The 9 Sections of a Pro Quote

1. 🏢 Your Business Details

Fill in once and we save it for next time:

  • Business name (required)
  • Contact name
  • ABN
  • License number
  • Phone
  • Email
  • Business address

2. 👤 Customer Details

  • Customer name (required)
  • Customer email (required — this is where the quote goes)
  • Job address

3. 📅 Quote Validity & Timeline

  • Valid until (required — defaults to 30 days)
  • Earliest start date
  • Duration estimate
  • Estimated completion

4. 📝 Scope of Work (required)

Describe what you'll do. Be specific. Use bullet points. Customers love clarity.

5. 📋 Itemised Costs (required)

Add line items with description, quantity, unit price. GST auto-calculates. Examples:

  • "Demolition + removal" — 1 × $450 = $450
  • "Labour (4 days)" — 4 × $750 = $3,000
  • "Materials (tiles 60m²)" — 60 × $20 = $1,200

6. ✅ Inclusions & Exclusions

Tick what's included (labour, materials, cleanup, etc.). List exclusions separately to prevent disputes.

7. 💳 Payment Terms

  • Deposit % (no deposit / 10% / 30% / 50%)
  • Payment schedule (balance on completion / progress payments / etc.)
  • Payment notes (bank transfer preferred, etc.)

8. 🛡️ Warranty & Conditions

  • Workmanship warranty (3 months / 6 months / 12 months / 2 years / 5 years)
  • Materials warranty (as per manufacturer / 12 months / etc.)
  • Special conditions / T&Cs

9. 💌 Personal Message

A note to your customer. Why they should choose you. Builds rapport.

What Happens After Sending

1
Customer receives branded email Subject: "Quote MW-Q-2026-XXXX from [Your Business] — $X,XXX"
2
You receive a copy For your records, sent to your account email.
3
Customer clicks the link Goes to a clean quote view page. They can read everything, print, or save.
4
Customer accepts or declines Buttons on the page let them respond directly.
5
You get notified Email comes through immediately when they respond.
6
Quote status updates in your dashboard Sent → Viewed → Accepted/Declined.

Tips for Higher Acceptance Rate

  • 📝 Be specific in scope — vague scope = customer doubts
  • 💰 Itemise everything — transparency wins trust
  • ⏰ Set realistic timelines — under-promise, over-deliver
  • 🛡️ Include workmanship warranty — 12 months is standard, customers expect it
  • 💌 Add a personal note — mention specific things from their job post
  • ⚡ Send quickly — first quote in often wins, especially for urgent jobs