INTRODUCTION

  • This checklist is used to gather information to assist with data entry of equipment needed and expected completion time required for quoting a small job.

REFERENCES

  • Quote Number

  • Quote Description

REQUESTORS DETAILS

  • Name

  • Company

  • Email

  • Phone Number

SITE CONTACT DETAILS

  • Name

  • Company

  • Email

  • Phone Number

LOCATION

  • Site Name

  • Address

  • Add location

JOB DESCRIPTION

  • Detail the work to be done

EQUIPMENT TO COMPLETE THE JOB

  • List equipment, quantities required, and prices

HOURS & LABOUR INVESTIGATION

  • Distance for a return trip from the workshop to the job

  • Time for a return trip from the workshop to the job

  • Time taken to investigate the job, including travel to and from and pricing of equipment

HOURS & LABOUR JOB

  • Time estimated to complete the job

  • Number of people required to complete the job

  • Number trips required to complete the job

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