Power Washing and Roof Cleaning Forum

njacobson · Veteran Member

Residential Proposal Sample

Andy Hinson · Approved Exterior Cleaner

I use invoice2go app to send estimates and invoices. I don't have a contract for residential or commercial but do cover the bases on the estimates

njacobson · Veteran Member

andy. everything is done on the phone app? no hard copy handed to customer at time of face to face estimate??

Art O · Approved Exterior Cleaner

I use www.deluxe.com/shopdeluxe/home, Product 258. It's not a contract, but its good for small jobs

John Aloisio · Approved Exterior Cleaner

I did some on carbonlessforless.com for the first year and they were very basic and I wrote everything out. Within six months of that crap, I had one designed with disclaimers and had it copywritten. Just figure out what your basic 8 services are and leave lines under it for additional stuff.

Bryan P · Approved Exterior Cleaner

They still make stuff out of paper these days? :) I'm starting April 1, but was thinking of electronic proposals like I use for my other business. The customer can review and sign off on my iPad or I can email it (email says "please review this proposal") to them and they can respond with questions or "sounds great. let's do it." Right now I do this in Quickbooks Online, but may start using Jobber (getjobber.com).

Before I had that i was in the roof contracting business and created an Excel spreadsheet that was multi page (it had a contract with terms/conditions, a completion certificate, and warranty document. I filled in the critical information on one page and it populated all the fields on the proposal and warranty. That saved me hours of time and I always had a record. I had a laptop and printer in my truck. I would walk around the house with the homeowner then go to the truck to type it all up. It looked professional and had our logo and all on it.

What do you guys see as the advantage of a handwritten paper proposal?

Andy Hinson · Approved Exterior Cleaner

You can email them an estimate from your phone if you like then once the job is complete turn estimate into an invoice

Andy Hinson · Approved Exterior Cleaner

Bryan P wrote:
They still make stuff out of paper these days? :) I'm starting April 1, but was thinking of electronic proposals like I use for my other business. The customer can review and sign off on my iPad or I can email it (email says "please review this proposal") to them and they can respond with questions or "sounds great. let's do it." Right now I do this in Quickbooks Online, but may start using Jobber (getjobber.com).

Before I had that i was in the roof contracting business and created an Excel spreadsheet that was multi page (it had a contract with terms/conditions, a completion certificate, and warranty document. I filled in the critical information on one page and it populated all the fields on the proposal and warranty. That saved me hours of time and I always had a record. I had a laptop and printer in my truck. I would walk around the house with the homeowner then go to the truck to type it all up. It looked professional and had our logo and all on it.

What do you guys see as the advantage of a handwritten paper proposal?

I see no advantage. I consider it lost time due to the process and filing

Dave O · Retired Member

Bryan P wrote:
They still make stuff out of paper these days? :) I'm starting April 1, but was thinking of electronic proposals like I use for my other business. The customer can review and sign off on my iPad or I can email it (email says "please review this proposal") to them and they can respond with questions or "sounds great. let's do it." Right now I do this in Quickbooks Online, but may start using Jobber (getjobber.com).

Before I had that i was in the roof contracting business and created an Excel spreadsheet that was multi page (it had a contract with terms/conditions, a completion certificate, and warranty document. I filled in the critical information on one page and it populated all the fields on the proposal and warranty. That saved me hours of time and I always had a record. I had a laptop and printer in my truck. I would walk around the house with the homeowner then go to the truck to type it all up. It looked professional and had our logo and all on it.

What do you guys see as the advantage of a handwritten paper proposal?

Bryan, my quote/invoice system sounds similar to yours. Using an Excel application, I enter the customer's info and it generates the quote or invoice. I then attached it to an email along with a scripted body and email it to the customer. This year I plan to either make it even more automated or replace it with a different application that is more efficient. Every minute you save with each quote / invoice adds up over the year.

Liberty SoftWash · PWS Vender

We use proposal.

John Aloisio · Approved Exterior Cleaner

We use both digital and paper copies. Most seniors want a hard copy and do not like email.

Art O · Approved Exterior Cleaner

I like paper, its so easy for me. I hand them there receipt with a $25 off friends and family discount card. Works for me, works for them.

Art O · Approved Exterior Cleaner

How times change