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Old 02-09-2005, 12:45 PM
Carriage House Carriage House is offline
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Estimate Form - free to use

I recently posted a thread regarding the necessary forms needed in a typical transaction. I received a very luke ward response, so let me try it this way.

I've attached an excel file that is an estimate form that I plan on using. I can either type it and mail it to the potential customer or hand write it on the fly. I print out the attach form on my own letter head and am pleased with the results. Perhaps down the road I will have my printer make some up in either two or three part forms. The attached file is similar to one posted here earlier and used by NEBS, but I find an excel file more versatile.

That being said and offered to the users of this site... what else do I need? What forms are necessary in the typical transaction? Any help would be greatly appreciated.


*** my apologies, it appears you can not attach excel files, not sure why or why not, but I saved it as a work doc and uploaded it... I hope it still helps someone out there...
Thanks,
Kris
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File Type: doc PROPERTY MAINTENANCE ESTIMATE.doc (56.5 KB, 4702 views)

Last edited by Carriage House; 02-09-2005 at 12:50 PM.
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Old 02-09-2005, 01:23 PM
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Lux Lawn Lux Lawn is offline
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Nice looking form you made,good luck with it i'm sure you will get a good response from it I may even use it.
Thanks.
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Old 02-09-2005, 01:52 PM
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PLM-1 PLM-1 is offline
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Looks good. 1 thing...you spelled shrubs wrong, forgot the "r".
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Old 02-09-2005, 02:32 PM
Carriage House Carriage House is offline
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oops try this.... It's nice having that extra set of eyes, I guess I was looking at it so long, I didn't even see it.
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File Type: doc PROPERTY MAINTENANCE ESTIMATE.doc (63.5 KB, 1711 views)
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  #5  
Old 02-09-2005, 03:14 PM
Markf Markf is offline
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Kris,
I think it is a very professional looking form. May I use it or incorporate pieces of it into mine? One suggestion, I would see if you could get the entire form on one sheet of 8 1/2 x 11. People have a habit of losing bids especially if there is more than one sheet. If I remember correctly, there is a button on Microsoft Word that allows the entire document to be placed on one sheet. Just remembered, go to the page preview under file. Click Page Preview, it should open another window that allows you to see your document, albeit reduced. Look for Shrink to fit. It may be an icon or an actual push button. Good Luck.
Mark
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Old 02-09-2005, 03:25 PM
Carriage House Carriage House is offline
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Mark,

I know exactly what you mean. Infact, my original (in excel) is only one page... for some reason word is unable to fit it to one page, even with no margins etc...

I don't understand why I wasn't able to post an excel file, granted it was not one of the types of allowed files. If anyone would like, I can e-mail it to them and they are more than welcome to use, alter etc...

Should I include a place for the customer to sign, if they indeed accept the bid?? Or is it preferred to write up a contract or is that only for an entire seasons worth of work?
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Old 02-09-2005, 03:37 PM
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Lux Lawn Lux Lawn is offline
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I agree with Mark if it fit on one page it would be a lot better.You could add a place for them to sign it I don't think that would take anything away from it at all or for the mowing part you could add a spot for SEASON CONTRACT.The one form that NEBS has is like that.
Just a thought.
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Old 02-09-2005, 08:42 PM
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Eric 1 Eric 1 is offline
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Hey thats nice. Thanks.

What program did you use to create it?
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Old 02-10-2005, 09:34 AM
ProSvcs ProSvcs is offline
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I believe the site will except .zip files as an attachment. You can either zip it or just rename the file to have a different ext, then when folks download it they can rename it back to .xls.

Jim
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  #10  
Old 02-10-2005, 09:52 AM
Bill Boroskey Bill Boroskey is offline
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Nebs

Don't want to make waves but, that is a NEBS business form. You can buy those in a pad that are all on one sheet. I bought my first box years ago.

I am not sure the apply here, but watch out for copyright issues

Bill
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