Free quote template for tradesmen.Copy it, or never type one again.

1. Header: your business name, logo, address, phone, email and VAT number.
2. Quotation number, date, and valid until date.
3. Customer: name, phone, email and the job address.
4. Job title, for example Bathroom refit or Combi boiler replacement.
5. Scope of work: three to six plain sentences on what you will do.
6. Not included: anything the customer might assume, such as decorating, skips or building control fees.
7. Price table: description, quantity, unit price, line total. Materials first, then labour.
8. Subtotal, VAT at the rate that applies, and total.
9. Deposit: amount, and how to pay it. Balance: when it is due.
10. Start date: the earliest you can start, and how long the work will take.
11. Terms: guarantee, what happens if you find something unexpected, and the customer's 14 day cancellation rights where they apply.
12. Acceptance: the customer's name, signature and date.

• Scope: We will remove the existing suite and tiles, fit a new walk in shower, basin and WC, tile the walls and floor, and leave the room ready for decoration.
• Not included: Decoration, flooring outside the bathroom, and any repairs to hidden pipework found once the old suite is removed. We will tell you before doing any extra work.
• Validity: This price is valid for 30 days from the date above.
• Cancellation: You have the right to cancel this contract within 14 days without giving any reason. If you ask us to start within that time and then cancel, you will pay for the work done up to that point.

A template makes a tidy document, and a tidy document looks exactly like the other two quotes the customer has. It does not show what you found, what the result will look like, or why your price is right. It also cannot tell you whether the customer has read it.

Upheld fills in the same template from a two minute voice note, then sends it with a short video in your name, an illustration of the finished job, an accept button and a deposit link. It tells you when the customer is looking at it.