Get the template<\/a><\/span><\/p>\n For companies and contractors that don\u2019t sell a product or operate on a fixed pricing model (i.e., the majority of tradespeople), work estimates are a crucial part of the sales process. Instead of a fixed price, the company provides a formal estimate for the cost of a given piece of work.<\/p>\n For example, a plumber might provide a work estimate to a potential customer on the cost of repairing a broken valve.<\/em><\/p>\n (Image Source<\/a>)<\/p>\n Work estimates \u2014 also known as quotes or job or cost estimates \u2014 include detailed information, not just the estimated cost of the work. Work estimates also include:<\/p>\n That\u2019s a lot!<\/p>\n Many contractors prefer to use a job (or work) estimate template, <\/strong>a customizable solution that includes all necessary details, some pre-filled, others editable.<\/p>\n Simply pull up the work estimate template, save a new copy (keeping the original template intact) and immediately plug in the required details and get that quote or invoice sent<\/a>.<\/p>\n Item prices, copying and pasting company information, and adding various tables and formatting could take each team member hours<\/em>. And they could better spend that time on completing actual work!<\/p>\n Using a work estimate template, \u201cpre-work\u201d is already done. The job cost details are there, and many other items are already filled out. Pre-defined fields for customer details mean you only need to fill in some data. Plus, the company info and logo are right at the top.<\/p>\n Work estimate templates are also customizable and adjustable to reflect learnings as a business evolves. For example, after a few months of using a work estimate template, it\u2019s determined that including payment terms upfront is essential.<\/p>\n That\u2019s not all, though.<\/p>\n Work estimate templates instill a sense of professionalism in your customer communications<\/strong>, mainly when you send repeat clients multiple estimates, as each price quote template<\/a> will look alike. They\u2019re also a helpful way of reducing human error, as certain elements \u2014 such as formulas designed to calculate the estimated total automatically \u2014 are already set up.<\/p>\n Let\u2019s take a look at some different templates for different industries.<\/p>\n This estimate template is an excellent example of what construction contractors would include. Note: This template includes space for both company and customer details and a quote expiration date. Work estimates don\u2019t have<\/em> to have expiration dates, but they can help add urgency to the sales process.<\/p>\n (Image Source<\/a>)<\/p>\n The main table has space for a detailed description of each item. And that\u2019s crucial for construction jobs since you should list labor costs, supplies, and consumables as separate line items. So are any terms and conditions applicable for a specific job.<\/p>\n This work estimate template is a simple example of a quote for automotive repairs.<\/p>\n (Image Source<\/a>)<\/p>\n Notice how there is space in the footer to add payment terms and conditions. While this isn\u2019t a requirement for all estimates, it can be helpful for cash flow purposes.<\/p>\n This work estimate template is appropriate for quoting on jobs that span a timeframe longer than one day. For example, this cleaning company might quote for a job that will take multiple days, meaning they can use the start date, end date, and duration fields to provide the necessary information as part of their estimate.<\/p>\n (Image Source<\/a>)<\/p>\n Free estimate templates are most often simply Google Docs or Microsoft Word documents. The problem with both options is any quote lives siloed from the company project management system. That means a lot of extra managerial work when doing the job and billing the customer.<\/p>\n That\u2019s why we decided to create a work estimate template for the monday.com Work OS. <\/strong>With our work estimate template, it\u2019s easy to edit fields, create and share forms digitally with staff, and create dynamic output for specific types of jobs.<\/p>\n Get the template<\/a><\/p>\n You can also manage the timelines of multiple different projects and their corresponding estimates with the Timeline View.<\/p>\n Want to print a physical document? Use monday workdocs<\/a>, an intuitive, collaborative word editor. Since it lives in the monday.com Work OS, your team can quickly pull data from various monday.com boards.<\/p><\/blockquote>\n All work estimates can be saved against the customer\u2019s record in the monday.com CRM<\/a>. Then, when the estimate gets accepted (fingers crossed!), plug the relevant details right into the live project board without doubling up on all that data entry.<\/p>\n New to using a work estimate template? Here are a few helpful tips to bear in mind before generating that first quote:<\/p>\nWhat is a work estimate template?<\/h2>\n
![\"example](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/03\/plumbing-estimate-template-e1653374962166.png\" "\\"plumbing")
<\/p>\n\n
Why use a work estimate template?<\/h2>\nThe main reason companies and contractors use quote templates is speed. Even solo contractors likely send out dozens of work estimates each month. Creating a new quote entirely from scratch each time is a time-waster.<\/span><\/a>\n
What are some examples of work estimate templates?<\/h2>\n
Work estimate template for construction<\/h3>\n
![\"example](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/03\/construction-work-estimate-template-e1653375084630.png\" "\\"construction")
<\/p>\nWork estimate template for vehicle repairs<\/h3>\n
![\"example](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/03\/automotive-work-estimate-template-e1653375182956.png\" "\\"automotive")
<\/p>\nWork estimate template for cleaners<\/h3>\n
![\"example](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/03\/cleaners-work-estimate-template-e1653375287811.png\" "\\"cleaners")
<\/p>\nmonday.com\u2019s work estimate template<\/h2>\n
![\"Screenshot](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/03\/Work-Estimate-Template-Screenshot.png\" "\\"Work")
<\/p>\n![\"Timeline](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/03\/Estimate-Timeline-View.png\" "\\"Estimate")
<\/p>\n![\"example](\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2022\/03\/monday.com-workdocs.png\" "\\"monday.com")
<\/p>\nBest practices for using a work estimate template<\/h2>\n