Estimate Checklist

Logo Address Phone Number Fax Number (if applicable) Email Address Website Tax Identification Number (TIN) or Employer Identification Number (EIN) Business Registration Number (if applicable) License Information (if applicable) Insurance Information Contact Person Terms and Conditions Payment Instructions Customer Service Information Emergency Contact Information (if applicable)

Contact Person Service Address Email Shipping Address Billing Address Phone Number Alternate Phone Number Website Tax Identification Number Reference Number

Estimate number Validity period of the estimate Date of estimate

Model Quantity Serial Number Unit Price Type Total Cost Activity Start and End Time Discounts Problem Reported Subtotal Observations Tax Rate Action Taken Tax Amount Product Name/Description Additional Charges (if applicable) Product Code/Number (if applicable) Payment Terms Delivery/Shipping Information Validity Period Customization Options (if applicable) Warranty Information Notes/Comments Customer Approval Section

Request Date Service Date Service Schedule Number of Hours Billing Address Phone Number Areas/Items Work Description Frequency (Daily/Weekly/Monthly/Others)

Service Description Additional charges (if applicable) Labor hours Taxes Scope of Work Total service cost Hourly rate or fixed labor cost Payment terms for services Materials and equipment Warranty information (if applicable) Travel expenses (if applicable) Terms and conditions for services Discounts

Tax Breakdown Discounts Sales Tax Taxes GST Additional charges (if applicable) VAT Payment Terms Service Tax Validity Period Estimated Total Notes/Comments

Date Services begin Quoted by Total Cost of Services Offer on Agreement Expires on

Customer Approval Signature Contact Information for Inquiries Customer's Name Terms and Conditions Confirmation Date of Acceptance Validity Period Acknowledgment Acceptance Statement Payment Terms Confirmation Confirmation of Understanding Optional Comments/Notes Customer ID/Account Number Title/Position (if applicable)

Important Notes and Remarks Special Instructions