Trade quote workflow resource
Quote Link Checklist for Tradespeople and Contractors
Use this checklist before sending a customer quote link so the approval page shows the scope, price, terms and next step clearly.
Direct answer: what should a customer quote link show?
Direct answer: A customer quote link should show the business details, job address, measured scope, line items, assumptions, exclusions, payment terms, deposit request, quote validity and approval step. It should also keep the accepted quote version connected to follow-up, payment status and invoice handoff.
Quote link checklist
| Section | What to include |
|---|---|
| Customer and job details | Customer name, job address, contact method, quote reference and the business sending the quote. |
| Scope of work | Plain-English description of included work, measured areas, photos, site notes, labour and materials. |
| Line-item breakdown | Separate labour, materials, call-out fees, allowances, tax or VAT, optional extras and discounts only when verified. |
| Assumptions and exclusions | Access limits, hidden defects, customer-supplied items, planning, waste removal, specialist work and change rules. |
| Payment terms | Deposit, staged payments, final balance, payment method, due dates and when the invoice will be raised. |
| Approval record | Who accepted, which quote version they accepted, and what happens before scheduling or invoicing. |
Quote link vs PDF vs text message
Quote link
Best for: Jobs needing clear scope, customer approval, deposits, follow-up and invoice handoff.
Check: Best when the link shows the full scope and terms, not only a total price.
PDF quote
Best for: Customers who need a downloadable record or printed document.
Check: Approval, payment and follow-up can drift into separate email or message threads.
Text message quote
Best for: Short delivery notes or pointing a customer to the full quote page.
Check: Not enough room for assumptions, exclusions, payment terms and change rules.
Practical caveat
A quote link is only as reliable as the scope behind it. Use site notes, photos, measurements and written assumptions before asking the customer to approve the work.