including sales tax," adding a separate line item for tax(es), or by indicating with a note that the estimate includes taxes. Taxes: Include sales tax in your estimate, either by listing items as ". If your business relies on referrals, reviews and repeat business, you want to make sure your customer is happy throughout your entire interaction with them. Save a copy of the template so that when you create estimates for different customers, you can start with steps 1-3 already completed.Ĭustomers do not like to be surprised by an increase in price.You will need to edit this based on the type of work you do (see the tips below). Currently, the note is saying that the estimate is not a contract and the price is subject to change, but that the customer will be contacted prior to proceeding with additional work. Edit the Note at the bottom of the estimate form.Edit the contact info at the bottom to indicate who should be contacted if the customer has questions.You can insert your company's logo at the top in place of. Update your business address and contact info at the top.Here are some step-by-step instructions to customize this job estimate template for your business. If you can guarantee the cost of the work, consider using our Quote Template. Sometimes it is not possible to guarantee the cost of a particular job, so a work estimate allows you to give the customer your best guess without entering into a binding contract. This template is designed for service providers who want to provide their customer with an initial estimate of the cost of the job they will perform.
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