{"id":11844,"date":"2017-08-23T12:20:58","date_gmt":"2017-08-23T12:20:58","guid":{"rendered":"https:\/\/www.process.st\/templates\/job-estimate-template\/"},"modified":"2017-08-23T12:20:58","modified_gmt":"2017-08-23T12:20:58","slug":"job-estimate-template","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/job-estimate-template\/","title":{"rendered":"Job Estimate Template"},"content":{"rendered":"<section id=\"surrounding-details\">\n<h2>Surrounding details:<\/h2>\n<\/section>\n<section id=\"note-your-own-details\">\n<h2>Note your own details<\/h2>\n<div class=\"text-content\">\n<p>First, you need to <strong>record your own details<\/strong> using the <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" rel=\"nofollow noopener\" target=\"_blank\"><strong>form fields<\/strong><\/a>&nbsp;below.<\/p>\n<p>This will let your client know exactly who they're dealing with, and give you a written precedent to fall back on should any problems arise later on.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company address <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company phone number <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-content\">\n<p>Before you can send the client your final job estimate, your job estimate needs to be reviewed and approved by the relevant personnel in your team. Take the time to fill out the relevant details below.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Approver (full name) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"record-client-details\">\n<h2>Record client details<\/h2>\n<div class=\"text-content\">\n<p>Next, <strong>record<\/strong> the <strong>details of the client<\/strong> you're giving the estimate to using the <strong>form fields<\/strong> below.<\/p>\n<p>While this is largely to keep own documentation clear, it also serves to give a little protection in terms of knowing precisely who you pitched the job to, and what they were ptiched.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Client address <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"job-estimate\">\n<h2>Job estimate:<\/h2>\n<\/section>\n<section id=\"summarize-the-proposal\">\n<h2>Summarize the proposal<\/h2>\n<div class=\"text-content\">\n<p>Getting into the job estimate itself, you first need to <strong>outline<\/strong> what the <strong>project<\/strong> you're tackling is. Do so using the <strong>form fields<\/strong> below.<\/p>\n<p>This shouldn't span more than a couple of sentences (remember, this is a job estimate <a href=\"https:\/\/www.process.st\/help\/docs\/templates\/\" rel=\"nofollow noopener\" target=\"_blank\">template<\/a>, not an ironclad invoice), but try to include aspects such as:<\/p>\n<ul>\n<li>The goal of the project<\/li>\n<li>The scope of the project<\/li>\n<li>A summary of the method to achieve the goal<\/li>\n<li>The major parties involved in the job's completion<\/li>\n<\/ul>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Proposal summary <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Proposal date <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"lay-out-the-required-items\">\n<h2>Lay out the required items<\/h2>\n<div class=\"text-content\">\n<p>Next you need to <strong>lay out<\/strong> any <strong>items<\/strong> which will <strong>need to be bought\/used<\/strong> for the project to be completed, then record them using the <strong>form fields<\/strong> below.<\/p>\n<p>Remember that this is only an estimate - as long as you have a rough idea of the costs of each item and you're sure that the core elements are all accounted for, then you're doing fine.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Required items <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"detail-the-services-needed\">\n<h2>Detail the services needed<\/h2>\n<div class=\"text-content\">\n<p>You also need to <strong>record<\/strong> any <strong>services<\/strong> which will be used in the <strong>form field<\/strong>&nbsp;of this task.<\/p>\n<p>This should include your own services, any additional help that will be needed, how many hours of each service will be used (approximately), and what the cost of each service is per hour.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Services required <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"account-for-potential-additional-costs\">\n<h2>Account for potential additional costs<\/h2>\n<div class=\"text-content\">\n<p>The nature of a job estimate template means that you won't be correct all of the time - the final price may be lower or higher than you expect. Unfortunately, any gross under-estimates will severely damage your relationship with clients.<\/p>\n<p>To counter this, you need to try and <strong>account for any additional costs<\/strong> which <strong>aren't guaranteed<\/strong> to be required. Do so using the <strong>form field&nbsp;<\/strong>below.<\/p>\n<p>Again, you don't have to try and account for every little thing, but by laying out a visible safety net you can give the client a realistic idea of any potential pitfalls with the job, and any hidden costs which may be incurred.