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You may be surprised at how many tradesmen fail to have a standardised process for building proposals and contracts before starting work.
We have put together a checklist guide containing key information that should be included within a proposal so that everything can be made clear between you and your client before starting work:
- Introduction to yourself and/or your business
- Work scope – description of the services, labour and materials required
- Plans and permits required as well as copies of documentation
- Outlining costs of any additions that may arise
- Per unit particulars for materials
- Timescale of works
- Breakdown of costs and total
- Terms and conditions/agreement
Top tip: Using software to automatically generate proposals as well as store them will make the process more efficient and save ample time when you are invoicing a new client.
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