How to Create a Quote Template for Your Pest Control Business

Studies show that people are more likely to use products or services when they are aware of the cost. Because people like to know exactly how much they are going to spend, they will often work with companies that provide free estimates for their products and services.
Offering price quotes for your pest control company is one of the easiest ways to make more sales and get a customer on board with your company. Do you want to learn more about creating a quote template for your business?
Keep reading this guide for the top elements you should include in your business quote samples and other tips to create a quote template for your business.
Here's how you should create your pest control quote:
- Make your quote professional and official
- Include a quote reference number
- Clearly state business and client information
- List what products or services are included
- State the total cost
- Have set terms and conditions
- Thank your customers
Make Your Quote Professional and Official
Making your quote template professional and official is one of the most important things you can do.
A professional layout and design for your quotes will help you establish trust and credibility with your clients. It will show that you take your business seriously and that you pay attention to details.
While it may be tempting to give quotes over the phone or to write a handwritten quote for your clients, this can look messy and unprofessional. Make sure you have an official template that you use for each of your quotes.
Include a Quote Reference Number
Because you may be sending out dozens of quotes each day, you must include a reference number for each of your quotes. These are unique numbers assigned to individual quotes that help you organize and keep track of each of your price quotes.
If you ever need to pull up a client's information, you can simply use your reference number to find the right quote.
Clearly State Business & Client Information
Next, you must clearly state important business and client information on each of your quotes.
For your customers, you should include their full name and address, phone number, email, and anything else you may need to know to perform your services. This way, you will have all of their information collected in one document.
You should also include business contact information, your business name, and your address. To make your quote template look even more professional, you can include your business logo as well!
This will help you improve your business branding with consistency and will make it easy for customers to recognize your business in the future.
List What Products or Services Are Included
While many people will simply list the cost of their services in a business quote, your business quote must also list the products or services that are included in the price.
This is also important if your client is paying for multiple products or services. Having an itemized list of your services and their costs will help break down the total cost for your clients.
When describing the items included in the price, make sure you list the price for each service, a description of the service, and more. This way, your clients will know exactly what they are paying for when they select your services.
State the Total Cost
Next, you must state the total cost of your products or services. This makes it easy for clients to compare the cost of services between companies.
When stating the cost of your products or services, you must know the difference between quotes and estimates. When it comes to quotes vs estimates, quotes give an exact cost. Estimates are more of an approximation for your clients.
It is important to note the differences between quotes vs invoices. These are two separate documents you must give to your clients to make sure you are paid the correct amount on time.
While both state the total cost of the project, you give a price quote before you start work. An invoice is given after the project has been completed.
Have Set Terms and Conditions
When you send your potential customer a quote, you need to include the terms and conditions for your quote. This will help your customer learn more about their responsibilities and can help you set expectations for your services.
This includes setting terms for the payment, additional costs, and any changes that may arise while you are working on the project.
If you have a set timeframe for how long your quote is valid, you also need to include the date of issue in your terms and conditions. This way, you will have a record of when you sent the quote and you can determine whether or not it is still valid.
Thank Your Customers
Finally, you should thank each of your potential customers for considering your business. There are many pest control companies that they can choose from, so you should show that you are grateful for their business and the support of your company.
This will help your potential clients feel more connected to your business and can make them more likely to choose to work with your business instead of your competitors.
Need Help Creating a Professional Quote Template?
Creating a quote template for your pest control company is an effective way to gain more clients and earn more business. Including each of these features in your business quotes will ensure that your potential customers have all the information they need about your business and services.
If you want help creating a customized quote template for your business, BidClips can help! We have an interactive quote builder with automated followups that make it simple to grow your business.
Contact us today to request a demo and to learn more about our products!
Published on Oct 25, 2022