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Estimate Like an Expert: 5 Steps to More Accurate Financials

Apr 24

Estimate Like an Expert: 5 Steps to More Accurate Financials


AUG 13, 2020
Estimate Like an Expert - 5 Steps to More Accurate Financials_2

The foundation of your business success rests on accurate cost control. This special session will be highlighting the best practices to achieve accurate, dynamic estimates that cover the entire scope of the job, from pre-construction to invoicing. We’ll be discussing:

  • How to create Estimates - from scratch, from a template, or via Excel import
  • How to reproduce your success in future jobs by using Estimate Templates
  • The importance of Company Overhead & Margin to ensuring maximum profitability
  • Setting the region-appropriate tax rates for materials and services
  • Integrating your Selections & Change Orders with your estimate

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