Audio · 5:33
How to Write a Contractor Estimate That Closes (With a Checklist)
What to include in a contractor estimate so homeowners say yes: a clear scope, options, photos, warranty, timeline and payment terms, plus how to deliver it and the FTC Cooling-Off Rule for in-home sales.
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Chapters (6)
TL;DR
- An estimate is a sales document, not just a price. It should make saying yes easy.
- Include a clear scope, good-better-best options, photos, warranty, timeline, payment terms and an expiration date.
- Deliver it the same day, walk the homeowner through it, and agree on a follow-up date before you leave.
- Signing a deal in the homeowner's home can trigger the FTC Cooling-Off Rule, which requires a cancellation notice.
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