Giving a price over the phone without hurting your margin
A phone price you regret is hard to take back. A short routine lets you be helpful without locking in a number you cannot keep.
- Ask three questions first. What is happening, where is it, and when did it start. Even two minutes of detail changes the range.
- Give a range, not a single number. Say what the typical job costs and what moves it up or down, such as access, age of equipment or parts availability.
- Name what the range does not include. Permits, hidden damage and parts that must be ordered are common reasons a final price differs.
- Offer the next step. If the range works for them, book a visit or send a written estimate. Say when they will hear back.
- Write the call down. Put the range you quoted in the customer notes so everyone in the office gives the same answer.
Common questions
Should I ever refuse to give a price by phone?
Some jobs cannot be priced without seeing them. Say so plainly and explain what the visit will cover, including any trip or estimate charge.
What if the customer holds me to the low end of the range?
Keep the range in writing and explain what you found on site. A clear note about what changed helps the conversation.
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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