Include provider and customer details, date, quote reference, service description, inclusions, exclusions, line items, total, validity, schedule, deposit, balance, and acceptance. Add fields for site conditions and customer-supplied items if relevant.
Create fields for customer and site, date, scope, quantities, assumptions, exclusions, schedule, payment terms, quote expiry, and acceptance. Use plain-language labels and leave room for unusual conditions rather than forcing every job into a standard package. Number each version, keep accepted copies, and test that the template works on a phone before sending it to customers who do not use desktop software.
Include a space for the customer's approval date and the version number they accepted.
Number each version and save the customer's decision. Check totals and dates before sending, and remove internal notes or another client's information from copied templates. Include the version number on the accepted quote.
Keep a copy of each accepted and revised version. Put standard service and quote details on a KobStore page too; create a public profile for customers who need to request an estimate.
