Lumi

Guide

What to include in a handyman estimate

Short answer

A handyman estimate should list the customer and job address, a plain description of the work, labor and materials as separate lines, the total, what's not included, how long the price is good for, the payment terms and how the customer approves it. Keep it to one page and send it the same day as the visit.

Key takeaways

  • Split labor and materials so the customer can see where the money goes.
  • Write down what's not included. It heads off most arguments later.
  • Give the price an end date and spell out how to approve.
  • Send it the same day, while the job is fresh for you and the customer.

What is a handyman estimate?

An estimate is your price for a job, based on what you saw, written down before the work starts. It tells the customer what you'll do, what it costs and what happens next.

People use a few words for this, and they don't always mean the same thing:

  • Estimate: your best price for the job as you understand it. It can change if you find something you couldn't see, like rot behind a wall.
  • Quote: often used for a fixed price on a clearly defined job.
  • Invoice: the bill you send after the work is done.

Whatever you call it, the document should say whether the price can change and how you'll handle surprises. Some states and cities also have their own rules for written estimates and contracts on home repair work, so check what applies where you work.

What should be on a handyman estimate?

Eleven things. Most fit on one page, and a small job fits in a text message.

  1. Your business info: name, phone, email, and your license number if your state requires one for this kind of work.
  2. Customer info: name, phone and the job address.
  3. Estimate number and date, so you can both find it later.
  4. Scope of work: what you'll do, in plain words. "Remove and replace two bathroom faucets" is better than "bathroom plumbing."
  5. Labor: the cost of your time for the job.
  6. Materials: parts and supplies, as their own line.
  7. Total.
  8. What's not included: the things the customer might assume are part of the job but aren't.
  9. How long the price is good for.
  10. Payment terms: deposit if you ask for one, when payment is due and how they can pay.
  11. How to approve: "reply YES to this text," a signature, or a click. Pick one and say it.

Write the scope like you'd explain it at the door

The scope is where most confusion starts. Say what you'll do, where, and how much of it. "Patch and paint two drywall holes in the hallway, match existing color as close as possible" is clear. "Drywall repair" isn't.

Say what's not included

One or two lines here save a lot of trouble. Examples: "Does not include replacing shutoff valves if they're damaged." "Customer supplies the paint." "Haul-away of old fixtures not included." If you might need extra work, add: "If I find more damage, I'll stop and check with you before doing anything extra."

What does a handyman estimate look like? (example)

Here's a filled-in example for a small job. The names and numbers are made up. Use your own rates.

Estimate #1042 (example)Amount
Customer: John, [address], [phone]
Labor: remove and replace two bathroom faucets, test for leaks$180
Materials: two faucets, two supply lines, plumber's tape$90
Total$270
  • Not included: repairs to the vanity or shutoff valves. If they need work, I'll check with you first.
  • Price good for: 30 days from today.
  • Payment: due when the job is done.
  • To approve: reply YES and I'll get you on the schedule.

Should you list labor and materials separately?

Yes, for most jobs. The customer sees where the money goes, and you can adjust one part without redoing the whole thing.

A split also helps you later. When the receipts come in, you can check what the materials really cost against what you estimated. If you want a simple way to do that, see how to keep track of receipts and job expenses.

Some pros prefer one flat price for tiny jobs, and that's fine. Keep the breakdown for yourself anyway, so you know the job made money.

What are the most common estimate mistakes?

  • A vague scope. If the customer can read it two ways, they will.
  • No "not included" line. That's how a faucet swap turns into an argument about a cabinet.
  • No end date on the price. A customer calls back after four months expecting the old number.
  • Forgetting the small stuff: extra trips to the store, disposal, caulk, screws, blades.
  • Math that doesn't add up. Check the total twice. One wrong number makes the whole estimate look sloppy.
  • No clear way to say yes. If the customer has to figure out what to do next, many won't.
  • Sending it days later. By then they've moved on or hired whoever answered first.

How can you send an estimate fast, right from the truck?

Write it before you leave the driveway. You have the measurements, the photos and the details in your head right then. An hour later at home, half of that is gone.

  1. At the job: take photos and measurements, and ask what the customer wants included and not included.
  2. In the truck: write the scope in plain words while you can still see the job.
  3. Use your standard prices: keep a short list of the jobs you do often and what you charge, so you're not starting from zero.
  4. Use a template: a note on your phone, a spreadsheet or an estimate tool with your info already filled in.
  5. Send it with a short text and put the follow-up date on your list.

Here's a text you can send with it:

Hi [Name], here's the estimate for [job]: $[total] total ($[labor] labor, $[materials] materials). The price is good for [number] days. Reply YES and I'll get you on the schedule.

Then don't let it sit. If the customer doesn't answer in a couple of days, here's how to follow up on an estimate without being pushy.

How long should an estimate be good for?

Pick a period and write it on every estimate. A good rule: 30 days for small repairs, shorter if your material costs move a lot.

When an estimate runs out, you get to check the price again before you commit, and you can keep it the same if nothing changed. If the customer comes back late, a quick "let me confirm material prices and get back to you today" keeps you covered.

Questions

Should I charge for an estimate?

That's your call. Some pros give free estimates for small jobs and charge a fee for big or far-away ones, credited toward the job if the customer books. Whatever you choose, say it before the visit.

What if I find more work once the job starts?

Stop and tell the customer before doing anything extra. Send a short note with the added work and cost, and get a yes in writing, even a text, before you keep going.

Is an estimate sent by text message professional enough?

It can be, as long as it's clear: the job, labor and materials, the total, what's not included, how long the price is good for and how to approve. For bigger jobs, a one-page PDF looks more complete.

Should I ask for a deposit?

For small jobs, you may not need one. For jobs with expensive or special-order materials, asking for a deposit to cover them is reasonable. Put the amount and the due date on the estimate.