How to create a quote that wins work

Creating a quote that wins work requires a thoughtful approach and attention to detail which is why our expert team have put this guide together so you can turn those leads into jobs in an instant.

Creating a quote that wins work requires a thoughtful approach and attention to detail which is why our expert team have put this guide together so you can turn those leads into jobs in an instant.

First Impressions Count

If you are a customer receiving a quote from yourself, what would you think of it? If you are not sure, we recommend showing it to someone who can provide you with honest feedback.

We also recommend making sure your logo looks professional as well as fully personalising the quote by adding the customer's details such as the name and address, as these are one of the first things a customer notices. If your quote is not presented professionally, there is a chance that your customer may not even read the full quote. It is surprising how many tradesmen lose out on work based on how their quotes look.

Take images

If you are looking at the issue at the customer's house, make sure to take numerous photographs of any problem areas you intend to address. Even ones they haven’t noticed or mentioned because it gives you a greater chance of upselling when creating the quote.

Doing this makes your quote appear well thought out, demonstrates that you have an in-depth understanding of the issue they are experiencing and personalises the quote to match their needs and requirements.


You want to provide the customer with options you have previously discussed with them as they are more likely to select options with which they are already familiar with. By providing a ‘value', 'standard,’ and ‘premium’ option, you can appeal to all types of customers and encourage them to choose whilst staying within their budget.

It is important to remember that multiple options should address the key problems that your customers are experiencing. Once you have done this, you can then introduce additional services such as insurance, thermostat or another type of accessory which is relevant to the service you are offering.

Be Specific

Provide a comprehensive breakdown of the project’s expenses, including any optional add-ons. This will help the client understand precisely what they are paying for and make it simpler for them to compare your quote to those of your competitors.

Respond Quickly

Ensure that you respond promptly and professionally to the client’s questions and inquiries. This will demonstrate your dedication to the undertaking and help you earn the client’s trust.

Is it easy for customers to accept the quote?

We cannot recommend enough to give this section your full attention because losing focus in this area can cost the entire project. After sending the personalised quote and having completed the difficult task of winning them over, all you’ll need to do is cross the finish line.

To do this, you will want to make accepting your quote as simple as possible for customers. Using job management software can help massively with this because it allows your customers to click and approve the quotes in an instant. There are many job management tools available, it will just be the case of finding the right one for you and your business.

Need help with creating a quote?

We understand that as busy tradesmen, you probably don’t have the time to go through the quotes and figure out what you can do to improve it. This is where we come in, we are here to offer you our expert advice and opinion that will help you win work. Get in touch with the BUILT team today and we’ll do our best to help.

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