Estimator Templates

Estimator Templates

There is a huge number of templates that someone in the Estimator role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Estimator. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Project Cost Estimate
2. Bid Proposal Template
3. Material Takeoff Sheet
4. Labor Cost Worksheet
5. Subcontractor Quote Comparison
6. Change Order Request Form
7. Purchase Order Template
8. Progress Payment Invoice
9. Project Schedule Template
10. Project Closeout Checklist

Reports

Reports are often prepared by a Estimator to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Project Cost Analysis Report
2. Bid Analysis Report
3. Material Cost Report
4. Labor Cost Report
5. Equipment Cost Report
6. Subcontractor Cost Report
7. Profitability Analysis Report
8. Change Order Report
9. Project Progress Report
10. Risk Assessment Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Estimator does and how they do it.

1. Project Initiation SOP
2. Site Inspection SOP
3. Quantity Takeoff SOP
4. Cost Estimation SOP
5. Bid Preparation SOP
6. Proposal Submission SOP
7. Contract Negotiation SOP
8. Project Planning SOP
9. Progress Monitoring SOP
10. Final Cost Analysis SOP

Presentations

Estimator presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Project Cost Estimate Presentation
2. Bid Proposal Presentation
3. Construction Schedule Presentation
4. Value Engineering Presentation
5. Project Progress Report Presentation

Legal Docs

There are several key times when a Estimator needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Construction Contract Template
2. Change Order Template
3. Subcontractor Agreement Template
4. Bid Proposal Template
5. Purchase Order Template

Health & Safety Templates

Health & Safety templates for a Estimator ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Toolbox Talk Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template

Calendars

Setting up Estimator calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Project Schedule Calendar
2. Bid Deadline Calendar
3. Material Delivery Calendar
4. Labor Availability Calendar
5. Equipment Rental Calendar

Invoice Templates

Several types of Estimator invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Project Invoice
2. Material Purchase Invoice
3. Labor Cost Invoice
4. Equipment Rental Invoice
5. Subcontractor Invoice

Survey Templates

For a Estimator to get insights related to the work they do, they need to send out Estimator surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Project Evaluation Survey
3. Supplier Feedback Survey
4. Employee Engagement Survey
5. Market Research Survey

Meeting Agendas

Having premade Estimator meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Project Kick-off Meeting
2. Progress Review Meeting
3. Bid Evaluation Meeting
4. Cost Analysis Meeting
5. Client Presentation Meeting

Budget Templates

To manage finances well, a Estimator would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Project Budget Template
2. Labor Budget Template
3. Material Budget Template
4. Equipment Budget Template
5. Overhead Budget Template

Dashboards

Dashboards are a useful way for a Estimator to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Project Cost Dashboard
2. Bid Analysis Dashboard
3. Resource Allocation Dashboard
4. Profitability Dashboard
5. Schedule Performance Dashboard

Proposal Templates

For bidding or requesting work, a Estimator needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Bid Proposal
2. Cost Estimate Proposal
3. Project Scope Proposal
4. Change Order Proposal
5. Value Engineering Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Estimator templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.