A five-minute check before your next quote
For independent cleaners, landscapers and small home-service teams. Use your own numbers; this is a free checklist, not an automated estimate or professional financial advice.
1. Define the work
Write the rooms, areas or tasks included, the exclusions, access requirements and quote expiry. If you offer alternatives, each package should describe a complete scope. Keep optional additions separate.
2. Count the real job costs
List materials, total person-hours × your loaded labor rate, travel, subcontractors, other direct costs, and an allocated overhead assumption. Unknown is not zero. Do not double-count labor or overhead.
3. Check margin, not just markup
Illustration only: a $300 cost at a 30% target margin requires at least $428.58 before tax ($300 ÷ 0.70). Adding 30% markup produces $390, a 23.08% margin. Your actual costs, pricing and tax treatment may differ.
4. Give the quote a next step
State how the customer can ask questions or accept, then schedule an appropriate follow-up. Stop on an opt-out or clear refusal. These downloads do not send messages for you.
5. Close the feedback loop
After the job, compare actual costs with the estimate and record the reason for any overrun. Revise the next estimate using evidence, not a promised profit percentage.
Pick one practical next step
- Unclear pricing? Job Margin Calculator — $49. A local HTML calculator using your inputs. Inputs are not saved.
- Quotes going quiet? Quote Follow-Up Kit — $29. Editable messages, cadence and tracking table; manual use.
- Need pricing, follow-up and crew checklists? Owner Starter Bundle — $99. Includes only the Quote Follow-Up Kit, Job Margin Calculator and Small Crew Operations Kit.
Compare all seven tools · Ask a question before purchasing
What to expect
One-time digital downloads for single-business internal use. Current desktop Safari or Chrome is recommended. No cloud subscription, automatic outreach, CRM integration, human review or guaranteed financial results. Review the product page and store policies before checkout. The development Workbench and future upgrades are not included in these existing downloads.