Contractor quotation software for a clearer scope.

A good quotation gives the job a starting point

For a contractor, a quotation is more than a total price. It records what the client expects, which work is included and the commercial starting point for the job. If that detail becomes separated from the eventual invoice, it becomes harder to explain changes.

TidyAcc keeps quotations, document templates and variation orders connected to the project. Your company logo and bank details can form part of a consistent document presentation.

What to check before sending a quote

• Identify the client, project location and scope of work clearly.
• Describe quantities, units and the work each line covers.
• Explain exclusions, assumptions and any items that need further confirmation.
• Set out the agreed payment terms and quotation validity.
• Review the expected materials, labour and subcontractor costs before agreeing the price.

These are workflow checks, not a claim that software replaces your commercial judgement. Your team should review the final document before sending it.

When the scope changes, record the variation

A renovation client may request extra cabinetry. An electrical job may gain additional power points. An ACMV package may change after a site survey. Record the requested change, its price and its cost effect before it disappears into an informal message.

Keep the change connected to the original job so your eventual billed income can be compared with the costs of delivering it. Use the variation order checklist to prepare the supporting record.

Quoting and costing need to work together

A higher invoice total does not always mean a better margin. Additional work can bring extra materials, labour and subcontractor costs. Review both sides of the change.

Explore construction project costing and try the homepage calculator to see how billed variation income and material costs affect an example job. The calculator assumes no additional costs for the variation; a real job requires you to include them.