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Additional costs <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"calculate-a-total-price\">\n<h2>Calculate a total price<\/h2>\n<div class=\"text-content\">\n<p>This step is simple - go ahead and <strong>calculate the final price<\/strong> of the services, items, and additional costs, then record it in the <strong>form field<\/strong> below.<\/p>\n<p>If you want to be more thorough, consider totaling the services and items as your base price, then add the additional costs as a potential ceiling.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Total price <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"give-a-rough-timeline\">\n<h2>Give a rough timeline<\/h2>\n<div class=\"text-content\">\n<p>You're almost done - now it's time to <strong>record<\/strong> a <strong>potential timeline<\/strong> for the project using the <strong>form fields<\/strong> below.<\/p>\n<p>Again, this only has to be a rough estimate, so don't get too hung up on the details. The main point is to provide your client with an idea of how efficiently you can get the job done, and to do that you need to tell them both the rough price and timeline of the project.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Proposal timeline <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Proposed completion date <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"record-any-terms-or-conditions\">\n<h2>Record any terms or conditions<\/h2>\n<div class=\"text-content\">\n<p>The last thing you have to actually <strong>write<\/strong> in the proposal is the set of <strong>terms and conditions<\/strong> you're submitting it under. As always, record this using the <strong>form field<\/strong> below.<\/p>\n<p>Try to lay out in no uncertain terms that the estimations made in this proposal are not in any way binding, and should not be taken as gospel. No matter how accurate you try to be in your predictions there will always be a little variation, so make sure your client is fully aware of that.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Terms and conditions <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-content\">\n<p>All of the information you've entered in this checklist will be gathered into the final step, meaning all you have to do next is show the client the summary.<\/p>\n<p>You can do this by pasting it into an email, <a href=\"https:\/\/www.process.st\/business-process-automation-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">automatically sending it<\/a> using a service like <a href=\"https:\/\/www.process.st\/help\/docs\/zapier\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a>, or by inviting the client to work on this step of the checklist as a <a href=\"https:\/\/www.process.st\/help\/docs\/guests\/\" rel=\"nofollow noopener\" target=\"_blank\">guest<\/a> in your <a href=\"https:\/\/www.process.st\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street<\/a> <a href=\"https:\/\/www.process.st\/help\/docs\/managing-organization\/\" rel=\"nofollow noopener\" target=\"_blank\">organization<\/a>.<\/p>\n<\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Summarize the proposal<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Lay out the required items<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Detail the services needed<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Account for potential additional costs<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Calculate a total price<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Give a rough timeline<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Record any terms or conditions<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"final-estimate\">\n<h2>Final estimate:<\/h2>\n<\/section>\n<section id=\"show-the-client-this-estimate-summary\">\n<h2>Show the client this estimate summary<\/h2>\n<div class=\"text-content\">\n<h4>Company details<\/h4>\n<p>{{form.Company_name_3}}<\/p>\n<p>{{form.Company_address}}<\/p>\n<p>{{form.Company_email_address}}<\/p>\n<p>{{form.Company_phone_number}}<\/p>\n<h4>Client details<\/h4>\n<p>{{form.Client_name}}<\/p>\n<p>{{form.Client_address}}<\/p>\n<p>{{form.Client_email_address}}<\/p>\n<p>{{form.Client_website}}<\/p>\n<h4>Proposal description<\/h4>\n<p>{{form.Proposal_summary}}<\/p>\n<h4>Items<\/h4>\n<p>{{form.Required_items}}<\/p>\n<h4>Services<\/h4>\n<p>{{form.Services_required}}<\/p>\n<h4>Additional costs<\/h4>\n<p>{{form.Additional_costs}}<\/p>\n<h4>Total price<\/h4>\n<p>{{form.Total_price}}<\/p>\n<h4>Timeline<\/h4>\n<p>{{form.Proposal_timeline}}<\/p>\n<h4>Terms and conditions<\/h4>\n<p>{{form.Terms_and_conditions}}<\/p>\n<\/div>\n<div class=\"select-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Do all parties agree to this proposal? <\/label><br \/>\n<select disabled=\"\" class=\"form-control\"><option value=\"An option will be selected here\">An option will be selected here<\/option><\/select><\/div>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Surrounding details: Note your own details First, you need to record your own details using the form fields&nbsp;below. This will let your client know exactly who they're dealing with, and give you a written precedent to fall back on should any problems arise later on. 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