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Estimating is a skill that can make or break a career or
company. Understanding the estimating and bidding
processes is essential for your business to remain
profitable.
This is newsletter #22 in the series. If you have
missed prior newsletters, and are enjoying the series,
we encourage you to take advantage of the discount
offer for the complete Electrical Estimating Program.
Click on the coupon at the bottom of this page.
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The Estimating Process - Preparing for the Estimate
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Organize. Create a job folder in
which to put your bid notes, job information sheet,
take-off worksheets, bill-of-material worksheets,
quote sheets, summary sheet, and other papers
associated with the estimate. You should do this for
the traditional paper records, and create a matching
electronic one on your computer. If you find yourself
doing a large volume of estimates it's critical to
leverage software to streamline the process. There are
numerous software packages available that allow you to
keep all your information in one place from start to
finish.
Estimate Record Worksheet. This form
contains pertinent job information, such as job name,
job location and address, telephone numbers, names of
the owner, general contractor, architect, engineer,
and to whom the bid is to be submitted. This worksheet
can be kept on paper, a spreadsheet, or in estimating
software.
Once you have completed the Estimate Record Worksheet,
keep it handy for future reference (for example, hang
a paper one up on the wall or create a desktop
shortcut for an electronic one). This information will
be useful when working on your estimate and creating a
bid proposal.
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Estimate Record Worksheet
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Estimate Job Number:
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Date:
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Contractor:
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Contact
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Address:
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City:
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State:
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Office Phone:
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Cell Phone:
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E-mail:
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Other:
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Owner:
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Contact:
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Address:
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City:
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State:
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Office Phone:
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Cell Phone:
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E-mail:
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Other:
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Job Name:
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Bid Due Date:
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Job Address:
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City:
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State
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Plans and Specifications:
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Number of Drawing pages: |
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GC permit #:
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HVAC permit #:
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Architect:
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Phone:
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E-mail:
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Engineer:
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Phone:
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E-mail:
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Telephone:
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Phone:
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E-mail:
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Electric:
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Phone:
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E-mail:
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Electrical Inspector:
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Phone:
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E-mail:
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Other:
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Other:
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Other:
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Notes:
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• • •
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We'd love to hear from you about this series,
and the ways you're using it. Send us your comments and feedback by clicking on
Post a Comment below. Look out for the next part
in this series a month from now, and please share
with your colleagues.
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