Practical contractor guide

What to send before we prepare your quotation

Make the first draft easier to review.

Describe the job

State the customer, property or job reference and the work requested.List quantities and measurements, who provided them and any assumptions.Separate included work from exclusions and optional extras.

Supply your approved figures

Provide your labour rates, materials and allowances.State tax instructions, payment terms and the quotation validity period you want used.Flag any prices still awaiting supplier confirmation.

Choose an approver

Name the person who checks technical scope and final amounts.Tell us where to send the draft and how revisions should be recorded.Do not send the quotation to the customer until the contractor approves it.

General workflow guidance. Apply your own business requirements and agreed service scope.

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