Trade job quoting checklist
Checklist template
- Business
- Location
- Date
Quote
For each quote
| Done | Task | Notes | Initials |
|---|---|---|---|
| Site visit | |||
| Measure and photograph the work area | |||
| Ask what the customer wants and by when | |||
| Note access, parking and any hazards | |||
| Pricing | |||
| Write the scope of work in plain language | |||
| Price materials, with a margin | |||
| Estimate labour hours and any subcontractors | |||
| Include permits, inspections and waste removal | |||
| Terms | |||
| List what is excluded | |||
| Explain how variations are priced | |||
| Set the deposit, payment terms and how long the quote is valid | |||
| Send the quote and follow up within a week | |||
- Completed by
- Checked by (manager)
- Date
- Notes
