Trades

Quote And Proposal Workflow for Trades

For trade businesses that quote before booking work, an unclear scope can lead to missed costs and awkward follow-ups. This map takes an enquiry through clarification, estimating, a checked quote and a recorded customer decision.

Starts when

A customer asks for pricing or scope.

Ends when

The customer accepts or declines the quote and the outcome is recorded.

Steps in this workflow

1. 1

   Capture the enquiry

   Record the customer's contact details, request, and preferred timing.

2. 2

   Clarify the job

   Ask questions and confirm the site, scope, access, and required materials.

3. 3

   Inspect and estimate

   Visit the site if needed and calculate labour, materials, and other costs.

4. 4

   Prepare the quote

   Write the scope, price, assumptions, and quote expiry date in a consistent format.

5. 5

   Review and send

   Check the quote for accuracy and send it with a clear response deadline.

6. 6

   Follow up and record

   Contact the customer before expiry and record acceptance, changes, or decline.