When planning for a project, it’s always suitable for both client and service provider to have a well-planned strategy before commencing. Usually, the contractor uses an estimate form to layout expectations. We will guide you in this article to learn more about the document and the process of acquiring the form online from our platform, filling it and mentioning its uses.
What is an Estimate Form
An estimate form is a fillable document, which can be acquired online that contractors or businesses use to give their clients an estimation of the required items to complete a project. Also, it offers the client a job description and commencement of the planned project. It’s a simple model form that protects the interest of both parties in case there is a dispute in the future.
Information Required on an Estimate Form
In every estimate form, there are essential details that the contractor or company has to provide to make it a legitimate document. These are:
- The customer’s information
- Name of the contractor
- Location of the project
- Commencement date
- Job description
- Required items
- Cost of the project
How to Fill Out Estimate Forms
Filling out an estimate form is smooth and will not consume much of your time. Below we have laid out a simple step-by-step procedure to guide you through how to fill out the required information on the document.
Step 1: Fill in the Clients’ Information.
Once you’ve gained access to the model document from our website on the top left corner, you will see a blank table written “customer’s information,” as shown below. Fill out the section with their name, contact, both email and physical address.
Step 2: Contractor’s Details
The second section to fill out is on the top right corner of the document, where you will be required to fill out your information as the service provider. Provide all essential details about yourself, such as name, project location, start date, contact details, physical address, and certification.
Step 3: Job Description
After filling in both the client’s and provider’s key details, the third step is to briefly describe the job and how you will go about it.
Step 4: Items and Job Cost Estimates
The final section project location you will need to fill in is the item and cost section, which occupies most of the document’s space. Fill out all the necessary items required for completion, their prices, and the total estimated cost of the whole project.
What is an Estimate Form Used for
- Businesses can use an estimate form to maintain good relations with their clients and partners by using it for constant communication, for example, through a tax estimate form.
- Contractors use estimate forms to convey details relating to their projects. For instance, they offer information on the job, estimated price, labor costs, and start and completion dates of the projects.
- Companies use these forms to estimate the revenue they may spend independently from loans and current assets.
Who Needs to Fill Out an Estimate Form
The person required to fill in an estimate form is usually a service provider who deals with the project proposal. It can be an electric or construction contractor, business, or agency.
Additional Resources on Estimate Forms
Below are some additional resources to help you understand an estimate form:
- Forms, Instructions & Publications
- GSA Reference
