BossHours

What to do after a customer accepts your quote

The days after a yes are when jobs slip.

  1. Thank the customer and confirm the scope. Repeat what is included and the price.
  2. Collect the deposit. Per the terms in your quote.
  3. Order long-lead parts. Check lead times first.
  4. Book the start date. Give a window and tell them what to expect.
  5. Check permits. Apply early if the job needs one.

Common questions

How fast should I respond to a yes?

Same day if you can.

What if the customer changes their mind?

Check your quote terms and keep notes, and verify cancellation rules with your attorney.

See also the contractor guides and free tools.

General information, not legal or financial advice. Verify with your attorney or accountant.

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What to do after a customer accepts your quote