How to Make a Construction Estimate Template
Trade Tip
Engaging Construction Estimate Templates
We work with many general contractors and help fine tune estimates before going to our clients to ensure the scope of work falls in line with expectations. All the contractors and vendors we connect with our clients are an extension of our business, so any form of communication that our clients see should be clearly stated and as professional as possible.
Tips for Making Your Construction Estimates Looking Sharp
Customize your template with your logo, and don’t just screen grab your logo off the site. The logo needs to blend into the page nicely with the right size and resolution. First impressions are key in the construction business where clients are investing a lot of money on services to build their dream homes. If the background of the final proposal is white, make sure your logo is designed on a white background, or better yet, you have a transparent logo made. If you don’t have a graphic designer on-hand, jump onto Upwork or Fiverr and get it done for under $20–the investment will be worth sacrificing a few Vente lattes.
Include a Cover Sheet to Your Construction Estimate
It’s those finishing details that help to sell your business, and for construction estimates it’s a coversheet that goes before the guts of your remodel quote.
Create a Reusable Template for Your Construction Estimates
Using Google Sheets (free), you can take a free template such as BuildBook.co’s construction estimate template sheet that can be used for any trade such as remodeling, painting, landscaping or electrical.
Here’s a brief video tutorial on how to use the template:
Setup Your Company Details and Client Contact Information
Put in your logo, business, and client contact info and start itemizing all the costs of the job. Categorize the work using codes to really look like you know what you’re doing!
Use the supplied worksheet to help you figure out profit margins, which won’t surface to the customer.
You’ll have the option of saving it to a PDF to email to your prospect. Once you’re done, to make another estimate by simply copying the file and updating the line items.
In the end, you’ll have the front-office of your business in tip-top shape to grow your business, and handoff sales tasks as you grow using tools like these. Try the free construction estimate template from BuildBook as well as their many other free tools for showcasing your portfolio of work and managing leads.
