Some things to keep in mind when preparing a small job “proposal.”
Keep It Simple While Being Complete
I agree that you don’t want to overwhelm the client with too much detail. However, you want to protect yourself and your company from being regarded by the client as not giving them enough detail.
Address the Essentials
A good proposal and estimate addresses these questions:
Use the above to build a template. If you notice that your company is doing the same small job(s) for different clients, build a template for each type of job.
Consider Your Change Order Form
Small projects can be handled the way your company writes up change orders. What I laid out above should all be addressed as well in a well-written change order.
Try a Format and See How it Works
Create a template, use it for a while, and see how it works. Modify it as needed.
May you find these suggestions useful. By the way: Consider asking your clients how well your small job “proposals” are working for them. Their input can help you make your template even better.
