Create Estimates & Quotes
Use the Quote Builder to create professional estimates and quotes. Win new work with polished proposals.
New Estimate
Client
John Smith
Line Items
Kitchen Renovation
1 × $5,000
$5,000
Materials
1 × $1,200
$1,200
Total
$6,200
Why Professional Estimates Win More Work for Tradesmen and Contractors
For tradesmen and contractors, professional estimates and quotes are essential for winning new work. Clients compare multiple quotes before choosing a contractor, and a polished, detailed estimate sets you apart from competitors. Timewire's Quote Builder helps you create professional estimates quickly, with customizable sections for introduction, terms, exclusions, and detailed line items.
Whether you're bidding on a kitchen renovation, electrical upgrade, or plumbing project, a well-structured estimate shows professionalism and attention to detail. It helps clients understand the scope of work, see how your pricing is structured, and feel confident in choosing you for their project.
Step-by-Step: Creating Your First Estimate
- Open the Quote Builder: In the Timewire app, navigate to the Estimates section and tap "Create New Estimate" or the "+" button.
- Enter Client Information: Add the client's name, address, and contact information. This information appears at the top of the estimate and helps personalize the document.
- Add an Introduction: Write a brief introduction that explains the project scope and your approach. This section helps clients understand what you're proposing and why you're the right choice. Keep it professional but friendly.
- Add Line Items: Break down the project into line items. Each line item should include:
- Description of work or materials
- Quantity
- Unit price or rate
- Total price for that item
- Set Terms and Conditions: Add your standard terms, such as payment schedule, warranty information, and project timeline. Clear terms help set expectations and protect both you and the client.
- Add Exclusions: List any work or materials that are not included in the estimate. This prevents misunderstandings and helps clients understand what's included and what's not.
- Review and Send: Review the entire estimate for accuracy, then send it to the client via email. Timewire generates a professional PDF that you can also print or share via other methods.
Structuring Your Estimate Line Items
Well-structured line items make your estimate easy to understand and compare. Here are some best practices for tradesmen and contractors:
Group Related Items
Group related work together. For example, group all plumbing work, all electrical work, or all materials. This makes the estimate easier to read and helps clients understand the project structure.
Be Specific with Descriptions
Use clear, specific descriptions. Instead of "plumbing work," write "Install new kitchen sink faucet, connect hot and cold water lines, and install shut-off valves." Specific descriptions show expertise and help justify your pricing.
Include Labor and Materials Separately
Break down labor and materials separately when possible. This transparency helps clients understand your pricing structure and makes it easier to adjust if project scope changes.
Use Realistic Quantities
Estimate quantities based on actual project needs. Overestimating can make your quote too high; underestimating can lead to cost overruns. Use your experience to provide accurate estimates.
Customizing Your Estimate Template
Timewire allows you to customize your estimate template to match your brand and business style:
Introduction Section
Customize the introduction to reflect your business style. Some contractors use a formal tone, while others prefer a more friendly, conversational approach. Match your brand personality.
Terms and Conditions
Set standard terms that protect your business while being fair to clients. Common terms include payment schedules (e.g., 50% deposit, 50% on completion), warranty periods, and project timelines.
Exclusions
Clearly list what's not included. This prevents scope creep and helps clients understand project boundaries. Common exclusions include permits, disposal fees, or work outside the original scope.
Pricing Strategies for Estimates
How you price your estimates can impact whether you win the job. Here are common pricing approaches for tradesmen and contractors:
Fixed Price
Provide a fixed total price for the entire project. This gives clients certainty but requires accurate cost estimation. Best for well-defined projects with clear scope.
Time and Materials
Estimate hours and material costs, with final billing based on actual time and materials used. This provides flexibility but less cost certainty for clients. Good for projects with uncertain scope.
Day Rate
Charge a fixed daily rate regardless of hours worked. Common for tradesmen who work full days at client locations. Simple for clients to understand and easy to track with Timewire.
Common Questions About Creating Estimates
Can I convert an estimate to an invoice?
Yes, once a client accepts your estimate, you can convert it to an invoice in Timewire. This preserves all the line items and details, making it easy to bill for the approved work.
How long are estimates valid?
You can set an expiration date on estimates to encourage timely decisions. Common validity periods are 30, 60, or 90 days. This helps manage your pipeline and ensures pricing remains current.
Can I save estimate templates?
While Timewire doesn't have formal templates, you can create a standard estimate with your typical terms and exclusions, then duplicate it for new projects. This saves time while allowing customization for each client.
What if I need to revise an estimate?
You can edit estimates at any time before they're accepted. If a client requests changes, simply modify the estimate and send an updated version. Timewire tracks estimate versions so you can see what changed.
Next Steps: Send Standalone Invoices
Once you've mastered creating estimates, you can use Timewire to create and send standalone invoices for work beyond your tracked hours. This is perfect for emergency callouts, extra charges, or projects where you need to bill separately from your regular time tracking.
For tradesmen and contractors, having both estimate creation and invoice generation in one app creates a complete workflow from initial quote to final billing.
Pro Tip
Customize introduction, terms, and exclusions