How to handle a customer who wants a quote by text
Texting is quick, but a quote still needs a clear scope and a paper trail.
- Ask for the basics first. Get the address, a photo or two, and what the customer wants done before naming a number.
- Give a range when you cannot see it. Say the number is a range until you have seen the job.
- Move the final quote to writing. Send the final scope, price and expiry date in a document, not a thread of texts.
- Keep the thread. Save the messages with the customer record so you can find what was agreed.
- Confirm before you start. Ask the customer to reply 'approved' to the written quote.
Common questions
Is a text message a binding quote?
That depends on your state and your contract wording. Check with your attorney about how you should document approvals.
What if the photos hide the real problem?
Say so up front and quote the visit or diagnostic, with the full price after you have seen it.
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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