How to quote a service job so customers say yes
A clear quote avoids arguments later and helps customers trust you. It does not need to be long.
What a good quote contains
- The work in plain words — what you will do and where.
- Parts and materials, listed separately from labour.
- The total with tax shown clearly where it applies.
- What is not included, such as extra piping or wall repair.
- How long the quote is valid, because material costs change.
Send it quickly
The business that sends a clear quote the same day often wins the job. A printed or shared quote also looks more professional than a number in a message.
Turn accepted quotes into jobs
When a customer says yes, mark the quote accepted, book the visit and assign a technician so nothing falls between the quote and the work.
Follow up
If there is no reply in two days, send one polite message. Many customers just forgot.
Trades Manager handles quotes, jobs, invoices and AMC renewals in one app.