ServiceKeelName the work.
Identify the customer, service address, and requested result. Describe work in terms the customer can check.
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THE SERVICEKEEL FIELD GUIDE
Write a clear
service estimate.
A useful estimate tells the customer what you plan to do, what it costs, and what they should do next.
A practical guide for service-business owners and teams.
THE PRACTICAL DETAILS
Put it into practice.
Start with the details that make the next step clear.
Break down the scope.
List services, quantities, and prices. Make assumptions and exclusions visible.
Review the next step.
Check the total, explain how to respond, and keep a copy of the version you shared.
Start with a specific description.
“Replace the kitchen faucet and check the connections for leaks” is more useful than “plumbing work.” Identify what is included and what would require another estimate.
Make the numbers easy to check.
Show quantities and unit prices where appropriate. Review any applicable tax, discounts, or deposit terms. Make it easy to understand how the total was reached.
Example: a small repair.
A sample estimate might include one repair visit and a separately identified replacement part. State whether the business or customer supplies the part. Use your actual pricing rather than copying sample amounts.
Close with a useful next step.
Explain how to ask questions or respond. If timing or availability needs confirmation, make that clear before presenting a visit as booked.
YOUR CHECKLIST
A quick check before the next step.
Use this list while you work. Checks stay on this page until you leave or refresh.
A FEW USEFUL ANSWERS
Before you go.
Can I use this checklist without an account?
Yes. Download the text checklist and adapt it to your own work. No account is needed.
MAKE SPACE FOR A BETTER WORKDAY
You handle the service.
Let’s handle what’s next.
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