SOP Templates > Painting > Bidding & Estimating > Estimating Process

Estimating Process for Painting

The Estimating Process workflow provides painting contractors with a structured method for preparing detailed bids. It includes reviewing specifications, calculating square footage, estimating labor, quantifying coatings and supplies, and confirming subcontractor pricing if required. Managers review accuracy and align bids with project budgets. By standardizing this process, painting companies reduce estimating errors, protect profitability, and improve win rates. Clients benefit from transparent, reliable proposals. Teams gain accountability with documented assumptions and sign-offs. With this workflow in place, painting contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with consistent financial control.

Review the RFQ, bid invitation, or client inquiry

Gather project details: plans, specs, site conditions, and schedule

Conduct a site visit if needed to assess access, logistics, and risks

Break down scope into key trades, phases, or cost categories

Quantify materials, labor, equipment, and subcontractor needs

Request quotes from suppliers and subcontractors

Apply standard labor rates and productivity factors

Add markups for overhead, profit, and contingency

Review for completeness, accuracy, and alignment with scope

Prepare and format the estimate into a client-facing proposal

Review with project manager or leadership for approval

Submit proposal to client by due date

Log estimate in tracking system and follow up for feedback

Archive estimate for future use or comparison