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HVAC Tradie Work & Job Estimate Template for Field Service Businesses

January 12, 2021
Paul Tyrrell

 

For any commercial HVAC, having a job estimate template system under your belt can break up your job stages and provide healthier profit margins. With a job estimation template you can:

  • Take off estimation for different job stages
  • Break up estimation into different take off sheets
  • Break down into phases and elements 

To make sure you have the best maintenance practices in your company, having a job estimate template can save you time and make it easier to access your data (without a dive into your filing cabinet). 

In any HVAC business, unplanned downtime and maintenance can be a year round surprise and often occur at the busiest times in your workflow. The benefits of having a contract job estimation template is knowing you can save time with a reliable and consistent system.

With job management software you can have all your labor project estimates through a centralised system that is easily accessible for the whole team.

 

Construction Estimate Template

As unscheduled maintenance and repairs pop up in your schedule throughout the year, it can be a relief to HVAC companies to have a template to rely on. This can save you valuable admin time and ensure nothing is missed in your estimate that could fall on your shoulders. 

When you have warranty and standards to maintain in your business, having a contractor estimate template can make sure you aren't failing any contract agreements or your warranty. When you have a template that prompts your technician with each question or checklist, you reduce the space for human error, creating more accuracy in your business. 

Estimate templates for construction and HVAC companies also play a part in keeping your customer in the loop and understanding the requirements of the job. When both you and your customer have a template of the job and an invoice for the completed work that has been broken down into stages, you create a better CRM in your workflow.

 

Customer and technician

Customer and technician

Crafting your HVAC Estimate Templates

With a construction estimate template, you ideally want a format that will save you time and not be over complicated. Imagine if your business had access to customisable contractor templates that saved them the lengthy trip back to the office? You reduce the need for contractor estimates to tackle projects blindly when you have a set template per asset and job type. 

With the ability to create set work estimate templates, your technicians can provide fast and accurate estimating for your clients that will be inclusive of all your labor, material and project costs.

Your past job and invoicing history is your best friend when you begin to craft your estimated templates. When you have the ability to track how long a job took or how much it cost for parts for a particular asset type, you have the ability to predict your present and future projects (without the added admin time calculating the costs for a job you have already done).

 

FieldInsight and the right job estimate software for YOU

With start up systems like Microsoft Excel, you can begin to set out your templates for your project estimating. While Microsoft Excel and its companions can provide a great first step, automated software like FieldInsight can centralise your workflow and reduce your admin time significantly. With a wide variety of templates at your disposal, you will find FieldInsight will blend seamlessly into your business.

With FieldInsight you can access the five primary automations within your workflow including; sales, accounts, field, office and marketing. With a centralised system at your fingertips, you will find comfort in knowing your team has the tools they need.

Live Demo

Book a free demo today with FieldInsight and check out first hand the features of having a job estimate software at your back.

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    FieldInsight by 2020 will have helped Mechanical Services businesses save 1,000,000 hours of lost Productivity.
    To do this we make it easy and fast for technicians to capture the information needed, ensure they are working safely, capture job costs and can quote and invoice quickly.
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