Tradie quote template for Australia: what to include
A good quote is a shared understanding of the work. Use this structure as a starting point, then adapt the language and rates to your trade.
- Business: legal name, ABN, contact details and quote number.
- Customer and site: name, address, contact and access notes.
- Scope: what you will do, where and to what standard.
- Line items: labour, materials, equipment, disposal and subcontractors.
- Assumptions: access, site condition, inclusions and exclusions.
- Timing: proposed start, estimated duration and quote validity.
- Price: subtotal, GST, total and any deposit or staged payment.
- Acceptance: how the customer approves and how variations are agreed.
Make the scope specific
Avoid a single line that says “general works”. Name the rooms, assets, quantities, finish, service interval or other detail that defines what the customer is buying.
Keep assumptions near the price
Customers should not need to search a separate document for access conditions, exclusions or what happens when hidden damage is found. Put those notes beside the relevant line or in a clearly labelled section.
Make approval easy, then keep the record
Offer an online acceptance path and keep the accepted version connected to the scheduled job. That gives the team a shared brief and makes invoicing from completed work much simpler.
Use a catalogue when the same work repeats
ServicePilot lets you keep services and rates in one catalogue. Its AI-assisted quoting can prepare a first draft from a job description or enquiry, while you remain in control of the final scope and price.
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