A handyman proposal template is the quote grown up: when a property manager hands over a list that is a week's work across several units, the customer wants the scope written down, the price broken into parts, a deposit and payment schedule, and terms they can sign. The proposal carries the same arithmetic as the quote tool on this site, hours per task at your rate, materials marked up, the trip charge per visit, tax on materials, but adds the schedule and the terms. The tools produce the numbers free; PunchListWorks Pro saves and brands the document.
Scope by task, priced by hours
The proposal lists every task from the punch list with its hours, grouped by unit or room, so the customer sees the price built up and can remove a task and watch the total move. This is the work order tool's output, extended across several visits.
Materials, trips and tax, stated as rules
Materials at cost with the markup as one line, a trip charge per visit rather than per task, sales tax on materials where your state charges it. On the quote tool's worked example, three hours at $75 is $225 of labor, $85 of materials marked up comes to $102, the trip charge is $35 and sales tax is charged on the materials only, and the deposit to book is shown beneath the total. A handyman proposal template that states those three rules once avoids arguing them per line.
Deposit and payment schedule
A deposit to book, a payment at the halfway point on a multi-week job, the balance on completion, each with a date. A proposal without a schedule is a quote with more pages. The tools on this site work this from your own figures, free and with no account, and PunchListWorks Pro keeps the result under the customer.
Terms the customer signs
Access, what happens when a task turns out larger than described, how additional tasks are added and priced, and when the balance is due. From the vendor's own pricing page, Jobber Core is $49 per month billed month to month and includes one user, each additional user is $29 per month, and Jobber Connect is $139 per month. PunchListWorks Pro is $49 per month for the whole crew, and every tool on this site works free with no account.
Questions people ask about handyman proposal template
When does a handyman need a proposal instead of a quote?
When the job spans several visits or units, or the customer is a property manager who needs scope, schedule and terms on one signed document.
What should a handyman proposal template include?
Tasks with hours and rate, materials and trip rules, tax, a deposit and payment schedule, and the terms for changes and access.
Is the proposal tool free?
The quote and work order tools on this site produce the numbers free; Pro saves the proposal under your logo and sends it for $49 a month for the whole crew.