A clear quote sets expectations, protects your margin and helps customers say yes. Here is how to structure quotes that work on site.
8 min read · Published 2025-11-15
Tradie quote checklist
Annotated breakdown of quote fields: customer, scope, line items, GST, terms, validity.
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Customers compare quotes on clarity as much as price. Break the job into line items — labour, materials, call-out, disposal, permits where relevant. A single lump sum invites questions and disputes later.
Describe what is included and what is not. 'Supply and install 6x downlights' is clearer than 'lighting work'. If prep, patching or asbestos checks are excluded, say so in the quote or terms.
Group related work but avoid jargon where possible. Homeowners may not know what 'rough-in' means — a short description helps.
Save common items in your catalogue so repeat jobs are faster. Call-out fees, standard labour rates and common parts should be one tap away.
Australian quotes should show whether amounts are inc or ex GST and the total payable. ProperTradie defaults to AUD and 10% GST for Australian businesses.
Set a quote validity date so customers know pricing does not sit open forever — especially when material costs move.
Start with a free trial. Quote, approve, invoice and track payments from your phone.
Payment expectations, variation process and warranty wording belong in your terms — not buried in a text message. Snapshot terms onto each quote.
Written approval before work starts reduces 'I thought that was included' conversations. Electronic approval links with SMS verification give you a clear record without paper chasing.
This article is general information only. For contract or legal questions about quotes, speak with a qualified professional.
General information only. For contract or legal questions, speak with a qualified professional.
