Quote Guide

Find the gaps. Fix the quotes. Protect your margin on every job.

Most trade businesses don't lose money on the original quote. They lose it in the things that were never included in the first place. This free guide covers the ten most commonly missed items across trade and service quotes — each one with a quick fix you can apply straight away.

What You’ll Learn

Inside the guide, you'll find the ten items most commonly left out of trade and service quotes, including:

  • Consumables and sundries — why they add up to 2–4% of job cost and how to quote them properly

  • Travel time — paid for but rarely recovered, and how to fix that

  • Setup and pack-down time — often 30–45 minutes per job, almost never charged

  • Minimum callout fees — and why small jobs erode recovery without one

  • Subcontractor margin — the cost of coordination that most businesses quote at zero

  • Overhead recovery — what it is, why it matters, and how to build it into your rate

  • Variation clauses — and how to stop extra work being done for free

  • Price escalation on longer jobs — and how to protect yourself when costs shift

Each item includes a quick fix you can apply to your next quote. The guide also includes a simple checklist to run before every quote goes out.

Why Quoting Gaps Matter

Missing items don't show up on one job. They show up across dozens — a little at a time, until the pattern quietly erodes margin you can't explain.

The most common gaps aren't pricing mistakes. They're habits:

  • Consumables treated as overhead rather than a recoverable cost

  • Travel time paid for but not included in the quote

  • Subcontractors quoted at cost with no margin for coordination

  • Callout jobs priced at hourly rate with no minimum to cover base costs

  • Extras done on-site with no variation clause to capture them

None of these require a pricing overhaul. They require visibility — and a simple process to make sure each item is accounted for before the quote goes out.

Who This Guide Is For

This resource is ideal for:

  • Trade & service business owners

  • Operations managers and admin teams

  • Businesses managing multiple crews or growing fast

  • Anyone doing extra work mid-job and struggling to charge for it

  • Teams using Simpro or other job management systems

Request Your Free Quote Guide

Get Your Free Quote Guide

Stop absorbing the items your quotes are missing. Find the gaps, apply the fixes, and protect your margin on every job.