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Trades Quoting Toolkit
Stop Quotes Going Cold. Start Winning More Jobs.
A battle-tested quoting pack for electricians, plumbers, solar installers and other trades. Looks professional, follows up automatically, and helps you close more work — without more hours.
The Problem
Quotes go out. Then… silence.
No clear scope, looks like everyone else’s, and no follow-up rhythm. Good jobs slip away and your diary stays patchy.
The Fix
The Trades Quoting Toolkit gives you:
The Trades Quoting Toolkit gives you:
- Clean quote templates that make you look professional.
- A simple costing sheet so pricing is consistent.
- Copy-paste follow-up emails (Days 1/3/7/14) so you never forget to chase.
- Checklists to avoid mistakes and disputes.
- A tracker that tells you who to follow up, and when.
Result: more accepted quotes, fewer ghosted prospects, steadier work.
What’s Inside
- Simple Quote Template (Google Doc/Word) – for small jobs and call-outs.
- Detailed Quote Template (Google Doc/Word) – for larger or technical projects.
- Quote Costing Spreadsheet (Google Sheets/Excel) – totals & VAT auto-calculate.
- Follow-Up Email Scripts (Google Doc) – Day 1, Day 3, Day 7, Day 14.
- Quoting Checklists (Google Doc) – pre-quote, pre-send, follow-up, attachments, housekeeping.
- Quote Follow-Up Tracker (Google Sheets/Excel) – due dates auto-fill from quote date.
- Quick Start Guide (PDF/Doc) – set up in 15 minutes.
- “Why Choose Us” One-Pager (Google Doc/Canva-ready) – stand out from “the other guys”.
All files open in Google Drive. Editable masters included. Instant download as a .zip.
Who It’s For
- ✅ Sole traders and small teams who need to look sharp and follow up consistently.
- ✅ Electrical, plumbing, solar, HVAC, renovations, handyman services.
- ✅ Anyone losing jobs because quotes “go cold”.
Who it’s not for: big construction tenders needing 100-page proposals.
How It Works (3 steps)
- Buy & Download the zip.
- Add your logo & details (5–15 minutes).
- Use the email prompts to follow up on Days 1/3/7/14.
That’s it. Your close rate improves because your system does the heavy lifting.
What You’ll Need
-
A Google account (Drive/Docs/Sheets).
-
15 minutes to add your logo, business details, and VAT rate.
FAQs
What formats are included? Google Docs/Sheets + Word/Excel + PDF.
Can my whole team use it? Yes — single business licence (unlimited users inside your company).
Will this work in my country? Yes — set your currency and tax rate in the sheet.