Get on the same page with your client before writing the estimate by asking them about their expectations for the project (budget, timeline, etc.)
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.
Set a realistic timeline.
Line item material and labor expenses clearly.
Include all the basics in the estimate.
Break down of material and labor costs
Important dates and times
Terms and conditions
Be clear about your payment terms.
Determine if you need a deposit to cover material expenses.
Choose a mobile payment system that allows you to take payments over the phone, via email, or text like ChargeStripe.
Don’t forget to note your terms & conditions on the estimate.
Published checklists can be found in Google or our public search.
Spammy checklists will be deleted
Copy this checklist
Important: Your checklist will be saved to your new account.