Customer and job information
Name the customer, property address, quote date, contractor and the person who prepared the quote. This keeps the document tied to the correct job.
A professional quote tells the customer exactly what work is included, what it costs and what happens next. It should be easy to approve without creating new questions.
Start with the property and scope. Finish with one clear total, approval terms and a payment method.
Use this order so the customer can understand the job and approve it quickly.
Name the customer, property address, quote date, contractor and the person who prepared the quote. This keeps the document tied to the correct job.
Describe what you will do in plain language. Identify the rooms, surfaces, materials or systems involved and separate optional work from the base scope.
Show the quantities that explain the job: square feet, linear feet, rooms, fixtures, hours or a clearly defined lump-sum scope. Use only the detail the customer needs to understand the price.
List material and labor pricing in a way that matches how you sell the work. Show taxes, fees, allowances, discounts and the final total clearly.
State what is not included and what conditions the price assumes. Examples include hidden damage, permit fees, structural repairs, moving contents or work discovered after demolition.
Give the expected start window or duration when known. Include how long the quoted price remains valid and explain that scheduling is confirmed after approval.
Explain how the customer approves the work, when payments are due and which payment methods you accept. QuoteAmigo supports payment requests using Venmo, Zelle or PayPal.
The customer should be able to identify the work, price and approval terms without reading a wall of text.

“Paint house” or “install flooring” does not define the rooms, surfaces, preparation or materials included.
A price is easier to understand when the quote connects it to the scope, quantities or clearly defined lump-sum work.
If the quote does not state what is outside the price, customers may assume additional work is included.
Tell the customer how to accept the quote and what happens after approval.
State when payment is due and make the accepted payment methods visible.
Keep crew notes, internal margins and operational calculations out of the customer-facing quote.
QuoteAmigo can start with property details and preliminary dimensions, help organize the scope, preview the professional quote, send it for approval and continue with appointments, payment requests and reminders.
A contractor quote should include customer and property information, a specific scope, quantities or a defined lump-sum basis, materials and labor pricing, exclusions, schedule assumptions, approval terms and payment terms.
No. A quote presents proposed work and pricing before approval. An invoice requests payment for an approved deposit, milestone or completed work.
It can, but it does not have to. Use the pricing format that matches how you sell the job, while making the included scope and total price clear.
Set a validity period that reflects material-price risk and scheduling. Many contractors use a defined number of days and restate pricing if the quote expires.
The quote should give the customer an explicit approval action and preserve a record of acceptance before scheduling or collecting payment.
QuoteAmigo lets the professional request payment using Venmo, Zelle or PayPal.
Before we begin, what is your first and last name?