In Part 1 of this post, I covered information and items to collect when determining estimates for commercial vehicle and retail jobs. The following will highlight more tips on establishing expectations, quoting installation removals, and contingencies if a client cannot provide all the necessary information.
It is extremely important installers set parameters and expectations with the project manager and the end client in regard to the final product. This is a necessity for your estimating purposes and so there are no surprises once the project is complete.
A simple example of this is asking the client whether they want their window perf to go to the edge of the window, against the rubber gasket, or whether they would like the film trimmed back and sealed with an optically clear tape. The con in the former scenario is that we do not warranty possible future lifting, while the pros are full coverage and they save a little money. In the latter scenario, the cons are a small border of uncovered area around the edge of the windows — and we do charge more for this service — while the pro is a warranty on future lifting. You should always give the client their options with as much information as possible and let them make the decision for you to price accordingly.

Sometimes, we will get requests and our client cannot provide us with all of the information we need to provide a proper quote. When these occasions arise, we list caveats on the quote. For example: “This quote is contingent on the tallest point of all wall mural not exceeding 14 ft. in total height from the ground. This quote is also contingent on the fact that there are no obstructions to the installation area. Any diversion from these contingencies may result in additional charges and fees.”
And finally, we have a Terms of Agreement that we send out with each quote that states all of the things that could add to the cost of the quote. An example of an additional cost would be any downtime incurred by our company due to the site not being ready for installation or graphics not arriving on time. We say the client will be charged our hourly rate per installer, per hour.
The bottom line is you really need to do your homework and be proactive about getting all of the pertinent information before submitting an installation estimate or quote. Otherwise, you can easily sell yourself short and hurt your bottom line. Create a system that works for your company and clientele as every market is different.
