Estimates and proposals

Estimates, quotes, deposits, change orders and progress billing.

Estimates and proposals · 7 min read

How to Write an Estimate (With a Free Template)

How to write an estimate step by step: scope, labor and materials, exclusions, deposit and expiry date, with a filled-in example and free template.

Estimates and proposals · 6 min read

Proforma Invoice: What It Is, Example and Template

A proforma invoice is a preliminary bill sent before work or delivery. See how it differs from a quote and an invoice, with an example.

Estimates and proposals · 6 min read

How to Ask a Client for a Deposit: Wording and Amounts

How much deposit to charge, word-for-word scripts to ask for it, state limits for contractors and how to invoice the deposit and balance.