1002-CHE Sam Chen Stage 4 of 5: Do the work, get paid Call 555-0100 Email Sam

✓Write the estimate
✓Send it
✓Get it signed
4Do the work, get paid
5Wrap up

Next: Waiting on payment 1002-CHE-1Nothing to press until then. $10,450 invoiced. When it arrives, the email check suggests it for approval.

Open the job

1002-CHE · Estimate and scope of work

← Back to the job · Sam Chen · 3 Example Court, Wilton, NY

Estimate total

$18,400.00

Your direct costs

$7,000.00

Materials markup

$1,600.00

Pricing check

To see your floor price, set a target margin and an overhead % (or log enough jobs and RSC expenses for it to work out by itself) on the Pricing page.

Before overhead, this estimate leaves 62% over your direct costs.

Is the labor priced right?

216 crew-hours (figured from the crew and days below) · labor $9,800.00 · $45 per crew-hour · about 11% gross margin

Labor works out to $45 per crew-hour (216 crew-hours). Below $65 a crew-hour the work doesn't pay for the crew, truck, insurance and your time. At $72 labor would be about $15,552.

Estimated gross margin is 11% (after materials, subs and crew time at $43 an hour). The goal is 30%.

Materials markup is 25%. At 43% you'd keep about a 30% margin on materials after overhead.

Scope of work 12-15 days on site.

1. Demolition

Remove tub, tile and vanity.
Check the subfloor.

2. Plumbing and waterproofing

Move the drain for the shower.
Install the waterproof membrane.

3. Tile

Set floor and wall tile.
Grout and seal.

4. Fixtures

Install vanity, faucet and shower valve trim.
Hang the glass door.

5. Final check

Test the fan and water.
Walk through with the client.

Edit every number and step by hand

Prices

Materials (your cost)

Markup on materials %

Windows & door

Labor

Debris / dump fee

Hired labor / subs you pay (cost)

Other items paid up front with the first payment (optional):

Item

Amount

Item

Amount

Item

Amount

Labor paid up front %

Labor paid at the end %

Estimated duration

The rest of labor is split evenly across the phases. Materials and windows & doors are due with the first payment.

Wording and payments

Project (the paragraph at the top of the estimate)

Crew

Note under Labor (discounts)

Payment groups (optional)

Materials list (one per line, with quantities if you like)

Payment groups: leave empty for one payment per phase with 10% of labor up front and 10% at the end (the Whitcomb way). Or list which phases each payment covers, like 1-3; 4; 5-7: labor is split in equal shares, one with the first payment and one per group, with materials in the first. Add + dumpster to a group to bill the dump fee with it.

Phases

One step per line; numbering is automatic and runs through the whole job. To remove a phase, clear its name.

Phase 1

Inspection (optional)

Steps (Steps 1–2)

Phase 2

Inspection (optional)

Steps (Steps 3–4)

Phase 3

Inspection (optional)

Steps (Steps 5–6)

Phase 4

Inspection (optional)

Steps (Steps 7–8)

Phase 5

Inspection (optional)

Steps (Steps 9–10)

Add a phase

Inspection (optional)

Steps

Not included, and open decisions

Labor not included (one per line)

Materials not included

Open decisions for the client

Payment schedule (created)

Payment ID	For	Due	Amount
1002-CHE-1	Schedule hold + all materials + 25% of labor	At acceptance of the estimate	$10,450.00
1002-CHE-2	25% of labor: Phases 1–2	Upon completion of Phases 1–2, Steps 1–4	$2,450.00
1002-CHE-3	25% of labor: Phase 3	Upon completion of Phase 3, Steps 5–6	$2,450.00
1002-CHE-4	25% of labor: Phases 4–5 + debris / dump fee	Upon completion of Phases 4–5, Steps 7–10	$3,050.00

Preview and send the estimate View the contract (draft)

"Contract signed" creates the payments, sets the contract total, and marks the job Signed. Save your changes first. The contract is a draft, not legal advice: have a New York attorney review it before it goes to a client.