the different material specifications and cost per item stated in it. This are the essential elements of the estimate sheet that you should cohesively arrange to make sure that they appear legible and understandable to the customer. To help you illustrate them better, you may look for some sample sheet formats online and see how they arrange the details in it.
4. Include Your Business's Accreditations
If your company has operating licenses and accreditations, then including them in the estimate sheet is highly recommendable. By doing so, you make the sheet, as well as your business, appear more trustworthy and make the customer feel at ease to do business negotiations with you. If you're a newbie to this type of business, make sure to acquire a license and accreditation first before you start operating.
5. Sign & Send The Form
Important business documents like quotes and invoices often require a signature to make it legal. This is the last step of every document making that makes it legally binding and authoritative, which an estimate sheet also requires. Before you sign the sheet, make sure to check it first for correctness. After checking, make sure to save a personal copy of it before you send it to your customers.