A remodeling estimate is the start of a long job, and most disputes on a remodel come from what the estimate didn't say. Take the time to get the scope, allowances and payment schedule in writing.
1. Write the scope of work room by room
Describe what you will do in each area: demolition, framing, electrical and plumbing changes, drywall, finishes and cleanup. Be just as clear about what you won't do.
2. Use allowances for things the client hasn't chosen
If the client hasn't picked tile, fixtures or countertops yet, include an allowance (a set amount for each) and say that choices above it are billed as a change. Write the allowance amounts down.
3. Price labor, materials and subcontractors
Break the price into the main parts of the job so the client can see where the money goes, and so you can price changes fairly later.
4. Set a payment schedule
A deposit to schedule the job, payments at clear stages (for example, after rough-in and after cabinets), and the balance at completion. Check your state's rules on how large a deposit can be for home improvement work.
5. Explain how changes work
Say that changes are priced and approved in writing before the work is done. Send each change order as its own estimate for the client to approve, so every change has a record.
6. Include the paperwork the job needs
Permits, inspections, and who pulls them; your license or registration number where it's required; and the start date and rough schedule.
7. Send it while you're still there
The best time to send an estimate is before you leave. The client is still thinking about the job, and you're not competing with the next quote they get.
Text or email a link they can open on their phone and approve with a tap, rather than a PDF they have to print, sign and scan.
A sample remodeling estimate
Here’s the kind of estimate these steps add up to, made in Invoizr. Names and numbers are made up.
Common mistakes
- Vague scope lines like "bathroom remodel" with no detail.
- No allowances, so the estimate assumes finishes the client never chose.
- Starting extra work on a verbal OK instead of an approved change order.
Free remodeling estimate template
A printable PDF with the lines remodelers need most, ready to fill in by hand. No sign-up needed.
Or write it on your phone: Invoizr builds the estimate from your saved prices, sends it as a link the client approves with a tap, and turns it into an invoice when the job is done. See how Invoizr works for remodelers, or try it free for 14 days.