Guide
A good quote is clear, quick, and easy to say yes to. Here is what to put in it, what deposit to ask, and the follow-up rhythm that works.
Most unapproved quotes are not rejected — they are forgotten in an inbox. A short note on day three ("Your quote for the bathroom work is still open — the slot on the 14th is held until Friday") closes more work than any discount. One nudge, then let it rest; a second chase reads as pressure and costs goodwill.
A quote is a few lines, a tax rate if you use one, and an optional deposit. Send sends it as a link; the client approves from their phone. If your Stripe is connected, the deposit can be paid on the same page. Approval turns into a scheduled job with one tap — no re-typing the client's name ever again. The follow-up on day three sends itself.
Your business name and contact, the client's name, exactly what work is included (and what is not), the price broken into lines the client can follow, tax if you charge it, how long the price holds, and what deposit you ask for. Vague quotes are where disputes are born.
For work with materials or a slot you are holding, yes — commonly a third, or the materials cost. State it on the quote itself, and take it by a card link so there is a record. For small repeat jobs for regulars, many crews skip it.
Three days is the rhythm most small crews use: long enough not to push, soon enough that the job is still being decided. One follow-up, polite and short. DayBoard sends it automatically on day three.
The same day you looked at the job, if you can. Quotes are a race most crews don't know they're in — the first clear quote often wins the work.
For your whole crew — up to 5 people. No tiers, no per-person charges, no job cap. Or $349 a year and be done with it.