Project worksheet
Prepare the facts needed for a clearer excavation estimate
Use this worksheet before the site visit so the first conversation begins with the actual property and a defined outcome.
Property and contact information
Record the project address, best contact method, occupancy, access instructions, pets, gates, and any scheduling constraints.
Problem, location, and desired result
Describe what is happening now, where it occurs, when it began, and what a successful completed project should change.
Photos, measurements, and known conditions
Gather wide views, close views, rough dimensions, slopes, drainage paths, utility markings, septic information, and prior repair details when available.
Scope priorities and boundaries
Separate must-have work from optional ideas. Identify areas or materials that must remain protected and work another provider will handle.
Material, hauling, and cleanup notes
List material preferences, reuse or disposal expectations, delivery limits, staging space, and the condition expected at close-out.
Use this guide with your estimate request
Attach the worksheet information and photos to the estimate request. Exact quantities, elevations, concealed conditions, and final selections still require field verification.