quote forms

[gazzamikes]

morning all, been to a couple of customers recently to give quotes. 2 of them have shown me a quote they've already had, the firm is using ncr paper, soas they walk around the customers they note in different boxes what needs to be done, they then give a price, the customer and firm both sign the ncr paper and the customer keeps their copy and frim theirs, this sounds a good idea that way everything is fully stated as to what is going to be done, also gets them to agree to the terms and conditions of the work. j

ust wondering what methods of quoting you guys use.

i currently use letter headed paper and put whats going to done.

 

[malcolmsanford]

I'm the same as you I would go around with the trusty notepad and then send a written quote outlining the work involved, payment details, cost of extras etc.

Things like terms and conditions which were quite repetitive I had set up on the computer, I did though have 2 types one for domestic and another for commercial/industrial as often as not I wanted them to know that risk assessments and method statement would be carried out. Though now as soon as you put your sign up outside someones house the HSE are there looking for that for domestic as well.

I also had seperate quotes for PIR, PAT, I did though start to do a check list type document that I would use when surveying a job and was going to add that to the quote as a reference point for the customer.

I always found that no 2 jobs are ever really the same, and unless a form is so detailed that everyting is covered in a check box, then I would stay with the written quote

 

[gazzamikes]

i did notice that the forms had so much detail on them also about 3 pages long, did seem a lot but when read them they made sense, i still think as the same as you trusty notepad then send a written quote, it also looks a lot neater and cheaper than buying the paper, printing it and getting it binded

 

[malcolmsanford]

Was this Mr Electric?

 

[gazzamikes]

it was anglia safety electrical & testing i beleive

 

[accordfire]

I tried designing a "sheet" many moons ago, and gave up.

These days, it's either dictaphone (which records a WAV file and can be played back on PC) or notepad. The original survey file, either way is always kept with the customer file/quote.

We then build up a job/project specification and quote which goes out initially by email, with an OPTIONAL hard copy, unless specified for hard copy (saves the planet!).

Every last quote we send out contains job spec/scope, T&Cs, Order acceptance, and several other bits. It's a lot of reading, but the key stuff is easy to identify - i.e. what we're doing, and how much, plus how to instruct us to do it.

I like the idea of survey sheets, but just never been able to make them work, as IMO, if you're doing it properly, you need more information that varies from job to job than a single sheet can properly accommodate.

The real key is to be as prompt and accurate as you can - so long as you get a quote back to a customer when you say you will, and preferably within three days or so, they're happy. Making it personal also goes a long way.

 

[Amp David]

I'm in the process of redoing a sheet for myself, obtained from a very popular competent persons scheme providers website

Reason for redoing it is because its way to complecated at the moment. Might have it done for the end of 2011

 

[gazzamikes]

im now in the process of refining my paper work and redesigning documents, thought it' dbe easier to do in the time off over xmas. could anybody possibly direct me to a template or possibly send me a copy of their t&c's? mine arent really up to scratch by they were only to implemented temporarily. just would like to be able to look over and see what kind of areas i need/ should include. thanks guys

 

[Voltimax]

morning all, been to a couple of customers recently to give quotes. 2 of them have shown me a quote they've already had, the firm is using ncr paper, soas they walk around the customers they note in different boxes what needs to be done, they then give a price, the customer and firm both sign the ncr paper and the customer keeps their copy and frim theirs, this sounds a good idea that way everything is fully stated as to what is going to be done, also gets them to agree to the terms and conditions of the work. j

ust wondering what methods of quoting you guys use.

i currently use letter headed paper and put whats going to done.

The method you describe is what our American counterparts refer to as 'flat rate pricing'. Mr Electric use this method (hardly surprising, they're an American franchise). Every task has a set cost no mater what the installation i.e. whether it be a modern home, a cottage or a tumble down shack, the price remains the same. Usually this is a well inflated price to allow for worst case scenario. There are those that say this method doesn't work, but I've seen the way it's worked out and believe me if you are lucky enough to get work at these prices, you'll never lose out.

Did you get a copy of the paperwork you saw? I'd be interested in seeing it and we're not far from each other, I'm based in East Dereham just down the 47

 

[DurhamSparky]

mr electric is gay... end of rant before i get threatened with court action again!!

 

[hasel5]

You cany say gay just refer to them as left handed rock throwers

 

[malcolmsanford]

You cany say gay just refer to them as left handed rock throwers

Is that a slur on us left handers

 

[IQ Electrical]

You cany say gay just refer to them as left handed rock throwers

Is that a slur on us rock throwers?

 

[hasel5]

No its not a slur as long as you dont work for mr electric left handed me self

 

[accordfire]

You cany say gay just refer to them as left handed rock throwers

Is that a slur on us left handed rock throwers?