What You Should Use When Preparing an Estimate

September 11, 2019

Hi guys, so today I want to talk to you about the things I use when going out to give an estimate to a client (new and old).

There’s a whole bunch of options out there you can use, from the simplest option like pen and paper, to the highest-end software. I want to show you what I use, to try and help you be more effective at giving the best estimates for you and your clients.
 

For me, I like to keep my stuff in the truck at all times, as you never know when you might need it. So, quick breakdown:

• Use a clipboard to keep everything organized

• A good stack of business cards with all my info on it

• Simple yet effective proposal sheets

• Keep more than one pen handy!

• Lufkin measuring wheel to get the measurement you need

• Cell phone - this is so straightforward, but keeps you on track for having an idea for the scope of the job

• Look professional and wear a uniform

• Be thankful, and polite, for thinking of you for the job

• Follow up on the proposal!

Well, I hope that helps, guys, and I’d love to hear what you use for your estimates, and how it works out for you!