7.11.2023

Updated:

15.11.2023

3 min read

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Quoting is a crucial part of doing business. It’s not just about numbers; it’s also about creating a professional and transparent proposal that nudges clients to choose you for their job.

Believe it or not, clients aren’t always looking for the cheapest price. Aside from budget, they also consider other factors like quality of finish, expertise and how well they get along with you.

When to send a quote

The best time to draw up a quote is as soon as you have discussed the job specifications, or after you’ve met on site with the client.

With Builderscrack, you can quote directly within the job thread to keep everything in one place.

Pro tip

Present larger quotes in person. This not only builds rapport, but it gives you an opportunity to discuss your quote in detail and explain the quoting process, while demonstrating your expertise.

6 tips for effective quotes

  • Provide a quote while the job is fresh in your clients’ mind to demonstrate you’re taking their job seriously.

  • Start with a clear process and use pricing tools or checklists to quickly and accurately price out jobs.

  • Have a template ready to go, or use our quote feature to save time and optimise your chances of being the first to quote.

  • Don’t hesitate to ask questions or clarify details; the more info you get now, the less likely you’ll need to readjust your quote down the line.

  • Include key items or outline key actions that the client has expressed they would like you to provide.

  • Avoid underselling your services by having a clear understanding of your pricing structure and profit margins.

Step 7: Tips for communication

Good communication proves that you’re keen, reliable and easy to work with. Discover what successful tradies are doing to communicate effectively with their clients.
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