Find a customer example that matches your question
Start with the pricing problem you want to solve. A story about finishing a first quote is different evidence from a checked quantity or a comparison with an existing estimate. The case-study library brings those experiences together.
| Your question | Useful starting point |
|---|---|
| Can I reach a useful first quote? | Stephen’s phone-based first quote |
| Can I inspect a price difference? | A team compares an extension estimate |
| How do I check an important quantity? | Neil’s brick measurement check |
| What did a supported pack produce? | The supported roofing example |
Apply the method to your own project
Check the source pack, project type, review performed and what the customer actually reported. Historic results describe that workflow and project. They do not establish a universal accuracy rate, extra profit or a won contract.
Use the estimate comparison worksheet to compare a familiar project on the same scope, revision, allowance and tax basis. Record the important quantity and rate checks, then decide whether the workflow helped you reach useful reviewed working.
A useful next step
Estimate and quote comparison worksheet
Build package costs and compare an existing quote on the same scope and tax basis.
Download blank worksheetSee the completed exampleStephen’s first quote in about 25 minutes
Stephen described completing a detailed quote on his phone and sending it to a customer. This is his experience on that project.
Read the experienceFollow the practical workflow
Use the relevant lesson while preparing, reviewing or issuing your own project.
Open the matching lessonPut this into practice on your next project
Your first complete project is free, including the estimate, risk information, client reports and internal reports. Bring your drawings, specification and site notes, then review the working against how your business will deliver the job.
