Here is a sample of an estimate (On my spreadsheet estimate form) that I just created and gave to the client. The spreadsheet is programmed so that as the amounts are entered the totals are automatically calculated. (To see the sample document, click on the picture or see the bottom of page for a link to the sample estimate document.)
Here Are The Important Parts Of The Estimate
- TWO PAGES, SIMPLE AND DETAILED: the Estimate has two pages, a front page for those who don't want to be bothered with details and the second page for the people who want the details. The amounts on the Simple Page 1 are automatically calculated from the detailed page as the amounts are entered.
- FOUR COLUMNS, LEAST COST TO MOST COMPLETE: On both pages there are 4 columns to give the client 4 choices, from the least cost to the most complete (The first column, in yellow, is for doing the chairs in fabric. The remaining 3 columns are for doing the job in leather, with various options.
- PICTURES: I find the pictures very helpful when the client comes back, a few days or some months later. It helps me to remember what the estimate is for. I include small picture(s) at the top within the printing zone. To the right of the print zone, where only I can see it, I put large pictures to show me the detail.
- LABOR AND COSTS AT LEFT: The various charges of labor and supplies are added in the white section at the left. Quantity numbers are added in the colored columns at the right. numbers add the associated costs to the totals below.
- FOAM PRICES AUTOMATICALLY FIGURED: The foam sizes and sq ft costs are entered in the boxes and the total foam costs are automatically calculated.
- YARDAGE AND SQUARE FEET: There is a place in each column to enter the amount of yardage of fabric or vinyl and a place to enter the square feet of leather
- ADMINISTRATIVE FEE: Lately I've been adding an Administrative fee, to partly cover for all the time put into taking in a job, doing the bookkeeping, etc.
- TOTALS AUTOMATICALLY CALCULATED AT BOTTOM: At the bottom the total for each estimate includes the total cost of the various costs of the fabric or the leather. For example I estimate how many hides the job should take and multiply that number by approx how many square feet are in each hide. This gives me a total square feet of leather, which is added under Leather Totals. If the job includes both leather and fabric, then I can add them both, and they are both included Near the bottom of the form.
- C.O.M. FEES AUTOMATICALLY ADDED. At the very bottom is the cost I charge clients who have their own fabric or their own leather. The $15 per yard C.O.M. (Customer's Own Materials (fabric or vinyl)) fees are put in light grey text so that they plainly shows but doesn't hit the client in the face. The only thing in dark print is the total cost to the client for having their own fabric. There is also a $3 square foot fee for Clients Own Leather. The form automatically figures and adds the COM amounts base on the amount of yards of fabric and/or the about of square feet of leather. This way I never have to be afraid the client will take the labor off of my estimate and want to use their own fabric. The amount they pay with their own material is at the bottom.
- NOTES AND DISCLAIMERS: In addition, the form has various disclaimers and notes to explain the various components of the job.