Compact Equipment Pricing Checklist
A pre-quote checklist for machine cost, mobilization, materials, risk, scope, and profit.
Machine cost
Confirm payment or depreciation, insurance, storage, maintenance reserve, fuel burn, operator pay, and overhead. If the rate does not cover these, the quote starts weak.
Job scope
Write what is included: machine hours, material, disposal, hauling, finish level, cleanup, hand labor, compaction, and mobilization. Then write what is excluded.
Site conditions
Check access, slope, soil, wet areas, buried debris, utility locates, dump locations, traffic, and where the truck and trailer can park.
Pricing protection
Use a job minimum for short work, a mobilization fee for travel, a condition factor for uncertain production, and a margin that reflects risk.
Final sanity check
Compare the quote with your cost floor, the local market, and the calendar slot it consumes. A job that fills the wrong day at the wrong price can still be a bad job.
Pre-quote checklist notes
Use the checklist before every meaningful quote, especially when the job is small enough that missing one cost can erase profit. Confirm machine time, operator time, mobilization, materials, attachments, helper labor, disposal, cleanup, risk, and payment terms. Then compare the final number to your minimum charge so the job does not underpay the time required to schedule, haul, load, and communicate.
The checklist is also a scope tool. It helps you decide what to include in writing: access limits, work area, finished grade, material allowance, weather delays, utility marking, exclusions, and change-order triggers. When the customer sees a clear scope, your quote looks more professional and you are less likely to absorb work that was never priced.
- Save the calculator scenario before sending a quote.
- Attach assumptions to the written estimate.
- Review the checklist again if the customer changes the scope.
Quote Review Notes
For best results, use the checklist with a saved calculator scenario. Keep one copy for the customer quote and one copy for your job notes so you can compare estimated hours, actual hours, material changes, and missed costs after the work is complete.
Use the Calculators With This Guide
The guide gives the pricing logic. The calculators turn that logic into a number you can test before quoting.