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Some things to keep in mind when preparing a small job “proposal.”
Keep It Simple While Being CompleteI agree that you don’t want to overwhelm the client with too much detail. However, you want to protect yourself and your company from being regarded by the client as not giving them enough detail.
Address the EssentialsA good proposal and estimate addresses these questions:
What is the problem to be fixed?
What is the solution your company proposes to implement?
What is included?
What is excluded?
What is the cost?
What are the payment terms?
What is the (expected) length of the job?
Use the above to build a template. If you notice that your company is doing the same small job(s) for different clients, build a template for each type of job.
Consider Your Change Order FormSmall projects can be handled the way your company writes up change orders. What I laid out above should all be addressed as well in a well-written change order.
Try a Format and See How it WorksCreate a template, use it for a while, and see how it works. Modify it as needed.
May you find these suggestions useful. By the way: Consider asking your clients how well your small job “proposals” are working for them. Their input can help you make your template even better.
This article was originally posted on Remodeling
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