Unclear work and exclusions
A price on its own does not explain the preparation, materials or work left out. Details agreed during the survey can be missed when you sit down to write the Quote.
Win more work with professional quotes
Send clear, detailed quotes, get customer approval and keep the agreed price and scope connected to the Project, ready for delivery and invoicing.
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Why keeping quotes moving gets complicated
Quotes waiting for a reply
You have measured up and sent the price, but the customer is still deciding. Between days on site, it is easy to forget who needs a follow-up and when you promised to call.
Losing track of the agreed version
The customer changes a fitting or asks for another option. When revised prices sit in separate emails, it can be hard to see which scope and price they actually accepted.
Build and review your quote
Choose the customer and project, add the work and pricing, then check everything before sending a professional quote.
Send quotes and follow up
Send your quote, see when customers respond and follow up on outstanding decisions to keep potential work moving.
Turn accepted quotes into work
Keep the agreed price and scope with the project, so your team knows what's been approved and everything is ready for invoicing.