Quote to Cash: Estimates, Scheduling and Job Profit

Name: Quote to Cash: Estimates, Scheduling and Job Profit
Price: 24.00 USD

with Incipio Studio

Original curriculum by Incipio Academy

A field-tested system for service and project businesses: build estimates that hold, schedule without chaos, price change orders, and close every job with real margin data.

17 lessons17 videos5h 39mIntermediateLifetime access

What you’ll walk away with

Skills, not certificates of attendance

01Build a labour burden rate that reflects true hourly cost

02Write estimates with assumptions that survive client pushback

03Schedule crews and deliverables against real capacity, not hope

04Price and sign change orders without souring the relationship

05Run job costing that shows margin per job, client and service line

Curriculum

4 chapters · 17 lessons

5h 39m total

01Estimates That Hold Up

5 lessons+

1Your true cost per hour: burden, downtime and overhead recoveryVideo
23:40
2Building the estimate: labour, materials, subs and contingencyVideo
27:15
3The assumption register: what the price does and does not includeVideo
18:30
4Bid or walk: scoring deals before you spend a day quotingVideo
16:05
5Estimate templates and the two-tier quote that raises average valueVideo
21:50

02Scheduling Without the Chaos

4 lessons+

1The capacity calendar: committed hours versus available hoursVideo
25:20
2Sequencing jobs around long-lead materials and site accessVideo
19:45
3Buffers, weather days and the 80 percent booking ruleVideo
17:10
4Daily dispatch: what the team needs before they start workVideo
14:35

03Scope, Variations and Change Orders

4 lessons+

1Spotting scope drift in the first 48 hours of a jobVideo
15:25
2The variation workflow: notice, price, approve, logVideo
22:05
3Scripts for pricing extra work without damaging the relationshipVideo
20:40
4When to absorb the cost and when to stop workVideo
13:55

04Job Costing and the Feedback Loop

4 lessons+

1Time and material capture your team will actually completeVideo
18:20
2Estimate versus actual: the one-page job profit reviewVideo
26:30
3Margin by client, service line and crew: finding the drainsVideo
24:10
4Feeding real numbers back into next quarter's pricingVideo
21:35

Your instructor

Incipio Studio

Original curriculum by Incipio Academy

Incipio Studio is the academy's in-house curriculum team. Studio courses distill proven playbooks, frameworks, and operator interviews into structured, do-this-next lessons, researched and produced by Incipio Academy.

“We found two service lines that were running at negative margin for a year. Fixed the estimating rates, tightened change orders, and added about 9 points of gross margin in one quarter.”

Verified student

Keep going