How to decide when to charge for an estimate
Free estimates win work but cost real time. A clear rule helps you decide when a site visit should be paid.
- Separate simple from complex jobs. Small repairs can often be priced quickly; large projects take real design and measuring time.
- Say your policy up front. Tell the customer on the first call whether the visit is free or paid.
- Credit the fee if they hire you. Many contractors apply the estimate fee to the job when the customer signs.
- Put it in writing. Include the fee and what the customer receives for it on the confirmation message.
- Keep it consistent. Apply the same rule to every customer so it does not feel personal.
Common questions
Will charging for estimates lose customers?
Some, yes. Others take you more seriously. Test the rule on larger projects first.
Are there legal rules about estimate fees?
Some states and license types have rules on estimates and disclosures. Verify with your attorney.
See also the contractor guides and free tools.
General information, not legal or financial advice. Verify with your attorney or accountant.
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