Guides
Guides for trades who quote
Practical notes on pricing, quoting and getting paid, written for people who do the work. Not about the software, mostly.
November 2026 · 4 min read
Getting paid on time
Late payment starts at the quote, not the invoice. The terms to set, the habits that get the money in the door, and what to do when it does not arrive.
Read moreNovember 2026 · 4 min read
Handling variations without losing money or the customer
The job changes once you are on site. The question is whether the price changes with it and whether anyone agreed. A simple method for variations that holds up.
Read moreNovember 2026 · 4 min read
Photographing a job so you can quote it properly
A few minutes with the phone camera on site saves a second visit and settles arguments later. What to shoot, how to shoot it, and what to do with the photos.
Read moreNovember 2026 · 4 min read
Quoting over the phone versus on site
Some jobs can be priced from a phone call and a photo. Some cannot. How to tell which is which, and how to quote each without losing the job or the margin.
Read moreNovember 2026 · 4 min read
When to walk away from a job
Not every enquiry should become a quote. The signs that a job will cost you more than it pays, and how to decline without burning the bridge.
Read moreOctober 2026 · 4 min read
Call-out fees, explained so customers accept them
A call-out fee is the most disputed line on a trade quote and the easiest to defend. Here is what it covers, how to set it and how to put it in writing.
Read moreOctober 2026 · 4 min read
Following up a quote without being a pest
Most quotes are lost to silence, not to price. Three short follow-ups at the right spacing get an answer; a fourth gets you blocked. Here is how to do it.
Read moreOctober 2026 · 4 min read
How to price a job so the quote is accepted
Pricing is not guessing what the customer will pay. It is knowing your costs, your rate and your margin, then writing it down so the number makes sense to them.
Read moreOctober 2026 · 4 min read
What to put in a quote so it holds up in a dispute
The quote is the document both sides go back to when something goes wrong. Here is what it needs to say so that going back to it ends the argument.
Read moreSend the next one from the ute.
Free is five quotes a month with no card. If you send more than that, Starter is $39 a month. Either way the set-up is typing in your price list.