What forms do you use when meeting a client for quotes etc?

[David Hammond]

We use a light blue paper pad:

Printed with our logo.

Customer Name:
Address:
E-Mail:
Phone:
Notes:

And a load of ruled lines. Keeps all the important information together before we quote through clarity.

As you say it looks much more professional than just a tatty scrap of paper.

[Daniel Evans]

Thanks

I think I’ve been over thinking these.

Think I need to go back to basics.

[Denise Goodfellow]

I think with signage there are lots of different combinations that can be had.
As above, logo and remember to take all the details. We now take photos of the place where the signs to be fitted, just in case we need to look at where that drainpipe is again..

[David Hammond]

We use different coloured paper so it doesn’t get lost.

Blue = Enquiry
Canary Yellow = Job Sheet

Helps spot them among the piles of other paper we have around the place, especially useful when you have to climb in the wheelie bin to find that scrap of paper someone threw away! :lol1:

[Daniel Evans]

I’m great at taking photos of jobs before hand, not so great at taking a photo of the finished article mind you.

I like the different colour paper, i’m sure that helps a lot when shifting through paperwork, I seem to do that a lot lol.

[Iain Pearson]

i take an ipad with me to meet clients
Not only can you put down all the info in the "Notes" App, but you can take pictures for survey purposes,
and also, you can have an archive of work in your photos that you can show to your respective
clients when explaining about different effects or materials.
I also use an App called " Invoice2go" Not only does it do your invoices, if you have the upgraded version, it already
has a quotation template installed – its invaluable, i love it and so does my Accountant :thumbup2:

[Michael Kalisperas]

quote Iain Pearson:

i take an ipad with me to meet clients
Not only can you put down all the info in the “Notes” App, but you can take pictures for survey purposes,
and also, you can have an archive of work in your photos that you can show to your respective
clients when explaining about different effects or materials.
I also use an App called ” Invoice2go” Not only does it do your invoices, if you have the upgraded version, it already
has a quotation template installed – its invaluable, i love it and so does my Accountant :thumbup2:

I actually just downloaded this the other day. It does seem to be just what j needed and it is great. Yet to put it into practice

[Iain Pearson]

quote Michael Kalisperas:

quote Iain Pearson:

i take an ipad with me to meet clients
Not only can you put down all the info in the “Notes” App, but you can take pictures for survey purposes,
and also, you can have an archive of work in your photos that you can show to your respective
clients when explaining about different effects or materials.
I also use an App called ” Invoice2go” Not only does it do your invoices, if you have the upgraded version, it already
has a quotation template installed – its invaluable, i love it and so does my Accountant :thumbup2:

I actually just downloaded this the other day. It does seem to be just what j needed and it is great. Yet to put it into practice

You will love it Michael

[Graham Shand]

I also use invoice to go, which includes estimates, I also find that the my measures app makes site surveys easier, if after you realise that you have omitted a measurement you can obtain the missing measurement using the scale from your original "my measures" to obtain a new measurement, saving a re visit to the site