How to send a quote by text or email (templates)
A clear quote message makes it easy to say yes. Give a one-line summary, the total, and a "good until" date, and end with how to ask questions.
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Add a "good until" date to every quote
Something like "This quote is good until [date]." It's a fair, honest reason to follow up later, and it protects you if material prices change.
Sending the quote (text)Text
Hi [first name], here's the quote for [job]: [link]. Quick summary: [one line, e.g. "replace the 50-gallon gas water heater, haul away the old one, about one day"]. Total is [$]. The quote is good until [date]. Happy to answer questions. Just reply here or call [number].
Sending the quote (email)Email
Subject: Your quote for [job] from [business] Hi [first name], Thanks for having us out on [day]. Your quote for [job] is attached. What we'll do: [one or two lines]. Total: $[amount]. This quote is good until [date]. If you have questions or want to change anything, reply to this email or call me at [phone]. Thanks, [your name] [business] [phone]
Sending three options (good / better / best)Text
Hi [first name], I put together three options so you can pick what fits: A) [name]: [one line], [$] B) [name]: [one line], [$] C) [name]: [one line], [$] All three [shared benefit, e.g. "include permit and cleanup"]. No pressure. Any of them solves the problem. Let me know which way you want to go.
Tip: Options make it easier to say yes. Don't push the top one.
They said yes: next stepsText
Great, thanks [first name]. Here's what happens next: 1. [e.g. "I'll send the deposit invoice ([$]) today."] 2. [e.g. "Once that's in, I'll pull the permit (usually [X] days)."] 3. [e.g. "Then we'll lock in your install date."] Any questions, just reply here.
Tip: Say what happens next, step by step. Not knowing is the most common customer frustration.
Let AI turn rough notes into a quote
AI prompt: turn rough notes into a clean quoteAI prompt
Turn my rough job notes into a clear, professional quote a homeowner can understand. Use these sections: what we found, what we'll do, what's included, what's not included, price, and how long the quote is good for. Keep it under 250 words. Don't add any work, prices, or warranties I didn't list. Customer: [first name] Address/area: [town or neighborhood] My notes: [paste your notes, e.g. "40 gal gas WH leaking at base, 12 yrs old, replace w/ 50 gal Bradford White, new expansion tank, haul away old, 1 day"] Price: [your price, or line items] Quote valid for: [e.g. 30 days] Payment terms: [e.g. 50% to schedule, balance on completion]
Tip: Read every line before you send it. Delete anything the AI added that you didn't say.
AI prompt: good / better / best optionsAI prompt
I want to give this customer three options instead of one price. Using my notes below, write a short "Option A / Option B / Option C" quote. For each option give a one-line name, what it includes, the price, and one plain sentence on who it's best for. Don't push the most expensive one. Make it easy to say yes to any of them. Job: [describe the job] Option A (basic): [scope and price] Option B (middle): [scope and price] Option C (top): [scope and price]
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