Guides for trade businesses
Practical advice for the paperwork side of a job, with wording you can copy and a free template to go with each.
How to write a quote customers say yes to
A practical guide to writing a quote a customer can understand and accept: what to include, how to itemize, show the deposit, and make saying yes easy.
Read the guideHow to ask for a deposit
A practical guide to asking a customer for a deposit: why, how much, when, what to say, and how to take it. Includes wording you can copy and change.
Read the guideHow to follow up on an unanswered estimate
A practical guide to following up when a customer goes quiet after your estimate: when to follow up, what to say, and when to stop. Includes messages to copy.
Read the guideHow to handle extra work with a change order
A practical guide to handling extra work: when to use a change order, what to write, how to explain it to the customer, and why to do it before the work.
Read the guide
Looking for a form to print? See the free templates.