A professional quote does two things: it gives the client all the information they need to say yes, and it protects you if there is a dispute later. Here is what to include.
Essential details
- Your business name and contact details
- Client name and address
- Quote number and date
- Valid until date — make it clear how long the price is held
- A clear description of the work to be done
- Itemised list of costs (labour, materials, call-out fees)
- Total price including any VAT or tax
Optional but useful
- Payment terms — when you expect to be paid once the work is done
- What is not included — helps avoid scope creep
- Notes — any conditions, assumptions, or things the client needs to arrange
Itemise your work
A single lump-sum quote ("Bathroom renovation — £3,500") gives clients less confidence than an itemised one. Breaking it down into labour, materials, and specific tasks shows you have thought it through and makes it easier for clients to understand what they are paying for.
Do not include prices for work you have not agreed to do. If a client asks you to add something later, issue a revised quote or a variation order.
How long should a quote be valid?
Typically 14 to 30 days. Material prices and availability change, so do not leave a quote open indefinitely. BillSend lets you set a "valid until" date on every quote.
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