You can do a great survey and still lose the job on the quote. A clear, well presented quote builds trust and makes it easy for the customer to say yes.
Send it quickly
Aim to send the quote within a day of the survey while the visit is fresh in the customer's mind.
Make it easy to read
Use plain language, your logo and a clear breakdown of what is included.
- Units, model and location
- Pipe runs and any extras
- Installation date options
- Warranty and aftercare
- Total price and payment terms
Offer options
A good, better and best choice lets customers pick without going elsewhere for another price.
Follow up
A friendly call or text two or three days later answers questions and often closes the job.
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