Business forms
Everyday paperwork for small businesses and tradespeople, from the first price to the parcel going out.
How a job usually runs
Estimate or quote? A quick way to choose
Questions people ask
What should an estimate include?
Your details, the customer's details, a description of the work, itemised costs, tax, the total, and how long the figures are valid.
Can a customer be held to a quote?
Usually a quote is an offer, and rules about what that means vary. Put the price, the scope and the valid-until date in writing.
Do I need a work order?
It isn't always required, but it keeps the job details, parts and sign-off in one place.