Electrical Quote Template
A professional quote protects both you and your customer. Learn what every electrical quote should include.
Your quote is often the first formal document a potential customer sees from your business. A professional, comprehensive quote builds trust, sets clear expectations, and protects you from disputes. This guide covers everything you should include in your electrical quotes.
Why a Professional Quote Matters
- Builds credibility: Shows you're a legitimate business
- Sets expectations: Both parties know exactly what's included
- Legal protection: Serves as a contract once accepted
- Reduces disputes: Clear scope prevents misunderstandings
- Professional image: Separates you from cowboys
Quote Header Information
- Your business name and logo: Professional branding
- ABN/ACN: Required for tax purposes
- License number: Shows you're qualified and licensed
- Contact details: Phone, email, website, address
- Quote number: For tracking and reference
- Date: When the quote was prepared
- Quote valid until: Expiry date (typically 30 days)
Customer Details
- Customer name: Full legal name
- Property address: Where work will be performed
- Billing address: If different from property
- Phone number: For scheduling and queries
- Email: For sending the quote
Scope of Work
This is the most important section. Be specific and detailed:
- Description of work: Detailed breakdown of what's being done
- Location: Where on the property
- Materials included: List specific items (e.g., "Clipsal 10A power point x 4")
- Labour included: Hours or days estimated
- What's NOT included: Important for managing expectations
Example Scope:
"Supply and install 4 x double power points in living room. Includes: chasing walls, cabling from existing circuit, plaster repair, painting to match (customer to supply paint). Excludes: major wall repairs, asbestos removal, redecorating beyond touch-up painting."
Pricing Breakdown
Provide a clear breakdown:
- Materials: Itemised list with quantities and prices
- Labour: Hours/days × rate, or fixed price
- Subcontractors: Any third-party costs (e.g., tiling, painting)
- Permits/inspections: Council or network costs
- Travel: If charging separately
- GST: Clearly stated (whether included or additional)
- Total: Final amount
Terms and Conditions
Essential clauses to include:
- Payment terms: When payment is due (e.g., 50% deposit, balance on completion)
- Quote validity: How long the price is valid
- Access requirements: Customer to provide access during work hours
- Variations: Process for changes to scope
- Delays: What happens if customer causes delays
- Warranty: Your workmanship warranty period
- Cancellations: Policy for cancelled work
- Site conditions: Assumptions (e.g., "based on normal access, no asbestos")
Acceptance Section
Include a formal acceptance area:
- Acceptance statement: "I accept this quote and agree to the terms and conditions"
- Customer signature: Physical or digital
- Date: When accepted
- Your signature: Makes it a binding contract
Optional Additions
Consider adding:
- Photos: Of the work area or items being installed
- Drawings: For complex installations
- Product specifications: Data sheets for major items
- Timeline: Expected start and completion dates
- Insurance details: Your public liability coverage
- Testimonials: Brief customer reviews
Quote Best Practices
- Be specific: Vague descriptions lead to disputes
- Include photos: Document the site condition
- State assumptions: "Based on normal working hours, access available"
- Use clear language: Avoid excessive jargon
- Proofread: Typos look unprofessional
- Follow up: Don't just send and forget
- Track conversions: Learn from won and lost quotes
Digital vs Paper Quotes
Modern job management software lets you create professional digital quotes:
- Look professional with branded templates
- Send instantly via email or SMS
- Customers can accept online
- Automatic follow-up reminders
- Track views and acceptance
- Store everything securely
- Convert directly to jobs
Common Quote Mistakes
- Being too vague about scope
- Not including terms and conditions
- Forgetting to add GST
- Typos and poor formatting
- Taking too long to send
- Not following up
- Not having a valid quote number
Quote Follow-Up Strategy
Don't let quotes go cold:
- Day 1: Send the quote
- Day 3: Follow-up call or email
- Day 7: Second follow-up
- Day 14: Final follow-up before expiry
Many jobs are won simply by being the tradie who followed up.
Professional Quote Software
TPT ERP includes customisable quote templates, digital signatures, and automatic follow-ups to help you win more jobs.
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