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What to include in a clear job estimate
What should a job estimate include?
A useful estimate identifies the business, client and job, describes the proposed work, lists quantities and rates, and states exclusions and assumptions. Show the date, currency, total and any requested deposit clearly. In Docfinish, enter those details once, preview the estimate and export a PDF for your own review.
Start with a scope someone can check
Name the work and its location. Replace vague wording such as general improvements with the areas, tasks and quantities you have actually discussed. List exclusions separately, including materials or tasks supplied by someone else. An estimate should make uncertainty visible rather than imply every detail is settled.
Review every line and adjustment
Check quantities, unit rates and currency. Docfinish rounds line totals to cents, deducts the discount before calculating tax, and shows a requested deposit separately. You choose the tax setting. A deposit request is not a record of money received. Confirm the figures and your applicable obligations before sending.
Keep the next step clear
Include the reference, date, schedule notes and a way to contact your business. State what the client should do next in your scope or accompanying message. Docfinish creates documents; it does not send them, accept a payment or verify a client’s approval. Save any response using your own agreed process.
Carry the details through the job
Use the same workspace to prepare the job sheet. Record extra work in a change request rather than silently overwriting the original scope. Export a JSON backup before substantial changes so you retain the earlier version. At completion, use the handover guide to record what is finished and what remains.
Download the free job paperwork checklist (.txt)
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