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Create a custom contractor estimate template

Creating an estimate management system for accurate estimates and effective management of contact details is easier than ever with our Cost Estimate Template.

Manage other important details related to budgeting, like material costs and project costs in the same place that you tackle every other step of the project for a truly streamlined experience.

Use template
Contractor Estimate Board

Integrate with your favorite tools

mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github
mailchimp
twitter
box
facebook ads
facebook
harvest
jira core
surveymonkey
twilio
zendesk
todoist
stripe
shopify
salesforce
pipedrive
webhooks
typeform
redash
toggl
slack
outlook
ms teams
jira
linkedin
jotform
hubspot
dropbox
google calendar
google drive
github
gmail
gitlab
excel
copper
github

Tips for managing job estimates with our template


Effective construction project management starts with intentional planning for how you will organize and track total costs and minute details like client phone numbers and terms and conditions. Our template provides you with the structure and flexibility to get started fast with new or existing data.
Approver Column

Delegate ownership

Automatically assign approver status based on property type, timeline, and other details using our Workflow Center automations builder.
Gantt View

Visualize timeline

Quickly convert your Timeline Column data into a colorful Gantt chart to see project plans over time, navigate schedule conflicts, and manage or update any task dependencies.
WorkForms

Streamline data entry

Make it easy for your employees to create line items and collect email addresses and more, all on-the-go by adding an estimate form via WorkForms to your board.

Contractor estimate template top features

Our Cost Estimate Template is built on monday.com Work OS, which means it has capabilities that you won’t always find in other sources for quote templates, like Google Sheets. Document client details, project timings, predicted costs, and automatically calculate labor costs and more to the client.

  • CRM capabilities Unlike most free construction estimate templates, monday.com won’t leave you stuck with only one functionality of your project — use our template to manage client details and add updates along the way.
  • Custom Status Columns Our Status Column is most-loved because it’s multi-purpose — choose different colors and add custom text to indicate anything from priority and project type to completion stage.
  • Formulas & dashboards Aggregate data from the Dropdown Column and Numbers Columns to make quick calculations that can then be added to a Dashboard view to break down specific data points and trends.
  • SEO LP Collumns drag Updated

    Simplify cost estimate management on monday.com Work OS

    Bring together your most important details and contributors in one place.

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    Frequently Asked Questions

    Questions?

    • 1. Review project scope
      2. Create a rough timeline
      3. Determine what work will go to subcontracters
      4. Estimate of the cost of materials
      5. Compare to your competition
      6. Outline terms and conditions
      7. Create an attractive and professional document
      8. Submit the estimate
    • Here are a few elements that should form the basis:

      Job description
      Materials and labor
      Total cost
      Sales and company contact info
    • Proposals actually include all the information contained in estimates, quotes and bids. However, they take things a step further by showcasing the potential value that you can offer a prospective client, using testimonials and examples of past work to foster trust.