What Should the Estimate Include?

• Provider & Customer Info – Both the service provider and customer should be identified by their names, addresses, and contact information.
• Reference Details – It’s recommended to date the form and include a unique estimate number for reference if the customer calls about an upcoming appointment.
• Cleaning Areas – Residential estimates often list each room to be cleaned, while commercial estimates focus on broader areas defined by total square footage.
• Work Summary – A description of the services, cleaning products, rental equipment, and other expected billable items should be recorded.
• Costs – Anticipated service rates and material expenses should be itemized and totaled to give customers a clear understanding of the estimated cost.