The Process

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 Quoting a Job:

1. Initial Contact:

• Begin with an initial contact from the client or customer expressing interest in your goods or services.

2. Information Gathering:

• Gather detailed information about the job requirements. This may include the scope of work, materials needed, labour hours, and any other relevant details.

3. Site Visit:

• Conduct a site visit to assess the conditions and gather additional details.

4. Delivery of Quote:

• Send the quotation to the client or customer through email, mail, or any preferred communication channel.

5. Follow-Up:

• Follow up with the client to answer any questions they may have and discuss any potential adjustments to the quote.

1. Client Acceptance:

• Once the client accepts the quotation, obtain formal acceptance or a purchase order.

2. Contract Signing (if applicable):

• For larger or more complex jobs, signing a formal contract that outlines the terms and conditions of the agreement.

3. Scheduling:

• Plan and schedule the job, taking into account resource availability and timelines.

4. Job Commencement:

• Begin the job according to the agreed-upon schedule.

1. Job Completion:

• Upon completion of the job, verify that all aspects of the agreed-upon work have been satisfactorily completed.

2. Invoice Preparation:

• Prepare an invoice detailing the services rendered, quantities, rates, and any additional charges. Include payment terms and banking details. Send the invoice to the client through the preferred method, email.

3. Follow-Up on Payment;

• Follow up with the client to ensure they received the invoice and to address any questions. 

4. Payment Receipt:

• Once payment is received, issue a receipt and update your records.