Quote Jobs – Part 1

Series: How to Quote Jobs

This is part 1 of a 3 part series on ‘How to Quote Jobs’ for your window cleaning service business.

 

Part 1: Gathering Information

Before you prepare a quote for your potential customer, here is the information you will need from them:

  1. Customer contact info
  2. Services to quote
  3. Price range
  4. Location
  5. Height of job

1. Customer Information

Here is the info I ask potential customers for:
  • first + last name
  • phone number
  • street address of location to quote
  • email
  • services they want quoted
It’s best to have systems in place that attract potential customers to your service business & to have a customer database (preferably in the cloud such as google drive, iCloud, or dropbox.)

 

I would highly recommend adding a quote request form to your website that potential customers can fill out.  Be sure it sends you an email every time someone fills out a request.

 

To learn how to create an estimate request form for your website, you can watch the video in this article:  How to attract customers to your business.

 

2. Services to Quote

 

Which services have they requested a quote for?  Knowing as many details as possible about the job will help you with providing them a more accurate quote.

 

3. Price Range

 

Now that you have the address and services the client wants a quote for, you have to determine what price you are going to quote for each service they want done.

 

There are many factors you want to take into consideration while preparing a quote.  A few factors can include driving distance, neighbourhood demographics, height of job (1, 2, or 3 stories high or more?), type of service, degree of difficulty, safety, how dirty the site is, how many window panes, accessibility, what ladders you will use, are the windows higher than 3 floors, etc…

 

4. Location

 

Be sure to get the full street address from people who want a quote.  The rare person will not want to share their full address and I can understand that.  When that’s the case, I let them know that I won’t be able to provide them with a quote without their actual address.  Sometimes they will give it to me and sometimes they will not.  Either way it’s not a problem.

 

Once you have the address, you will have a better idea of the demographics of the neighbourhood, the height and scope of the job.

 

5. Height of Job

 

How high is the job?  Can you access all of the areas you’re quoting to clean, such as windows, the gutters, roof, etc? Do you have all the ladders and safety equipment necessary to safely reach all areas?

 

Now that you have all of this information, the next step is to prepare a quote for your potential client.

 

Like this article?  Please like, share, and/or comment.

 

 

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William R King III

William currently lives in the Greater Vancouver area of British Columbia, Canada with his wife Natasha and cat Noah. He has been cleaning windows professionally since 2004. William has worked for multiple window cleaning companies as both an employee and a subcontractor until he committed to building his own business in 2012. His business has grown since to provide a very nice income for the family. Natasha now helps out more with the business as it continues to grow. With 10+ years of experience in the industry, William's intention with this website is to share his experience and knowledge with people who would like to learn how to create their own window cleaning business. Plans include sharing free content on this blog and in time, creating a "how to create a successful window cleaning business" online course.

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1 Response

  1. January 7, 2017

    […] 3 of a 3 part series on ‘How to Quote Jobs’ for your window cleaning service business. Click here to read Part 1. Click here to read Part […]

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