A quote, not an invoice
A quote is what you send before the work: your price for a job the client has not agreed to yet. An invoice is what you send after, asking to be paid. They look similar but do different jobs, and mixing them up looks unprofessional. This tool builds the quote; when the job is done, use our free invoice generator for the invoice.
What a good quote includes
- Your business name and ABN: so the client knows who they are dealing with.
- The client's name: addressed to the right person.
- Clear line items: what they are getting, broken down, each with a price.
- GST shown separately: if you are registered for GST, show the 10% clearly. Our GST calculator handles the maths.
- An expiry: "valid for 30 days" protects you if your costs change.
Stop writing quotes at night
For a lot of trades and service businesses, quoting is the job after the job, written at 9pm, one at a time, from scratch. It is also where work quietly leaks away, because the quote that goes out fastest usually wins. Automating quoting means a clean, consistent quote is ready for you to approve within minutes of the enquiry.
Workvolve builds quoting and follow-up automations for Australian businesses, and our guide shows how to automate quotes end to end. If quoting is eating your evenings, book a free 30-minute call and we'll look at where the time goes.
