What info do you put on your quotes?

[TPES]

Just designing a new quote layout..

Do any of you write on your quotes about how long your work is gauranteed for? for your actual workmanship? would you write anything on your quotes about a gaurantee or just say something if they ask? obviously if parts suddenly fail you could return them to your wholsaler.

Also...


Do you write anything about what your quotes involve and no more! so the customer knows before hand that they cant add extra work and repair work in and expect it to be all in on the initial price? and that any extra fault finding or remiadial work will be charged extra..
How would you word this on a quote?

Basicaly looking for info to be provided automatiacaly on every job you price so as to cover you own back.

 

[robsparx]

was going to make a thread asking the exact same thing. Having just started out, I am trying to work out what to put in my quotes, what kind of format etc.

Anyone that has some kind of old quote of theirs, or some kind of example of format and layout would be appreciated. Dont wanna make quotes too long winded, but wanna obviously cover all the essentials

 

[ashrow]

Hi guys

On a domestic rewire

The way i quote is to list everything per room or area, ie lounge 6 doubles sockets 1 ceiling light 1 way switched ( that way if they add any more its an extra)
I also state whether cables are to be chased or in trunking etc, whether i require any items of furniture moved prior to works (ie glass display cabinates with heirlooms in!)
I also state any making good ie by me or others i employe ( mention redecoration will need to be done by them!)
I give a guide time line of the works ( always see if the works can be done when they are away on holiday)
I offer a 1 year parts and labour warrenty for free and advise that another warrenty can be paid for (and recommend several insurers to comply with part P)
1 also list stage payments ie £? for materials on 1st day and then £? for half way and then the remainder on completion and handing over certificates.
If i think a client is going to be difficult i enclosed a quote acceptance form for them to sign before i start works

Remember cover all aspects of the works, one to protect you and 2 to protect the client.

Good luck guys

ASH

 

[saveloy]

Just a bit of legality for those who don't know.

A QUOTE is binding. When using the word quote you are offering to do the work at a fixed price. If you have to do any extra work whilst doing the job you quoted for, then be careful as a difficult customer can insist that the work is part of the quote.

Personally I always use the word ESTIMATE. If I encounter extra work over an above what I priced up then because I have onlly estimated I won't have to do extra work for no pay.

I always strive to keep to the figure in an estimate and never do any extra work without first consulting the customer and agreeing the extra cost. Then we both know where we stand.

 

[Mark.W]

Hi

Has anyone got a sample of a quotation with covering letter that I could have a look at please.

I'd be very greatful.

Regards
Mark

 

[steamboatwilly]

Here's what I use (see attached Zipped Excel). I've just added some dummy info to an Excel pro-forma I fill out for all estimates. What goes on depends on what the job is but my view is that the key is to clearly state what is included and what isn't. If the client is clear as to what they're getting then there shouldn't be any arguments.

I try to keep it simple and avoid too many legal clauses. I find that adds very little value (unless you're happy to slog through the small claims court) and sometimes makes the client feel that you're anticipating problems.

Incidentally, I simply copy the Excel file to the final invoice and change the header text.

Hope it helps.....feel free to adapt if it's at all helpful.

 

[Vincent Conway]

thanks for the sample estimate , very helpful to a start up company .

 

[Spazz]

What is the quote for?

For a new build I quote for the whole job then attach a contract to it which has a layout of the property with exactly what goes where in each room.
It also states in the contract that items can be moved upto 1hour before installing the cabling (1st fix). Any changes after that 1hr cutoff will encour charges
I have a 10 page contract for bigger jobs

For smaller jobs (i.e. CU change) I put on the quote every MCB I going to install (or max number of circuits) all as 1 cost which includes labor.

For more complex jobs I give 1 fixed quote and 1 estimate
The quote is 15% more than the estimate to allow for any unseen problems - works well
Estimate changes

 

[Spazz]

Here's what I use (see attached Zipped Excel). I've just added some dummy info to an Excel pro-forma I fill out for all estimates. What goes on depends on what the job is but my view is that the key is to clearly state what is included and what isn't. If the client is clear as to what they're getting then there shouldn't be any arguments.

I try to keep it simple and avoid too many legal clauses. I find that adds very little value (unless you're happy to slog through the small claims court) and sometimes makes the client feel that you're anticipating problems.

Incidentally, I simply copy the Excel file to the final invoice and change the header text.

Hope it helps.....feel free to adapt if it's at all helpful.

You can work for me at those prices!