Business & client tools

Estimating & Pricing Worksheet

An internal estimating worksheet that builds a price from the ground up — labor, equipment and direct costs, then overhead, contingency and margin — so you stop pricing by gut.

Free downloadPDF · 1 page · 706 KBEP-022
Free download

Estimating & Pricing Worksheet

PDF · 706 KB · 1 page

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List labor (climber, ground crew, PHC tech), equipment (chipper, truck, crane, stump grinder) and other direct costs like disposal and subcontractors, with quantities and unit costs. The sheet totals direct cost, then adds overhead allocation, contingency and your target margin to reach a quoted price.

Built-in pricing basics remind you to cover overhead first, never price at cost-plus-nothing, aim for a deliberate net margin (many firms target 15–30%), and price the risk on big removals near targets. It's an internal worksheet, not a client quote.

What's inside

  • Labor, equipment and direct-cost line items
  • Total direct cost roll-up
  • Overhead allocation and contingency fields
  • Target-margin / markup line to a quoted price
  • Pricing-basics reference (cover overhead, price the risk)
  • Notes & assumptions section
For owners & estimators — and it's free to use on real jobs.

Questions

Is this what I hand the client?
No — it's your internal math. Once you've landed on a number, put it on the Tree Care Proposal template (also free here) for the client. The worksheet stays in the office.
What margin should I target?
The sheet notes many tree care firms aim for a 15–30% net margin, set deliberately rather than by guesswork. Your number depends on your overhead, market and risk.

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