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How to, Business - 4 min read

How to Write a Building Quote (That Doesn't Frustrate Clients)

David Cartwright

Senior Marketing Manager - Software

Nov 29, 2017 5:43:00 AM

Creating quotes for new building projects can be time-consuming and tedious. And yet, your company’s future work hinges on writing them, and writing them well. That’s why it’s so important to learn how to write quotes that represent your organisation well. When you can make life easy for your clients, you’ll increase the number of contracts you land and grow your business.

In this post, we’ll look at the process of writing an excellent quote using best practices to impress potential clients and win more work.


Be Timely

In construction, timing is crucial. Clients want projects to be completed on time, and your response to their call for quotes is the first chance they have to find out if you work in a timely manner. 

Quoting quickly will give you a competitive edge and also free up your time for other tasks. How does quoting currently fit into your schedule? If you put the process off until after business hours or over the weekend, you might forget important details and customer requests. 

It pays to be able to produce quotes quickly, using estimating software to help you with formatting, quantities, and figures. When your quote is the first one submitted, you will have already made a good first impression, even before the potential client reads a single word.


Use Templates

Instead of starting from scratch with each building quote, use templates to save time and create a professional, consistent document. When you use templates to collect pricing information or even import suppliers’ price lists, you always have essential information on hand for your quotes. 

4 time saving email templates

You can even go a step further by using estimating software like Cubit to create template jobs that are typical for your company and your area. When it’s time to create a quote, you can simply customise one of your template jobs, inserting information about unique features or sizes. Templates can save you lots of time and help you to be more accurate and specific.


Customise on the Fly

Use construction technology to help you generate and print custom reports easily and quickly. If you have a conversation with a potential client who is interested in a certain aspect of the project, print out a custom report highlighting extra information about the topic. This attention to detail is impressive and will increase clients’ confidence in your organisation.


Eliminate Errors

Errors in a building quote are a red flag to clients. After all, if you have trouble creating a document without errors, will you also have a hard time completing the project without errors? Although the comparison sounds harsh, clients will be choosing between many quotes, and small errors are likely to knock you out of the running.

Using estimating software that allows you to trace directly over your imported plans, you’ll quickly be able to pinpoint problems and make changes. For instance, Cubit allows you to see elements of your takeoff from any angle you need to see, and you can view and manipulate the elements in three dimensions. You can use this feature as a way to cross-reference your plans and ensure you haven’t missed any details. 

Having the ability to create an accurate building quote quickly and professionally can mean the difference between keeping your pipeline full of valuable projects and just scraping by. Get a free 14-day trial of Cubit and discover a better way to do estimating and takeoff.

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