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Sales April 22, 202410 min read

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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TPT Solutions

Quoting software for electricians