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:
- Customer contact info
- Services to quote
- Price range
- 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
- 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.
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…
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.
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