1.   We talk and you give me a description of the job (residential, commercial, size, number of fixtures, etc.), and any other pertinent information (due date, who will secure quotations, etc.).

 2.   If we agree, you would forward the plans to me (overnight works best).

 3.   Since I work on either an hourly or lump sum basis, I would review the plans and give a “ballpark” estimate of the number of hours required, or lump sum fee to create the estimate.

 4.   Upon agreement of the “ballpark” quote, I would send you an agreement for us to both sign.

 5.   Payment of established fee is due as follows:
       · 25%, or $250.00, whichever is higher, upon my receipt of the plans, as a deposit.
       · 35% upon 50% completion of the estimate.
       · 20% upon my completing the estimate.
       · 20% upon your receipt of the final estimate.

 6.   I can work in either Microsoft Excel or Estimation, Inc.

 7.   Breakdowns can be either full list price or net price. I work from the most current national price lists, If net pricing were to be chosen, you would provide me with your specific material multipliers.

 8.   Labor can be included, or not, depending on your wishes. If I am figuring the labor, you would provide me with either man hour rates (Foreman, Journeyman, etc.), or crew rates and the crew breakdown, plus any burdens to be added to the cost of labor. Labor is based on PHCC Labor Calculator, less any local factor if needed.

 9.   As the estimate progresses, we would stay in touch either by phone and e-mail.

10.   As the completion of the estimate nears, I can forward (e-mailed as an attachment works best) a preliminary estimate for your review. 

11.   Upon completion, I would again send you a copy for review.

12.   After making any minor adjustments (if needed), I would send you the final estimate and you would forward me the balance of the fee. 

13.   And finally, we both are pleased with the final outcome and await the opportunity to work together again.