The estimate is an essential element in any project. It represents a showcase for the company, a first contact with the customer and, if accepted, is synonymous with additional business. But for this to happen, it has to be carefully prepared. Discussions with the customer, costing, service details, legal information, presentation: here are 5 tips for drawing up a good building estimate.
Before drawing up your building estimate, you should firstwith your customer and and visit the site where the work is to be carried out. This may seem obvious, but it's a good idea to avoid rushing into drawing up an estimate.
This exchange will enable you to better understand your customer's expectations, propose the most appropriate service and lay the foundations for a good working relationship. Above all, this meeting is an opportunity to ask questions to define the essential points of the project :
This exchange is essential: it will enable you to the most accurate estimate possibleIt's also a good way of showing off your company's professionalism.
When it comes to drawing up a building estimate, one of the most important steps is site costing. All work costs must be accurately estimated in order to to produce a commercial proposal as close as possible to reality.
There are several key factors to take into account when calculating the precise cost of a project:
As far as VAT is concerned, several rates may apply depending on the service:
0% VAT a rate that applies to subcontractors, auto-entrepreneurs and micro-entrepreneurs.
Drawing up an estimate for a building site means being as precise as possible. This means detailing the nature of each service. This transparency will enable the customer to see your proposal more clearly and to understand the details of all the costs involved in the work.
Regardless of the type of work involved - construction, renovation, repair, troubleshooting - clearly detail each job:
price of supplies per unit, etc.
A successful site estimate is one that includes all the compulsory legal information. The document must include several elements:
Drawing up a site estimate also means paying attention to the presentation of the document. It may seem secondary, but a perfectly presented estimate can make all the difference when it comes to the customer's choice: it conveys the image of a serious, professional company.
There are several ways to make your quote more attractive:
Whether you are a carpenter, electrician or painter, Techtime can help you manage and plan your projects thanks to a web application and a mobile application.
You can even add specific functionalities such as a gateway to quotation software, for a customized platform tailored to your company's day-to-day needs.