Estimate templates by industry

Each template includes its structure, the line items that are almost always forgotten and proposal texts. You use them with your own costs.

Industrial

• Metal fabrication: Structures, tanks, hoppers, chutes, platforms and parts fabricated in the shop.
• Industrial installation: Mechanical and structural installation at plant or mine with field crews.
• Industrial maintenance: Plant shutdowns, preventive and corrective equipment maintenance.
• Electrical installations: Panels, conduit runs, wiring, outlets and commissioning.
• Instrumentation and automation: Instruments, loops, signals, programming and integration.
• Piping and mechanical systems: Piping prefabrication and installation, supports and testing.
• Engineering and technical services: Studies, design, supervision, inspections and deliverables billed by the hour.
• Industrial supply: Sale of equipment, spare parts and materials with freight, insurance and delivery.
• Turnkey project (EPC): Combined engineering, supply, fabrication and installation.
• Plant shutdown: Work concentrated in a shutdown window: 24-hour shifts, work packages and penalties.
• Conveyor belts: Belt replacement, vulcanized splices, cleaners, idlers and alignment.
• Painting and coatings: Surface preparation, sandblasting and industrial painting per m².
• Linings and insulation: Rubber or ceramic liners, thermal insulation and refractories.
• Scaffolding and work at height: Rental, erection and dismantling of certified scaffolding.
• Inspection and testing (NDT): Ultrasonic, dye penetrant, magnetic particle, thermography, thickness measurement and reports.
• Shop repair: Motor rewinding, repair of pumps, gearboxes and components.
• Ongoing service / master agreement: Permanent staff at the client's plant at a monthly or hourly rate.
• Oil & gas and energy: Services at oil fields, refineries, gas plants and pipelines: piping, API welding, instrumentation, HSE and operator permits.

Construction and installations

• Minor civil works: Equipment foundations, slabs, trenches and civil works supporting installations.
• Remodeling and finishes: Remodeling of offices, stores and homes: demolition, finishes and building systems.
• HVAC and ventilation: Air conditioning, ventilation, exhaust and ductwork.
• Fire protection systems: Sprinklers, hose cabinets, detection and alarm, pumps.
• Networks and structured cabling: Network drops, fiber optics, racks, Wi-Fi and certification.
• Solar energy: On-grid and off-grid photovoltaic systems by kWp.
• Earthwork and heavy equipment: Heavy equipment rental with operator, excavation and grading.
• Freight transport: Heavy or oversized cargo transport and logistics.
• Electronic security: CCTV, alarms, access control and video surveillance: equipment, cabling, installation, configuration and monitoring.
• Plumbing and residential services: Plumbing, locksmithing and building and home maintenance per visit, one-off job or monthly contract.

Professional services

• Software development and IT: Software projects, apps, systems and IT services billed by the hour for each role.
• Consulting, agencies and professional services: Consulting, marketing, design, legal or accounting by hours and deliverables.
• Monthly facility services: Cleaning, security, building maintenance and facility services per month.
• Architecture and interior design: Architectural design, interior design, finishes and custom furniture: fees per phase plus construction and fabrication.
• Training and courses: Open enrollment, in-company and OHS/EHS courses: instructors, materials per participant, logistics and certification.
• Video and photo production: Corporate video, photography, event coverage and drone footage: pre-production, shooting and post-production.
• Freight transport and moving: Local and long-distance transport, distribution and moving: fleet per trip or per day, route, packing and insurance.
• Auto repair shop and fleet: Mechanical and electrical maintenance, bodywork and paint for vehicles and fleets: labor by the hour plus parts and supplies.
• Agriculture, irrigation and landscaping: Landscaping, drip and sprinkler irrigation, gardening and grounds maintenance: design, site preparation, planting and monthly maintenance.

Events

• Events and shows: Production of corporate and social events, concerts and brand activations.
• Catering and banquets: Food and beverages for events, per guest.

Manufactured products

• Bakery and food products: Cakes, desserts, baked goods and food products by batch or order.
• Light manufacturing: Carpentry, apparel, printing, jewelry and products made in batches.
• Printing and graphic advertising: Digital and offset printing, signs, banners, booths and promotional merchandise: design, printing, finishing and installation.

Retail and trade

• Trading and import: Resale of products with purchase cost, import and distribution.