Start with the survey.
Book the measuring visit against the job and write up the sizes and requirements as a work note. The quote is then built from what was actually measured, not from a scrap of paper in the van.
Price the materials properly.
Keep your regular timber, boards, ironmongery and fixings in the materials catalogue with cost and selling prices. Add them to quotes and jobs so the price reflects what you will actually buy.
- Materials catalogue with cost and selling prices
- Quotes the customer can accept online
- Fitting and snagging visits on one job
- Invoices and recorded payments
Finish with a clear handover.
Record anything left to do as a work note and book the return visit with the same context. When the job is finished, issue a job sheet or customer handover record and send the invoice.